B&G Foods Begins Year With Solid Q1

By Crunching Numbers:B & G Foods (BGS) was one of the best performing stocks in 2011 and is off to a rocky start in 2012. While the S&P 500 was posting its best first quarter in more than a decade, B&G gave back 6.5% and it's off to a dismal start in the second quarter, currently trading at $21.25, down nearly 12% from the year end close of $24.07. The company's $1.08 annual dividend now generates a yield of more than 5%.

By Crunching Numbers:When I read that B&G Foods (BGS) announced it had acquired TrueNorth Brand from privately held DeMet's Candy Company, my immediate reaction was "Great!

By Crunching Numbers:B&G Foods (BGS) has been one of the top performing stocks this year. At its recent price of $23.56, it is up about 73% from the $13.73 price where it began the year. Not only has it shown substantial capital appreciation, but the company has also paid a sizable dividend. In 2010 the dividend was $0.68, and was yielding nearly 5% at year end.

By Crunching Numbers:B&G Foods (BGS) completed its recent additional public offering with underwriters exercising the full over-allotment. As a result, the company sold 4,173,540 shares at $30.25 per share, and raised $120.3 million after underwriting fees, discounts and expenses.

ByHere To Learn:General Mills (GIS) recently announced that it would increase its dividend payments by 15%. GIS has a very long history of dividend payments, dating back 114 years. In this period, there hasn't been a single dividend cut. The new quarterly dividend will be $0.38, or 0.82%/quarter at the current $46.24 share price.

B&G Foods, Inc. (BGS) Q4 2012 Earnings Conference Call February 14, 2013, 04:30 PM ET Executives David L. Wenner - President, CEO and Director Robert C. Cantwell - EVP, Finance, CFO and Director Analysts Bryan Hunt - Wells Fargo Securities Robert Moscow - Credit Suisse Sean Naughton - Piper Jaffray Andrew Lazar - Barclays Capital Presentation

Trefis submits: Trefis members have created forecasts for two key drivers of Kraft Foods’s (KFT) stock over the last week: (1) Kraft Global Market Share Chocolate & Candy and (2) Kraft Market Share in Gum. Their forecasts suggest that Kraft Global Market Share Chocolate & Candy will be roughly in line, while Kraft Market Share in Gum will trend higher than Trefis forecast.

By SA Editor Miriam Metzinger: Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Monday September 24.