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Dividend Stock Advisor

 Dividend Stock Advisor

Earnings Season Winds Down

By David Peltier | 02/26/15 - 02:34 PM EST
Stocks in Focus: DVY, APD, CPB, GE, MO

It was a quiet two weeks for dividend stocks, as the first-quarter earnings season wound down. The Dow Jones Select Dividend Index (DVY), the benchmark of the model portfolio, was virtually unchanged over the period.

We sold our position of 123.06 shares of Air Products (APD) on Feb. 19. The stock had gained 83% from our initial purchase two years before, bidding the dividend yield below 2%. While we believe that management has room to increase the dividend later this year, we didn’t want to be greedy with our gains.

Earnings Review

Campbell Soup (CPB) announced quarterly results on Feb. 25 that fell short of the consensus analyst estimates. The company earned $0.66 per share in the fiscal second quarter (ended January), as revenue fell 2% year over year, to $2.23 billion.

Campbell was affected in the period by the stronger dollar, and now expects fiscal 2015 (ending July) earnings of $2.32 to $2.38 per share. That said, management is targeting $200 million off annual expense reductions, to be realized over the next three years.

The stock fell fractionally over the past two weeks and recently changed hands around $46.62. We maintain the company is attractively valued for its 2.7% dividend yield.

Company Update

General Electric (GE) added 4% to recent gains this week and was recently trading at around $25.89. Despite the increase, we maintain the company is attractive to purchase at current levels, for the 3.6% dividend yield.

Dividend Reminder

Altria (MO) declared its next quarterly dividend of $0.52 a share (3.7% yield) on Feb. 25. Investors at the close of trading on March 11 will qualify for the payment on April 10.

Regards,

David S. Peltier

Lockheed Martin Dividend Date Reminder
Stocks in Focus: LMT

Today is the must-own date for the next quarterly dividend.

02/25/15 - 12:54 PM EST
Taking the Air Out of a Holding
Stocks in Focus: APD

Selling entire stake in Air Products.

02/19/15 - 11:47 AM EST

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