THE SAGAL STOCK PICKS
FOR SEPTEMBER 2024
(Last Update Friday, September 6, 2024)

"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 a fairly aggressive (but somewhat 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:
90% and above is a must buy at all costs;
80% and above, but less than 90%, is a strong buy;
70% and above, but less than 80%, is a buy
65% and above, but less than 70%, is a hold but not quite a buy;
60% and above, but less than 65%, is a possible (or probable) sell;
below 60% is usually a sell (exceptions for cause may apply);
below 50% is almost always a strong sell (again, exceptions for cause may apply).
(As you will note, there are some exceptions for cause to the sell rules in several cases.
Exceptions often mean that this is a permanent holding or something of a timely nature is going on with this stock at the present time.)

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 some exceptions (with which you need not concern yourself), stocks rated lower than 70% are either not listed or are listed because, although riskier than most, they are currently very hot.

Stocks with names in yellow boxes have earned a lot of money and are now PERMANENT CORE HOLDINGS.
Stocks with names in light green boxes have turned high profits and are BEING CONSIDERED AS ADDITIONAL PERMANENT CORE HOLDINGS.
Stocks with names in light blue boxes are being considered as TEMPORARY CORE HOLDINGS, possibly to be added to permanent core holdings when they have EARNED enough profits to qualify.

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 a diversification factor, a litigation situation, a specific product problem or a lousy CEO.)

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
THE PORTFOLIO
(SELECTED OUT OF 3,345 STOCKS BEING FOLLOWED.)


