THE SAGAL STOCK PICKS
FOR MAY 2024
(Last Update Tuesday, April 30, 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 3,292 STOCKS BEING FOLLOWED.)


Sagal
Rating
1 Tencent Holdings Ltd. ADR (TCEHY)
COMMUNICATION SERVICES: Internet Content & Information (Large Core)
90.61
2 NVIDIA Corp. (NVDA)
TECHNOLOGY: Semiconductors (Large Growth)
86.88
3 Stellantis NV (STLA)
CONSUMER CYCLICAL: Auto Manufacturers (Large Value)
85.49%
4 Ardmore Shipping Corp. (ASC)
INDUSTRIALS: Marine Shipping (Small Value)
79.17%
5 Rithm Capital Corp. (RITM)
REAL ESTATE: REIT - Mortgage (Small Value)
78.75%
6 PDD Holdings Inc. ADR (PDD)
CONSUMER CYCLICAL: Internet Retail
77.52%
7 MasterCard Inc. A (MA)
FINANCIAL SERVICES: Credit Services (Large Growth)
76.46%
8 Dorchester Minerals LP (DMLP)
ENERGY: Oil & Gas E&P (Small Core)
75.08%
9 Wingstop Inc. (WING)
CONSUMER CYCLICAL: Restaurants (Mid Growth)
74.81%
10 MPLX LP Partnership Units (MPLX)
ENERGY: Oil & Gas Midstream (Mid Value)
74.33%
11 Samsara Inc. Ordinary Shares - Class A (IOT)
TECHNOLOGY: Software - Infrastructure (Mid Growth)
73.41%
12 Imperial Brands PLC ADR (IMBBY)
CONSUMER DEFENSIVE: Tobacco (Large Value)
73.09
13 Innovative Industrial Properties Inc. (IIPR)
REAL ESTATE: REIT - Industrial (Small Core)
71.75%
14 Atkore Inc. (ATKR)
INDUSTRIALS: Electrical Equipment & Parts (Small Core)
71.67%
15 Alphabet Inc. A (GOOGL)
COMMUNICATION SERVICES: Internet Content & Information (Large Growth)
71.67%
16 IES Holdings Inc. (IESC)
INDUSTRIALS: Engineering & Construction (Small Growth)
71.33%
17 Cencora Inc. (COR)
HEALTHCARE: Medical Distribution (Mid Core)
71.02%
18 Applied Materials Inc. (AMAT)
TECHNOLOGY: Semiconductor Equipment & Materials (Large Core)
70.85%
19 Kinsale Capital Group Inc. (KNSL)
FINANCIAL SERVICES: Insurance - Property & Casualty (Small Growth)
70.83%
20 United Microelectronics Corp. ADR (UMC)
TECHNOLOGY: Semiconductors (Large Value)
70.00%
21 BioNTech SE ADR (BNTX)
HEALTHCARE: Biotechnology
70.00%
22 GAMCO Investors Inc. Class A (GAMI)
FINANCIAL SERVICES: Asset Management (Small Core)
70.00%
23 Taiwan Semiconductor Manufacturing Ltd. ADR (TSM)
TECHNOLOGY: Semiconductors (Large Core)
69.33%
24 Visa Inc. Class A (V)
FINANCIAL SERVICES: Credit Services (Large Growth)
68.96%
25 Commercial Metals Co. (CMC)
BASIC MATERIALS: Steel (Small Value)
68.50%
26 Cigna Corp. (CI)
HEALTHCARE: Healthcare Plans (Large Value)
68.33%
27 AGCO Corp. (AGCO)
INDUSTRIALS: Farm & Heavy Construction Machinery (Small Value)
67.92%
28 Manhattan Associates Inc. (MANH)
TECHNOLOGY: Software - Application (Mid Gr0wth)
67.29%
29 Lam Research Corp. (LRCX)
TECHNOLOGY: Semiconductor Equipment & Materials (Large Core)
67.29%
30 Apple Inc. (AAPL)
TECHNOLOGY: Consumer Electronics (Large Core)
67.08%
31 Kanzhun Ltd. ADR (BZ)
INDUSTRIALS: Staffing & Employment Services (Large Growth)
66.97%
32 Cardinal Health Inc. (CAH)
HEALTHCARE: Medical Distribution (Mid Core)
66.90%
33 Adtalem Global Education Inc. (ATGE)
CONSUMER DEFENSIVE: Education & Training Services (Small Core)
66.50%
34 Jabil Inc. (JBL)
TECHNOLOGY: Electronic Components (Mid Core)
66.04%
35 Eagle Materials Inc. (EXP)
BASIC MATERIALS: Building Materials (Small Growth)
65.63%
36 GMS Inc. (GMS)
INDUSTRIALS: Building Products & Equipment (Small Core)
65.24%
37 Arista Networks Inc. (ANET)
TECHNOLOGY: Computer Hardware (Large Growth)
64.13%
38 Fabrinet (FN)
TECHNOLOGY: Electronic Components (Small Growth)
64.05%
39 LPL Financial Holdings Inc. (LPLA)
FINANCIAL SERVICES: Capital Markets (Mid Growth)
63.88%
40 Toll Brothers Inc. (TOL)
CONSUMER CYCLICAL: Residential Construction (Mid Value)
62.74%
41 Boise Cascade Co. (BCC)
BASIC MATERIALS: Building Materials (Small Value)
61.90%
42 Builders FirstSource Inc. (BLDR)
INDUSTRIALS: Building Products & Equipment (Small Growth)
60.00%
43 Amazon.com Inc. (AMZN)
CONSUMER CYCLICAL: Internet Retail (Large Growth)
58.96%
44 Celestica Inc. Shs. Sub-Voting (CLS)
TECHNOLOGY: Electronic Components (Mid Core)
58.67%
45 Academy Sports and Outdoors Inc. Ordinary Shares (ASO)
CONSUMER CYCLICAL: Specialty Retail (Small Value)
55.65%
46 Fortinet Inc. (FTNT)
TECHNOLOGY: Software - Infrastructure (Mid Growth)
54.79%
47 Netflix Inc. (NFLX)
COMMUNICATION SERVICES: Entertainment (Large Growth)
54.23%
48 Microsoft Corp. (MSFT)
TECHNOLOGY: Software - Infrastructure (Large Growth)
52.92%
49 Victory Capital Holdings Inc. Class A (VCTR)
FINANCIAL SERVICES: Asset Management (Small Value)
52.67%
50 AbbVie Inc. (ABBV)
HEALTHCARE: Drug Manufacturers - General (Large Value)
52.29%
51 e.l.f. Beauty Inc. (ELF)
CONSUMER DEFENSIVE: Household & Personal Products (Small Growth)
48.10%
52 Trump Media & Technology Group Corp. (DJT)
COMMUNICATION SERVICES: Internet Content & Information
43.33%
53 WK Kellogg Co. (KLG)
CONSUMER DEFENSIVE: Packaged Foods (Small Core)
42.00%
54 Fractyl Health Inc. (GUTS)
HEALTHCARE: Biotechnology
30.00%



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