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👋 Howdy Partner,
Our investable universe currently contains 157 stocks rated ‘buy’.
Last month there were 175.
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.
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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 March 2026
Some Interesting Stats:
157 companies total receive a ‘buy’ rating
That’s down from 175 last month
And 161 the month before
20 moved from ‘hold’ to ‘buy’
14 have moved up from ‘sell’ to ‘hold’
1 made the jump from ‘sell’ directly to ‘buy’
5 did so last month.
Recommendation Changes
34 companies went from Buy to Hold due to increasing stock prices.
Here’s a sample of a few:
Canadian Pacific Kansas City (CPKC): The only single-line rail network connecting Canada, the United States, and Mexico. Formed by the merger of Canadian Pacific and Kansas City Southern, CPKC is essential to North American trade. By bypassing the need for freight hand-offs between different railroads, they offer superior speed and efficiency for shipping automotive parts, grain, and intermodal goods across the entire USMCA trade zone.
Argan SA (ARG.P): A leading French real estate investment trust (REIT) that specializes in the development and management of premium logistics hubs. They focus on large warehouses in the best locations across France. Their customers are blue-chip tenants in the e-commerce and retail sectors. Their business model is built on high-quality, sustainable assets and long-term triple-net leases, giving them highly predictable cash flows.
Ameriprise Financial (AMP): A diversified financial services company that has transitioned from a traditional insurance-heavy model to a capital-light, wealth management company. They have one of the largest networks of financial advisors in the U.S., focusing on affluent and high-net-worth individuals. Ameriprise generates a lot of Free Cash Flow and consistently buys back shares.
UnitedHealth Group (UNH): A massive healthcare conglomerate that includes through two distinct businesses that work together. UnitedHealthcare provides global health insurance and benefits, while Optum delivers data-driven healthcare services, pharmacy benefit management, and direct clinical care. This vertical integration allows them to use data and scale to manage the total cost of care more effectively than traditional insurers.
The Full List is Reserved for Partners
The stocks above are just the tip of the iceberg.
In the full update, we dive into the rest of the universe, including:
The Undervalued Dividend Growers: We highlight 5 companies where the Reverse DDM shows the market is significantly underestimating their growth potential. This including a dominant duopoly and a software acquirer with a 33-year dividend streak.
31 Interesting Cannibals: These are companies aggressively buying back their own shares. We’ve found a transformed insurance giant that returned billions to shareholders last year and a communication infrastructure play with inflation-protected leases.
The High-Yielders: 38 companies currently carry a ‘Buy’ rating and high yields. We look at a unique UK utility with a massive referral network and a European logistics REIT with a growing dividend.
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