Think high dividend yields always mean safe income? Keith Buchanan says chasing them could be a trap.
GLOBALT Investments’ Senior Portfolio Manager breaks down why dividends are the ultimate test of business quality—and reveals 6 stocks beyond Big Tech built to keep paying and raising their payouts in good times and bad.
Chapters:
0:00 Intro: Beyond Big Tech
0:37 Money doesn't grow on trees (it’s about dividend growth)
2:23 The Dividend Test: Why chasing the highest yield is a trap
4:02 Stock 1: Delta Air Lines (DAL) 0:00
5:02 Stock 2: Waste Management (WM)
6:19 Stock 3: JPMorgan Chase (JPM)
8:05 Stock 4: Devon Energy (DVN)
9:11 Stock 5: Hasbro (HAS)
10:13 Stock 6: Automatic Data Processing (ADP)
11:28 The Ticker Take wrap-up
In this episode of Ticker Take, we sit down with Keith Buchanan, Senior Portfolio Manager at GLOBALT Investments, to explore where smart investors can find durable quality outside of the crowded tech trade.
Buchanan explains why an unusually high dividend yield is often a warning sign of a cut rather than a bargain—and how he looks for pricing power, steady recurring cash flow, and dividend growth discipline across diverse sectors.
In this episode, we cover:
• What actually defines a "quality" stock and why dividends serve as the ultimate corporate receipt
• The "Yield Trap": Why Buchanan prefers owning a smaller growing dividend over a high, vulnerable payout
• 6 non-tech stock ideas—from legacy industrials and energy to consumer IP and financials—paired with Bloomberg analyst sentiment
Disclaimer: This video is for informational and educational purposes only and does not constitute financial advice.
Thanks to Keith for joining us! Learn more about Keith and GLOBALT Investments here: https://www.globaltinvestments.com/
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Exec Producer / Co-Host: Caroline Lesley
About Jon: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? There are thousands of stocks, each with its own ticker symbol. We explore them and talk to experts to get their "ticker take."
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