Title: Update Buy-Hold-Sell List: March 2026 — Quality is getting cheaper while the world watches oil Show: Compounding Quality (Substack, compoundingquality.net) Guest: Pieter Slegers (author) / Team Compounding Quality Date: 2026-03-19 URL: https://www.compoundingquality.net/p/update-buy-hold-sell-list-march-2026 Length: written post (paid) — no timestamps Note: Paid-subscriber post captured via Stephen's logged-in session. Body text verbatim; page chrome (like/share counts, download CTAs) removed. The performance tables, the 45-stock Buy sheet and the portfolio valuation sheet are published as images and are transcribed below as [Table image — ...] blocks. Chart images (Magnificent Seven weights, J.P. Morgan valuation charts, Fiscal.ai valuation histories) are not reproduced. =====
Times are challenging for quality investors today.
A lot of high-quality companies are on sale.
There have never as much 'Buys' on Our Buy-Hold-Sell List as today.
Let's dive in right away.
All-time highs
Even despite the war in the Middle East, the S&P 500 still trades near its all-time high.
Is this a moment to take some profits from the table?
As Warren Buffett said: "Be fearful when others are greedy and greedy when others are fearful."
Source: Fiscal.ai
Let's take a deeper look.
The Magnificent Seven has done most of the heavy lifting over the past few years:
Apple (AAPL)
Microsoft (MSFT)
Alphabet (GOOGL)
Amazon (AMZN)
NVIDIA (NVDA)
Meta Platforms (META)
Tesla (TSLA)
These seven companies make up over 30% of the S&P 500.
Excluding The Magnificent Seven, the returns of the S&P 500 over the past few years are much lower.
The same is true for the valuation levels.
The chart below compares the Forward P/E of the index's top 10 companies against the rest.
Once the largest companies are removed, the broader market appears far more reasonably valued.
Source: JP Morgan
I compared some of the world's best investors against the S&P 500.
Red: the investor is trailing the S&P 500
Green: the investor is beating the S&P 500
Top investors like Terry Smith, Chuck Akre, Warren Buffett, and Bill Ackman have all fallen short of the index over the past three years.
Two key lessons stand out:
The market is acting strangely. The index itself is trading at high valuations.
This creates real opportunities in stocks that have recently lagged the index. Many of them look undervalued today.
An example: Quality at a discount
You want to own quality companies that generate real cash flows.
A great example of this? Topicus ($TOI.V).
Topicus is a spin-off from Constellation Software. They structurally acquire small Vertical Market Software companies in Europe.
Here's what their growth numbers look like:
5-year Revenue (CAGR): +25.7%
5-year Operating Profit (CAGR): +20.6%
I expect this company to keep growing by at least 15% per year going forward.
Source: Fiscal.ai
Since 2021, Topicus doubled its Revenue and Operating Profit.
That's amazing.
So what if you invested in Topicus during the summer of 2021?
Your return would be zero.
Source: Fiscal.ai
Topicus is now trading at one of its cheapest valuation levels ever.
Source: Fiscal.ai
You should always keep this quote from Warren Buffett in your mind:
"Anybody that is going to be a net saver is more likely to be a net buyer of stocks over the next ten years than they are a net seller. So every one of you should prefer lower prices."
It may sound weird, but stocks are like hamburgers.
You should pray for lower stock prices.
I truly believe Topicus is attractively valued right now.
That's why a company like Topicus could offer great opportunities today.
Buy-Hold-Sell List: March 2026
Let's now update our Buy-Hold-Sell List.
