ockham

Kimberly-Clark: Absorbing New Markets

I like your analysis, and I agree KMB is a well run company with little downside risk. I am long on KMB for the long term.

One question: With a stronger U.S. dollar you refer to as a help for input prices, does that impede on the potential for growth overseas as KMB's products cost more abroad? Just food for thought because I think the company is on the right track no matter what the dollar does.