Buy-Hold-Sell List Update August 2026
👋 Howdy Partner,
Compounding Dividends
A newsletter about Dividend Investing from an ex-professional investor | REAL money is invested in the Portfolio.
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💸 The Cathedral vs. The Casino
Today is Dividend Day.
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One of Our High Yield Portfolio companies is being acquired - Argan SA.
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A lot of investors look at a high dividend yield as a warning sign.
HALO Stocks: Earnings Update
The AI boom has caused some serious changes in the stock market this year.
Dividend Growth and Secular Tailwinds
If you need income now, high yield stocks are the way to go.
What the Tour de France Can Teach You About Investing
Every July, the Tour de France takes over my house.
💸 Down 15% on earnings: Panic or opportunity?
👋 Howdy Partners,
3 Businesses Doing What They Promised
So far in 2026, the S&P 500 has been anywhere from -7.5% to +11.2%.
Earnings Reports From 2 Cannibals
In the current market, it’s easy to get distracted by huge projected profits from AI bottlenecks, like in semiconductors:
💸 Selling Everything Else to Chase AI
Today is Dividend Day.