Worst performers
The 10 worst performers on our watchlist so far this year:
[Table image — 10 worst performers on the watchlist year-to-date. Columns: Company | Ticker | YTD | 5 Year CAGR | 10 Year CAGR. Kelly Partners Group Holdings Limited | KPG | -40.0% | 21.4% | 14.0% Insperity, Inc. | NSP | -39.1% | -22.1% | -0.9% Ares Management Corporation | ARES | -36.5% | 15.9% | 22.5% Goosehead Insurance, Inc. | GSHD | -35.8% | -18.4% | 11.1% Adyen N.V. | ADYEN | -34.8% | -14.4% | 7.2% Troax Group AB (publ) | TROAX | -32.9% | -16.1% | 10.1% CoStar Group, Inc. | CSGP | -32.6% | -11.9% | 9.0% Mips AB (publ) | MIPS | -32.1% | -16.8% | 16.2% EPAM Systems, Inc. | EPAM | -31.9% | -18.2% | 6.8% Judges Scientific plc | JDG | -31.8% | -6.6% | 9.1%]
Best performers
The 10 best performers on our watchlist so far this year:
[Table image — 10 best performers on the watchlist year-to-date. Columns: Company | Ticker | YTD | 5 Year CAGR | 10 Year CAGR. Westlake Corporation | WLK | 50.3% | 5.1% | 8.7% Ubiquiti Inc. | UI | 39.2% | 18.6% | 37.3% Keysight Technologies, Inc. | KEYS | 39.1% | 15.8% | 26.3% Northrop Grumman Corporation | NOC | 23.6% | 20.8% | 14.1% ASML Holding N.V. | ASML | 23.0% | 22.2% | 30.1% The Ensign Group, Inc. | ENSG | 21.0% | 19.5% | 26.2% Costco Wholesale Corporation | COST | 16.6% | 26.3% | 20.6% Garmin Ltd. | GRMN | 16.2% | 15.6% | 19.5% Old Dominion Freight Line, Inc.| ODFL | 15.9% | 10.4% | 23.0% Nexstar Media Group, Inc. | NXST | 13.9% | 11.5% | 17.3%]
Update Buy-Hold-Sell List
Now lets look into the changes on our watchlist.
One company was removed from the watchlist:
Goeasy: Goeasy provides loans to non-prime customers in Canada who have been turned down by big banks. We decided to remove the company from our watchlist for 2 main reasons:
Both the CEO and CFO left the company in 2025
Governments are capping interest rates. This directly impacts the profitability of goeasy
Two companies went from Sell to Hold:
Fair Isaac: A provider of the industry-standard FICO credit score
Equifax: One of the three major U.S. credit reporting agencies
Two companies went from Buy to Hold:
Dream Finders Homes: A fast-growing homebuilder in the US
Watsco: The largest distributor of HVAC equipment and parts in North America
Three companies went from Hold to Buy:
S&P Global & Moody's: Duopoly in global credit ratings
Pool Corp: A dominant distributor in the swimming pool supply industry
Currently there are 45 stocks on 'Buy'.
This number has almost never been higher.
You can download the entire Buy-Hold-Sell List here.
45 Stocks to Buy
You can see all the companies that are on 'Buy' right now here (click on the picture to expand):
