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"So I would say okay this is fairly priced for the risk and reward however The situation tells me that Kenvu might be a better buy to get to Kimberly Clark all else equal. You get the 12% plus the dividend plus the future dividend at Kimberly Clark."
The speaker outlines a trade call based on the acquisition dynamics and dividend yield associated with Kimberly Clark (KMB). They highlight an expected 12% return if the deal closes in the next 12 months and suggest that, despite potential dividend pressure risks, the risk-reward seems fair, making it an attractive value play.
Sentiment
