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👋 Howdy Partner,
Our investable universe currently contains 196 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 August 2026
Some Interesting Stats:
196 companies total receive a ‘buy’ rating
That’s up from 157 last month
And 176 the month before
42 moved from ‘hold’ to ‘buy’
49 have moved up from ‘sell’ to ‘hold’
6 made the jump from ‘sell’ directly to ‘buy’
Recommendation Changes
7 companies went from Buy to Hold due to increasing stock prices.
Here’s a sample of a few:
Automatic Data Processing (ADP): A leading global provider of cloud-based human capital management solutions. AI fears seem to declining, and ADP is up close to 50% since the April lows.
Microsoft Corp (MSFT): A global technology titan dominating in software, cloud computing (Azure), and AI. Strong enterprise demand and continued cloud revenue growth have pushed Microsoft shares up.
SAP SE (SAP): A multinational enterprise software leader. Their highly successful transition to cloud-based subscriptions and dominant ERP market positioning have resulted in significant share price gains over the past month.
HP Inc. (HPQ): A prominent provider of personal computers and printing solutions. HP has been able to raise prices to offset falling volumes, leading to consistent free cash flow that’s pushed up the share price nearly 10% over the past month.
We also found some incredible hidden gems this month, including a European logistics giant trading at a 104% discount to its historical yield, and a massive landlord with 100% rent collection.
But there is one specific company on this list I want to focus on today.
I have been putting the finishing touches on our next major portfolio acquisition, and the setup is looking incredible.
It’s sitting right here on our “Buy” list, and it ticks every single box for our strategy:
The Yield: It currently pays a safe dividend yielding over 3%.
The Buybacks: Management consistently buys back their own stock, driving up the value of our shares.
The Catalyst: They just finalized a transformational acquisition that fundamentally upgrades their entire business model and secures massive, long-term pricing power.
This is exactly the kind of boring, highly profitable company that generates serious long-term wealth.
I am going to be releasing the full breakdown of this company, and officially add the stock to our portfolio very soon.
When we do, we’ll also open a special, limited-time discounted invite to join us.
Keep a close eye on your inbox. You will not want to miss this one.
Want to make sure you’re the first to get it?
When you do, I’ll send you Charle Munger’s 5 Rules of Wealth to help you become a better investor.
One Dividend At A Time,
-TJ
Used sources
Interactive Brokers: Portfolio data and executing all transactions
Fiscal.ai: Financial data
Disclaimer
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