THE SAGAL STOCK PICKS
FOR SEPTEMBER 2021
(Last Update Thursday, September 9, 2021)

"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 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
THE PORTFOLIO
(SELECTED OUT OF 2,913 STOCKS BEING FOLLOWED.)


Sagal
Rating
1 InMode Ltd. (INMD)
HEALTHCARE: Medical Devices
84.00%
2 Vertex Pharmaceuticals Inc. (VRTX)
HEALTHCARE: Biotechnology (Speculative Growth)
81.41%
3 Microsoft Corp. (MSFT)
TECHNOLOGY: Software - Infrastructure (Aggressive Growth)
80.24%
4 The Beauty Health Co. Ordinary Shares - Class A (SKIN)
CONSUMER DEFENSIVE: Household & Personal Products
79.92%
5 Alphabet Inc. A (GOOGL)
COMMUNICATION SERVICES: Internet Content & Information (Aggressive Growth)
78.95%
6 Facebook Inc. A (FB)
COMMUNICATION SERVICES: Internet Content & Information (Aggressive Growth)
75.00%
7 Avantor Inc. (AVTR)
BASIC MATERIALS: Specialty Chemicals (Cyclical)
74.58%
8 Adobe Inc. (ADBE)
TECHNOLOGY: Software - Infrastructure (Aggressive Growth)
73.33%
9 Amazon.com Inc. (AMZN)
CONSUMER CYCLICAL: Internet Retail (Cyclical)
73.00%
10 Qualtrics International Inc. (XM)
TECHNOLOGY: Software - Application (Distressed)
72.98%
11 Atkore Inc. (ATKR)
INDUSTRIALS: Electrical Equipment & Parts (Classic Growth)
72.95%
12 VIZIO Holding Corp. (VZIO)
TECHNOLOGY: Consumer Electronics (Cyclical)
72.67%
13 Chewy Inc. (CHWY)
CONSUMER CYCLICAL: Internet Retail (Cyclical)
72.50%
14 Medifast Inc. (MED)
CONSUMER CYCLICAL: Personal Services (High Yield)
72.35%
15 Qorvo Inc. (QRVO)
TECHNOLOGY: Semiconductors (Cyclical)
72.17%
16 Applied Materials Inc. (AMAT)
TECHNOLOGY: Semiconductor Equipment & Materials (Cyclical)
72.00%
17 HP Inc. (HPQ)
TECHNOLOGY: Computer Hardware (Cyclical)
71.65%
18 Lam Research Corp. (LRCX)
TECHNOLOGY: Semiconductor Equipment & Materials (Cyclical)
71.50%
19 HCA Healthcare Inc. (HCA)
HEALTHCARE: Medical Care Facilities (Classic Growth)
71.18%
20 Lockheed Martin Corp. (LMT)
INDUSTRIALS: Aerospace & Defense (Cyclical)
69.87%
21 Big 5 Sporting Goods Corp. (BGFV)
CONSUMER CYCLICAL: Specialty Retail (High Yield)
69.47%
22 Veeva Systems Inc. Class A (VEEV)
HEALTHCARE: Health Information Services (Aggressive Growth)
69.35%
23 MasterCard Inc. A (MA)
FINANCIAL SERVICES: Credit Services (Cyclical)
69.13%
24 Apple Inc. (AAPL)
TECHNOLOGY: Consumer Electronics (Cyclical)
68.24%
25 Target Corp. (TGT)
CONSUMER DEFENSIVE: Discount Stores (Aggressive Growth)
67.50%
26 Blackstone Inc. (BX)
FINANCIAL SERVICES: Asset Management (Cyclical)
67.43%
27 Starbucks Corp. (SBUX)
CONSUMER CYCLICAL: Restaurants (High Yield)
67.15%
28 CrowdStrike Holdings Inc. Class A (CRWD)
TECHNOLOGY: Software - Infrastructure (Speculative Growth)
67.14%
29 Louisiana-Pacific Corp. (LPX)
INDUSTRIALS: Building Products & Equipment (Slow Growth)
66.67%
30 Innovative Industrial Properties Inc. (IIPR)
REAL ESTATE: REIT - Industrial (Hard Assets)
66.58%
31 LPL Financial Holdings Inc. (LPLA)
FINANCIAL SERVICES: Capital Markets (Cyclical)
65.63
32 Generac Holdings Inc. (GNRC)
INDUSTRIALS: Specialty Industrial Machinery (Cyclical)
64.08%
33 Salesforce.com Inc. (CRM)
TECHNOLOGY: Software - Application (Speculative Growth)
64.06%
34 Zoom Video Communications Inc. (ZM)
COMMUNICATION SERVICES: Telecom Services (Speculative Growth)
63.85%
35 NVIDIA Corp. (NVDA)
TECHNOLOGY: Semiconductors (Cyclical)
61.08%
36 eBay Inc. (EBAY)
CONSUMER CYCLICAL: Internet Retail (Cyclical)
60.81%
37 Shopify Inc. A (SHOP)
TECHNOLOGY: Software - Application
60.60%
38 SS&C Technologies Holdings Inc. (SSNC)
TECHNOLOGY: Software - Application (Aggressive Growth)
60.15%
39 IDEXX Laboratories Inc. (IDXX)
HEALTHCARE: Diagnostics & Research (Slow Growth)
59.92%
40 Lightspeed POS Inc. (LSPD)
TECHNOLOGY: Software - Application
59.27%
41 UnitedHealth Group Inc. (UNH)
HEALTHCARE: Healthcare Plans (Aggressive Growth)
57.81%
42 Masimo Corp. (MASI)
HEALTHCARE: Medical Instruments & Supplies (Aggressive Growth)
56.84%
43 Dell Technologies Inc. Cl. C (DELL)
TECHNOLOGY: Computer Hardware (Cyclical)
56.77%
44 Weber Inc. (WEBR)
CONSUMER CYCLICAL: Furnishings, Fixtures & Appliances
56.67%
45 YETI Holdings Inc. (YETI)
CONSUMER CYCLICAL: Leisure (Cyclical)
56.30%
46 PayPal Holdings Inc. (PYPL)
FINANCIAL SERVICES: Credit Services (Cyclical)
56.21%
47 Skyworks Solutions Inc. (SWKS)
TECHNOLOGY: Semiconductors (Cyclical)
54.37%
48 Zscaler Inc. (ZS)
TECHNOLOGY: Software - Infrastructure (Speculative Growth)
52.48%
49 Netflix Inc. (NFLX)
COMMUNICATION SERVICES: Entertainment (Aggressive Growth)
50.39%
50 SolarEdge Technologies Inc. (SEDG)
TECHNOLOGY: Solar (Aggressive Growth)
40.72%


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