THE SAGAL STOCK PICKS
FOR NOVEMBER 2017
(Last Update Saturday, November 18, 2017)

"QUITE SIMPLY, THE BEST STOCK PICKS ON THE INTERNET."

—   Investors' Daily Weekly


This list, updated monthly (with a few exceptions), is provided for the purpose of building an aggressive (but balanced) stock portfolio. Return expectations are high, which automatically means that risk is also high.

The numbers in the "Sagal Rating" column are my personal ratings, and represent the order of investment quality according to me and me alone. (80% and above is a strong buy; 70% and above, but less than 80%, is a buy; 60% and above, but less than 70%, is a hold or "buy-on-the-dip"; below 60% is a sell; and below 50% is a strong sell.) A green Sagal Rating box indicates a strong buy; pale green indicates a buy; pale yellow indicates a hold; pale red indicate a sell; and red indicates a strong sell. With few exceptions, stocks rated lower than 70% will not even be listed.

Stocks with names in yellow boxes (if any) are PERMANENT CORE HOLDINGS. Stocks with names in light green are being considered as additional PERMANENT CORE HOLDINGS.

Finally, in the spirit of full disclosure, any stock whose Rank Number in the far left column appears in dark bold is currently owned by us in our portfolio, and all stocks whose Rank Numbers appear in light italics are not part of the currently held portfolio.
(Why are we not holding all of our stock picks? The model we have defined for our stock portfolio limits the number of stocks held at any given time to no more than fifty. Our choices of which fifty to own are based on sector and other diversification, and optimum tradeability for maximized profits. Our choice of which not to own may also indicate we just don't like that stock, company or product.)

LEGAL WAIVER: EVERYTHING HERE IS A MATTER OF OPINION, based on independent research /analysis. Absolutely no one (except you) (and especially me) is responsible should any of the stocks listed here, or the tech market or the financial market, or the market in general suffer a decline, or pull a 1929.



Rank
TOP 100 PORTFOLIO
(ONLY 60 OUT OF 2,444 STOCKS BEING FOLLOWED MET OUR STRICT CRITERIA THIS MONTH.)


Sagal
Rating
1 YY Inc. ADR (YY)
TECHNOLOGY: Internet Content & Information
83.33%
2 Green Plains Partners LP (GPP)
ENERGY: Oil & Gas Midstream (Hard Asset)
82.60%
3 Facebook Inc. A (FB)
TECHNOLOGY: Internet Content & Information (Aggressive Growth)
82.35%
4 Gildan Activewear Inc. (GIL)
CONSUMER CYCLICAL: Apparel Manufacturing
82.15%
5 Lam Research Corp. (LRCX)
TECHNOLOGY: Semiconductor Equipment & Materials (Cyclical)
80.58%
6 NetEase Inc. ADR (NTES)
TECHNOLOGY: Internet Content & Information
80.57%
7 Natural Health Trends Corp. (NHTC)
CONSUMER DEFENSIVE: Household & Personal Products (Aggressive Growth)
80.33%
8 Lazard Ltd. Shs. A (LAZ)
FINANCIAL SERVICES: Capital Markets
79.90%
9 Chase Corp. (CCF)
INDUSTRIALS: Diversified Industrials (Cyclical)
79.47%
10 The Home Depot Inc. (HD)
CONSUMER CYCLICAL: Home Improvement Stores (Cyclical)
79.40%
11 Lowe's Companies Inc. (LOW)
CONSUMER CYCLICAL: Home Improvement Stores (Cyclical)
78.96%
12 Biogen Inc. (BIIB)
HEALTHCARE: Biotechnology (Aggressive Growth)
78.44%
13 Centene Corp. (CNC)
HEALTHCARE: Health Care Plans (Aggressive Growth)
78.33%
14 Apple Inc. (AAPL)
TECHNOLOGY: Consumer Electronics (Cyclical)
77.83%
15 McKesson Corp. (MCK)
HEALTHCARE: Medical Distribution (Aggressive Growth)
77.68%
16 FS Bancorp Inc. (FSBW)
FINANCIAL SERVICES: Banks - Regional - US (Cyclical)
77.02%
17 AmerisourceBergen Corp. (ABC)
HEALTHCARE: Medical Distribution (Aggressive Growth)
76.98%
18 Kimball International Inc. Class B (KBAL)
INDUSTRIALS: Business Equipment (Cyclical)
76.80%
19 Houlihan Lokey Inc. (HLI)
FINANCIAL SERVICES: Capital Markets (Cyclical)
76.17%
20 Shopify Inc. A (SHOP)
TECHNOLOGY: Software - Application
75.52%
21 AbbVie Inc. (ABBV)
HEALTHCARE: Drug Manufacturers - Major (Aggressive Growth)
75.28%
22 Starbucks Corp. (SBUX)
CONSUMER CYCLICAL: Restaurants (Cyclical)
75.00%
23 UnitedHealth Group Inc. (UNH)
HEALTHCARE: Health Care Plans (Classic Growth)
74.88%
24 MasterCard Inc. A (MA)
FINANCIAL SERVICES: Credit Services (Cyclical)
74.70%
25 Align Technology Inc. (ALGN)
HEALTHCARE: Medical Devices (Aggressive Growth)
74.70%
26 Boeing Co. (BA)
INDUSTRIALS: Aerospace & Defense (Cyclical)
74.56%
27 United Rentals Inc. (URI)
INDUSTRIALS: Rental & Leasing Services (Cyclical)
74.46%
28 Gilead Sciences Inc. (GILD)
HEALTHCARE: Biotechnology (Aggressive Growth)
74.40%
29 Cirrus Logic Inc. (CRUS)
TECHNOLOGY: Semiconductors (Cyclical)
74.33%
30 Owens-Corning Inc. (OC)
BASIC MATERIALS: Building Materials (Cyclical)
73.92%
31 Canterbury Park Holding Corp. (CPHC)
CONSUMER CYCLICAL: Gambling (Cyclical)
73.83%
32 Honeywell International Inc. (HON)
INDUSTRIALS: Diversified Industrials (Cyclical)
73.82%
33 AppFolio Inc. A (APPF)
TECHNOLOGY: Software - Application (Speculative Growth)
73.81%
34 Argan Inc. (AGX)
INDUSTRIALS: Engineering & Construction (Cyclical)
73.79%
35 Kewaunee Scientific Corp. (KEQU)
INDUSTRIALS: Business Equipment (Cyclical)
73.67%
36 S&P Global Inc. (SPGI)
FINANCIAL SERVICES: Capital Markets (Cyclical)
73.10%
37 Illinois Tool Works Inc. (ITW)
INDUSTRIALS: Diversified Industrials (Cyclical)
72.93%
38 KLA-Tencor Corp. (KLAC)
TECHNOLOGY: Semiconductor Equipment & Materials (Cyclical)
72.58%
39 NVR Inc. (NVR)
CONSUMER CYCLICAL: Residential Construction (Cyclical)
72.55%
40 Stamps.com Inc. (STMP)
TECHNOLOGY: Software - Application (Aggressive Growth)
72.40%
41 Nevada Gold & Casinos Inc. (UWN)
CONSUMER CYCLICAL: Resorts & Casinos (Cyclical)
72.17%
42 Veeva Systems Inc. Class A (VEEV)
TECHNOLOGY: Health Information Services (Aggressive Growth)
72.16%
43 Wyndham Worldwide Corp. (WYN)
CONSUMER CYCLICAL: Lodging (Cyclical)
72.10%
44 Applied Materials Inc. (AMAT)
TECHNOLOGY: Semiconductor Equipment & Materials (Cyclical)
72.06%
45 TJX Companies Inc. (TJX)
CONSUMER CYCLICAL: Apparel Stores (Cyclical)
72.04%
46 Skyworks Solutions Inc. (SWKS)
TECHNOLOGY: Semiconductors (Cyclical)
71.67%
47 CVS Health Corp. (CVS)
HEALTHCARE: Health Care Plans (Classic Growth)
71.64%
48 ON Semiconductor Corp. (ON)
TECHNOLOGY: Semiconductors (Cyclical)
71.60%
49 Taiwan Semiconductor Manufacturing Co. Ltd. ADR (TSM)
TECHNOLOGY: Semiconductors
71.57%
50 IDEXX Laboratories Inc. (IDXX)
HEALTHCARE: Diagnostics & Research (Slow Growth)
71.50%
51 Celgene Corp. (CELG)
HEALTHCARE: Biotechnology (Speculative Growth)
71.43%
52 MINDBODY Inc. A (MB)
TECHNOLOGY: Software - Application (Speculative Growth)
71.36%
53 Thor Industries Inc. (THO)
CONSUMER CYCLICAL: Recreational Vehicles (Cyclical)
71.35%
54 Royal Caribbean Cruises Ltd. (RCL)
CONSUMER CYCLICAL: Leisure
71.26%
55 Entegris Inc. (ENTG)
TECHNOLOGY: Semiconductor Equipment & Materials (Cyclical)
71.13%
56 Bank of N.T. Butterfield & Son Ltd. (NTB)
FINANCIAL SERVICES: Banks - Global
71.00%
57 Masimo Corp. (MASI)
HEALTHCARE: Medical Devices (Aggressive Growth)
70.95%
58 Universal Insurance Holdings Inc. (UVE)
FINANCIAL SERVICES: Insurance - Property & Casualty (Aggressive Growth)
70.83%
59 Huntington Ingalls Industries Inc. (HII)
INDUSTRIALS: Aerospace & Defense (Cyclical)
70.54%
60 Alphabet Inc. A (Google) (GOOGL)
TECHNOLOGY: Internet Content & Information (Aggressive Growth)
70.33%

THE FOLLOWING STOCKS DO NOT MEET THE PORTFOLIO'S STRICT CRITERIA
BUT I WANT TO OWN THEM ANYWAY

108 Amazon.com Inc. (AMZN)
CONSUMER CYCLICAL: Specialty Retail (Cyclical)
67.25%
142 Alibaba Group Holding Ltd. ADR (BABA)
CONSUMER CYCLICAL: Specialty Retail
65.02%
145 NVIDIA Corp. (NVDA)
TECHNOLOGY: Semiconductors (Cyclical)
64.95%
153 Grand Canyon Education Inc. (LOPE)
CONSUMER DEFENSIVE: Education & Training Services (Aggressive Growth)
64.58%
839 Netflix Inc. (NFLX)
COMMUNICATION SERVICES: Pay TV (Speculative Growth)
53.35%

Questions may be addressed to sagal@sagal.com






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