Update Buy-Hold-Sell List: March 2025
26 Stocks to buy now
The S&P 500 declined by almost 10% the past month.
This creates opportunities for long-term investors.
Let’s update our Buy-Hold-Sell List. Which stocks look attractive right now?
Buy-Hold-Sell List
We introduced the Buy-Hold-Sell List a few months ago.
It’s a list of 155 Quality Stocks. We think this list outperforms as a whole in the long run.
Why? Quality outperforms over time:
In our Buy-Hold-Sell List, we take it one step further.
We give each company a Buy, Hold, or Sell-recommendation based on our three valuation methods:
Comparing the Forward PE multiple to its historical average
Earnings Growth Model
Reverse Discounted-Cash Flow
This way, we can buy wonderful companies at a fair price.
Company in the spotlight: Teqnion ($TEQ)
How does the company make money?
Teqnion acquires profitable, niche industrial companies with strong cash flows. They let these companies operate independently to keep their entrepreneurial spirit.Profitability dipped last year, but it’s still an amazing business. Over time, serial acquirers like Teqnion compound wealth at attractive rates.
And when the market gets pessimistic due to short-term headwinds, that’s often the best time to buy.
The stock price declined by over 30% in a year:
A bargain? Maybe. But I’m not buying (yet).
I believe there are more attractive Serial Acquirers in the market right now.
When picking stocks, ‘good’ isn’t good enough. I want to own the best companies in the world.
By the way, recently I reached out to Johan Steene (CEO) and Daniel Zhang (CXO) asking them we could interview Teqnion for Compounding Quality.
Here is their response:
It’s great seeing that the company wants to focus on the business instead of giving interviews to investors like ourselves.
Update
We added five stocks since our last update:
Berkshire Hathaway ($BRK): Warren Buffett’s empire
Markel ($MKL): A smaller Berkshire, big in insurance and investing
MercadoLibre ($MELI): The Amazon of Latin America
Novo Nordisk ($NOVO-B): Makes important medicines for diabetes and weight loss
Sanlorenzo ($SL): Builds expensive, custom luxury yachts
Stryker ($SYK): Creates medical tools to help doctors and hospitals
Novo Nordisk ($NOVO-B) and Sanlorenzo ($SL) receive a Buy-recommendation. The others got a Hold.
Furthermore, we changed the recommendations of some companies since the last update.
From Hold to Buy:
ASML ($ASML): Makes machines that produce the world’s best chips
Buckle ($BKE): Sells trendy clothes and accessories in U.S. stores
Carlisle Companies ($CSL): Makes materials for roofs, factories, and aerospace
Equasens ($EQS): Develops software to help pharmacies and healthcare workers
MSCI ($MSCI): Provides data and indexes for investors worldwide
Zoetis ($ZTS): Makes medicines and vaccines for animals
From Buy to Hold:
Nexstar Media ($NXST): Biggest local TV network owner in the U.S.
Topicus ($TOI): Buys small software companies in Europe
From Sell to Hold:
Danaher ($DHR): Innovates in life sciences and diagnostics
Dunelm ($DNLM): Sells home furniture and decor at good prices
NVR ($NVR): Builds and sells homes with financing
RH ($RH): Sells luxury furniture and home decor
You can download the entire list here: