CNBC Investing Club: Cramer’s Morning Take on Kimberly-Clark 10/9/26
Summary
Jim Cramer details recent stock purchases, including Kimberly-Clark ahead of its merger with Kenvue and FedEx, which he views as a strong value play against UPS. He explains his pyramid buying strategy for FedEx and discusses a small, early position in Bank of New York Mellon due to its lack of credit exposure. Cramer also reflects on his decision to hold off on buying Boeing, noting that rising oil prices and airline demand dynamics make the stock more attractive than the market currently appreciates.
Topics discussed
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Sponsor: Energy Transfer and natural gas
Intro and CNBC Investing Club promotion
Buying Kimberly-Clark ahead of merger
FedEx strategy and pyramid buying approach
Bank of New York purchase and credit exposure
Boeing, oil prices, and airline demand
Legal disclaimer and opinions
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