Buy-Hold-Sell List Update October 2026

👋 Howdy Partner,

Our investable universe currently contains 213 stocks rated ‘buy’.

Last month there were 196.

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:

1. The PEG Ratio

2. Current Yield vs Historical

3. Reverse Dividend Discount Model

Based on this, we give each company a Buy, Hold, or Sell recommendation.

Update September 2026

Some Interesting Stats:

• 213 companies total receive a ‘buy’ rating

  • That’s up from 196 last month

  • And 157 the month before

• 27 moved from ‘hold’ to ‘buy’

• 28 have moved up from ‘sell’ to ‘hold’

• 3 made the jump from ‘sell’ directly to ‘buy’

Recommendation Changes

13 companies went from Buy to Hold due to increasing stock prices.

Here’s a sample of a few:

• Philip Morris International (PM): A global leader in tobacco and smoke-free nicotine products. Shares have gone up because of growth in its smoke-free offerings (ZYN and IQOS)

• Costco Wholesale (COST): A global discount warehouse with industry-leading 90%+ membership renewal rates and high customer loyalty. Shares are up 10% in the past month and Costco trades at nearly 50x earnings.

• Old Dominion Freight Line (ODFL): A best-in-class less-than-truckload (LTL) motor carrier with high operating margins and great capital allocation. Freight volumes are stabilizing, pushing the share price up.

This Month’s Best Buys

While the broader market sits near all-time highs, lots of stocks within it are in in corrections or genuine bear market territory.

That’s why the number of stocks rated ‘buy’ increased by nearly 10% month-over-month.

Behind the paywall for Premium Partners today:

• Undervalued Dividend Growers using the Reverse DDM: Full access to the highest-conviction Dividend Growers trading at steep discounts to intrinsic value, including:

  • An irreplaceable market-structure exchange monopoly that collects non-discretionary tolls on volatility.

  • A master limited partnership throwing off steady, inflation-hedged cash flows insulated from raw commodity prices.

  • An industrial titan whose high-margin, recession-resistant aftermarket network prints cash regardless of macroeconomic cycles.

• The 39 Cannibal Buys: Our complete breakdown of the companies aggressively buying back their own stock at attractive valuations. We spotlight:

  • A mission-critical financial ledger provider trading at just 5.6x earnings with an ~4.9% dividend yield that has retired 3% of its share count annually.

  • A financial data toll-road operating with 50%+ operating margins that institutional funds cannot operate without.

  • A tech-driven credit platform trading at a modest 12.8x earnings that consistently plows surplus capital into retiring undervalued shares.

• 71 High-Yield Companies:We highlight:

  • A European logistics landlord securing 100% inflation-indexed leases with institutional 50/50 balance-sheet protection.

  • A debt-free international airport monopoly converting tourist traffic directly into high-margin commercial cash flow.

  • A non-cyclical broadband provider with local monopolies generating 45%+ operating margins.

• The Complete Buy-Hold-Sell Spreadsheet: Direct download of the entire 870+ stock universe with every PEG ratio, historical yield spread, Reverse DDM calculation, and Buy/Hold/Sell rating updated through today.

Ready to upgrade your dividend compounding?

For less than the cost of a single dinner out each month, you get full access to the complete Buy-Hold-Sell list, our real-money portfolio transactions, and every deep-dive research report.

One Dividend At A Time,

-TJ

Used sources

• Interactive Brokers: Portfolio data and executing all transactions

• Fiscal.ai: Financial data

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