Reddit Posts
Pop Quiz, does KVUE look like it wil l have explosive movement by end of next week?
Don't have a clue how options work. Do I need to wait until January/February to sell my contracts?
I Hate what the market has turned into but KVUE/JNJ is a lil wild
Mentions
Nothing. I have learned all the wrong lessons. I'm a long term value investor BUT I actively seek out drama, because that drives prices well into my "zone of safety". 2025 - UNH and KVUE. (Donald) 2024 - UBER (robots) 2023 - RTX and WFC.(Bank panic, turbine failures) 2022 - GE (Split) and BASFY (Ukraine) 2021 - LMT (Funding cuts) 2020 - HAL, NCLH, BRK (March madness) I have no crystal balls but when people start screaming is when I get most interested. Catching the bottom is hard but I don't really need to to make money. I just need to correctly assess whether this is a short term solvable problem or a long term unsolvable problem.
Worry not, for KVUE is up by 8 pennies.
Femy was my only green pennystocks, all my mid price shares are were my money is being made (NDAQ, WSR, KVUE, TRIN, WU, and mostly Rivian)
KVUE and other consumer defensive stocks
Also a late 20’s uneducated opinion here. I’m not familiar with KMB or KVUE, but the other 3 companies are probably being hit fiercely by the wave of organic alternatives on the market for products such as paper towels, tooth paste, seran wrap, laundry detergent, etc. This trend shift in consumer sentiment is rapidly shifting away from these harsher, historical chemically filled products that a Colgate, Clorox or Proctor and Gamble make. (I for one am not switching to an “organic disinfectant for my counters, but that’s my own two cents). I also think we are seeing a big change in the historical channels that these businesses used to access consumers. These big name producers used outlets like Walmart, Target, CVS, Publix, to sell their products, and have minimal to no web presence for direct to consumer. COVID really brought a rise to social media consumerism, so many more small businesses are popping up and selling through tik tok and instagram than ever before. These businesses are selling “organic replacements” to many of the same products the companies you provided also sell. The first name I can think of would be “Dr Squatch Soap” I always see ads for that stuff. If these companies like Clorox or Colgate lose their ability to gain market share by simply purchasing premium shelf space at a supermarket, and now have to compete with 1000 other new brands/faces online with strong B2C online ability, and potentially lower overhead per unit. Idk why I typed this much out, just stoned and scrolling through reddit, but I don’t think I’m that off base. I for one didn’t know Clorox was even a public company or that they were only a $12B company, I’m buying that! People can go “organic” all they want, but I want some STRONG chemicals when I’m cleaning up after raw meat or other messes.
Paxton back with more KVUE shenanigans. TX judge orders KVUE and JNJ to register with the Secretary of State. I assume this is Paxton's attempt to circumvent the jurisdiction issues he ran into with the court orders last month. https://www.bloomberg.com/news/articles/2025-12-08/tylenol-maker-isn-t-registered-to-operate-in-texas-judge-says
$KO, thirsty computerbrains crave caffeine. $LLY $NVO, bodies made sedentary by overcomputation need weight loss drugs. $KVUE day of hard computing leads to headaches, rational/logical computational minds reject government link tylenol/autism. Any index fund – brain/machine interface leads to economic explosion and worldwide renaissance, valuations soar
KVUE just paid me a tasty dividend and trains are awesome
This. It’s not my core strategy, but when a solid dividend stock I like falls into a range I like…I sell a put ~35-40 delta. If assigned I sell calls and collect dividends, if it keeps dropping I sit tight and collect dividends, maybe average down some. Some recent ones I’ve used is BMY and KVUE. Also WEN, which I’m currently red on, but close enough to still collect some call premiums above cost. Div + premiums + cap gains when called away is usually a nice return for the timeframe when it works. When I go in the red for a while at least I’m still collecting div.
Well, KVUE is still heading up this morning. A sign that today's market will be autistic.
Dubiously credible rumors circulating of second interested KVUE bidder
I bought 20 shares of Nvidia and 11% of the port is KVUE (Tylenol), the rest is ETFs and cash
So are my KDP, WSR, PLBY, KVUE, and FEMY
Had 1/16/26 KVUE 17c’s that just fell off a fucking cliff 😂
One last pump for KVUE and now it's on the way down
KVUE keeping me green during this hilarity.
KVUE is doing quite well, tyvm.
Nvidia - 33% VEQT - 22% Reddit - 19% VFV - 19% KVUE - 6% KVUE is my swing trade money. I already cut some Nvidia into RDDT in January. I want to buy even more RDDT, what are others thoughts? This is a tax free account so I can only deposit about 7k per year.
