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I’ve been rebalancing my equity portfolio actively, getting rid of Eli Lilly (NYSE:LLY) a few weeks ago and adding more Asian stocks (banks and telecom). The one real dog in the portfolio has been Kimberly Clark (KBM), whose profit disappointment last quarter stemmed mainly from competition from generic brands.

But I’m still holding the stock.

When the Fed’s quantitative easing really gets underway, they’re going to need alternative sources of paper to print all that money–and I am confident that the Fed will buy only the highest quality rolls, not the cheaper store brands.

Source: Quantitative Easing and Kimberly-Clark