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Why Procter and Gamble Dividend Yield Tells Only Half the Story
Description
Procter & Gamble dropped 3% in the past week while the S&P 500 rose. That jolted income investors who treat PG as a reliable holding. In this episode, Lucas walks through the numbers behind the decline, explains why dividend yield can be a misleading metric, and shows how dividend growth rate matters more than current yield for long-term cash flow. He contrasts PG's 2.8% yield with Johnson & Johnson's 3.1% and explains why a 4% yield from Verizon comes with different risk. Luna asks whether investors should sell PG and buy something else, and Lucas makes a case for why dividend growth stocks can weather rate volatility better than high-yield plays. Recorded July 9, 2026.