THE SAGAL STOCK PICKS
FOR MAY 2017
(Last Update Sunday, April 30, 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 72 OUT OF 2,394 STOCKS BEING FOLLOWED MET OUR STRICT CRITERIA THIS MONTH.)


Sagal
Rating
1 Gilead Sciences Inc. (GILD)
HEALTHCARE: Biotechnology (Aggressive Growth)
87.40%
2 Biogen Inc. (BIIB)
HEALTHCARE: Biotechnology (Aggressive Growth)
82.23%
3 Psychemedics Corp. (PMD)
HEALTHCARE: Diagnostics & Research (Aggressive Growth)
80.67%
4 Miller Industries Inc. (MLR)
CONSUMER CYCLICAL: Auto Parts (Cyclical)
80.67%
5 D.R. Horton Inc. (DHI)
CONSUMER CYCLICAL: Residential Construction (Cyclical)
79.34%
6 Apple Inc. (AAPL)
TECHNOLOGY: Consumer Electronics (Cyclical)
79.23%
7 Eagle Bancorp Montana Inc. (EBMT)
FINANCIAL SERVICES: Banks - Regional - US (Cyclical)
78.83%
8 Methode Electronics Inc. Class A (MEI)
TECHNOLOGY: Electronic Components (Cyclical)
78.38%
9 Natural Health Trends Corp. (NHTC)
CONSUMER DEFENSIVE: Household & Personal Products (Aggressive Growth)
77.33%
10 Nike Inc. B (NKE)
CONSUMER CYCLICAL: Footwear & Accessories (Cyclical)
76.90%
11 AmerisourceBergen Corp. (ABC)
HEALTHCARE: Medical Distribution (Aggressive Growth)
76.65%
12 AllianceBernstein Holding LP (AB)
FINANCIAL SERVICES: Asset Management (Cyclical)
76.53%
13 YY Inc. ADR (YY)
TECHNOLOGY: Internet Content & Information
76.50%
14 Foot Locker Inc. (FL)
CONSUMER CYCLICAL: Footwear & Accessories (Cyclical)
76.45%
15 Icon PLC (ICLR)
HEALTHCARE: Diagnostics & Research
76.07%
16 Wolverine Bancorp Inc. (WBKC)
FINANCIAL SERVICES: Banks - Regional - US (Cyclical)
76.00%
17 Boeing Co, (BA)
INDUSTRIALS: Aerospace & Defense (Cyclical)
75.93%
18 Bed Bath & Beyond Inc. (BBBY)
CONSUMER CYCLICAL: Specialty Retail (Cyclical)
75.75%
19 Facebook Inc. A (FB)
TECHNOLOGY: Internet Content & Information (Aggressive Growth)
75.62%
20 Starbucks Corp. (SBUX)
CONSUMER CYCLICAL: Restaurants (Cyclical)
75.48%
21 Skyworks Solutions Inc. (SWKS)
TECHNOLOGY: Semiconductors (Cyclical)
75.45%
22 Shopify Inc. A (SHOP)
TECHNOLOGY: Software - Application
75.40%
23 Alibaba Group Holding Ltd. ADR (BABA)
CONSUMER CYCLICAL: Specialty Retail
75.05%
24 Everest Re Group Ltd. (RE)
FINANCIAL SERVICES: Insurance - Reinsurance
74.88%
25 Robert Half International Inc. (RHI)
INDUSTRIALS: Staffing & Outsourcing Services (Cyclical)
74.81%
26 NVR Inc. (NVR)
CONSUMER CYCLICAL: Residential Construction (Cyclical)
74.73%
27 Masimo Corp. (MASI)
HEALTHCARE: Medical Devices (Aggressive Growth)
74.43%
28 NetEase Inc. ADR (NTES)
TECHNOLOGY: Internet Content & Information
74.00%
29 Ferrari NV (RACE)
CONSUMER CYCLICAL: Auto Manufacturers
73.80%
30 S&P Global Inc. (SPGI)
FINANCIAL SERVICES: Capital Markets (Cyclical)
73.53%
31 Williams-Sonoma Inc. (WSM)
CONSUMER CYCLICAL: Specialty Retail (Cyclical)
73.51%
32 Walt Disney Co. (DIS)
CONSUMER CYCLICAL: Media - Diversified (Classic Growth)
73.26%
33 CyberArk Software Ltd. (CYBR)
TECHNOLOGY: Software - Infrastructure
73.07%
34 Cracker Barrel Old Country Store Inc. (CBRL)
CONSUMER CYCLICAL: Restaurants (Cyclical)
72.94%
35 Manhattan Associates Inc. (MANH)
TECHNOLOGY: Software - Application (Aggressive Growth)
72.86%
36 AbbVie Inc. (ABBV)
HEALTHCARE: Drug Manufacturers - Major (Aggressive Growth)
72.80%
37 Ubiquiti Networks Inc. (UBNT)
TECHNOLOGY: Communication Equipment (Cyclical)
72.77%
38 LGI Homes Inc. (LGIH)
CONSUMER CYCLICAL: Residential Construction (Cyclical)
72.70%
39 Alpha Pro Tech Ltd. (APT)
BASIC MATERIALS: Building Materials (Cyclical)
72.50%
40 Lannett Co. Inc. (LCI)
HEALTHCARE: Drug Manufacturers - Specialty & Generic (Aggressive Growth)
