THE SAGAL STOCK PICKS
FOR OCTOBER 2024
(Last Update Sunday, September 29, 2024)

"QUITE SIMPLY, THE BEST STOCK RATINGS & 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 3,343 STOCKS BEING FOLLOWED.)


Sagal
Rating
1 Fidelis Insurance Holdings Ltd. (FIHL)
FINANCIAL SERVICES: Insurance - Diversified (Small Growth)
86.40
2 First Citizen BancShares Inc. Class A (FCNCA)
FINANCIAL SERVICES: Banks - Regional (Mid Growth)
83.33
3 Engie SA ADR (ENGIY)
UTILITIES: Utilities - Diversified (Large Value)
81.68
4 BYD Co. Ltd. ADR (BYDDY)
CONSUMER CYCLICAL: Auto Manufacturers (Large Core)
80.00
5 Halozyme Therapeutics Inc. (HALO)
HEALTHCARE: Biotechnology (Small Growth)
79.79%
6 Qualys Inc. (QLYS)
TECHNOLOGY: Software - Infrastructure (Small Growth)
78.33%
7 Allison Transmission Holdings Inc. (ALSN)
CONSUMER CYCLICAL: Auto Parts (Small Core)
78.10%
8 VAALCO Energy Inc. (EGY)
ENERGY: Oil & Gas E&P (Small Value)
78.00%
9 MasterCard Inc. A (MA)
FINANCIAL SERVICES: Credit Services (Large Growth)
75.46%
10 Adobe Inc. (ADBE)
TECHNOLOGY: Software - Infrastructure (Large Growth)
76.34%
11 United Health Services Inc. Class B (UHS)
HEALTHCARE: Medical Care Facilities (Mid Core)
76.25
12 Arista Networks Inc. (ANET)
TECHNOLOGY: Computer Hardware (Large Growth)
76.20%
13 NVIDIA Corp. (NVDA)
TECHNOLOGY: Semiconductors (Large Growth)
75.63
14 Imperial Brands PLC ADR (IMBBY)
CONSUMER DEFENSIVE: Tobacco (Large Value)
75.61
15 Ryder System Inc. (R)
INDUSTRIALS: Rental & Leasing Services (Small Value)
75.42%
16 Fabrinet (FN)
TECHNOLOGY: Electronic Components (Small Growth)
74.76%
17 PROG Holdings Inc. Ordinary Shares (PRG)
INDUSTRIALS: Rental & Leasing Services (Small Value)
74.67
18 Manhattan Associates Inc. (MANH)
TECHNOLOGY: Software - Application (Mid Growth)
74.42%
19 Lloyds Banking Group PLC ADR (LYG)
FINANCIAL SERVICES: Banks - Regional (Large Value)
74.20%
20 Opera Ltd. ADR (OPRA)
COMMUNICATION SERVICES: Internet Content & Information
73.31%
21 American Express Co. (AXP)
FINANCIAL SERVICES: Credit Services (Large Core)
73.29%
22 BioNTech SE ADR (BNTX)
HEALTHCARE: Biotechnology
73.67%
23 Texas Roadhouse Inc. (TXRH)
CONSUMER CYCLICAL: Restaurants (Mid Growth)
73.56
24 Taiwan Semiconductor Manufacturing Ltd. ADR (TSM)
TECHNOLOGY: Semiconductors (Large Core)
71.75%
25 Fortinet Inc. (FTNT)
TECHNOLOGY: Software - Infrastructure (Mid Growth)
71.67%
26 Innovative Industrial Properties Inc. (IIPR)
REAL ESTATE: REIT - Industrial (Small Core)
71.67%
27 Suncor Energy Inc. (SU)
ENERGY: Oil & Gas Integrated (Large Core)
71.67
28 Wingstop Inc. (WING)
CONSUMER CYCLICAL: Restaurants (Mid Growth)
71.44%
29 IES Holdings Inc. (IESC)
INDUSTRIALS: Engineering & Construction (Small Growth)
71.33%
30 Alphabet Inc. A (GOOGL)
COMMUNICATION SERVICES: Internet Content & Information (Large Growth)
