Investors Want Profits, Dividends and Safety

The fixation on sales growth has led to some of the dumbest investment decisions I can ever recall. Take Kimberly-Clark (KMB), which I will have on "Mad Money" tonight. You might wonder how a stock that makes Kleenex can run like this one has. How could this plain-vanilla company rally 25% this year alone, giving you a double in four years, not including the hefty dividend?

Simple: Kimberly-Clark gives you everything you want in a stock except revenue growth, which was up only 1% year over year. Kimberly gives you sleep-at-night earnings per share, a terrific buyback and one of the best dividends, with excellent growth to that dividend. Kimberly fulfills the social compact that we want from management: a commitment to drive the stock higher through performance, leaving tough markets where there's no growth or where there is cutthroat competition, like the diaper business in Central and Western Europe. It is expanding nicely in fast-growing emerging markets, particularly China, Russia, South Korea, Vietnam and Mexico. Its brands seem to resonate everywhere....354 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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