[Table image — the 45 stocks currently rated BUY. Columns: Company | Ticker | Advice | EPS Growth | Dividend Yield | FWD PE | Fair exit PE | Expected Return | Fair value | Stock price | Over/Undervaluation | Current Forward PE | Average Forward PE past 5 years | Over/Undervaluation | Required growth reverse DCF | Expected growth | Difference | YTD | 5 Year CAGR | 10 Year CAGR. Adobe Inc. | ADBE | BUY | 12.2% | 0.0% | 10.8 | 25.0 | 25.4% | 841.7 | 254.2 | 66.3% | 10.8 | 30.9 | 65.0% | 2.8% | 12.2% | 9.4% | -23.7% | -11.0% | 10.5% Adyen N.V. | ADYEN | BUY | 14.5% | 0.0% | 23.3 | 50.0 | 15.2% | 3449.4 | 910.9 | 73.1% | 23.3 | 68.1 | 65.8% | 10.8% | 14.5% | 3.7% | -34.8% | -14.4% | 7.2% Alarm.com Holdings, Inc. | ALRM | BUY | 7.1% | 0.0% | 16.5 | 25.0 | 12.3% | 53.7 | 46.2 | 7.1% | 16.5 | 33.3 | 50.5% | 3.3% | 7.1% | 3.8% | -9.9% | -12.2% | 7.8% Ameriprise Financial, Inc. | AMP | BUY | 8.9% | 1.4% | 10.2 | 11.7 | 11.8% | 509.8 | 437.9 | 8.8% | 10.2 | 11.7 | 12.8% | 1.1% | 8.9% | 7.8% | -11.3% | 16.0% | 16.6% Automatic Data Processing, Inc. | ADP | BUY | 6.0% | 3.1% | 18.2 | 25.0 | 12.9% | 268.2 | 209.7 | 15.7% | 18.2 | 27.9 | 34.8% | 6.4% | 6.0% | -0.4% | -17.1% | 4.4% | 9.0% Brookfield Corporation | BN | BUY | 12.0% | 0.7% | 50.0 | 57.1 | 14.1% | 63.5 | 54.5 | 36.0% | 50.0 | 45.0 | -11.1% | 7.4% | 12.0% | 4.6% | -15.0% | 13.0% | 13.0% Brown & Brown, Inc. | BRO | BUY | 8.1% | 0.9% | 15.3 | 20.0 | 14.2% | 83 | 68.3 | 11.5% | 15.3 | 24.7 | 38.1% | 4.6% | 8.1% | 3.5% | -12.0% | 9.1% | 14.5% Columbia Sportswear Company | COLM | BUY | 8.0% | 2.0% | 16.2 | 19.4 | 12.0% | 63.9 | 55.2 | 8.8% | 16.2 | 19.4 | 16.5% | 3.2% | 8.0% | 4.8% | -1.5% | -10.6% | -1.0% Computer Modelling Group Ltd. | CMG | BUY | 5.0% | 1.0% | 15.2 | 20.0 | 9.2% | 3.7 | 3.9 | -9.9% | 15.2 | 25.4 | 40.2% | -0.6% | 5.0% | 5.6% | -25.4% | -6.4% | -9.6% Constellation Software Inc. | CSU | BUY | 15.0% | 0.2% | 16.6 | 20.0 | 17.3% | 7015.5 | 2595.1 | 57.8% | 16.6 | 31.5 | 47.3% | 4.0% | 15.0% | 11.0% | -19.9% | 8.9% | 17.9% Copart, Inc. | CPRT | BUY | 11.9% | 0.0% | 21.2 | 25.0 | 13.7% | 48.9 | 34.1 | 22.9% | 21.2 | 30.7 | 30.9% | 10.8% | 11.9% | 1.1% | -9.8% | 4.2% | 20.7% Deckers Outdoor Corporation | DECK | BUY | 7.0% | 0.0% | 14.1 | 21.3 | 12.1% | 114.6 | 104.7 | 9.1% | 14.1 | 21.3 | 33.8% | 4.6% | 7.0% | 2.4% | -1.9% | 12.1% | 26.4% Dino Polska S.A. | DNP | BUY | 15.0% | 0.0% | 18.8 | 20.0 | 15.6% | 87.5 | 41.3 | 53.0% | 18.8 | 24.9 | 24.5% | 14.2% | 15.0% | 0.9% | 0.8% | 10.7% | 27.1% Domino's Pizza, Inc. | DPZ | BUY | 10.7% | 1.7% | 19.1 | 25.0 | 15.5% | 703.4 | 396.2 | 41.9% | 