# Ep. 147: Beyond the AI Trade — Where Dividend Money Is Actually Working

Page: https://stenobird.com/podcast/informed-investing-7720447/ep-147-beyond-the-ai-trade-where-dividend-money-is-actually-working
Text version: https://stenobird.com/podcast/informed-investing-7720447/ep-147-beyond-the-ai-trade-where-dividend-money-is-actually-working.md
Podcast: [Informed Investing](https://stenobird.com/podcast/informed-investing-7720447)
Published: 2026-09-15T12:57:19+00:00
Episode link: https://investing.transistor.fm/episodes/ep-147-beyond-the-ai-trade-where-dividend-money-is-actually-working
Audio file: https://media.transistor.fm/b378830c/decb5e76.mp3
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JSON: https://stenobird.com/v1/public/podcasts/informed-investing-7720447/episodes/ep-147-beyond-the-ai-trade-where-dividend-money-is-actually-working
Duration seconds: 1371

## Resource

6 of 8 sources, throughline 'Beyond the AI Trade — where dividend money is actually working: real, cash-funded yield & durable growth vs. valuation traps and manufactured yield': (1) OUR OWN AVGO — the cash-funded dividend behind a 44x trailing P/E (FCF ~$39.4B > GAAP NI, div covered 3.26x/31% of FCF, fwd ~20x, $30 EPS target FY28, 0.74% yield = growth not yield); (2) ETF Trends SDOG ALPS Sector Dividend Dogs +19.36% YTD equal-weight beating tech, holdings AMCR/MO(4.7% hike)/LMT, 3.32% SEC yield; (3) Motley Fool ABBV — Ken Griffin/Citadel +500% stake Q2, Dividend King 50+ yrs, 2.6% yield, 25/31 analysts buy PT $277 vs $261.77; (4) Motley Fool KO — ex-div Sept 15, $0.53 qtr/$2.12 ann, 2.33% yield (10yr low), 64th straight raise, +28% YTD, yield-on-cost math; (5) ChartMill ASC Ardmore Shipping — 8.28% yield stress test, payout 26.88%, health 8/10, D/E 0.05, Altman-Z 9.52, but rev -16.31% & div>EPS growth = monitor; (6) YouTube LOW Lowe's — undervalued Dividend King ~16% below fair value ($238.67 avg), 64-yr streak, 42.3% payout, P/E 16.9 vs 19.1 avg. Dropped 2 of 8 URLs for length/redundancy: personal top-5 dividend portfolio video (WSM/JNJ/VOO, least distinct) and Doug the Retirement Guy TDAQ Nasdaq-100 covered-call ETF (manufactured yield already covered heavily in ep 146).

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## Transcript

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