While at the supermarket I noticed the dominant position of Campbell Soups and decided to investigate CPB as an investment.  I liked what I found and established a small position.  5 star, wide moat, below avg business risk per M*.  Steady dividend growth, currently yielding 2.5%.  Business prospects seem bright, as CPB is expanding into foreign markets: Russia and China.

BTW, note the high ROE for CPB, 51.5%.  

My guess is that CPB hasn't shown up in Josh's "Builder Portfolio" because of it's fairly low growth in the US.   

Any one besides myself see a potential gem in CPB?

Regards,
Russ