19.1 | 27.5 | 30.5% | 7.5% | 10.7% | 3.2% | -6.8% | 2.9% | 11.7% Esquire Financial Holdings, Inc. | ESQ | BUY | 13.5% | 0.8% | 16.0 | 15.0 | 13.7% | 163.4 | 107.3 | 39.2% | 16.0 | 11.9 | -34.5% | 4.4% | 13.5% | 9.1% | 5.9% | 36.8% | 21.5% Evolution AB (publ) | EVO | BUY | 5.7% | 5.4% | 9.8 | 15.0 | 16.4% | 1022 | 586.4 | 44.2% | 9.8 | 15.0 | 34.7% | -3.8% | 5.7% | 9.5% | -6.1% | -10.8% | 26.3% Fortinet, Inc. | FTNT | BUY | 8.6% | 0.0% | 28.4 | 25.0 | 7.4% | 64.8 | 83.2 | -29.2% | 28.4 | 42.7 | 33.5% | 12.0% | 8.6% | -3.4% | 6.8% | 18.3% | 30.6% Gartner, Inc. | IT | BUY | 8.0% | 0.0% | 12.2 | 25.0 | 18.5% | 270.8 | 162.0 | 37.6% | 12.2 | 33.4 | 63.5% | -0.8% | 8.0% | 8.8% | -31.7% | -2.8% | 6.6% Hamilton Lane Incorporated | HLNE | BUY | 3.4% | 2.0% | 15.9 | 25.0 | 11.1% | 101.4 | 100.6 | -5.1% | 15.9 | 25.5 | 37.6% | 6.6% | 3.4% | -3.2% | -26.4% | 3.6% | 18.8% Intercontinental Exchange, Inc. | ICE | BUY | 10.9% | 1.3% | 20.9 | 21.9 | 12.7% | 218 | 160.8 | 23.8% | 20.9 | 21.9 | 4.6% | 8.8% | 10.9% | 2.1% | 0.5% | 8.6% | 13.0% Interparfums, Inc. | IPAR | BUY | 10.0% | 3.3% | 18.6 | 20.0 | 14.1% | 144.8 | 90.2 | 34.7% | 18.6 | 26.3 | 29.3% | 0.1% | 10.0% | 9.9% | 5.6% | 6.0% | 11.6% Judges Scientific plc | JDG | BUY | 10.0% | 2.6% | 25.0 | 20.0 | 10.6% | 45.4 | 39.0 | 7.5% | 25.0 | 26.8 | 6.7% | 2.5% | 10.0% | 7.5% | -31.8% | -6.6% | 9.1% Kainos Group plc | KNOS | BUY | 11.3% | 3.7% | 17.1 | 25.0 | 19.6% | 23.5 | 7.6 | 65.8% | 17.1 | 28.7 | 40.4% | 10.1% | 11.3% | 1.2% | -23.8% | -9.1% | 13.5% Kelly Partners Group Holdings Limited | KPG | BUY | 15.0% | 0.0% | 30.6 | 25.0 | 13.2% | 9.2 | 5.0 | 38.8% | 30.6 | 29.3 | -4.4% | 10.0% | 15.0% | 5.0% | -40.0% | 21.4% | 14.0% Kinsale Capital Group, Inc. | KNSL | BUY | 11.0% | 0.3% | 17.6 | 20.0 | 12.7% | 459.8 | 355.7 | 19.1% | 17.6 | 28.6 | 38.5% | 5.8% | 11.0% | 5.2% | -9.4% | 15.6% | 34.5% KKR & Co. Inc. | KKR | BUY | 9.8% | 0.8% | 13.1 | 17.9 | 14.2% | 118.5 | 89.0 | 22.9% | 13.1 | 17.9 | 26.8% | 1.2% | 9.8% | 8.6% | -31.0% | 12.9% | 19.7% lululemon athletica inc. | LULU | BUY | 7.4% | 0.0% | 13.2 | 25.0 | 16.3% | 237.7 | 159.3 | 28.4% | 13.2 | 33.1 | 60.1% | 3.0% | 7.4% | 4.4% | -24.4% | -12.7% | 9.8% Markel Group Inc. | MKL | BUY | 8.0% | 0.0% | 18.7 | 17.6 | 7.4% | 1652.2 | 1966.7 | -20.0% | 18.7 | 18.7 | -6.2% | 5.7% | 8.0% | 2.3% | -7.7% | 11.2% | 8.3% Mastercard Incorporated | MA | BUY | 15.0% | 0.7% | 26.0 | 25.0 | 15.3% | 1133.2 | 506.6 | 53.9% | 26.0 | 32.6 | 20.2% | 12.9% | 15.0% | 2.1% | -10.0% | 6.7% | 18.6% MercadoLibre, Inc. | MELI | BUY | 15.0% | 0.0% | 31.1 | 25.0 | 13.0% | 2856 | 1728.1 | 37.4% | 31.1 | 48.4 | 35.7% | 