72.38%
41 Gentex Corp. (GNTX)
CONSUMER CYCLICAL: Auto Parts (Cyclical)
72.37%
42 The Home Depot Inc. (HD)
CONSUMER CYCLICAL: Home Improvement Stores (Cyclical)
72.36%
43 Cerner Corp. (CERN)
TECHNOLOGY: Health Information Services (Aggressive Growth)
72.14%
44 United Rentals Inc. (URI)
INDUSTRIALS: Rental & Leasing Services (Cyclical)
72.10%
45 Columbia Sportswear Co. (COLM)
CONSUMER CYCLICAL: Apparel Manufacturing (Cyclical)
71.97%
46 HCA Holdings Inc. (HCA)
HEALTHCARE: Medical Care (Classic Growth)
71.97%
47 Evercore Partners Inc. A (EVR)
FINANCIAL SERVICES: Capital Markets (Cyclical)
71.89%
48 Applied Materials Inc. (AMAT)
TECHNOLOGY: Semiconductor Equipment & Materials (Cyclical)
71.82%
49 Celgene Corp. (CELG)
HEALTHCARE: Biotechnology (Speculative Growth)
71.77%
50 VMware Inc. (VMW)
TECHNOLOGY: Software - Infrastructure (Aggressive Growth)
71.74%
51 Momo Inc. ADR (MOMO)
TECHNOLOGY: Internet Content & Information
71.67%
52 Centene Corp. (CNC)
HEALTHCARE: Health Care Plans (Aggressive Growth)
71.64%
53 Insperity Inc. (NSP)
INDUSTRIALS: Business Services (Cyclical)
71.63%
54 Lear Corp. (LEA)
CONSUMER CYCLICAL: Auto Parts (Cyclical)
71.57%
55 Broadcom Ltd. (AVGO)
TECHNOLOGY: Semiconductors
71.36%
56 Burlington Stores Inc. (BURL)
CONSUMER DEFENSIVE: Discount Stores (Classic Growth)
71.20%
57 McKesson Corp. (MCK)
HEALTHCARE: Medical Distribution (Aggressive Growth)
71.13%
58 Align Technology Inc. (ALGN)
HEALTHCARE: Medical Devices (Aggressive Growth)
71.10%
59 Argan Inc. (AGX)
INDUSTRIALS: Engineering & Construction (Cyclical)
71.00%
60 Vipshops Holdings Ltd. ADR A (VIPS)
CONSUMER CYCLICAL: Specialty Retail
70.91%
61 Novo Nordisk A/S ADR (NVO)
HEALTHCARE: Biotechnology
70.81%
62 Carnival Corp. (CCL)
CONSUMER CYCLICAL: Leisure
70.78%
63 BCB Bancorp Inc. (BCBP)
FINANCIAL SERVICES: Banks - Regional - US (Cyclical)
70.67%
64 Chicago Rivet & Machine Co. (CVR)
INDUSTRIALS: Tools & Accessories (Cyclical)
70.67%
65 Unity Bancorp Inc. (UNTY)
FINANCIAL SERVICES: Banks - Regional - US (Cyclical)
70.67%
66 Flexsteel Industries Inc. (FLXS)
CONSUMER CYCLICAL: Home Furnishings & Fixtures (Cyclical)
70.67%
67 Universal Corp. (UVV)
CONSUMER DEFENSIVE: Tobacco (Slow Growth)
70.33%
68 Genpact Ltd. (G)
INDUSTRIALS: Business Services
70.31%
69 MasterCard Inc. A (MA)
FINANCIAL SERVICES: Credit Services (Cyclical)
70.29%
70 Ebix Inc. (EBIX)
TECHNOLOGY: Software - Application (Aggressive Growth)
70.17%
71 Amazon.com Inc. (AMZN)
CONSUMER CYCLICAL: Specialty Retail (Cyclical)
70.05%
72 Sussex Bancorp (SBBX)
FINANCIAL SERVICES: Banks - Regional - US (Cyclical)
70.02%

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

80 Lam Research Corp. (LRCX)
TECHNOLOGY: Semiconductor Equipment & Materials (Cyclical)
69.53%
82 IDEXX Laboratories Inc. (IDXX)
HEALTHCARE: Diagnostics & Research (Slow Growth)
69.44%
99 Alphabet Inc. A (Google) (GOOGL)
TECHNOLOGY: Internet Content & Information (Aggressive Growth)
68.33%
121 Grand Canyon Education Inc. (LOPE)
CONSUMER DEFENSIVE: Education & Training Services (Aggressive Growth)
66.33%
1,448 Netflix Inc. (NFLX)
COMMUNICATION SERVICES: Pay TV (Speculative Growth)
43.62%
2,597 Twilio Inc. A (TWLO)
TECHNOLOGY: Software - Application
25.67%

Questions may be addressed to sagal@sagal.com






Click here to return to the Sagal.Com Home Page


You are visitor number web page hit counters codes Free




This site is designed and maintained by Sagal Computer Systems.
Sagal Computer Systems is a Registered Trademark. Copyright (c) 2017 Sagal Computer Systems. All rights reserved.