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Investment Strategies / Falling Knives
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Author: ajm101   😊 😞
Number: of 1023 
Subject: KVUE / KMB
Date: 11/03/25 2:14 PM
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No. of Recommendations: 4
I'm adding a medium-large position in KVUE, which I was already considering, after the news that Kimberly-Clark is buying them https://www.reuters.com/business/healthcare-pharma... (if you missed it).

I see limited downside in KVUE to park funds. At the current KMB prices this is worth 5% more than the $3.50/share and 0.14625 KMB share. KMB is yielding 4.2% and KVUE yields 5.9%.

I haven't read anything about a breakup fee, but I'm clearly missing something at $16.4.
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