I bought Nike at $52 and Target at $87. Bought ROKU at the absolute bottom in April and got rid of it at $100. Microsoft still have it and bought in April. UNH I bought it at $255 wish I bought more of it. I’m into dividend stocks. I like KVUE, Nestle, PFE, KHC, Roadzen, UNH, NVO but I bought NVO very low and it has a dividend. I like food stocks that have been around for multiple decades. I know food stocks and pharmacy stocks aren’t sexy tech stocks but I’m not buying tech because I think it’s a bubble and evaluation is ridiculously high I’ve been through 4 recessions. Sold all my TTEK shares for a profit (has no dividends).
I didn’t go LEAPS but my near term KVUE options went the same route. Thankfully I entered a vertical which I expected to exercise to capture gains if necessary
Texas v KVUE ruling coming today in regards to the dividend. I think the hearing in Panola County has wrapped up: 11/14/2025 Hearing (9:00 AM) (Judicial Officer Rafferty, LeAnn Kay) Defendants Special Appearance Pursuant to Rule 120a(2) and Plaintiff's Motion for Temporary Restraining Order, Injunction and Motion for Expedited Discovery. 11/14/2025 Motion Motion for Protective Order
Only safe place is KMB and KVUE, pile in boys and pump my bags
ALB and KVUE were the only things that closed green in my port today
Should have invested in autism safe haven. KVUE is green.
I also look at these trades and I have to say not all of them are valid, I entered KMI, KVUE and BBAI. I see that they buy many many many consumer goods and energy stocks, like VZ, PG, OXY... do you know what that means? They are preparing for the bear market
I would once again like to thank KVUE for keeping me green during these dark times.
If the buyout goes through, you get .14625 shares of KMB and $3.50 for each share of KVUE
Bought KVUE at $14.39 and sold a $14.5 PUT. Like the next day it jumps to $16, and today someone called the shares away. I mean, I made $75, but still...I kind wanted that dividend. Ah well.
Would like some advice on my KVUE. My cost basis is $17. Not sure whether to sell at break-even. The KMB buyout has me confused on next steps.
Thats really the main value here for KVUE shareholders. If KMB stock stays where it is at now, 0.14625 \* 105 = 15.35 + 3.50 cash per share of KVUE = $18.85 value - so as of today KVUE should only go up if KMB stock goes up. Technically right now at KMB's price, KVUE is overvalued by $1.65 as of today if I am doing my math right. The only benefit to this is that in theory you will only see KVUE stock go down more than $1.65 if KMB stock also goes down between now and the closing, and you still get to collect KVUE dividends in the meantime which are very generous now. To me this deal kind of sets a good floor for the KVUE stock price and with that fat dividend this will be a safe hold so long as the tentative deal stays in place and on track.
UNH NVO KVUE being good to me today
KVUE still a good value I think. I expect Paxton's totally bullshit motion to suspend the dividend to fail this week: PDF of the motion: https://www.texasattorneygeneral.gov/sites/default/files/images/press/Motion_1.pdf
Probably just a software thing. The 1/16 23C contracts were reading at $250 a pop while KVUE was still sitting at ~16.80
KVUE calls gonna print hard this week!
Just before close on Friday I bought KVUE calls, $17 strike, 11/14 exp. This thing had been so beat down and the merger with KMB puts a value on KVUE somewhere in the neighborhood of $18.5-$21per share(depending on the value of KMB itself.) I figured something didn't quite add up when KMB offered over 40 billion to acquire KVUE while KVUE market cap sits at 30 billion. Not to mention KVUE was up over 15% on the week while the market as a whole was in the red. Currently KVUE sits at $16.88 and id be really suprised if it doesn't move up to at least $18 this week.
KVUE calls $17 strike exp November 14. Gonna print hard.
Once again I am thanking KVUE for saving my port during this crisis.
Found a safe haven, KVUE and KMB. They already tanked so hard before this market downturn that they didnt hardly dip at all both on the recovery. Get in if you are looking for safe gains and you also hate gay puts
Why is KVUE discounted so much relative to its $21 deal price ($18 now based on Kimberly drop). It’s not an antitrust issue so why are people pricing as if deal may not go through? There’s a $1 billion + break up fee
KVUE cup and handle on the day
I was just looking into the deal and im not sure this is correct. I don't think the 21.01 is set in stone, I think that is just the estimate based on the cost of KMB on OCT 31 (119.75)+ the $3.5 and .14625 KMB shares = 21.007. I can't see anywhere in the deal that it says anything about the price of KVUE at closing having any meaning in the deal. Maybe im misunderstanding though.
Green today cause of KVUE. Thank you autism!
Dude??? I am literally GREEN, hard GREEN today: KMI, KVUE, MFG, AES? It seems like I live in the twilight zone.
