Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Young and Older Folk Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: chowder who wrote (23627)	12/17/2025 11:16:52 AM
From: Das Kapital	2 Recommendations Recommended By Chairo Kiisu Ichiro chowder Respond to of 23743

I bought more GIS shares today, the first time I've done so since 2018. 20% undervaluation and a 5% dividend yield are too irresistible to pass up such an opportunity.

To: chowder who wrote (23627)	12/17/2025 11:28:14 AM
From: jritz0	2 Recommendations Recommended By bootss@cat Just Fine Read Replies (1) \| Respond to of 23743

RE: GIS announced earnings today. I no longer buy individual stocks but it seems to me that DEO looks like a bargain. It's trading below its 200 month moving average, that's some major capitulation. I don't think that's a value trap if this rotation to value happens.

To: chowder who wrote (23627)	12/17/2025 2:24:57 PM
From: SeeksQuality	7 Recommendations Recommended By Chairo Kiisu Ichiro ddbpaso Fireball Dividend Jacob Marley Just Fine and 2 more members Read Replies (1) \| Respond to of 23743

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