Kenvue (NYSE: KVUE) stock analysis — Tylenol, Listerine, Neutrogena, Band-Aid, Aveeno. FY2025 revenue $15.1B, ~3.8% dividend yield, JNJ stake selldown nearing completion. Consumer healthcare giant at a crossroads between overhang resolution and growth reacceleration.
CL Colgate-Palmolive Dividend King analysis for 2026. Global oral care market leader with 40% toothpaste share, Hill's Pet Nutrition growth engine, 45%+ emerging market revenue, pricing power versus P&G, and dividend sustainability assessment.
KMB Kimberly-Clark Dividend King analysis for 2026. Huggies, Cottonelle, Kleenex brand portfolio, emerging market growth strategy, P&G competitive dynamics, raw material cost cycles, and dividend sustainability for long-term income investors.
WBA Walgreens Boots Alliance stock analysis for 2026. Dividend cut context, VillageMD restructuring, PBM margin pressure, CVS competition, debt management, and bull/base/bear scenarios for dividend investors considering recovery plays.
Newmont (NEM) is the world's largest gold miner by market cap, with a five-continent portfolio and a disciplined AISC framework. This analysis covers the bull and bear thesis, portfolio positioning, tax treatment in Roth and 401k accounts, and what to watch in the next 10-Q.