Am I crazy? Everything is green on my end, KMI, Cyberdyne, AES, EQT, MQ, KVUE??? These are not on a stampede but they've been bullish since April 2025?
KMI's very green tho? Why u red? KMI, KVUE, AES, MUFG, EQT, MQ, NMR? Go and make some cash. Not financial advise, I am a blood sucking bot.
Decent entry for KMB I think. I hedged my KVUE position with KMB at $100 in case the merger falls apart. Best case I get a new KMB position and sell after the merger. Or sell both after Texas inevitably drops its lawsuit
Selling KVUE and buying KMB is you essentially betting on the deal not going through. Looks like the market thinks KMB is overpaying for KVUE (I believe that’s why it dropped) given the price reaction after it was announced. If the deal doesn’t go through, KMB should pop. I guess you have to figure out what you’re solving for
Your gain on KVUE can only be between your entry point and $21.01 if the sale goes through. It could be 6-8 months before that happens. Depends on your feeling on the market, but your essentially tying up your money for that period of time to net $X amount of dollars with the risk the deal falls through and you end up taking a dump on it.
Loaded up on the KVUE dip earlier for 11/21. Gonna ride those for a bit. Swung some VIX calls because tomorrow looks like it's gonna be poop. Watching the 663 SPY level to see if we get a bounce
You’ve got this completely backwards. A longer dated option will have higher Vega and the price will react more to a one point move in vol (Vega defined). I suspect KVUE had a downward sloping term structure (short dated options have higher vol than longer ones) so you may feel the implied vol “crush” (which no one outside of Reddit says ever) more as vol drops from 80 to 20 on the short end while vols only drop from 30 to 20 on the long end (made up numbers to illustrate my point).
If AMPX and KVUE don’t rip in the next few weeks I’m going to end up working a morning black friday shift at Walmart (night shift at Wendy’s)
Why isn’t KVUE movie to $21 if there’s a buyer for it ?
can someone please explain to me why KVUE, after news of buyout of $21 per share, is struggling to get to $17. is it bc i own it, that would make most sense
So KMB wants to buy KVUE with stock and KMB's stock fell while KVUE climbed. But AI taught me that promising things is supposed to increase the valuation on both sides? Is this not how it works now?
If Kimberly-Clark has a deal to buy $KVUE for $21.01/share, why is the price still well below that? Do investors not think the deal will happen, do they think the price will change, or is there something else going on?
KVUE discount way too high relative to price fixed in for next year from acquisition deal
The real tylenol play here is to sell KVUE Jan 28 calls >$25. Pretty decent premium. Difficult to imagine anyone paying more for the business. Difficult to imagine wall street bidding KMB back above $142 on the basis that KMB effectively doubles KVUE's operating profit with $2.1b of "synergies" on $15b of revenue. Incredibly odd for an exclusively paper company (KMB) to think they can run a consumer health company dramatically better with no experience. KMB has almost no acquisition experience whatsoever, and certainly not outside of paper.
I'm probably gonna take profit on KVUE if it goes into high 17s again
KVUE, always invest in autism.
They Kimberly CEO yappes on Cramer how he could bring their operational efficiency and lean process to tg He KVUE so they plan to take the helm and change how thi gs are done
It's not like the KVUE staff are going to magically disappear, they'll still have experts. All KMB has to do is bundle some product together and make gains. Pretty massive opportunity if they play it right.
Can you guys tell me it’s ok? I’m holding KVUE calls
Who bag holding KVUE calls? 🤚
Conceptually, ignoring all extrinsic value: I have $18 KVUE LEAPS that cost me $2 per contract, in theory the option should ultimately resolve to $3 per contract if the purchase goes through, no? I get that there’s some uncertainty priced in regarding the actuation going through, but would have expected the options to trade closer to $2.50 than the $1.40 they’re currently trading at..
Current deal agreement and price of kimberly stock values kenvue stock at about $18/share. I've crush because now we have an idea of what KVUE price is going to be, and $20 strike is quite otm.
I sold my KVUE calls a week ago 🤦
This is true for all cash deals. In this case, most of the proposed deal is in stock, so the KVUE options are mostly going to trading off of KMB’s volatility going forward.
Put some Bollinger bands on your KVUE chart and go to the hourly time frame.. See how wide they were for the first part of thr trading day and then tightened? That's a visual representation of the IV crush that happened to you call. A longer dated option will have lower Vega, and thus the contracts price will react less to volitiality swings.
What KMB shareholders lose in dilution they more than gain in new ownership of KVUE business lines. KMB scooped it up at the right time. Opinions of KVUE intrinsic value ranges but it’s $23-25 a share, they got it for $21 plus all the synergy savings etc.
