THE SAGAL STOCK PICKS
FOR OCTOBER 2021
(Last Update Wednesday, October 6, 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 2,922 STOCKS BEING FOLLOWED.)


Sagal
Rating
1 Amazon.com Inc. (AMZN)
CONSUMER CYCLICAL: Internet Retail (Cyclical)
81.45%
2 Vertex Pharmaceuticals Inc. (VRTX)
HEALTHCARE: Biotechnology (Speculative Growth)
80.89%
3 Avantor Inc. (AVTR)
BASIC MATERIALS: Specialty Chemicals (Cyclical)
80.00%
4 Alphabet Inc. A (GOOGL)
COMMUNICATION SERVICES: Internet Content & Information (Aggressive Growth)
79.38%
5 Microsoft Corp. (MSFT)
TECHNOLOGY: Software - Infrastructure (Aggressive Growth)
79.21%
6 Qualtrics International Inc. (XM)
TECHNOLOGY: Software - Application (Distressed)
78.50%
7 Regeneron Pharmaceuticals Inc. (REGN)
HEALTHCARE: Biotechnology (Aggressive Growth)
75.84%
8 M/I Homes Inc. (MOH)
CONSUMER CYCLICAL: Residential Construction (Cyclical)
75.71%
9 Adobe Inc. (ADBE)
TECHNOLOGY: Software - Infrastructure (Aggressive Growth)
75.21%
10 Lam Research Corp. (LRCX)
TECHNOLOGY: Semiconductor Equipment & Materials (Cyclical)
74.38%
11 Applied Materials Inc. (AMAT)
TECHNOLOGY: Semiconductor Equipment & Materials (Cyclical)
74.34%
12 CrowdStrike Holdings Inc. Class A (CRWD)
TECHNOLOGY: Software - Infrastructure (Speculative Growth)
73.07%
13 InMode Ltd. (INMD)
HEALTHCARE: Medical Devices
72.99%
14 Atkore Inc. (ATKR)
INDUSTRIALS: Electrical Equipment & Parts (Classic Growth)
72.95%
15 Qorvo Inc. (QRVO)
TECHNOLOGY: Semiconductors (Cyclical)
72.79%
16 VIZIO Holding Corp. (VZIO)
TECHNOLOGY: Consumer Electronics (Cyclical)
72.67%
17 HP Inc. (HPQ)
TECHNOLOGY: Computer Hardware (Cyclical)
72.49%
18 Target Corp. (TGT)
CONSUMER DEFENSIVE: Discount Stores (Aggressive Growth)
71.40%
19 Medifast Inc. (MED)
CONSUMER CYCLICAL: Personal Services (High Yield)
70.63%
20 Starbucks Corp. (SBUX)
CONSUMER CYCLICAL: Restaurants (High Yield)
70.35%
21 Salesforce.com Inc. (CRM)
TECHNOLOGY: Software - Application (Speculative Growth)
70.34%
22 Big 5 Sporting Goods Corp. (BGFV)
CONSUMER CYCLICAL: Specialty Retail (High Yield)
69.73%
23 Innovative Industrial Properties Inc. (IIPR)
REAL ESTATE: REIT - Industrial (Hard Assets)
69.16%
24 Autodesk Inc. (ADSK)
TECHNOLOGY: Software - Application (Speculative Growth)
69.06%
25 Upstart Holdings Inc. Ordinary Shares (UPST)
FINANCIAL SERVICES: Credit Services (Cyclical)
69.00%
26 MasterCard Inc. A (MA)
FINANCIAL SERVICES: Credit Services (Cyclical)
68.23%
27 HCA Healthcare Inc. (HCA)
HEALTHCARE: Medical Care Facilities (Classic Growth)
68.00%
28 Generac Holdings Inc. (GNRC)
INDUSTRIALS: Specialty Industrial Machinery (Cyclical)
68.00%
29 Lockheed Martin Corp. (LMT)
INDUSTRIALS: Aerospace & Defense (Cyclical)
67.36%
30 Apple Inc. (AAPL)
TECHNOLOGY: Consumer Electronics (Cyclical)
66.99%
31 NVIDIA Corp. (NVDA)
TECHNOLOGY: Semiconductors (Cyclical)
66.73%
32 The Beauty Health Co. Ordinary Shares - Class A (SKIN)
CONSUMER DEFENSIVE: Household & Personal Products
66.58%
33 Veeva Systems Inc. Class A (VEEV)
HEALTHCARE: Health Information Services (Aggressive Growth)
65.14%
34 Zoom Video Communications Inc. (ZM)
COMMUNICATION SERVICES: Telecom Services (Speculative Growth)
65.14%
35 eBay Inc. (EBAY)
CONSUMER CYCLICAL: Internet Retail (Cyclical)
62.89%
36 IDEXX Laboratories Inc. (IDXX)
HEALTHCARE: Diagnostics & Research (Slow Growth)
62.92%
37 Dell Technologies Inc. Cl. C (DELL)
TECHNOLOGY: Computer Hardware (Cyclical)
62.61%
38 Netflix Inc. (NFLX)
COMMUNICATION SERVICES: Entertainment (Aggressive Growth)
61.70%
39 SS&C Technologies Holdings Inc. (SSNC)
TECHNOLOGY: Software - Application (Aggressive Growth)
59.40%
40 YETI Holdings Inc. (YETI)
CONSUMER CYCLICAL: Leisure (Cyclical)
59.15%
41 Skyworks Solutions Inc. (SWKS)
TECHNOLOGY: Semiconductors (Cyclical)
58.29%
42 PayPal Holdings Inc. (PYPL)
FINANCIAL SERVICES: Credit Services (Cyclical)
57.89%
43 Masimo Corp. (MASI)
HEALTHCARE: Medical Instruments & Supplies (Aggressive Growth)
57.79%
44 Shopify Inc. A (SHOP)
TECHNOLOGY: Software - Application
57.76%
45 Zscaler Inc. (ZS)
TECHNOLOGY: Software - Infrastructure (Speculative Growth)
56.59%
46 Weber Inc. (WEBR)
CONSUMER CYCLICAL: Furnishings, Fixtures & Appliances (Cyclical)
56.27%
47 Tesla Inc. (TSLA)
CONSUMER CYCLICAL: Auto Manufacturers (Cyclical)
55.11%
48 LPL Financial Holdings Inc. (LPLA)
FINANCIAL SERVICES: Capital Markets (Cyclical)
54.86
41 UnitedHealth Group Inc. (UNH)
HEALTHCARE: Healthcare Plans (Aggressive Growth)
53.99%
50 SolarEdge Technologies Inc. (SEDG)
TECHNOLOGY: Solar (Aggressive Growth)
41.29%



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