THE SAGAL STOCK PICKS
FOR JUNE 2017
(Last Update Sunday, June 18, 2017)

"QUITE SIMPLY, THE BEST STOCK PICKS PAGE ON THE INTERNET."

—   Investors' Daily Weekly


This list, updated monthly (with a few exceptions), is provided for the purpose of building an aggressive (but 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. (80% and above is a strong buy; 70% and above, but less than 80%, is a buy; 60% and above, but less than 70%, is a hold or "buy-on-the-dip"; below 60% is a sell; and below 50% is a strong sell.) 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 few exceptions, stocks rated lower than 70% will not even be listed.

Stocks with names in yellow boxes (if any) are PERMANENT CORE HOLDINGS. NEW: Stocks with names in light green are being considered as additional PERMANENT CORE HOLDINGS.

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
TOP 100 PORTFOLIO
(ONLY 64 OUT OF 2,395 STOCKS BEING FOLLOWED MET OUR STRICT CRITERIA THIS MONTH.)


Sagal
Rating
1 Gildan Activewear Inc. (GIL)
CONSUMER CYCLICAL: Apparel Manufacturing
83.36%
2 AmerisourceBergen Corp. (ABC)
HEALTHCARE: Medical Distribution (Aggressive Growth)
81.64%
3 Boeing Co, (BA)
INDUSTRIALS: Aerospace & Defense (Cyclical)
80.75%
4 Psychemedics Corp. (PMD)
HEALTHCARE: Diagnostics & Research (Aggressive Growth)
80.67%
5 Apple Inc. (AAPL)
TECHNOLOGY: Consumer Electronics (Cyclical)
80.50%
6 FS Bancorp Inc. (FSBW)
FINANCIAL SERVICES: Banks - Regional - US (Cyclical)
80.02%
7 Gilead Sciences Inc. (GILD)
HEALTHCARE: Biotechnology (Aggressive Growth)
79.92%
8 Sherwin-Williams Co. (SHW)
BASIC MATERIALS: Specialty Chemicals (Cyclical)
79.78%
9 Celgene Corp. (CELG)
HEALTHCARE: Biotechnology (Speculative Growth)
79.76%
10 Biogen Inc. (BIIB)
HEALTHCARE: Biotechnology (Aggressive Growth)
79.25%
11 AbbVie Inc. (ABBV)
HEALTHCARE: Drug Manufacturers - Major (Aggressive Growth)
79.05%
12 Starbucks Corp. (SBUX)
CONSUMER CYCLICAL: Restaurants (Cyclical)
78.54%
13 Shopify Inc. A (SHOP)
TECHNOLOGY: Software - Application
78.42%
14 Transportadora de Gas del Sur SA ADR (TGS)
UTILITIES: Utilities - Regulated Gas
78.33%
15 Eagle Bancorp Montana Inc. (EBMT)
FINANCIAL SERVICES: Banks - Regional - US (Cyclical)
77.83%
16 Burlington Stores Inc. (BURL)
CONSUMER DEFENSIVE: Discount Stores (Classic Growth)
77.59%
17 Magellan Midstream Partners LP (MMP)
ENERGY: Oil & Gas Midstream (Hard Asset)
76.83%
18 The Home Depot Inc. (HD)
CONSUMER CYCLICAL: Home Improvement Stores (Cyclical)
76.59%
19 NetEase Inc. ADR (NTES)
TECHNOLOGY: Internet Content & Information
76.21%
20 Masimo Corp. (MASI)
HEALTHCARE: Medical Devices (Aggressive Growth)
75.93%
21 Ferrari NV (RACE)
CONSUMER CYCLICAL: Auto Manufacturers
75.83%
22 Facebook Inc. A (FB)
TECHNOLOGY: Internet Content & Information (Aggressive Growth)
75.55%
23 MercadoLibre Inc. (MELI)
CONSUMER CYCLICAL: Specialty Retail (Cyclical)
75.51%
24 Domino's Pizza Inc. (DPZ)
CONSUMER CYCLICAL: Restaurants (Cyclical)
75.42%
25 Robert Half International Inc. (RHI)
INDUSTRIALS: Staffing & Outsourcing Services (Cyclical)
75.32%
26 Cirrus Logic Inc. (CRUS)
TECHNOLOGY: Semiconductors (Cyclical)
74.73%
27 Entegris Inc. (ENTG)
TECHNOLOGY: Semiconductor Equipment & Materials (Cyclical)
74.71%
28 Methode Electronics Inc. Class A (MEI)
TECHNOLOGY: Electronic Components (Cyclical)
74.67%
29 Lowe's Cos. Inc. (LOW)
CONSUMER CYCLICAL: Home Improvement Stores (Cyclical)
74.66%
30 Fonar Corp. (FONR)
HEALTHCARE: Medical Devices (Aggressive Growth)
74.00%
31 United Rentals Inc. (URI)
INDUSTRIALS: Rental & Leasing Services (Cyclical)
73.77%
32 Lam Research Corp. (LRCX)
TECHNOLOGY: Semiconductor Equipment & Materials (Cyclical)
73.03%
33 Icon PLC (ICLR)
HEALTHCARE: Diagnostics & Research
73.00%
34 Esterline Technologies Corp. (ESL)
INDUSTRIALS: Aerospace & Defense (Cyclical)
72.82%
35 Lazard Ltd. Shs. A (LAZ)
FINANCIAL SERVICES: Capital Markets
72.66%
36 Ellington Residential Mortgage REIT (EARN)
REAL ESTATE: REIT - Residential (Hard Asset)
72.50%
37 Alpha Pro Tech Ltd. (APT)
BASIC MATERIALS: Building Materials (Cyclical)
72.50%
38 Papa John's International Inc. (PZZA)
CONSUMER CYCLICAL: Restaurants (Cyclical)
72.43%
39 Schneider National Inc. B (SNDR)
INDUSTRIALS: Trucking (Cyclical)
72.33%
40 D.R. Horton Inc. (DHI)
CONSUMER CYCLICAL: Residential Construction (Cyclical)
72.25%
41 Evercore Partners Inc. A (EVR)
FINANCIAL SERVICES: Capital Markets (Cyclical)
72.19%
42 Centene Corp. (CNC)
HEALTHCARE: Health Care Plans (Aggressive Growth)
72.04%
43 Alphabet Inc. A (Google) (GOOGL)
TECHNOLOGY: Internet Content & Information (Aggressive Growth)
71.81%
44 Hawaiian Holdings Inc. (HA)
INDUSTRIALS: Airlines (Cyclical)
71.59%
45 Nova Measuring Instruments Ltd. (NVMI)
TECHNOLOGY: Semiconductor Equipment & Materials
71.33%
46 Wolverine Bancorp Inc. (WBKC)
FINANCIAL SERVICES: Banks - Regional - US (Cyclical)
71.33%
47 Vipshops Holdings Ltd. ADR A (VIPS)
CONSUMER CYCLICAL: Specialty Retail
71.25%
48 Lantheus Holdings Inc. (LNTH)
HEALTHCARE: Diagnostics & Research (Slow Growth)
71.02%
49 ACNB Corp. (ACNB)
FINANCIAL SERVICES: Banks - Regional - US (Cyclical)
71.01%
50 Cerner Corp. (CERN)
TECHNOLOGY: Health Information Services (Aggressive Growth)
70.99%
51 Nike Inc. B (NKE)
CONSUMER CYCLICAL: Footwear & Accessories (Cyclical)
70.90%
52 Sussex Bancorp (SBBX)
FINANCIAL SERVICES: Banks - Regional - US (Cyclical)
70.88%
53 Bed Bath & Beyond Inc. (BBBY)
CONSUMER CYCLICAL: Specialty Retail (Cyclical)
70.80%
54 Discovery Communications Inc. Cl. A (DISCA)
CONSUMER CYCLICAL: Media - Diversified (Slow Growth)
70.68%
55 Servotronics Inc. (SVT)
TECHNOLOGY: Electronic Components (Cyclical)
70.67%
56 Goldfield Corp. (GV)
INDUSTRIALS: Engineering & Construction (Cyclical)
70.67%
57 Flexsteel Industries Inc. (FLXS)
CONSUMER CYCLICAL: Home Furnishings & Fixtures (Cyclical)
70.67%
58 Chicago Rivet & Machine Co. (CVR)
INDUSTRIALS: Tools & Accessories (Cyclical)
70.67%
59 Scripps Networks Interactive Inc. A (SNI)
CONSUMER CYCLICAL: Broadcasting - TV (Aggressive Growth)
70.65%
60 MasterCard Inc. A (MA)
FINANCIAL SERVICES: Credit Services (Cyclical)
70.58%
61 HCA Holdings Inc. (HCA)
HEALTHCARE: Medical Care (Classic Growth)
70.54%
62 Williams-Sonoma Inc. (WSM)
CONSUMER CYCLICAL: Specialty Retail (Cyclical)
70.35%
63 Gentex Corp. (GNTX)
CONSUMER CYCLICAL: Auto Parts (Cyclical)
70.27%
64 Manhattan Associates Inc. (MANH)
TECHNOLOGY: Software - Application (Aggressive Growth)
70.03%

