In short: Named with Conagra as a recent dividend cut — "big yields that were not sustainable," which the market priced in as the yield climbed to 5–7%.
Whirlpool, the appliance maker, is another recent dividend cut. His point: when a company's yield climbs to 5–7% the market is usually telling you it expects a cut, and it is often right.
14:33So, these are all, you know, important things to consider in terms of just a sustainable dividend strategy. But I would say that balance sheet's important. You know, we've seen a lot of yield traps over the last couple years. There's been a lot of dividend cutting activity. Some big names recently, right? Whirlpool, — Kagra, you know, these are some big yields that were not sustainable and the market has gotten efficient and smarter over time and it knows when a dividend is not sustainable and that's when you see the yield really
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