👋 Howdy Partner,
Our investable universe currently contains 193 stocks rated ‘buy’.
8 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.
You can see all of the details on how it works here:
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 August 2025
Some Interesting Stats:
193 companies total receive a ‘buy’ rating
That’s down from 208 last month
24 moved from 'hold’ to ‘buy’
17 have moved up from ‘sell’ to ‘hold’
Only 1 made the jump from ‘sell’ directly to ‘buy’ - Northland Power
6 companies did so last month.
Recommendation Changes
38 companies went from Buy to Hold due to increasing stock prices.
Here’s a sample of a few:
Bio-Rad Laboratories (BIO) develops and sells instruments, software, and consumables used in life science research and clinical diagnostics.
Bank of Montreal (BMO) is one of Canada’s largest banks, offering personal and commercial banking, wealth management, and capital markets services.
American Tower (AMT) owns and operates wireless and broadcast communication towers, leasing space to mobile carriers and other tenants.
Kroger (KR) runs one of the largest supermarket chains in the U.S., selling groceries, pharmacy products, and household goods through physical stores and online platforms.
Wabtec (WAB) designs and manufactures equipment, systems, and services for the global freight and passenger rail industries.
You can download the entire Buy-Hold-Sell list here: