Buy-Hold-Sell List Update December 2025
👋 Howdy Partner,
Our investable universe currently contains 147 stocks rated ‘buy’.
Last month there were 200.
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 December 2025
Some Interesting Stats:
147 companies total receive a ‘buy’ rating
That’s down from 200 last month
And 188 the month before
26 moved from ‘hold’ to ‘buy’
15 have moved up from ‘sell’ to ‘hold’
1 made the jump from ‘sell’ directly to ‘buy’ (I’ll give this one away - ConocoPhillips)
No companies did so last month.
Recommendation Changes
71 companies went from Buy to Hold due to increasing stock prices.
Here’s a sample of a few:
Fidelity Information Services (FIS): FIS provides software and services for banking, payment processing (like credit card transactions), and capital markets.
Bank of Montreal (BMO): BMO is one of Canada’s largest banks, providing personal banking, commercial loans, investment banking, and wealth management services to customers in North America and globally.
Amundi (AMUN): Amundi is a European asset manager that creates and manages investment funds.
US Bancorp (USB): US Bancorp is a major U.S. bank holding company and the parent of U.S. Bank. It offers a full range of services, including consumer and business banking, payment services, and wealth management.
Undervalued Dividend Growers
This month, the Reverse DDM surfaced a handful of dividend growers that look… surprisingly cheap.
One of them?
A giant in the health-insurance world.
One that collects steady, recession-resistant cash flow from older Americans who rely on its coverage.
Another sits in the heart of everyday grocery carts.
Selling baked goods and staples.
Products people buy even when times get tough.
And then there’s a quiet winner inside the electronics supply chain.
Its tiny components power phones… planes… factories… everything.
When the world connects more devices, this business makes more money.
There’s even a global energy heavyweight that mixes oil, gas, and renewables.
A diversified setup that helps keep dividends flowing.
34 Interesting Cannibals
This month, 34 companies made the cut as official “Buy-rated Cannibals.”
What does that mean?
They’re aggressively reducing their share count…
And the math of buybacks is doing a lot of heavy lifting.
Among the group sits a major U.S. energy producer loved by one of the world’s most famous investors.
Another operates deep inside the credit data ecosystem, helping lenders make decisions that move the entire economy.
A global snack-food titan also shows up.
Yes, those salty, sweet, always-in-the-pantry brands.
There’s a leader in medical sterilization, too.
Plus one of the biggest players in packaging, supplying the cardboard that ships the world’s goods.
41 High-Yield Buys
We also identified 41 high-yield companies with fresh Buy ratings.
A few standouts:
A global powerhouse in outsourcing.
A dominant owner of student housing outside the U.S.
A sprawling insurance broker network.
And a U.S. firm that earns fees by managing commercial real estate assets.
All offering yields above their usual historical levels.
Our Portfolio
Several holdings in our own portfolio still sit near, or even below our original purchase prices.
That means opportunities remain on the table.
Conclusion
Attractive dividend opportunities never disappear.
They just shift from one corner of the market to another.
And our updated Buy-Hold-Sell list is packed with ideas…
From healthcare…
To tech…
To real estate…
And beyond.
One Last Thing…
Our Black Friday sale is officially over.
The price is now $499/year, and that’s where it will stay.
But…
We will be opening a small number of discounted spots again in a few months.
Just a tiny batch.
First come, first served.
If you want a heads-up the moment those spots open, you can add your name to the waiting list here:
No pressure.
Just a quiet tap on the shoulder when the doors crack open again.
One Dividend At A Time,
-TJ
Used sources
Interactive Brokers: Portfolio data and executing all transactions
Fiscal.ai: Financial data
Disclaimer
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