Source Post

These “Safe” Dividend Stocks Could Cut Their Dividends...

Jul 22, 2026

The creator discusses "safe" dividend stocks that may be at risk of cutting their dividends, contrasting them with high-yield stocks with sustainable payouts. The video highlights PepsiCo (PEP) as an example of a company with a historically low valuation multiple and high dividend yield, but questions the sustainability of its dividend due to capital allocation concerns. The creator also references a past prediction of a dividend cut for 3M stock.

Linked Mentions

Tickers discussed in this post

CLXBearishHigh ConvictionSignal-backedPrimary

Clorox shows significant market cap decline, stagnant dividend growth below inflation, a high free cash flow payout ratio, and projected net sales decrease, indicating dividend sustainability concerns.

PFEBearishMedium ConvictionSignal-backedPrimary

Pfizer offers a high yield and appears cheap, but its free cash flow does not cover the dividend, and earnings are projected to decline, raising concerns about dividend sustainability.

KONeutralHigh ConvictionSignal-backedSecondary

Coca-Cola is a stable dividend-paying stock that has performed well, offering sustainable returns.

MMMNeutralLow ConvictionResearch Only

The creator previously warned about 3M stock potentially needing a dividend cut, despite its status as a dividend king.

PEPNeutralMedium ConvictionSignal-backedPrimary

PepsiCo (PEP) is trading at its lowest valuation multiple in 5 years and highest dividend yield in 10 years, but the creator warns about dividend sustainability.

Linked Signals

Tracked calls opened from this post

CLX
sell opened Jul 22, 2026
-4.04%