KVUE didn't report earnings yet. The IV crush is due to the announced acquisition by KMB.
I saw someone earlier asking why his KVUE 19C weren't moving. Didn't have the heart to tell him the strike is above the proposed buyout price
I literally thought about buying it the week that announcement came out, but I thought I'd wait at least until earnings date because it might bomb or kitchen sink. Also falling knife rule. From my POV, it's either coordinated, the buyer sees the value that really is there, or the buyer did the math and realized KVUE might be worth more when NOT associated with Tylenol by being packaged with more things. Even then I did the math and it didn't make sense even if we ***assume*** Tylenol has a 100% rate of autism. Tylenol makes up one of the brands in KVUE's portfolio. It's a small portion. Then Tylenol itself has a lot consumers besides pregnant women which are a small portion of all Tylenol consumers. Plus it never said anything about when during pregnancy, before, or after pregnancy. So it's ONLY the single Tylenol brand, applying ONLY to women, and ONLY to women who care about that ONLY during some periods of their lives. KVUE went down like -10% as if pregnant women were chugging down [325 pill mega bottles](https://i.ebayimg.com/images/g/gcsAAOSw5HVjOF-6/s-l1600.webp) every 30 minutes.
KVUE was a good buy last week when RFK disguised his market manipulation tactic by saying something really outrageously stupid about Tylenol. So long as you pay attention to what these criminals are saying, you can profit
It’s risky. They knew something like this will happen which is why OI was high weeks prior. Question is, why was there little movement on options volume. They’re waiting on another catalyst. Have over 3k contracts in limbo. I’m waiting with them to see what happens. Likely KMB will rise and bring KVUE along in the next two weeks.
What we now know was blatant KVUE manipulation bolsters my argument that tariffs are getting struck down. At some point. Maybe not this week but they will be struck down. Or else Cantor Fitz wouldn't have bet against them with the refund rights.
Same thoughts, and based on current KMB prices a cheaper way to purchase them as well (currenty $KMD: $102.40, $KVUE: $16.28) (assuming $KMD doesn't continue to decline in value).
Sorry about that. Kimberly clark tanking on the deal is not helping KVUE share price today. Kim clark CEO is going on Cramer today. We will see what he says about the deal. Im.going to hold my shares at this point and collect what seems to be a very safe dividend going forward.
“Litigation overhangs: already priced into KVUE, KMB knew what it was buying” Sure, KMB management knew but KMB shareholders didn’t sign up for litigation exposure and are v*ting with their feet today. That said I don’t disagree that this is an opportunistic entry point if you can stomach the volatility. KMB SH deal v*te risk is actually upside from here.
KVUE stock price is now strongly tied to KMB. I was wondering why my KVUE calls didnt moon at open. Thats why. when KMB recovers then KVUE will rise sharply
Because you ripped off KVUE shareholders and somehow had them celebrating at the same time, and your moms excessive use of Tylenol.
#TLDR --- Ticker: KMB Direction: Up Prognosis: Buying shares and long-dated calls on this dip. Catalyst: Market realizes the KVUE acquisition creates a consumer staple powerhouse and cost synergies start hitting the P&L. Timeframe: 12-18 months
I bought KVUE at 17 assuming that it would obviously bounce back from RFKs bullshit. With the buyout news I seem to have hit on this one.
The deal makes the ceiling of KVUE now at (0.15*KMB) + 3.50. At the current price (KMB ~103), that’s 18.95. It’s not guaranteed though, and presumably KVUE would fall quite a bit if the acquisition doesn’t go through so that’s why you see the current KVUE price where it is.
Well, the buyout is $3.5 cash per share + 0.146 shares of KMB per share. If KMB pumps, KVUE might follow
Soo is KVUE about to crash or is it loading up🥲
Buyout terms are that for 1 share of Kenvue, you get 0.14625 shares of KMB and $3.5 cash. They arrived at these numbers based on KVUE and KMB closing prices on Friday Oct-31. Ironically after announcing the news today KMB is down which in turn reduces the value of KVUE from its total deal price. Also, the deal is announced but it is yet to pass regulatory checks and is expected to close 8-14 months from now during which time a lot of things can go sideways. So currently the market seems to be pricing KVUE as (KMB=$104)*0.14625+$3.50+(Dividend=$0.2075)-(Risk=$2.20)=$16.72
any BIG risks to the KVUE buyout? 3.5 cash + 0.146 shares of KMB is around 18.7 representing a 13% upside from current price 16.5
This government is so blatantly corrupt that I made 20% on KVUE.
New here, will it reach that value by 11/21? KVUE still in the $16s this morning after the big news of KMB buy
They are buying KVUE for \~$21 per share