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My high-yield stock watchlist
A Checklist of Dividend Investing Mistakes
The Highest Yielding Dividend Aristocrats
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👋 Howdy Partner,
Our investable universe currently contains 173 stocks rated ‘buy’.
Last month there were 157.
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 May 2026
Some Interesting Stats:
173 companies total receive a ‘buy’ rating
That’s up from 157 last month
And 175 the month before
41 moved from ‘hold’ to ‘buy’
59 have moved up from ‘sell’ to ‘hold’
14 made the jump from ‘sell’ directly to ‘buy’
1 did so last month.
Recommendation Changes
31 companies went from Buy to Hold due to increasing stock prices.
Here’s a sample of a few:
Darden Restaurants (DRI): A premier full-service restaurant operator boasting a portfolio of well-known brands, most notably Olive Garden and LongHorn Steakhouse. Their scale gives them purchasing power and operational efficiencies, leading to high free cash flow and steady dividend growth.
Brookfield Infrastructure (BIP): A premier global infrastructure company that owns and operates high-quality, long-life assets in the utilities, transport, midstream, and data sectors. Their businesses are highly defensive, with inflation-linked contracts and high barriers to entry, which translates into predictable, growing cash flows to support their attractive distribution.
Agilent Technologies (A): Makes critical instruments, and provides software and services for laboratories worldwide. Their transition toward more recurring service and consumable revenues makes the company a stable dividend grower.
Verisk Analytics (VRSK): A leading data analytics provider serving the global insurance industry. By maintaining deep, proprietary databases and embedding their predictive analytics directly into underwriting and claims workflows, they have pricing power and high customer retention, making the company a capital-light compounder with very high margins.
The Full List is Reserved for Partners
The stocks above are just the tip of the iceberg. In the full update, we dive deep into the rest of the universe, including:
The Undervalued Dividend Growers: We highlight companies where the Reverse DDM shows the market is significantly underestimating their growth potential. This includes a dominant index toll booth with a 19.78% 5-year dividend growth rate and a high-margin software serial acquirer with a 33-year dividend increase streak.
32 Interesting Cannibals: These are high-quality companies aggressively buying back their own shares. This month’s selections include a premium closed-loop payment network, a critical healthcare sterilization leader, and a major defense giant backed by multi-decade government contracts.
The High-Yielders: 42 high-yield companies currently carry a ‘Buy’ rating. We break down a global customer experience leader trading at a dirt-cheap 0.40 PEG ratio with a 7% yield, alongside a defensive medical office REIT yielding over 13%.
If those High-Yielders are interesting to you…
On June 23rd, we are kicking off a series all about high yield investing.
If you want to maximize your portfolio’s income without sacrificing business quality, jump on the VIP Waitlist.
You’ll get behind-the-scenes updates and the very first invite to download our brand-new high-yield special reports the minute we go live.