THE SAGAL STOCK PICKS
FOR JUNE 2025
(Last Update Thursday, May 29, 2025)

"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 3,426 STOCKS BEING FOLLOWED.)


Sagal
Rating
1 NewMarket Corp. (NEU)
BASIC MATERIALS: Specialty Chemicals (Small Core)
93.33%
2 Kinsale Capital Group Inc. (KNSL)
FINANCIAL SERVICES: Insurance - Property & Casualty (Small Growth)
85.75%
3 Nathan's Famous Inc. (NATH)
CONSUMER CYCLICAL: Restaurants (Small Core)
84.17%
4 Arista Networks Inc. (ANET)
TECHNOLOGY: Computer Hardware (Large Growth)
83.81%
5 Booking Holdings Inc. (BKNG)
CONSUMER CYCLICAL: Travel Services (Large Core)
82.86%
6 Universal Health Services Inc. Class B (UHS)
HEALTHCARE: Medical Care Facilities (Mid Value)
82.24%
7 ResMed Inc. (RMD)
HEALTHCARE: Medical Instruments & Supplies (Mid Core)
82.00%
8 Alphabet Inc. A (GOOGL)
COMMUNICATION SERVICES: Internet Content & Information (Large Growth)
81.45%
9 NVIDIA Corp. (NVDA)
TECHNOLOGY: Semiconductors (Large Growth)
80.71%
10 Burford Capital Ltd. (BUR)
FINANCIAL SERVICES: Asset Management (Small Core)
80.68%
11 Build-A-Bear Workshop Inc. (BBW)
CONSUMER CYCLICAL: Specialty Retail (Small Core)
79.67%
12 MasterCard Inc. A (MA)
FINANCIAL SERVICES: Credit Services (Large Growth)
78.49%
13 McKesson Corp. (MCK)
HEALTHCARE: Medical Distribution (Large Value)
78.26%
14 EMCOR Group Inc. (EME)
INDUSTRIALS: Engineering & Construction (Mid Growth)
78.10%
15 Meta Platforms Inc. Class A (META)
COMMUNICATION SERVICES: Internet Content & Information (Large Core)
77.75%
16 Exelixis Inc. (EXEL)
HEALTHCARE: Biotechnology (Small Growth)
77.36%
17 RWE AG ADR (RWEOY)
UTILITIES: Utilities - Diversified (Large Value)
76.74%
18 Imperial Oil Ltd. (IMO)
ENERGY: Oil & Gas Integrated (Large Core)
76.67%
19 Euronet Worldwide Inc. (EEFT)
TECHNOLOGY: Software - Infrastructure (Small Core)
76.48%
20 Rambus Inc. (RMBS)
TECHNOLOGY: Semiconductors (Small Growth)
76.08%
21 KLA Corp. (KLAC)
TECHNOLOGY: Semiconductor Equipment & Materials (Large Core)
75.32%
22 Adobe Inc. (ADBE)
TECHNOLOGY: Software - Application (Large Core)
75.25%
23 Dnow Inc. (DNOW)
INDUSTRIALS: Industrial Distribution (Small Core)
75.25%
24 Sylvamo Corp. Ordinary Shares (SLVM)
BASIC MATERIALS: Paper & Paper Products (Small Value)
75.25%
25 Suncor Energy Inc. (SU)
ENERGY: Oil & Gas Integrated (Large Value)
75.17%
26 Imperial Brands PLC ADR (IMBBY)
CONSUMER DEFENSIVE: Tobacco (Large Value)
75.05%
27 Tenaris SA ADR (TS)
ENERGY: Oil & Gas Equipment & Services (Large Value)
75.00%
28 Fidelis Insurance Holdings Ltd. (FIHL)
FINANCIAL SERVICES: Insurance - Diversified (Small Core)
74.68%
29 Cencora Inc. (COR)
HEALTHCARE: Medical Distribution (Mid Core)
74.19%
30 Comfort Systems USA Inc. (FIX)
INDUSTRIALS: Engineering & Construction (Mid Growth)
74.17%
31 MSCI Inc. (MSCI)
