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Strategies & Market Trends : Young and Older Folk Portfolio

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To: chowder who wrote (23627)	12/17/2025 2:24:57 PM
From: SeeksQuality	7 Recommendations Read Replies (1) of 23744

Re: GIS and KMB While both are cheap here, they are also showing persistent growth struggles, with growth rates (2.5%?) that are below the inflation rate. Even with an elevated yield, that is a tough mix for a business to manage. Worse, it often inspires companies to make foolish acquisitions (as we've seen with SJM over the years). In my opinion GIS does not deserve a dividend safety score of 90 at this time. KMB has already been cut to 70. Neither dividend is in imminent danger, but I wouldn't bet on either one being sustained over the next five years - and if I can't count on a dividend being sustained for a decade or longer, then it is tough to make that dividend a significant part of an investment thesis. In this space I prefer PG and PEP, or DEO and HRL if one is bottom fishing. Many of their peers have fallen below the quality level that I'm comfortable holding. GLTA

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