13.1% | 15.0% | 1.9% | -12.4% | 2.4% | 31.2% Moody's Corporation | MCO | BUY | 11.8% | 0.9% | 25.9 | 25.0 | 12.4% | 573.2 | 441.0 | 17.7% | 25.9 | 32.7 | 20.8% | 13.3% | 11.8% | -1.5% | -11.6% | 9.0% | 16.3% MSCI Inc. | MSCI | BUY | 12.5% | 1.4% | 28.3 | 25.0 | 12.7% | 801.7 | 560.4 | 29.0% | 28.3 | 39.6 | 28.5% | 13.7% | 12.5% | -1.2% | -0.9% | 7.0% | 22.9% Novo Nordisk A/S | NOVO B | BUY | 8.6% | 4.7% | 11.8 | 20.0 | 20.3% | 629.1 | 243.2 | 60.1% | 11.8 | 27.8 | 57.6% | 10.0% | 8.6% | -1.4% | -26.4% | 3.9% | 2.9% Pool Corporation | POOL | BUY | 8.1% | 2.3% | 18.9 | 25.0 | 13.7% | 283.1 | 210.7 | 24.5% | 18.9 | 27.3 | 30.8% | 8.3% | 8.1% | -0.2% | -8.3% | -1.6% | 9.4% Qualys, Inc. | QLYS | BUY | 4.4% | 0.0% | 12.9 | 25.0 | 13.8% | 117.2 | 95.1 | 15.8% | 12.9 | 30.1 | 57.1% | 5.2% | 4.4% | -0.8% | -27.4% | -1.6% | 13.6% RH | RH | BUY | 10.0% | 0.0% | 14.4 | 20.0 | 13.9% | 173.4 | 136.2 | 18.0% | 14.4 | 25.8 | 44.2% | -0.5% | 10.0% | 10.5% | -29.6% | -22.7% | 13.8% Sanlorenzo S.p.A. | SL | BUY | 3.8% | 3.3% | 21.7 | 14.2 | 13.7% | 31.6 | 432.9 | 5.5% | 21.7 | 14.2 | 26.4% | -1.3% | 3.8% | 5.1% | -15.6% | 4.9% | 16.0% Sonova Holding AG | SOON | BUY | 5.4% | 2.3% | 9.6 | 25.0 | 11.9% | 197 | 29.2 | 3.6% | 9.6 | 25.6 | 32.4% | 6.0% | 5.4% | -0.6% | -4.0% | 7.7% | 6.2% S&P Global Inc. | SPGI | BUY | 11.3% | 0.9% | 19.6 | 25.0 | 10.5% | 630.4 | 182.9 | 28.2% | 19.6 | 29.5 | 23.4% | 9.8% | 11.3% | 1.5% | -12.2% | -3.6% | 4.3% SS&C Technologies Holdings, Inc. | SSNC | BUY | 8.5% | 1.4% | 10.5 | 13.0 | 12.3% | 87.9 | 72.6 | 13.8% | 10.5 | 13.0 | 19.2% | 1.5% | 8.5% | 7.0% | -15.3% | 2.2% | 8.8% Tatton Asset Management plc | TAM | BUY | 12.7% | 4.1% | 16.4 | 22.5 | 20.5% | 25 | 5.6 | 76.7% | 16.4 | 22.5 | 27.1% | 5.4% | 12.7% | 7.3% | -15.7% | 12.4% | 11.5% Topicus.com Inc. | TOI | BUY | 15.0% | 0.0% | 26.4 | 25.0 | 14.5% | 196.5 | 98.7 | 44.2% | 26.4 | 49.2 | 46.3% | 11.0% | 15.0% | 4.0% | -21.1% | 12.7% | 4.5% Visa Inc. | V | BUY | 12.5% | 0.8% | 23.4 | 25.0 | 14.0% | 489.3 | 308.5 | 35.1% | 23.4 | 28.3 | 17.3% | 10.0% | 12.5% | 2.5% | -11.0% | 7.6% | 15.4% XPEL, Inc. | XPEL | BUY | 15.0% | 0.0% | 18.0 | 20.0 | 16.1% | 81.3 | 37.5 | 50.3% | 18.0 | 32.6 | 44.8% | 5.9% | 15.0% | 9.1% | -25.4% | -9.1% | 21.4% Zoetis Inc. | ZTS | BUY | 7.0% | 1.7% | 16.8 | 25.0 | 13.5% | 153.8 | 121.7 | 21.0% | 16.8 | 31.7 | 47.0% | 5.7% | 7.0% | 1.3% | -3.4% | -4.5% | 11.5% (Note: a few fair-value/stock-price pairs in the published sheet are in different currencies — e.g. Sanlorenzo and Sonova — so the "Over/Undervaluation" column for those rows does not follow arithmetically from the two adjacent figures.)]
