In short: Cited as an example — named alongside Macy's, Nordstrom and Kohl's as retailers whose high yields couldn't keep growing while earnings fell every year.
19:40And sure enough they cut the dividend. So I would really say that sometimes it even looks sustainable on paper but if it just doesn't logically make sense... You saw with the retailers, the retailers like Macy's and Gap and Nordstrom and all those and Kohl's, all those guys had huge yields five and 10 years ago but you knew that [clears throat] bricks and mortar retail was dying, they were in the death throes. Actually I think Macy's just had really good numbers which surprised me, but you knew that they were in the death throes, so
Nothing matches this filter.
Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.