Sagal
Rating
1 BYD Co. Ltd. ADR (BYDDY)
CONSUMER CYCLICAL: Auto Manufacturers (Large Core)
84.00
2 Fidelis Insurance Holdings Ltd. (FIHL)
FINANCIAL SERVICES: Insurance - Diversified (Small Growth)
83.79
3 Himax Technologies Inc. ADR (HIMX)
TECHNOLOGY: Semiconductors
80.67
4 MasterBrand Inc. Ordinary Shares (MBC)
CONSUMER CYCLICAL: Furnishings, Fixtures & Appliances (Small Value)
80.00
5 Halozyme Therapeutics Inc. (HALO)
HEALTHCARE: Biotechnology (Small Growth)
79.79%
6 NVIDIA Corp. (NVDA)
TECHNOLOGY: Semiconductors (Large Growth)
79.38
7 Qualys Inc. (QLYS)
TECHNOLOGY: Software - Infrastructure (Small Growth)
78.33%
8 Engie SA ADR (ENGIY)
UTILITIES: Utilities - Diversified (Large Value)
78.25
9 Wingstop Inc. (WING)
CONSUMER CYCLICAL: Restaurants (Mid Growth)
78.19%
10 Allison Transmission Holdings Inc. (ALSN)
CONSUMER CYCLICAL: Auto Parts (Small Core)
78.10%
11 VAALCO Energy Inc. (EGY)
ENERGY: Oil & Gas E&P (Small Value)
78.00%
12 Ardmore Shipping Corp. (ASC)
INDUSTRIALS: Marine Shipping (Small Value)
77.67%
13 PROG Holdings Inc. Ordinary Shares (PRG)
INDUSTRIALS: Rental & Leasing Services (Small Value)
77.67
14 Suncor Energy Inc. (SU)
ENERGY: Oil & Gas Integrated (Large Core)
76.88
15 Atmus Filtration Technologies Inc. (ATMU)
INDUSTRIALS: Pollution & Treatment Controls (Small Core)
76.65
16 Silicon Motion Technology Corp. ADR (SIMO)
TECHNOLOGY: Semiconductors
76.55
17 United Health Services Inc. Class B (UHS)
HEALTHCARE: Medical Care Facilities (Mid Core)
76.25
18 Arista Networks Inc. (ANET)
TECHNOLOGY: Computer Hardware (Large Growth)
76.20%
19 Koninklijke KPN NV ADR (KKPNY)
COMMUNICATION SERVICES: Telecom Services (Mid Core)
76.00
20 Taiwan Semiconductor Manufacturing Ltd. ADR (TSM)
TECHNOLOGY: Semiconductors (Large Core)
75.95%
21 Ryder System Inc. (R)
INDUSTRIALS: Rental & Leasing Services (Small Value)
75.42%
22 Matson Inc. (MATX)
INDUSTRIALS: Marine Shipping (Small Core)
75.00%
23 Fabrinet (FN)
TECHNOLOGY: Electronic Components (Small Growth)
74.76%
24 Manhattan Associates Inc. (MANH)
TECHNOLOGY: Software - Application (Mid Growth)
74.58%
25 Weyco Group Inc. (WEYS)
CONSUMER CYCLICAL: Footwear & Accessories (Small Value)
74.00%
26 Dropbox Inc. Class A (DBX)
TECHNOLOGY: Software - Infrastructure (Small Core)
73.81%
27 American Express Co. (AXP)
FINANCIAL SERVICES: Credit Services (Large Core)
73.29%
28 Lam Research Corp. (LRCX)
TECHNOLOGY: Semiconductor Equipment & Materials (Large Core)
73.13%
29 Imperial Brands PLC ADR (IMBBY)
CONSUMER DEFENSIVE: Tobacco (Large Value)
73.06
30 Texas Roadhouse Inc. (TXRH)
CONSUMER CYCLICAL: Restaurants (Mid Growth)
73.03
31 The Vita Coco Co. Inc. (COCO)
CONSUMER DEFENSIVE: Beverages - Non-Alcoholic (Small Growth)
72.91
32 Imperial Oil Ltd. (IMO)
ENERGY: Oil & Gas Integrated (Large Core)
72.86
33 Adobe Inc. (ADBE)
TECHNOLOGY: Software - Infrastructure (Large Growth)
72.71%
34 Deutsche Telekom AG ADR (DTEGY)
COMMUNICATION SEERVICES: Telecom Services (Large Core)
72.10%
35 Skyward Specialty Insurance Group Inc. (SKWD)
FINANCIAL SERVICES: Insurance - Property & Casualty (Small Core)
72.08%
36 Innovative Industrial Properties Inc. (IIPR)
REAL ESTATE: REIT - Industrial (Small Core)
71.67%
37 Alphabet Inc. A (GOOGL)
COMMUNICATION SERVICES: Internet Content & Information (Large Growth)
71.31%
38 Applied Materials Inc. (AMAT)
TECHNOLOGY: Semiconductor Equipment & Materials (Large Core)
71.25%
39 Jackson Financial Inc. (JXN)
FINANCIAL SERVICES: Insurance - Life (Small Value)
71.11%
40 Diamond Hill Investment Group Inc. Class A (DHIL)
FINANCIAL SERVICES: Asset Management (Small Value)
71.00
41 Loews Corp. (L)
FINANCIAL SERVICES: Insurance - Property & Casualty (Mid Value)
70.88%
42 Apple Inc. (AAPL)
TECHNOLOGY: Consumer Electronics (Large Core)
70.85%
43 Adtalem Global Education Inc. (ATGE)
CONSUMER DEFENSIVE: Education & Training Services (Small Core)
70.00%
44 MasterCard Inc. A (MA)
FINANCIAL SERVICES: Credit Services (Large Growth)
68.96%
45 Celestica Inc. Shs. Sub-Voting (CLS)
TECHNOLOGY: Electronic Components (Mid Core)
68.67%
46 McKesson Corp. (MCK)
HEALTHCARE: Medical Distribution (Large Core)
68.08%
47 Altria Group Inc. (MO)
CONSUMER DEFENSIVE: Tobacco (Large Value)
67.81%
48 Mueller Industries Inc. (MLI)
INDUSTRIALS: Metal Fabrication (Small Core)
65.71
49 Janus International Group Inc. Ordinary Shares - Class A (JBI)
INDUSTRIALS: Building Products & Equipment (Small Core)
65.59%
50 IES Holdings Inc. (IESC)
INDUSTRIALS: Engineering & Construction (Small Growth)
65.33%
51 Arch Capital Group Ltd. (ACGL)
FINANCIAL SERVICES: Insurance - Diversified (Mid Core)
65.24%
52 Phinia Inc. (PHIN)
CONSUMER CYCLICAL: Auto Parts (Small Value)
65.00%
53 Netflix Inc. (NFLX)
COMMUNICATION SERVICES: Entertainment (Large Growth)
64.52%
54 Meta Platforms Inc. Class A (META)
COMMUNICATION SERVICES: Internet Content & Information (Large Core)
64.52%
55 Powell Industries Inc. (POWL)
INDUSTRIALS: Electrical Equipment & Parts (Small Growth)
63.81%
56 Microsoft Corp. (MSFT)
TECHNOLOGY: Software - Infrastructure (Large Growth)
63.44%
57 Academy Sports and Outdoors Inc. Ordinary Shares (ASO)
CONSUMER CYCLICAL: Specialty Retail (Small Value)
61.60%
58 LPL Financial Holdings Inc. (LPLA)
FINANCIAL SERVICES: Capital Markets (Mid Growth)
61.25%
59 Boise Cascade Co. (BCC)
BASIC MATERIALS: Building Materials (Small Value)
58.25%
60 WK Kellogg Co. (KLG)
CONSUMER DEFENSIVE: Packaged Foods (Small Core)
53.90%
61 YETI Holdings Inc. (YETI)
CONSUMER CYCLICAL: Leisure (Small Core)
52.50%
62 Amazon.com Inc. (AMZN)
CONSUMER CYCLICAL: Internet Retail (Large Growth)
50.09%



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