Tyler Crowe

speaker

6,568 appearances 65 recordings 1 series first heard Oct 2025 last heard yesterday

Tyler Crowe’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 65 in all, peaking in Aug 2026 with 11.

Appearances

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Motley Fool Hidden Gems Investing · The Looming Constraint of the Space Industry · 22 Sep 2026 podcast

A few weeks ago, Campbells, the maker of the most I would say the most famous soup label uh ever made, uh, announced a dividend cut alongside with layoffs and to cost cuts, you know, try to shore up the balance sheet. voice-verified

Basically the reason anyone actually cuts a dividend these days. voice-verified

It was basically twenty five years to the quarter that the Campbells company cut its dividend, you know, uh one of those markers everyone tries to hit with dividend payments. voice-verified

And now I did a r there was a research voice-verified

Research note that came out. voice-verified

And so far this quarter, 19% of dividend payout announcements have actually been cuts, and it's been the highest in six years. voice-verified

So basically, since COVID times is what we're seeing here: higher interest rates, lots of reasons as to why this may be the case. voice-verified

I wanted to use Campbell's specifically, because it's an iconic company, and use it as a jumping off point here, because I think it highlights some signals investors use for determining dividends. voice-verified

Safety. voice-verified

Dividend streaks that go on for a really long time and iconic brands that aren't necessarily great indicators over the long term. voice-verified

You know, I think this story here is the going to be the big takeaway is no dividend streak is safe. voice-verified

And uh while we're uh you as investors, guys, and and we do we do this all the time, like when you're looking at companies, because we all have dividend stocks in our portfolios, what are some of the like those false flags? voice-verified

lags or like those data points that you see that really aren't great signals to finding a quality company that pays a dividend. voice-verified

To Matt, as you were saying, like debt maturities, we have rising interest rates. voice-verified

I'm sure that that is playing a part here with why it's happening right now, with as long as other, you know, points of pain we've seen retail companies struggling a little bit. voice-verified

So we I mentioned Campbell's at the top here. voice-verified

Uh as you guys have been scouring the world of of potential investments and maybe looking for things that are red flags, what are some of the companies you're looking at right now? voice-verified

where you're like, hey, I know they pay dividends and they've been pretty reliable for a while, but this is not looking as hot as as uh you know the market may be suggesting it that it is. voice-verified

I might catch some flack for this one, but I've mentioned it a couple times before. voice-verified

I actually buy one on my radar is actually UPS. voice-verified

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