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👋 Howdy Partner,
Our investable universe currently contains 200 stocks rated ‘buy’.
Last month there were 188.
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 November 2025
Some Interesting Stats:
200 companies total receive a ‘buy’ rating
That’s up from 188 last month
And 208 the month before
34 moved from ‘hold’ to ‘buy’
40 have moved up from ‘sell’ to ‘hold’
6 made the jump from ‘sell’ directly to ‘buy’
No companies did so last month.
Recommendation Changes
30 companies went from Buy to Hold due to increasing stock prices.
Here’s a sample of a few:
Thermo Fisher Scientific (TMO): Thermo Fisher makes tools and machines used in labs and hospitals. Scientists use their tech to study diseases and create new medicines.
Canadian Natural Resources (CNQ): Canadian Natural Resources produces oil and natural gas. It drills, pumps, and sells energy to power homes, cars, and factories.
Extra Space Storage (EXR): Extra Space Storage owns storage units across the U.S. People rent these units to store their stuff when they don’t have space at home.
Visa (V): Visa runs a global payment network that lets people and businesses pay using cards instead of cash. It earns money every time someone uses a Visa card.
That’s where we pause things for free readers.
Paid members can see the full Buy-Hold-Sell list — including every company name, rating, and change this month.
But here’s a quick peek at what we’re seeing behind the curtain…
Undervalued Dividend Growers
Several telecom and infrastructure companies jumped to the top of our value models.
They’re quietly repurposing old networks for the new data era, and still paying healthy dividends while they do it.
We’re also seeing fresh strength in industrial connectors and components, the kind used in nearly every car, phone, and factory you can think of.
And a large consumer health brand just showed up as one of the most undervalued dividend growers on our list. It sells everyday products people buy no matter what the economy does.
Interesting “Cannibals”
We also track companies that buy back their own shares, what we call “Cannibals.”
This month, several insurance, real estate, and defense names showed up as strong candidates.
These tend to be the steady, cash-rich businesses that reward shareholders through both dividends and buybacks.
High-Yield Standouts
Our models are also flagging some financial and energy stocks with above-average yields right now.
A few utility and infrastructure firms in Europe look especially interesting, with strong cash flow and rising dividends.
The Big Picture
All told, we’re seeing more Buy signals than last month, and a lot of movement under the surface.
That’s often when long-term investors find the best setups.
Our full Buy-Hold-Sell list breaks down every rating and change, updated each month so you can stay one step ahead of the crowd.
One Dividend At A Time,
-TJ
Used sources
Interactive Brokers: Portfolio data and executing all transactions
Fiscal.ai: Financial data