👋 Howdy Partner,
Our investable universe currently contains 157 stocks rated ‘buy’.
Last month there were 176.
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 July 2026
Some Interesting Stats:
157 companies total receive a ‘buy’ rating
That’s down from 176 last month
And 173 the month before
21 moved from ‘hold’ to ‘buy’
32 have moved up from ‘sell’ to ‘hold’
1 made the jump from ‘sell’ directly to ‘buy’
Recommendation Changes
31 companies went from Buy to Hold due to increasing stock prices.
Here’s a sample of a few:
BlackRock (BLK): A leading global investment management corporation. As the world’s largest asset manager, their massive scale and diverse platform (including the iShares ETF brand) drive steady fee-based revenue and strong free cash flow, translating to highly reliable shareholder returns.
MarketAxess (MKTX): Operates a leading electronic trading platform for fixed-income securities. Their powerful network effect connects thousands of institutional investors and dealers, creating deep liquidity and a strong economic moat. This highly scalable, asset-light digital marketplace generates industry-leading profit margins and robust free cash flow.
Paychex (PAYX): Offers integrated human capital management solutions for payroll, benefits, and human resources. Their highly scalable, asset-light software platform benefits from high switching costs, generating strong margins and resilient free cash flow.
Here's what paid subscribers get access to in the rest of this issue:
Undervalued Growers on the Reverse DDM
33 High-Conviction Cannibal Stocks
Top High Yield Opportunities & REITs
Full Portfolio Status & Recent Additions
Community Question
With 31 quality dividend growers moving up from ‘Buy’ to ‘Hold’ this month as valuations stretch, how are you allocating new capital right now?
Buying high-yield/defensive names that haven’t run up yet.
Focusing strictly on dividend growers trading at fair value or better.
Letting cash build in short-term yield while waiting for better entry points.
Leave a comment below with the main ticker you’re watching or adding to this week!
One Dividend At A Time,
-TJ
Used sources
Interactive Brokers: Portfolio data and executing all transactions
Fiscal.ai: Financial data
I bought a little bit of Space X, 125 shares at IPO price this year, and 30k in Roth IRA of Redwood Materials also this year. Otherwise I am hoarding cash into a 1 year bond ladder of Treasuries, and highly rated muni bonds. Waiting for better prices. Not selling any stocks/stock funds I have owned for the last 35 years, however. Don't want to interrupt Mr Compounding while he is working. Buy good assets and hold them as long as possible.