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US equity markets posted positive returns once again in Q4, although the small and large portions of the market were stronger performers, returning 2.19% and 2.41%, respectively. Recently, we have found stocks with a little less debt and less cyclicality more appealing. We exited our position in Civitas Resources, Lear Corp., Check Point Software Technologies and Marzetti.

Dividend King stocks are surprisingly cheap across the board because most investors are still heavily leaning on growth stocks.

The packaged foods industry has broadly declined over the last year with some producers dropping over 20%; dividend yields have expanded to as much as 9.5%. However, a high dividend yield does might not indicate value, profitability, or financial strength. Twenty-three high yield packaged food producers we compared on a matrix of factors including yield, payout ratio, value, growth, profitability, and debt.

WESTERVILLE, Ohio--(BUSINESS WIRE)--The Marzetti Company (Nasdaq: MZTI) announced today that Greg Hughes has been appointed to the Company's Board of Directors. Mr. Hughes is President and Chief Executive Officer of Suntory Global Spirits, a role he has held since 2023. He joined the company in 2015 and prior to being named President and CEO, he held roles as Chief Growth and Brands Officer, President of North…

WESTERVILLE, Ohio--(BUSINESS WIRE)--The Marzetti Company (Nasdaq: MZTI) announced today that its Board of Directors has declared a quarterly cash dividend of $1.00 per common share, payable March 31, 2026 to shareholders of record on March 6, 2026. The quarterly cash dividend amount of $1.00 per share maintains the higher level set three months ago, which marked the company's 63rd consecutive year of increased…