I'm excited to share a really cheap dividend stock with a 5%+ starting dividend yield that I'm buying right now in July, 2025. This ancillary position is trading at a PE in the 10s, and I see it as a contrarian value stock investment. (A possible turnaround.) It boosts my current income. #dividend #value #investing Timestamps: 0:00 INTRODUCTION 2:29 TODAY'S VALUE STOCK: THE CAMPBELL'S COMPANY (CPB) 2:50 They acquired Sovos Brands, which makes Rao's tomato sauce. 3:12 THE CAMPBELL'S COMPANY (CPB) DIVIDEND STOCK ANALYSIS 3:15 The stock has fallen -42% off its 52-week high. 3:30 I like to buy value stocks, as a contrarian investor. 3:59 EPS is shrinking. 4:06 The forward PE is in the 10s. 4:28 Starting dividend yield of 5.1% (qualified dividend). 4:33 Payout ratio is only 53%. 4:52 They are growing the dividend by 2.2% per year, on average. 5:10 Market cap is $9.29 billion, which makes it a possible takeover target. 5:57 MY DIVIDEND INVESTING STRATEGY: THE DIVIDEND SNOWBALL 6:49 CPB (A HIGH-YIELDER) VS. SCHD (A DIVIDEND GROWTH ETF) ANALYSIS 7:05 MY GOAL: I'm trying to grow my dividend cash flow by about 13% per year, to double in about 6 or so years. 8:22 In year 5, CPB and SCHD reach parity on a simple yield-on-cost perspective. It takes time for SCHD's simple yield-on-cost to reach parity with CPB. 8:59 5-years for me, righty now, is a lot of time. 9:28 What if dividend growth slows down? Then, it would take until year 6 for CPB and SCHD to reach parity on dividend yield. 10:48 CAMPBELL'S COMPANY (CPB) FINANCIAL ANALYSIS 11:00 Fiscal Q3, 2025 11:05 Top-line revenue is growing 11:41 Balance Sheet Analysis 13:01 Statement of Cash Flows Analysis (Cash flows look good to me, dividends appear to be adequately covered) 14:48 I see this as a value, turnaround stock. 15:07 CPB RISK FACTORS 16:10 Value, turnaround opportunities don't last forever. 16:25 MY INVESTING THESIS WITH CPB STOCK 17:20 I have succeeded time-and-time again buying quality stocks trading on value. 17:24 PEP, PFE, BTI, and MO are some recent examples 18:04 I'm good at buying turnaround situation dividend stocks. 18:34 CONNECT WITH ME ON BLOSSOM SOCIAL (Disclosure: I'm an affiliate of Blossom. I'm long Blossom.) 19:05 DISCLOSURE AND DISCLAIMER DISCLOSURE: I'm long SCHD, The Campbell's Company (CPB), PepsiCo (PEP), Pfizer (PFE), British American (BTI), and Altria (MO). I own this ETF and these stocks in my personal stock portfolio. DISCLOSURE: I'm an affiliate of Blossom Social. I'm compensated for Blossom sign-ups. I'm long Blossom. DISCLAIMER: All information and data on my YouTube Channel, blog, email newsletters, white papers, Excel files, and other materials is solely for informational purposes. I make no representations as to the accuracy, completeness, suitability or validity of any information. I will not be liable for any errors, omissions, losses, injuries or damages arising from its display or use. All information is provided AS IS with no warranties, and confers no rights. I will not be responsible for the accuracy of material that is linked on this site. Because the information herein is based on my personal opinion and experience, it should not be considered professional financial investment advice or tax advice. The ideas and strategies that I provide should never be used without first assessing your own personal/financial situation, or without consulting a financial and/or tax professional. My thoughts and opinions may also change from time to time as I acquire more knowledge. These are, as discussed above, solely my thoughts and opinions. I reserve the right to delete any comments for any reason (abusive in nature, contain profanity, etc.). Your continued reading/use of my YouTube Channel, blog, email newsletters, whitepapers, Excel files, and other materials constitutes your agreement with and acceptance of this disclaimer. COPYRIGHT: All PPC Ian videos, Excel files, guides, and other content are (c) Copyright IJL Productions LLC. PPC Ian is a registered trademark (tm) of IJL Productions LLC.