71.31%
31 EMCOR Group Inc. (EME)
INDUSTRIALS: Engineering & Construction (Mid Growth)
71.25
32 Ardmore Shipping Corp. (ASC)
INDUSTRIALS: Marine Shipping (Small Value)
70.00%
33 Adtalem Global Education Inc. (ATGE)
CONSUMER DEFENSIVE: Education & Training Services (Small Core)
70.00%
34 Celestica Inc. Shs. Sub-Voting (CLS)
TECHNOLOGY: Electronic Components (Mid Core)
69.22%
35 Himax Technologies Inc. ADR (HIMX)
TECHNOLOGY: Semiconductors
68.82
36 Powell Industries Inc. (POWL)
INDUSTRIALS: Electrical Equipment & Parts (Small Growth)
68.10%
37 Weyco Group Inc. (WEYS)
CONSUMER CYCLICAL: Footwear & Accessories (Small Value)
68.00
38 McKesson Corp. (MCK)
HEALTHCARE: Medical Distribution (Large Core)
67.92%
39 Jackson Financial Inc. (JXN)
FINANCIAL SERVICES: Insurance - Life (Small Value)
67.55%
40 Applied Materials Inc. (AMAT)
TECHNOLOGY: Semiconductor Equipment & Materials (Large Core)
67.50%
41 Devon Energy Corp. (DVN)
ENERGY: Oil & Gas E&P (Mid Value)
67.38%
42 Arch Capital Group Ltd. (ACGL)
FINANCIAL SERVICES: Insurance - Diversified (Mid Core)
67.38%
43 Apple Inc. (AAPL)
TECHNOLOGY: Consumer Electronics (Large Core)
67.29%
44 Skyward Specialty Insurance Group Inc. (SKWD)
FINANCIAL SERVICES: Insurance - Property & Casualty (Small Core)
66.40%
45 MasterBrand Inc. Ordinary Shares (MBC)
CONSUMER CYCLICAL: Furnishings, Fixtures & Appliances (Small Value)
66.14
46 KLA Corp. (KLAC)
TECHNOLOGY: Semiconductor Equipment & Materials (Large Core)
65.63
47 Meta Platforms Inc. Class A (META)
COMMUNICATION SERVICES: Internet Content & Information (Large Core)
65.24%
48 Phinia Inc. (PHIN)
CONSUMER CYCLICAL: Auto Parts (Small Value)
65.00%
49 Atmus Filtration Technologies Inc. (ATMU)
INDUSTRIALS: Pollution & Treatment Controls (Small Core)
64.30
50 Mueller Industries Inc. (MLI)
INDUSTRIALS: Metal Fabrication (Small Core)
64.17
51 LPL Financial Holdings Inc. (LPLA)
FINANCIAL SERVICES: Capital Markets (Mid Growth)
61.25%
52 Netflix Inc. (NFLX)
COMMUNICATION SERVICES: Entertainment (Large Growth)
60.96%
53 The Vita Coco Co. Inc. (COCO)
CONSUMER DEFENSIVE: Beverages - Non-Alcoholic (Small Growth)
60.54
54 Microsoft Corp. (MSFT)
TECHNOLOGY: Software - Infrastructure (Large Growth)
59.50%
55 Lam Research Corp. (LRCX)
TECHNOLOGY: Semiconductor Equipment & Materials (Large Core)
59.38%
56 YETI Holdings Inc. (YETI)
CONSUMER CYCLICAL: Leisure (Small Core)
59.25%
57 Academy Sports and Outdoors Inc. Ordinary Shares (ASO)
CONSUMER CYCLICAL: Specialty Retail (Small Value)
58.30%
58 Boise Cascade Co. (BCC)
BASIC MATERIALS: Building Materials (Small Value)
55.48%
59 Amazon.com Inc. (AMZN)
CONSUMER CYCLICAL: Internet Retail (Large Growth)
55.21%
60 WK Kellogg Co. (KLG)
CONSUMER DEFENSIVE: Packaged Foods (Small Core)
50.60%



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