👋 Howdy Partner,
Our investable universe currently contains 188 stocks rated ‘buy’.
Last month there were 193.
6 of them are already in Our Portfolio.
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 September 2025
Some Interesting Stats:
188 companies total receive a ‘buy’ rating
That’s down from 193 last month
And 208 the month before
11 moved from ‘hold’ to ‘buy’
16 have moved up from ‘sell’ to ‘hold’
No companies made the jump from ‘sell’ directly to ‘buy’
Only Northland Power did so last month.
Recommendation Changes
12 companies went from Buy to Hold due to increasing stock prices.
Here’s a sample of a few:
Amcor plc (AMCR) makes packaging for food, drinks, and other products. It focuses on recyclable and sustainable materials.
Northrop Grumman (NOC) is a major defense and aerospace company. It builds aircraft, spacecraft, and security systems for governments and businesses.
WEC Energy Group (WEC) provides electricity and natural gas to homes and businesses in the U.S. Midwest.
Helia Group (HLI) is an Australian mortgage insurance company. It helps lenders manage the risk of home loans.
Kering (KER) is a global luxury group. It owns fashion brands like Gucci and Saint Laurent.
You want to download the entire Buy-Hold-Sell List full of interesting investment ideas?
Test out Compounding Dividends risk-free for 90 days and get immediate access:
One Dividend At A Time,
-TJ
Used sources
Interactive Brokers: Portfolio data and executing all transactions
Fiscal.ai: Financial data