CNBC Investing Club: Cramer’s Morning Take on Kimberly-Clark 10/9/26

Cramer is buying Kimberly-Clark on an expected Kenvue merger and FedEx on pricing power despite rising oil costs.

• Kimberly-Clark buy: Cramer bought 50 shares of Kimberly-Clark, an out-of-favor consumer staple with a 5%+ yield, ahead of an expected merger with Kenvue within two months that would create a new dominant soft-goods company.
• FedEx over UPS: Added FedEx shares (pyramid style: 20 shares now, more if it drops) betting its pricing power passes through oil/gas costs and it beats UPS this Christmas.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.