How a Hidden Ammonia Shortage Could 2X (or More) This Dividend

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How a Hidden Ammonia Shortage Could 2X (or More) This Dividend

We need to talk about one dividend grower that’s set to win big from this sudden breakout of tariff peace.

It’s an all-American stock that’s “dirt” cheap now. I’m talking about CF Industries (CF), a holding of my Hidden Yields service. CF makes fertilizers and is the world’s largest maker of ammonia, a key ingredient of fertilizer.

How do we know CF is primed to win as China and Uncle Sam take a breather?

We’re quite literally following the money here: CF’s management team is piling in with huge stock buybacks—to the tune of 20% of the company’s “float” over the last three years.… Read more

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Trump 2.0 Is Nearly Here. These Are the 2 Dividends to Buy

I think it’s clear by now that Trump 2.0 is going to look different from Trump 1.0.

Some areas, like tariffs, look similar to the first time around (though we expect more of them in the second term). Others are totally different. (Hands up if you had a potential crackdown on processed food by an RFK Jr.-led HHS on your bingo card.)

“Big Food” to Take a Hit, Fertilizer Stocks a Smart Buy in Trump 2.0

Let’s start with food stocks, which, as mentioned, are now a target for RFK Jr., should he be confirmed as HHS secretary. To be sure, that’s bad news for General Mills (GIS), which dropped following the election and again when RFK Jr.’s… Read more

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My 3 Favorite Dividends for 2025 Yield Up to 8.9%

It’s a tradition unlike any other! Move over, Masters. In these contrarian pages we select one dividend stock (or fund) for the year ahead.

Last year we bet on a “safe, somewhat-secret” 7.4% dividend from Jamie Dimon & Co with iShares JP Morgan USD Emerging Markets Bond ETF (EMB). EMB’s payout plus price gains combined for a 12% total return.

Nice. This is exactly what we look for as income investors. A high-yield investment that will pay us our divvies—and gain a bit in price. But this year we are flipping the script. My favorite divvie stock for next year is a growth play with a lot of upside but only a modest 2.2% current yield.… Read more

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This “Rock-Solid” Megatrend Boosted This Dividend 67%

I know things feel pretty tense right now. But don’t be pulled into the trap of thinking everything is up in the air these days.

Truth is, there are always rock-solid trends out there that no one can change. I’m talking about sure things that outlast presidencies, wars, inflation, deflation, you name it.

One of my faves: soaring food demand, which is tied straight into global population growth—hands-down the most “baked in” (sorry, I couldn’t resist!) trend there is.

According to the UN, there will be 9.7 billion people on the planet in 2050, nearly 2 billion more than now. That means we’re going to need a lot more food.… Read more

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2 Election-Proof Dividends Growing Up to 67%

How about two bold election predictions—and two payouts that will thrive regardless of the results?

My first forecast: Americans will still want to eat food after November. Inflation is a hot topic on the campaign trail, but this is not a bad time to be hungry. Grain prices—corn, soybeans and what—are as cheap as they have been in years.

As contrarian investors, this commands our attention. Farmers are planting less corn, soybeans and wheat. The acreage is going to more profitable crops. Or, nothing at all.

Remember, the cure for low prices is low prices. Cheap grain squeezes farmers, who plant less.… Read more

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Sell These 2 Popular Dividends “on the Rip” Buy These 2 Instead

I’m not going to lie to you: this market is headed for a fall. And if you’re caught holding the wrong dividend payers, you could be in for some serious losses indeed.

How serious? Well, the worst of the four stocks we’re going to delve into below—Cracker Barrel Old Country Store (CBRL)—plunged 26% last year, much further than the S&P 500. If you hold this one, or the other dangerous dividend we’ll discuss below, it’s time to cut your losses and get out now.

Cracker Barrel Plunged in ’22—a Sign of Things to Come?

But we’re not only going to sell today—we’re going on offense, too.… Read more

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3 “Essential” Stocks With Dividends Growing Up to 400%

Food stocks have been hit hard this year—and we contrarian dividend shoppers can no longer ignore the bargains on offer!

Investors’ overly negative take on these “essential” dividend plays makes zero sense because:

  1. They’re partly the result of low fertilizer prices, which can’t last because …
  2. The world needs more food: according to the UN Food and Agricultural Organization, global food demand will soar 70% by 2050, and …
  3. Food supply is tight, no thanks to droughts and Putin’s disastrous war (Russia and Ukraine are the world’s No. 3 and No. 10 wheat producers).

The result? Grocery bills that drain our wallets faster than we can fill our carts!… Read more

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Great Grains! 7 Vital Food Stocks With Growing Dividends

The world needs to produce more food to feed everyone in the years ahead. Period.

Food shortages are likely to be an unfortunate megatrend of the 2020s. Rising  food demand is intersecting with another megatrend: shaky global supply chains.

Consider this bleak outlook from the U.N. World Food Programme’s 2022 outlook (emphasis mine):

“Globally, levels of hunger remain alarmingly high. In 2021, they surpassed all previous records as reported by the Global Report on Food Crises (GRFC), with close to 193 million people acutely food insecure and in need of urgent assistance across 53 countries/territories, according to the findings of the GRFC 2022.

… Read more

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