THE SAGAL STOCK PICKS
FOR NOVEMBER 2021
(Last Update Thursday, November 4, 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 2,924 STOCKS BEING FOLLOWED.)


Sagal
Rating
1 Applied Materials Inc. (AMAT)
TECHNOLOGY: Semiconductor Equipment & Materials (Cyclical)
81.05%
2 Microsoft Corp. (MSFT)
TECHNOLOGY: Software - Infrastructure (Aggressive Growth)
80.49%
3 Avantor Inc. (AVTR)
BASIC MATERIALS: Specialty Chemicals (Cyclical)
80.00%
4 Amazon.com Inc. (AMZN)
CONSUMER CYCLICAL: Internet Retail (Cyclical)
79.26%
5 Alphabet Inc. A (GOOGL)
COMMUNICATION SERVICES: Internet Content & Information (Aggressive Growth)
77.89%
6 Vertex Pharmaceuticals Inc. (VRTX)
HEALTHCARE: Biotechnology (Speculative Growth)
77.22%
7 Citigroup Inc. (C)
FINANCIAL SERVICES: Banks - Diversified (Cyclical)
76.91%
8 Adobe Inc. (ADBE)
TECHNOLOGY: Software - Infrastructure (Aggressive Growth)
75.75%
9 Campbell Soup Co. (CPB)
CONSUMER DEFENSIVE: Packaged Foods (High Yield)
75.25%
10 Qualtrics International Inc. (XM)
TECHNOLOGY: Software - Application (Distressed)
75.00%
11 Starbucks Corp. (SBUX)
CONSUMER CYCLICAL: Restaurants (High Yield)
74.87%
12 Regeneron Pharmaceuticals Inc. (REGN)
HEALTHCARE: Biotechnology (Aggressive Growth)
74.40%
13 CrowdStrike Holdings Inc. Class A (CRWD)
TECHNOLOGY: Software - Infrastructure (Speculative Growth)
73.07%
14 Atkore Inc. (ATKR)
INDUSTRIALS: Electrical Equipment & Parts (Classic Growth)
72.95%
15 VIZIO Holding Corp. (VZIO)
TECHNOLOGY: Consumer Electronics (Cyclical)
72.67%
16 M/I Homes Inc. (MOH)
CONSUMER CYCLICAL: Residential Construction (Cyclical)
72.58%
17 Lam Research Corp. (LRCX)
TECHNOLOGY: Semiconductor Equipment & Materials (Cyclical)
72.27%
18 InMode Ltd. (INMD)
HEALTHCARE: Medical Devices
71.82%
19 Visa Inc. Class A (V)
FINANCIAL SERVICES: Credit Services (Cyclical)
71.58%
20 Innovative Industrial Properties Inc. (IIPR)
REAL ESTATE: REIT - Industrial (Hard Assets)
70.85%
21 KLA Corp. (KLAC)
TECHNOLOGY - Semiconductor Equipment & Materials (Cyclical)
70.23%
22 Qorvo Inc. (QRVO)
TECHNOLOGY: Semiconductors (Cyclical)
70.04%
23 Target Corp. (TGT)
CONSUMER DEFENSIVE: Discount Stores (Aggressive Growth)
70.02%
24 Blackstone Inc. (BX)
FINANCIAL SERVICES: Asset Management (Cyclical)
69.88%
25 Apple Inc. (AAPL)
TECHNOLOGY: Consumer Electronics (Cyclical)
69.11%
26 Salesforce.com Inc. (CRM)
TECHNOLOGY: Software - Application (Speculative Growth)
67.89%
27 Medifast Inc. (MED)
CONSUMER CYCLICAL: Personal Services (High Yield)
67.52%
28 HP Inc. (HPQ)
TECHNOLOGY: Computer Hardware (Cyclical)
66.35%
29 Veeva Systems Inc. Class A (VEEV)
HEALTHCARE: Health Information Services (Aggressive Growth)
65.91%
30 NVIDIA Corp. (NVDA)
TECHNOLOGY: Semiconductors (Cyclical)
64.86%
31 MasterCard Inc. A (MA)
FINANCIAL SERVICES: Credit Services (Cyclical)
64.55%
32 Netflix Inc. (NFLX)
COMMUNICATION SERVICES: Entertainment (Aggressive Growth)
64.40%
33 eBay Inc. (EBAY)
CONSUMER CYCLICAL: Internet Retail (Cyclical)
63.60%
34 Zoom Video Communications Inc. (ZM)
COMMUNICATION SERVICES: Telecom Services (Speculative Growth)
62.25%
35 The Beauty Health Co. Ordinary Shares - Class A (SKIN)
CONSUMER DEFENSIVE: Household & Personal Products
61.93%
36 Generac Holdings Inc. (GNRC)
INDUSTRIALS: Specialty Industrial Machinery (Cyclical)
61.46%
37 LPL Financial Holdings Inc. (LPLA)
FINANCIAL SERVICES: Capital Markets (Cyclical)
60.90
38 IDEXX Laboratories Inc. (IDXX)
HEALTHCARE: Diagnostics & Research (Slow Growth)
59.27%
39 Skyworks Solutions Inc. (SWKS)
TECHNOLOGY: Semiconductors (Cyclical)
58.84%
40 SS&C Technologies Holdings Inc. (SSNC)
TECHNOLOGY: Software - Application (Aggressive Growth)
58.25%
41 Dell Technologies Inc. Class C (DELL)
TECHNOLOGY: Computer Hardware (Cyclical)
57.52%
42 Shopify Inc. A (SHOP)
TECHNOLOGY: Software - Application
57.51%
43 Tesla Inc. (TSLA)
CONSUMER CYCLICAL: Auto Manufacturers (Cyclical)
56.40%
44 UnitedHealth Group Inc. (UNH)
HEALTHCARE: Healthcare Plans (Aggressive Growth)
55.91%
45 Masimo Corp. (MASI)
HEALTHCARE: Medical Instruments & Supplies (Aggressive Growth)
55.80%
46 Weber Inc. (WEBR)
CONSUMER CYCLICAL: Furnishings, Fixtures & Appliances (Cyclical)
55.67%
47 Zscaler Inc. (ZS)
TECHNOLOGY: Software - Infrastructure (Speculative Growth)
55.22%
48 PayPal Holdings Inc. (PYPL)
FINANCIAL SERVICES: Credit Services (Cyclical)
52.96%
49 YETI Holdings Inc. (YETI)
CONSUMER CYCLICAL: Leisure (Cyclical)
47.55%
50 SolarEdge Technologies Inc. (SEDG)
TECHNOLOGY: Solar (Aggressive Growth)
38.38%



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