Tom Nash
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Inflation Hedge Stock 5/30
🕑 Added 2021-06-08 15:27:26 +0000 UTCHey Patreons, this is episode 5 out of 30 in our inflation friendly stocks.
As I mentioned, there are number of industries that tend to perform best during inflationary times. In this post I want to share with you a commodities stock which will be a great fit based on this strategy and should perform well during inflation.
The stock is $KMB Kimberly-Clark Corporation - Currently the price is $130.6 and I can see a price go to $145 per share by the end of Q1 2022. The average price target on TipRanks is $140 per share. During the past 9 months the share price dropped by 14% which makes it into a very interesting play to examine.
Kimberly-Clark is a $44B company, with low short interest at 2.2%. The company is generating a steady $20B in revenue per year for the past 5 years, like clockwork.
The Net Income margin is 12% which is very good for commodities, and it's currently trading quite reasonably, given its attractive status as an inflation friendly company, with a P/E GAAP ratio of 20 and EV to Sales of 2.8.
Let's face it, this company will not grow like crazy but it will always be there for you giving you sales of 20B per year. It's a well managed consumer products with a phenomenal product lineup. Adding the expected dividend yield of 3.5%, makes a very compeling case to get this company into your portfolio for the inflationary period ahead.
DISCLAIMER: All of Tom's trades, strategies, and news coverage are based on his own opinions alone and are only done for entertainment purposes. If you are watching To'ms videos, please Don't take any of this content as guidance for buying or selling any type of investment or security. Tom Nash is not a financial advisor and anything said on this YouTube channel should not be seen as financial advice. Tom is merely sharing his own personal opinion. Your own results in the stock market or with any type of investment may not be typical and may vary from person to person. Please keep in mind that there are a lot of risks associated with investing in the stock market so do your own research and due diligence before making any investment decisions.
Comments
Antonio Albarran
Well then dont promote ur page saying u will do 30 company stocks in 30 days then you aren't even 10 in at the end of the month. Your a fraud
Tung Pham
take your time, Mr. Tom! I just watched your recent upload. However, TROX is not on here so I think it's still not a safe bet since we don't know this virus has done with us in the US yet. We got to wait it out.
Jeremy
And thanks again, I love the content
Jeremy
Im enjoying the Patreon so far Tom, glad to be here. I knew someone who worked for Kmc before they closed down the plant last year. It was in the works pre COVID. I assumed they was doing bad but those numbers tell a different story. In your research did you come anything on the subject?
Generico Fakero
I’m doing my best to push out as many of these as fast as I can but the quality of research comes first so I won’t put out something I’m not fully confident about just to rush it
Ed Lee
Agreed so we can track performance overall.
Bottlefish
he didn't say they were going to be consecutive days :D
Alexander Ivanov
It depends .... maybe if you have I lot of side cash to cover the dips ... I am also thinking that, but ...... the wait can be long (1yr, 2yr, 3yr ?) and with the uncertainty of how many dips I will buy are the hard stuff .....
Sean Bosely
Hi there. New Patron here I really like your videos and razor sharp wit 😎. I appreciate the “inflation hedge” ideas but as a growth investor I don’t want to sell my TSLA and PLTR now at lows to buy BRK or JNJ then try and flip back later hoping to get back in growth cheap . I’d rather HODL and buy more TSLA and PLTR on dips. Tom What do you think ? спасибо товарищ
Antonio Albarran
I though it was suppose to be 30 stocks in 30 days ?
Rob
What about Gold ETF ie $IAU instead of cash?
Tung Pham
Would love you have a spreadsheet on your inflation stocks performance and you could also tell us which one you are investing in
Daniel Tappman
No the first stock was Berkshire Hathaway. (BRK.B) it’s listed below the interview with Justin oh
Daniel Tappman
Off topic, are bond ETFs worth buying?
Alexandru Popescu
The first was BMY, you can find it posted on YouTube.
Drew Sherline
What is the first inflation protection stock? I have 2 through 5, but can't see 1...??
GOAT
Thank you!! Off topic but Matt Kohrs has Wes on his livestream exposing the hedge funds with no FLITER!!! This is insane!!