14 companies that we own are a 'Buy' right now:
Evolution AB ($EVO)
Brookfield Corporation ($BN)
Brown & Brown ($BRO)
Dino Polska ($DNP)
Kinsale Capital ($KNSL)
Interparfums ($IPAR)
Ameriprise Financial ($AMP)
Visa ($V)
Topicus ($TOI)
Kelly Partners Group ($KPG)
Novo Nordisk ($NOVO-B)
Judges Scientific ($JDG)
Constellation Software ($CSU)
Zoetis ($ZTS)
I truly believe some great opportunities can be found in the list above.
Here are the most undervalued companies based on the Forward PE.
One company that definitely stands out? Novo Nordisk ($NOVO).
Novo Nordisk is a quality company that has been around since 1923 (!).
The company is currently going through a very tough time.
Competition is rising and Eli Lilly's clinical trials are superior to the ones of Novo Nordisk.
It results in slower growth ahead and a falling stock price.
The current drawdown could provide opportunities for investors.
The fundamentals still look very strong.
Today, you can buy Novo Nordisk at one of its cheapest valuation levels ever.
Source: Fiscal.ai
As a reminder:
There are daily updates about Novo Nordisk in the Community
You read the full investment case here
2. Earnings Growth Model
Here are the most undervalued companies based on our Earnings Growth Model.
Adyen is a company that might deserve your attention right now.
It's a global payment platform that processes online and in-store transactions for businesses and earns a fee on each payment.
Adyen is now trading at its cheapest valuation level of the past 10 years.
Source: Fiscal.ai
3. Reverse DCF
Here's a list of the most undervalued companies based on Our Reverse DCF.
The Big Picture
Today, 70 companies are undervalued on each valuation method.
This number has never been higher.
Our Portfolio
Here's what the valuation for our Portfolio looks like:
[Table image — the 18 portfolio holdings with their current advice and valuation. Columns: Company | Advice | EPS Growth | Dividend Yield | FWD PE | Fair exit PE | Expected Return | Fair value | Stock price | Over/Undervaluation | Current Forward PE | Average Forward PE past 5 years | Over/Undervaluation | Required growth reverse DCF | Expected growth | Difference. Medpace Holdings, Inc. | HOLD | 12.0% | 0.0% | 26.5 | 25 | 11.4% | 536.7 | 455.15 | 15.2% | 26.5 | 29.4 | 9.9% | 9.9% | 12.0% | 2.1% Evolution AB (publ) | BUY | 5.7% | 5.4% | 9.8 | 15 | 16.4% | 1008.5 | 586.4 | 41.9% | 9.8 | 15 | 34.7% | -3.8% | 5.7% | 9.5% Kelly Partners Group Holdings Limited | STRONG BUY | 15.0% | 0.0% | 30.6 | 25 | 13.2% | 8.2 | 5.04 | 38.8% | 30.6 | 29.3 | -4.4% | 10.0% | 15.0% | 5.0% Brown & Brown, Inc. | STRONG BUY | 10.2% | 0.9% | 15.3 | 20 | 14.2% | 100.4 | 68.33 | 31.9% | 15.3 | 24.7 | 38.1% | 5.8% | 10.2% | 4.4% LVMH Moët Hennessy - Louis Vuitton, Société Européenne | HOLD | 9.6% | 2.6% | 20.4 | 24.9 | 14.4% | 740.4 | 473.15 | 36.1% | 20.4 | 24.9 | 