We are expecting the stock to sell off today, especially after a nice run in recent weeks, and once the 'dust settles,' we would argue for investors to buy in.

I just feel better about those companies who are in growing categories and have dominant market shares.

While some may make a big deal about this, we don't believe there is any reason to worry.

Kimberly-Clark is currently facing a number of global challenges, including commodity cost pressures (natural gas, fiber, energy), higher selling, general and administrative costs and a still difficult playing field in Western Europe.

Today just showed what we can do when everybody's playing well.

That was huge. I mean, they grew up today. This was a big game on a big stage and they both stepped up huge when we needed them to.