Every month I look forward to Ian Bezek’s IMF portfolio update. Ian’s list always seems to add a name or two to my watch list because of his focus on value, quality, and oftentimes, income. I don’t think that Ian is necessarily a dividend growth investor at heart. I won’t speak for him (hopefully he’ll catch wind of this piece and stop by the comment section to speak for himself – here’s a focus ticker piece he recently published on Campbell Soup Company (CPB)); however, reading his work over the years, I imagine that value plays a more prominent role in his decision making than dividend yield/dividend growth prospects. Value investing has played a major role in the construction of my DGI portfolio as well, so perspectives like his are surely helpful. However, all of that isn’t to say that he and I always agree. Per the usual, I was intrigued by a couple of the names that he purchased in May, and in this piece, I’ll be covering one of them from my own perspective: Campbell Soup Company.

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