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…

Moody’s announced a change in its view of the U.S. Treasuries credit rating, with a downgrade from AAA to Aa1 on May 16. This follows other Nationally Recognized Statistical Rating Organizations (NRSRO), namely S&P and Fitch Ratings, who downgraded the U.S. Treasury debt to AA+ in 2011 and 2023, respectively. This downgrade does not come as much of a surprise to those who monitor U.S. Treasuries because Moody’s had them on credit watch negative since 2023. Perhaps the real surprise with this recent announcement is the timing—during the final stages of federal budget negotiations. To be clear, the downgrade by…

“Sell in May and go away.” It’s catchy. It rhymes. And it’s wrong. Every year, investors consistently repeat this worn-out mantra, as though calendar-based investing still holds a place in the market. But markets don’t respond to folklore; they respond to positioning, liquidity, and catalysts. Smart investors don’t retreat; they rotate. This strategy is particularly effective when the market appears dull. Dullness conceals value, while catalysts incentivize discipline. At The Edge, we don’t trade seasonality; we track triggers. Spinoffs, insider activity, and management shifts don’t care what month it is. And in quieter markets, they often go unnoticed… until they…

Can we still call ourselves contrarians if we buy into “mainstream” trends like the stunning growth of AI? Of course we can. Today we’re going to do just that. But of course we’re not picking up obvious names like NVIDIA (NVDA). Instead we’re looking to an 8%-paying fund I see having even more upside than the “go-to” AI stocks everyone else is buying. For Profitable Contrarian Investing, Think “Oblique,” Not “Direct” The technique we’re going to use here is a very underappreciated concept called “oblique investing.” Sounds a bit dry, I know, but it’s anything but. The idea here is,…

According to NextEarningsDate.com, the Dell Technologies next earnings date is projected to be 5/29 after the close, with earnings estimates of $1.67/share on $23.15 Billion of revenue. Looking back, the recent Dell Technologies earnings history looks like this: The company has an impressive long-term earnings per share chart: And with equally impressive revenue growth: But earnings reports can often uniquely bring abrupt volatility to a stock, in either direction, as investors digest the fundamental details. And that volatility can be a stock options trader’s dream come true — so such traders will be interested to know that Dell Technologies has…

In a not-so-surprising move, the rating agency Moody’s has downgraded the credit quality of the U.S. to AA1 from AAA. This recent action reflects the ever-growing concern over America’s budget deficits and exploding debt. With a national debt approaching $37 trillion due to years of excessive spending, some believe the financial strength of the U.S. is weakening. As you continue reading, it should become clearer why Moody’s has taken this action. A country’s debt is often measured against its economic growth or GDP. This is called the debt-to-GDP ratio, which for the U.S. was 35.39% in 1980, 57.11% in 1990,…

Q1 Earnings Reports Trip.com Trip.com (9961 HK, TCOM US) reported Q1 financial results after yesterday’s US market closed. The stock was off by -2.22% overnight despite lagging its internet peers and the Hong Kong market year to date (YTD). The lack of Q2 guidance weighed on sentiment. Revenue increased by +16% year-over-year (YoY) to RMB 13.8B ($1.9B) from RMB 11.9B and versus expectations of RMB 13.8B. Adjusted Net Income was RMB 4.2B ($579mm) from RMB 4.06B and versus expectations of RMB 3.84B. Adjusted EPS was RMB 5.96 ($0.82) from RMB 6 and versus expectations of RMB 5.66. Bilibili Online video…

With an ever-growing list of similar-sounding ETFs to choose from, finding the best is an increasingly difficult task. How can investors change the game to shift the odds in their favor? Don’t Trust ETF Labels There are at least 232 different All Cap Blend ETFs and at least 898 ETFs across twelve styles. Do investors need 74+ choices on average per style? How different can the ETFs be? Those 232 All Cap Blend ETFs are very different from each other. With anywhere from 1 to 9,752 holdings, many of these All Cap Blend ETFs have drastically different portfolios with differing…

While stocks managed to bounce back from early losses the first day after Moody’s downgrade of U.S. sovereign credit—bringing it in line with previous actions by Standard & Poor’s (2011) and Fitch (2023)—we understand that the decision raises concern about America’s fiscal health. But as history has shown, these downgrades have hardly been lasting impediments to long-term equity market gains. For investors with a steady hand and a long-term perspective, the evidence continues to favor staying the course. The rationale from Moody’s echoed familiar concerns: persistent large fiscal deficits, rising entitlement spending and limited political will to rein in debt.…

April Economic Data Release New Home Prices Month over Month -0.12% Used Home Prices MoM -0.41% Property Investment Year-to-Date (YTD) -10.3% versus expectations -10% and March’s -9.9% Residential Property Sales YTD -1.9% versus March’s -0.4% Retail Sales +5.1% versus expectation 5.8% and March’s 5.9% Online Retail Sales +7.7% YTD YoY Industrial Production +6.1% versus expectations 5.7% and March’s 7.7% Fixed Asset Investment 4.0% versus expectations 4.2% and March’s 4.2% (Infrastructure +5.9% YoY, Manufacturing +8.8%, Real Estate Development -10.3%) Jobless Rate 5.1% versus expectations 5.2% and March’s 5.2% Key Points made in the National Bureau of Statistics spokesperson Fu Linghui: “Vigorously…