Buy-Hold-Sell List Update April 2026
👋 Howdy Partner,
Our investable universe currently contains 175 stocks rated ‘buy’.
Last month there were 161.
Let’s look at this month’s Buy-Hold-Sell list update and see what interesting opportunities we can find!
Buy-Hold-Sell List
The Buy-Hold-Sell List filters our very large Investable Universe.
We look for cheap Dividend Stocks based on three valuation methods:
The PEG Ratio
Current Yield vs Historical
Reverse Dividend Discount Model
Based on this, we give each company a Buy, Hold, or Sell recommendation.
Update March 2026
Some Interesting Stats:
175 companies total receive a ‘buy’ rating
That’s up from 161 last month
And 149 the month before
49 moved from ‘hold’ to ‘buy’
57 have moved up from ‘sell’ to ‘hold’
5 made the jump from ‘sell’ directly to ‘buy’
6 did so last month.
Recommendation Changes
35 companies went from Buy to Hold due to increasing stock prices.
Here’s a sample of a few:
Westlake Corp (WLK): A global manufacturer of essential materials used in everything from food packaging to modern construction. They are one of the world’s largest producers of PVC and polyethylene, vertically integrating their chemical production to create the high-demand building products like piping, siding, and window frames.
CF Industries (CF): A critical player in global food security and the world’s largest producer of ammonia-based fertilizers. By utilizing low-cost natural gas, they supply the nitrogen nutrients needed to boost crop yields worldwide, while increasingly pivoting their massive infrastructure toward clean ammonia to power the next generation of carbon-free shipping and industrial fuels.
Insperity (NSP): A high-end human resources provider that helps small and medium-sized businesses operate with the sophistication of a Fortune 500 company. Through a co-employment model, they take over the administrative heavy lifting of payroll, benefits, and compliance, allowing business owners to focus on growth while giving their employees access to top-tier health insurance and perks.
Equinor ASA (EQNR): Norway’s energy giant and a leader in the transition from traditional fossil fuels to offshore wind. While they remain a dominant supplier of natural gas to Europe, they are leveraging their decades of experience in the harsh North Sea to build some of the world’s largest floating wind farms and pioneering carbon-capture projects.
Undervalued Growers on the Reverse DDM
This month’s top picks include a high-margin alternative asset manager, a 53-year Dividend King, a “moat of steel” railroad, and a tech-driven global exchange.
31 Cannibals
31 companies are rated ‘Buy’ for their aggressive share buybacks, including a premium payment network, a critical insurance data provider, and a dominant cell tower REIT.
The High Yielders
64 high-yield opportunities are currently on the ‘Buy’ list - highlights include an Australian logistics backbone, a global automotive distributor, and a leaner, restructured retail REIT.
Our Portfolio
Major moves this month: a European Industrial company has crossed into ‘Buy’ territory. There’s heavy institutional interest in an American healthcare company and Terry Smith has started buying several of our holdings.
Conclusion
There are always attractive dividend investment opportunities out there.
Buying strong companies at good prices is always a good idea.
Want Full Access?
You can get it here:
One Dividend At A Time,
-TJ
Used sources
Interactive Brokers: Portfolio data and executing all transactions
Fiscal.ai: Financial data
There’s something interesting about a list that grows more generous as prices rise. The surface read is opportunity expanding, but markets rarely hand out more bargains as enthusiasm builds. What’s actually shifting is the definition of “cheap.” Metrics stretch, historical anchors get reinterpreted, and suddenly more names qualify without the underlying reality changing nearly as much as the labels suggest.
Dividend investing has always carried this quiet assumption of stability, that yield and consistency imply safety. But yield is often the market’s way of asking a question, not giving an answer. When more and more companies begin to look attractive on a screen, it’s worth considering whether value is being discovered… or gradually redefined to keep pace with price.