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Opinions Gordon Reid
KenvueKVUEDON'T BUYOct 16, 2023
N/A
Stock price when the opinion was issued
$18.12
As of Jun 18, 2026. Market Open.
Consumer Products
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TOP PICK
Consumer health spinoff from J&J. First rate consumer products business. Trading at discount to peers in sector. ~4% dividend attractive. Excellent array of brands in portfolio. Litigation always a concern, but overall not worried for the long term.
Lorne SteinbergOwned
Consumer Products
A JNJ spin-off, done with a lot of debt which gives him pause. Their PE is high. Is really concerned is that JNJ also spun off the liability to the talcum powder lawsuits which KVUE now carries.