THE SAGAL STOCK PICKS
FOR JANUARY 2025
(Last Update Monday, December 30, 2024)

"QUITE SIMPLY, THE BEST STOCK RATINGS & 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 3,379 STOCKS BEING FOLLOWED.)


Sagal
Rating
1 Dorchester Minerals LP (DMLP)
ENERGY: Oil & Gas E&P (Small Core)
85.76%
2 Engie SA ADR (ENGIY)
UTILITIES: Utilities - Diversified (Large Value)
85.43%
3 Fidelis Insurance Holdings Ltd. (FIHL)
FINANCIAL SERVICES: Insurance - Diversified (Small Growth)
85.27%
4 VAALCO Energy Inc. (EGY)
ENERGY: Oil & Gas E&P (Small Core)
82.50%
5 BioNTech SE ADR (BNTX)
HEALTHCARE: Biotechnology
81.67%
6 Dropbox Inc. Class A (DBX)
TECHNOLOGY: Software - Infrastructure (Small Core)
79.96%
7 NVIDIA Corp. (NVDA)
TECHNOLOGY: Semiconductors (Large Growth)
78.57%
8 MasterCard Inc. A (MA)
FINANCIAL SERVICES: Credit Services (Large Growth)
78.49%
9 Visa Inc. Class A (V)
FINANCIAL SERVICES: Credit Services (Large Core)
78.33%
10 Koninklijke KPN NV ADR (KKPNY)
COMMUNICATION SERVICES: Telecom Services (Large Core)
76.67%
11 Tenaris SA ADR (TS)
ENERGY: Oil & Gas Equipment & Services (Large Value)
75.63%
12 Imperial Brands PLC ADR (IMBBY)
CONSUMER DEFENSIVE: Tobacco (Large Value)
75.17%
13 Cognizant Technology Solutions Corp. Class A (CTSH)
TECHNOLOGY: Information Technology Services (Mid Core)
75.00%
14 Zoom Video Communications Inc. (ZM)
TECHNOLOGY: Software - Application (Mid Core)
75.00%
15 Qualys Inc. (QLYS)
TECHNOLOGY: Software - Infrastructure (Small Growth)
75.00%
16 Altria Group Inc. (MO)
CONSUMER DEFENSIVE: Tobacco (Large Value)
74.76%
17 Diamond Hill Investment Group Inc. Class A (DHIL)
FINANCIAL DEFENSIVE: Asset Management (Small Value)
73.97%
18 Fortinet Inc. (FTNT)
TECHNOLOGY: Software - Infrastructure (Mid Growth)
73.81%
19 MoonLake Immunotherapeutics Class A (MLTX)
HEALTHCARE: Biotechnology (Mid Growth)
73.50%
20 Adobe Inc. (ADBE)
TECHNOLOGY: Software - Infrastructure (Large Growth)
73.25%
21 Microsoft Corp. (MSFT)
TECHNOLOGY: Software - Infrastructure (Large Growth)
73.00%
22 Suncor Energy Inc. (SU)
ENERGY: Oil & Gas Integrated (Large Core)
73.00%
23 Booking Holdings Inc. (BKNG)
CONSUMER CYCLICAL: Travel Services (Large Core)
72.38%
24 Himax Technologies Inc. (HIMX)
TECHNOLOGY: Semiconductors
71.96%
25 TaskUs Inc. Class A (TASK)
TECHNOLOGY: Information Technology Services (Small Value)
71.73%
26 Axcelis Technologies Inc. (ACLS)
TECHNOLOGY: Semiconductor Equipment & Materials (Small Core)
70.83%
27 Alphabet Inc. A (GOOGL)
COMMUNICATION SERVICES: Internet Content & Information (Large Growth)
70.75%
28 GigaCloud Technology Inc. Class A (GCT)
TECHNOLOGY: Software - Infrastructure (Mid Growth)
70.72%
29 STMicroelectronics NV ADR (STM)
TECHNOLOGY: Semiconductors (Large Core)
