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Motley Fool Money

A Rough Day for Dividend Knights

Motley Fool Money

The Motley Fool

Business, Investing

4.43K Ratings

🗓️ 29 July 2025

⏱️ 19 minutes

🧾️ Download transcript

Summary

Between battered industries and overlooked opportunities, plenty of dividend-paying companies have slipped to the bottom of the earnings jar. Today, Emily Flippen, Matt Argersinger, and Ant Schiavone dig into: The shrinking ranks of “Dividend Knight” contenders Healthcare stocks with hard times but high yields What investors should prioritize in dividend-paying stocks Companies discussed: NVO, UNH, WHR, PLD, CNQ, SCHDHost: Emily Flippen, Anthony Schiavone, Matthew ArgersingerProducer: Anand ChokkaveluEngineer: Adam Landfair, Natasha HallDisclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Two dividend paying stocks getting crushed today with yields above 3% is now the time to dig in?

0:11.0

Today on Motley Full Money will be knighting some dividends.

0:18.0

I'm Emily Flippen and today I'm joined by analysts Matt Argusinger and Aunt Chavone

0:25.8

to talk about dividend stocks.

0:27.4

We'll be covering some recent headlines for dividend paying companies and discuss opportunities

0:31.6

that should be on every investor's radars.

0:34.2

But first, of course, we have to talk about the framework that you, Matt, and you

0:38.4

aunt talk about and look at when looking at income generating investments. I know you both

0:43.2

recently updated your list of dividend nights. Now, remind us what that means and what you generally

0:48.4

look for.

0:49.4

Sure, Emily. And thanks for having us. So the dividend nights are something Ante and I came up with a few years ago.

0:56.3

And it was really in reaction to a lot of the other monikers that you hear out in the marketplace

1:01.3

if you're a dividend investor, whether it's the dividend achievers, dividend aristocrats, dividend

1:05.8

kings.

1:07.2

And a lot of those classes of stocks, those dividend paying stocks, are based on consistent dividend

1:12.5

raisers. So whether companies raise a dividend for 10 consecutive years, 25 consecutive years,

1:17.6

or in the case of the Kings, 50 consecutive years, amazing. But we don't think it tells the whole

1:23.6

story about how a company is doing and whether it can sustain the kind of dividend

1:27.9

growth that we think is going to lead to great returns.

1:30.8

So we came up with the dividend nights, which is it kind of follows a rule of 10, Emily, which

1:35.8

is we looked at companies that have paid a dividend for 10 consecutive years, have grown that

1:41.2

dividend, not necessarily raised it for 10 consecutive years, but have grown that dividend at a 10% compound annual rate for those 10 years.

...

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