18.1% | 8.5% | 9.6% | 1.1% Games Workshop Group PLC | HOLD | 7.0% | 2.8% | 28.7 | 23 | 7.8% | 137.1 | 174.5 | -27.3% | 28.7 | 23 | -24.8% | 14.3% | 7.0% | -7.3% Dino Polska S.A. | BUY | 15.0% | 0.0% | 18.8 | 20 | 15.6% | 87.9 | 41.32 | 53.0% | 18.8 | 24.9 | 24.5% | 14.1% | 15.0% | 0.9% Kinsale Capital Group, Inc. | STRONG BUY | 11.0% | 0.3% | 17.6 | 20 | 12.7% | 464.7 | 355.74 | 23.4% | 17.6 | 28.6 | 38.5% | 5.8% | 11.0% | 5.2% Interparfums, Inc. | BUY | 10.0% | 3.3% | 18.6 | 20 | 14.1% | 144.8 | 90.21 | 37.7% | 18.6 | 26.3 | 29.3% | 0.1% | 10.0% | 9.9% Ameriprise Financial, Inc. | BUY | 8.9% | 1.4% | 10.2 | 11.7 | 11.8% | 517.9 | 437.94 | 15.4% | 10.2 | 11.7 | 12.8% | 1.1% | 8.9% | 7.8% Visa Inc. | BUY | 12.5% | 0.8% | 23.4 | 25 | 14.0% | 491.9 | 308.46 | 37.3% | 23.4 | 28.3 | 17.3% | 10.0% | 12.5% | 2.5% Topicus.com Inc. | STRONG BUY | 15.0% | 0.0% | 26.4 | 25 | 14.5% | 187 | 98.71 | 47.2% | 26.4 | 49.2 | 46.3% | 11.0% | 15.0% | 4.0% Judges Scientific plc | HOLD | 10.0% | 2.6% | 25 (stock price) | 20 | 10.6% | 42.2 | 39 | 7.5% | 25 (stock price) | 26.8 | 6.7% | 2.5% | 10.0% | 7.5% HgCapital Trust | BUY | 12.0% | 1.1% | 4.1 (stock price) | 5.5 (NAV per share) | 16.8% | 5.5 (NAV per share) | 4.1 | 25.4% | 4.1 (stock price) | 5.5 (NAV per share) | 25.4% | / | / | / Novo Nordisk A/S | STRONG BUY | 8.6% | 4.7% | 11.8 | 20 | 20.3% | 615.2 | 243.2 | 60.5% | 11.8 | 27.8 | 57.6% | 10.0% | 8.6% | -1.4% Constellation Software Inc. | STRONG BUY | 15.0% | 0.2% | 16.6 | 20 | 17.3% | 6513.8 | 2595.11 | 60.2% | 16.6 | 31.5 | 47.3% | 10.0% | 15.0% | 5.0% Brookfield Corporation | BUY | 12.0% | 0.7% | 50 | 57.05 | 14.1% | 85.2 | 54.48 | 36.0% | 50 | 45 | -11.1% | 7.4% | 12.0% | 4.6% Zoetis Inc. | STRONG BUY | 7.0% | 1.7% | 16.8 | 25 | 13.5% | 159.5 | 121.68 | 23.7% | 16.8 | 31.7 | 47.0% | 5.7% | 7.0% | 4.6%]
There are Seven Strong Buys in our Portfolio today:
Brown & Brown ($BRO)
Kinsale Capital ($KNSL)
Topicus ($TOI)
Kelly Partners Group ($KPG)
Constellation Software ($CSU)
Zoetis ($ZTS)
Novo Nordisk ($NOVO)
Conclusion
That's it for today. Here's what you should remember:
Many quality companies are currently trading at attractive valuations
The Magnificent Seven are driving most of the index performance, while the broader market looks cheaper.
Several high-quality businesses like Topicus and Brookfield Corporation are now available at discount prices.
45 stocks in Our Buy-Hold-Sell List are on 'Buy' right now
7 Companies are a 'Strong Buy' in Our Portfolio today: Brown & Brown, Kinsale Capital, Topicus, Kelly Partners Group, Novo Nordisk, Constellation Software, Zoetis
Happy Compounding!
And always remember: today is an amazing day to add great companies to your portfolio.
Everything In Life Compounds Team Compounding Quality
Used sources
Interactive Brokers: Portfolio data and executing all transactions
Fiscal.ai: Financial data