THE FOLLOWING STOCKS DO NOT MEET THE PORTFOLIO'S STRICT CRITERIA
BUT I WANT TO OWN THEM ANYWAY

70 Skyworks Solutions Inc. (SWKS)
TECHNOLOGY: Semiconductors (Cyclical)
69.65%
82 Grand Canyon Education Inc. (LOPE)
CONSUMER DEFENSIVE: Education & Training Services (Aggressive Growth)
68.96%
83 TJX Cos. Inc. (TJX)
CONSUMER CYCLICAL: Apparel Stores (Cyclical)
68.86%
84 Alibaba Group Holding Ltd. ADR (BABA)
CONSUMER CYCLICAL: Specialty Retail
68.82%
101 BofI Holding Inc. (BOFI)
FINANCIAL SERVICES: Savings & Cooperative (Cyclical)
67.41%
106 YY Inc. ADR (YY)
TECHNOLOGY: Internet Content & Information
67.06%
128 NVIDIA Corp. (NVDA)
TECHNOLOGY: Semiconductors (Cyclical)
66.08%
148 Amazon.com Inc. (AMZN)
CONSUMER CYCLICAL: Specialty Retail (Cyclical)
65.04%
165 IDEXX Laboratories Inc. (IDXX)
HEALTHCARE: Diagnostics & Research (Slow Growth)
64.01%
1,157 Netflix Inc. (NFLX)
COMMUNICATION SERVICES: Pay TV (Speculative Growth)
49.15%
2,237 Twilio Inc. A (TWLO)
TECHNOLOGY: Software - Application
21.20%

Questions may be addressed to sagal@sagal.com






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