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/

Have you signed up for our investing newsletter? It's free. Plus, paid members get "The Inside Take" with deep dives, briefings, guest notes, and more! 

● Investing newsletter: https://jonerlichman.substack.com/ 

● Behind-the-scenes newsletter: https://carolinelesley.substack.com/

Listen to the podcast & give us a 5-star rating: 

● Apple Podcasts: https://podcasts.apple.com/us/podcast/ticker-take/id1772654316 

● Spotify: https://open.spotify.com/show/2xrbo2vP9k9X52rQ0dE6w6

Connect with Jon & Ticker Take: 

● X: https://x.com/JonErlichman 

● Website: https://www.tickertakeonline.com/

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."

#stocks #investing #dividends

Think high dividend yields always mean safe income? Keith Buchanan says chasing them could be a trap.
GLOBALT Investments&rsquo; Senior Portfolio Manager breaks down why dividends are the ultimate test of business quality&mdash;and reveals 6 stocks beyond Big Tech built to keep paying and raising their payouts in good times and bad.
Chapters:&nbsp; 0:00 Intro: Beyond Big Tech&nbsp; 0:37 Money doesn't grow on trees (it&rsquo;s about dividend growth)&nbsp; 2:23 The Dividend Test: Why chasing the highest yield is a trap&nbsp; 4:02 Stock 1: Delta Air Lines (DAL) 0:00&nbsp; 5:02 Stock 2: Waste Management (WM)&nbsp; 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&mdash;and how he looks for pricing power, steady recurring cash flow, and dividend growth discipline across diverse sectors.
In this episode, we cover:&nbsp;
&bull; What actually defines a "quality" stock and why dividends serve as the ultimate corporate receipt&nbsp; &bull; The "Yield Trap": Why Buchanan prefers owning a smaller growing dividend over a high, vulnerable payout&nbsp; &bull; 6 non-tech stock ideas&mdash;from legacy industrials and energy to consumer IP and financials&mdash;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/
Have you signed up for our investing newsletter? It's free. Plus, paid members get "The Inside Take" with deep dives, briefings, guest notes, and more!&nbsp;
● Investing newsletter: https://jonerlichman.substack.com/&nbsp;
● Behind-the-scenes newsletter: https://carolinelesley.substack.com/
Listen to the podcast &amp; give us a 5-star rating:&nbsp;
● Apple Podcasts: https://podcasts.apple.com/us/podcast/ticker-take/id1772654316&nbsp;
● Spotify: https://open.spotify.com/show/2xrbo2vP9k9X52rQ0dE6w6
Connect with Jon &amp; Ticker Take:&nbsp;
● X: https://x.com/JonErlichman&nbsp;
● Website: https://www.tickertakeonline.com/
Exec Producer / Co-Host: Caroline Lesley
About Jon: I&rsquo;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."
#stocks #investing #dividends

Investing doesn’t have to be boring or confusing. Accomplished business broadcaster Jon Erlichman and entertainment media veteran Caroline Lesley break down the stock market and the forces reshaping it, including AI, in plain English. From the floor of the New York Stock Exchange to interviews with the world’s top investors on how they think and where they see opportunity, Ticker Take makes finance clear, useful and entertaining, whether you’re just learning what a ticker is or you’ve been in the market for decades. Tune in and learn to invest like a pro.

Investing doesn&rsquo;t have to be boring or confusing. Accomplished business broadcaster Jon Erlichman and entertainment media veteran Caroline Lesley break down the stock market and the forces reshaping it, including AI, in plain English. From the floor of the New York Stock Exchange to interviews with the world&rsquo;s top investors on how they think and where they see opportunity, Ticker Take makes finance clear, useful and entertaining, whether you&rsquo;re just learning what a ticker is or you&rsquo;ve been in the market for decades. Tune in and learn to invest like a pro.

Ticker Take

Think investing has to be boring or confusing? Think again! Join Jon Erlichman as he breaks down the latest market news, investment tips, and money moves — all served with a side of wit and zero financial mumbo jumbo. Whether you’re a newbie trying to figure out what a “ticker” even is, or a seasoned investor looking for a fresh take, Ticker Take makes finance fun, friendly, and maybe even a little entertaining. Tune in, learn something, and maybe laugh along the way. Your wallet will thank you.

Think investing has to be boring or confusing? Think again! Join Jon Erlichman as he breaks down the latest market news, investment tips, and money moves — all served with a side of wit and zero financial mumbo jumbo. Whether you’re a newbie trying to figure out what a “ticker” even is, or a seasoned investor looking for a fresh take,&nbsp;Ticker Take&nbsp;makes finance fun, friendly, and maybe even a little entertaining. Tune in, learn something, and maybe laugh along the way. Your wallet will thank you.