70.58%
30 Arista Networks Inc. (ANET)
TECHNOLOGY: Computer Hardware (Large Growth)
70.35%
31 Taiwan Semiconductor Manufacturing Ltd. ADR (TSM)
TECHNOLOGY: Semiconductors (Large Core)
70.00%
32 Imperial Oil Ltd. (IMO)
ENERGY: Oil & Gas Integrated (Large Core)
70.00%
33 argenx SE (ARGNF)
HEALTHCARE: Biotechnology (Mid Growth)
70.00%
34 Halozyme Therapeutics Inc. (HALO)
HEALTHCARE: Biotechnology (Small Growth)
68.81%
35 IES Holdings Inc. (IESC)
INDUSTRIALS: Engineering & Construction (Small Growth)
68.48%
36 MPLX LP Partnership Units (MPLX)
ENERGY: Oil & Gas Midstream (Mid Value)
68.33%
37 Allison Transmission Holdings Inc. (ALSN)
CONSUMER CYCLICAL: Auto Parts (Small Core)
68.08%
38 Apple Inc. (AAPL)
TECHNOLOGY: Consumer Electronics (Large Core)
66.05%
39 Fabrinet (FN)
TECHNOLOGY: Electronic Components (Small Growth)
65.83%
40 BYD Co. Ltd. ADR (BYDDY)
CONSUMER CYCLICAL: Auto Manufacturers (Large Core)
65.00%
41 Powell Industries Inc. (POWL)
INDUSTRIALS: Electrical Equipment & Parts (Small Growth)
64.92%
42 The Vita Coco Co. Inc. (COCO)
CONSUMER DEFENSIVE: Beverages - Non-Alcoholic (Small Growth)
64.61%
43 Netflix Inc. (NFLX)
COMMUNICATION SERVICES: Entertainment (Large Growth)
64.50%
44 Meta Platforms Inc. Class A (META)
COMMUNICATION SERVICES: Internet Content & Information (Large Core)
64.17%
45 Amphenol Corp. Class A (APH)
TECHNOLOGY: Electronic Components (Large Core)
64.01%
40 Skyward Specialty Insurance Group Inc. (SKWD)
FINANCIAL SERVICES: Insurance - Property & Casualty (Small Core)
63.97%
41 Applied Materials Inc. (AMAT)
TECHNOLOGY: Semiconductor Equipment & Materials (Large Core)
60.00%
42 Lam Research Corp. (LRCX)
TECHNOLOGY: Semiconductor Equipment & Materials (Large Core)
59.17%
43 Pampa Energia SA ADR (PAM)
UTILITIES: Independent Power Producers (Mid Growth)
59.17%
44 Boise Cascade Co. (BCC)
BASIC MATERIALS: Building Materials (Small Value)
58.33%
45 Mueller Industries Inc. (MLI)
INDUSTRIALS: Metal Fabrication (Small Core)
56.68%
46 Shopify Inc. Registered Shs. -A- Subord. Vtg. (SHOP)
TECHNOLOGY: Software - Application (Large Growth)
55.83%
47 Tesla Inc. (TSLA)
CONSUMER CYCLICAL: Auto Manufacturers (Large Growth)
55.07%
48 LPL Financial Holdings Inc. (LPLA)
FINANCIAL SERVICES: Capital Markets (Mid Growth)
53.33%
49 Amazon.com Inc. (AMZN)
CONSUMER CYCLICAL: Internet Retail (Large Growth)
52.70%
50 Atmus Filtration Technologies Inc. (ATMU)
INDUSTRIALS: Pollution & Treatment Controls (Small Core)
52.53%
51 WK Kellogg Co. (KLG)
CONSUMER DEFENSIVE: Packaged Foods (Small Core)
52.25%
52 Celestica Inc. Shs. Sub-Voting (CLS)
TECHNOLOGY: Electronic Components (Mid Core)
44.33%



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