KMB - A Stock Pick to Ride Inflation

Heading into the new year, we’ve got a great stock pick—one of the best deals highlighted on the I2Guru 200 at this moment. It’s actually a company whose products you buy every single week. This is the kind of product people will continue to purchase even if the world collapses around us, simply because it’s essential to daily life. Right now, thanks to all the AI hype dominating the markets, attention has shifted away from it. As a result, the stock price has essentially rewound a decade, creating a rare buying opportunity where the dividend yield exceeds all treasury rates.

This company has been around for decades, surviving multiple wars and even the Great Depression. That makes it a strong defensive pick in the current environment. If the bottom falls out of AI, this is exactly the type of place where money flows back when the “sheep get slaughtered,” so to speak.

If you’re not familiar with I2Guru, it’s a site I built after 30 years as an engineer. I’ve been investing that entire time, trying every strategy imaginable, and the I2Guru site automates my approach I now use in retirement to protect the wealth I built over those decades. I was fortunate enough to retire at 52 after working for companies like Tesla, DuPont, Phillips 66, and Ascend Elements. I still have a son in college, but the math finally added up—I could actually start enjoying life. With I2Guru, I also get to give back. The ad revenue we hope to achieve through the I2Guru Youtube channel will fund scholarships in my local community - a passion project for my retirement.

The I2Guru 200 Index is built around safe, durable companies I've monitored for 30 years. Many are dividend kings. Many have been around for generations and will continue to be. They’re the things people want, but more importantly, they’re the things people need—regardless of economic climate. And on the I2Guru page, you’ll find a button I created called “Best Deals,” which highlights the strongest opportunities available right now.

The “Best Deals” feature evaluates all the stats that would normally turn indicators green, then compares them against each stock’s historical price performance. So if a company has strong earnings, solid free cash flow, and a depressed stock price—whether due to sentiment, a new CEO, or simply a lack of buzz—this tool highlights it. Sometimes big finance just sets a stock aside until the latest tech craze collapses, and then they rotate back into these essentials.  Looking at today’s best deals relative to their 52‑week stats, one name stands out: Kimberly‑Clark (KMB).

Examples of Products from Kimberly-Clark (KMB)

At first glance, “Kimberly‑Clark” might sound like a law office or a hospital, but clicking the title reveals it’s a global consumer products company. Think Huggies, Kleenex, Kotex, diapers—entire shelves at Walmart or Kroger are filled with their products. Anyone raising kids, aging, or simply running a household buys these items regardless of economic pullbacks. That’s what makes them such a resilient player.

Their stock price has pulled back significantly. Last year’s geopolitical tensions, tariff scares, and shifting sentiment pushed the price down. There was also a 2022 anomaly tied to post‑COVID supply chain issues. But to find today’s price levels, you have to go all the way back to 2019. Meanwhile, the company never stopped paying its dividend. If you held the stock, you could ignore the price entirely and still collect the same cash—or more—every year. These products are inflation; they rise with inflation, with occasional pullbacks that create buying opportunities. As Buffett says: buy low, sell high. Historically, every dip has been followed by recovery and steady long‑term growth.

Of course, you want to make sure it’s not a “Blockbuster" situation. But diapers and baby formula aren’t going anywhere. Free cash flow tells the story: big numbers trending upward all the way back to the 1800's! As these products inflate, so does free cash flow. With the stock price suppressed, that translates into a 5.11% dividend yield—higher than any savings account or U.S. treasury right now. And like Verizon recently, the stock could jump double digits in a single day when sentiment rotates back.

KMB Dividend History $/Share

Right now, out of the entire I2 Guru 200, the standout rock‑bottom deal is Kimberly‑Clark (KMB). If it behaves like Verizon or Kohl’s did for me, big finance will eventually rotate back into it. No one can predict the future, but as a Dividend King with decades of stability, it has proven itself a worthy look any time it dips.

I hope this gave you something useful to think about. Check out i2guru.org—it’s very phone‑friendly—and hopefully you’ll find some additional assets that help fund your retirement as well.