In short: Used as the worked example rather than a pick — her dividend-coverage illustration: a $5.12/yr dividend against $7.45 expected earnings = "plenty of coverage." Also the stock a CNBC conference attendee kept buying and abandoning for Nvidia ("you want to be a dividend investor, but you are not a dividend investor").
11:24So you want to look for something like, you know what, let me look at Kimberly again. You want to look at something like Kimberly where the dividend is $5.12 a year and the expected earnings is $7.45. So you have plenty of coverage. You know that the earnings are going to more than cover the dividend. That's the first thing.
In short: Harrington's final trade, and the hour's only explicitly AI-proof idea. "Kimberly-Clark drifted down by about 10% in the last month. Nothing company specific. So you're back up to over a 5% dividend yield and you have 0 threat from AI." Wapner's one-line summary — "OK, AI toilet paper" — is the joke, but the structure is the classic Harrington trade: an unexplained drawdown in a boring cash generator that resets the yield, in a week when the debate was entirely about AI capex and long rates.
Kimberly-Clark makes household paper products — tissues, towels, diapers. Nothing about the business is exciting, which is the entire point of the trade.
The stock drifted down about 10% in a month with no company-specific news, which mechanically pushes the dividend yield back above 5% — you are paid more for the same business simply because the price fell. Harrington's second reason is the one that fits the day: in an hour spent arguing about AI capex, AI froth and AI job destruction, this is a company with "0 threat from AI." Wapner's summary, "AI toilet paper," is a joke that also happens to describe the thesis.
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