FINANCIAL SERVICES: Financial Data & Stock Exchanges (Mid Growth)
74.17%
32 Halozyme Therapeutics Inc. (HALO)
HEALTHCARE: Biotechnology (Small Growth)
74.05%
33 Engie SA ADR (ENGIY)
UTILITIES: Utilities - Diversified (Large Value)
74.05%
34 Microsoft Corp. (MSFT)
TECHNOLOGY: Software - Infrastructure (Large Growth)
73.00%
35 Enact Holdings Inc. (ACT)
FINANCIAL SERVICES: Insurance - Specialty (Small Value)
72.50%
36 Visa Inc. Class A (V)
FINANCIAL SERVICES: Credit Services (Large Core)
72.38%
37 Argan Inc. (AGX)
INDUSTRIALS: Engineering & Construction (Small Growth)
72.04%
38 Alibaba Group Holding Ltd. ADR (BABA)
CONSUMER CYCLICAL: Internet Retail (Large Core)
71.75%
39 Harmony Biosciences Holdings Inc. Ordinary Shares (HRMY)
HEALTHCARE: Biotechnology (Small Core)
71.50%
40 CGI Inc. Class A (GIB)
TECHNOLOGY: Information Technology Services (Large Core)
71.40%
41 Icon PLC (ICLR)
HEALTHCARE: Diagnostics & Research (Mid Value)
71.13%
42 Boyd Gaming Corp. (BYD)
CONSUMER CYCLICAL: Resorts & Casinos (Small Value)
70.71%
43 InterContinental Hotels Group PLC ADR (IHG)
CONSUMER CYCLICAL: Lodging (Large Growth)
70.51%
44 Allegion PLC (ALLE)
INDUSTRIALS: Security & Protection Services (Mid Core)
70.50%
45 Altria Group Inc. (MO)
CONSUMER CYCLICAL: Auto Parts
70.48%
46 Taiwan Semiconductor Manufacturing Ltd. ADR (TSM)
TECHNOLOGY: Semiconductors (Large Core)
69.13%
47 Broadcom Inc. (AVGO)
TECHNOLOGY: Semiconductors (Large Growth)
68.57%
48 Lam Research Corp. (LRCX)
TECHNOLOGY: Semiconductor Equipment & Materials (Large Core)
68.33%
49 Grand Canyon Education Inc. (LOPE)
CONSUMER DEFENSIVE: Education & Training Services (Small Growth)
68.08%
50 Celestica Inc. Shs. Sub-Voting (CLS)
TECHNOLOGY: Electronic Components (Mid Core)
66.28%
51 IES Holdings Inc. (IESC)
INDUSTRIALS: Engineering & Construction (Small Growth)
64.92%
52 Netflix Inc. (NFLX)
COMMUNICATION SERVICES: Entertainment (Large Growth)
64.50%
53 BYD Co. Ltd. ADR (BYDDY)
CONSUMER CYCLICAL: Auto Manufacturers (Large Core)
61.75%
54 Fabrinet (FN)
TECHNOLOGY: Electronic Components (Small Growth)
60.83%
55 Pampa Energia SA ADR (PAM)
UTILITIES: Independent Power Producers (Mid Growth)
60.42%
56 LPL Financial Holdings Inc. (LPLA)
FINANCIAL SERVICES: Capital Markets (Mid Growth)
54.00%
57 Shopify Inc. Registered Shs. -A- Subord. Vtg. (SHOP)
TECHNOLOGY: Software - Application (Large Growth)
50.67%
50 Apple Inc. (AAPL)
TECHNOLOGY: Consumer Electronics (Large Core)
50.24%
53 Amazon.com Inc. (AMZN)
CONSUMER CYCLICAL: Internet Retail (Large Growth)
42.25%




YOU ARE VISITOR NUMBER






Questions may be addressed to sagal@sagal.com

Click here to return to the Sagal.Com Home Page


This site is designed and maintained by Sagal Computer Systems.
Sagal Computer Systems is a Registered Trademark. Copyright (c) 2025 Sagal Computer Systems. All rights reserved.