THE SAGAL STOCK PICKS
FOR FEBRUARY 2025
(Last Update Monday, February 3, 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 3,398 STOCKS BEING FOLLOWED.)


Sagal
Rating
1 BioNTech SE ADR (BNTX)
HEALTHCARE: Biotechnology
85.42%
2 Engie SA ADR (ENGIY)
UTILITIES: Utilities - Diversified (Large Value)
82.68%
3 Rithm Capital Corp. (RITM)
REAL ESTATE: REIT - Mortgage (Small Value)
81.55%
4 Suncor Energy Inc. (SU)
ENERGY: Oil & Gas Integrated (Large Core)
81.43%
5 IES Holdings Inc. (IESC)
INDUSTRIALS: Engineering & Construction (Small Growth)
79.58%
6 MasterCard Inc. A (MA)
FINANCIAL SERVICES: Credit Services (Large Growth)
78.49%
7 Dropbox Inc. Class A (DBX)
TECHNOLOGY: Software - Infrastructure (Small Core)
77.58%
8 Diamond Hill Investment Group Inc. Class A (DHIL)
FINANCIAL DEFENSIVE: Asset Management (Small Value)
76.85%
9 NVIDIA Corp. (NVDA)
TECHNOLOGY: Semiconductors (Large Growth)
76.43%
10 Jabil Inc. (JBL)
TECHNOLOGY: Electronic Components (Mid Core)
76.21%
11 Zoom Video Communications Inc. (ZM)
TECHNOLOGY: Software - Application (Mid Core)
76.13%
12 Taiwan Semiconductor Manufacturing Ltd. ADR (TSM)
TECHNOLOGY: Semiconductors (Large Core)
76.13%
13 Fortinet Inc. (FTNT)
TECHNOLOGY: Software - Infrastructure (Mid Growth)
75.95%
14 Fidelis Insurance Holdings Ltd. (FIHL)
FINANCIAL SERVICES: Insurance - Diversified (Small Growth)
75.86%
15 Halozyme Therapeutics Inc. (HALO)
HEALTHCARE: Biotechnology (Small Growth)
75.24%
16 Allison Transmission Holdings Inc. (ALSN)
CONSUMER CYCLICAL: Auto Parts (Small Core)
75.21%
17 Tenaris SA ADR (TS)
ENERGY: Oil & Gas Equipment & Services (Large Value)
75.00%
18 Chevron Corp. (CVX)
ENERGY: Oil & Gas Integrated & Services (Large Value)
75.00%
19 Qualys Inc. (QLYS)
TECHNOLOGY: Software - Infrastructure (Small Growth)
75.00%
20 Albertsons Companies Inc. Class A (ACI)
CONSUMER DEFENSIVE: Grocery Stores (Mid Value)
74.90%
21 Visa Inc. Class A (V)
FINANCIAL SERVICES: Credit Services (Large Core)
74.42%
22 Axcelis Technologies Inc. (ACLS)
TECHNOLOGY: Semiconductor Equipment & Materials (Small Core)
73.33%
23 Check Point Software Technologies Ltd. (CHKP)
TECHNOLOGY: Software - Infrastructure (Large Core)
72.83%
24 Bristol-Myers Squibb Co. (BMY)
HEALTHCARE: Drug Manufacturers - General (Large Value)
72.75%
25 Plains All American Pipeline LP (PAA)
ENERGY: Oil & Gas Midstream (Mid Value)
72.08%
26 MPLX LP Partnership Units (MPLX)
ENERGY: Oil & Gas Midstream (Mid Value)
72.04%
27 Imperial Oil Ltd. (IMO)
ENERGY: Oil & Gas Integrated (Large Core)
71.25%
28 VAALCO Energy Inc. (EGY)
ENERGY: Oil & Gas E&P (Small Core)
70.88%
29 Imperial Brands PLC ADR (IMBBY)
CONSUMER DEFENSIVE: Tobacco (Large Value)
70.76%
30 Alphabet Inc. A (GOOGL)
COMMUNICATION SERVICES: Internet Content & Information (Large Growth)
70.75%
31 TaskUs Inc. Class A (TASK)
TECHNOLOGY: Information Technology Services (Small Value)
70.73%
32 McKesson Corp. (MCK)
HEALTHCARE: Medical Distribution (Large Value)
70.12%
33 Medallion Financial Corp. (MFIN)
FINANCIAL SERVICES: Credit Services (Small Value)
70.10%
34 Canadian Natural Resources Ltd. (CNQ)
ENERGY: Oil & Gas E&P (Large Core)
70.00%
35 MoonLake Immunotherapeutics Class A (MLTX)
HEALTHCARE: Biotechnology (Mid Growth)
70.00%
36 GigaCloud Technology Inc. Class A (GCT)
TECHNOLOGY: Software - Infrastructure (Mid Growth)
69.49%
37 Applied Materials Inc. (AMAT)
TECHNOLOGY: Semiconductor Equipment & Materials (Large Core)
68.57%
38 Microsoft Corp. (MSFT)
TECHNOLOGY: Software - Infrastructure (Large Growth)
68.50%
39 BYD Co. Ltd. ADR (BYDDY)
CONSUMER CYCLICAL: Auto Manufacturers (Large Core)
68.25%
40 Amphenol Corp. Class A (APH)
TECHNOLOGY: Electronic Components (Large Core)
68.08%
41 The Vita Coco Co. Inc. (COCO)
CONSUMER DEFENSIVE: Beverages - Non-Alcoholic (Small Growth)
67.61%
42 Koninklijke KPN NV ADR (KKPNY)
COMMUNICATION SERVICES: Telecom Services (Large Core)
65.00%
43 Meta Platforms Inc. Class A (META)
COMMUNICATION SERVICES: Internet Content & Information (Large Core)
64.17%
44 Netflix Inc. (NFLX)
COMMUNICATION SERVICES: Entertainment (Large Growth)
64.01%
45 Arista Networks Inc. (ANET)
TECHNOLOGY: Computer Hardware (Large Growth)
63.11%
46 Mueller Industries Inc. (MLI)
INDUSTRIALS: Metal Fabrication (Small Core)
62.38%
47 Celestica Inc. Shs. Sub-Voting (CLS)
TECHNOLOGY: Electronic Components (Mid Core)
60.89%
48 Fabrinet (FN)
TECHNOLOGY: Electronic Components (Small Growth)
60.83%
49 WK Kellogg Co. (KLG)
CONSUMER DEFENSIVE: Packaged Foods (Small Core)
60.50%
50 Amazon.com Inc. (AMZN)
CONSUMER CYCLICAL: Internet Retail (Large Growth)
58.81%
51 Apple Inc. (AAPL)
TECHNOLOGY: Consumer Electronics (Large Core)
57.90%
52 Lam Research Corp. (LRCX)
TECHNOLOGY: Semiconductor Equipment & Materials (Large Core)
56.67%
53 Pampa Energia SA ADR (PAM)
UTILITIES: Independent Power Producers (Mid Growth)
56.21%
54 Atmus Filtration Technologies Inc. (ATMU)
INDUSTRIALS: Pollution & Treatment Controls (Small Core)
54.01%
55 LPL Financial Holdings Inc. (LPLA)
FINANCIAL SERVICES: Capital Markets (Mid Growth)
53.33%
56 Shopify Inc. Registered Shs. -A- Subord. Vtg. (SHOP)
TECHNOLOGY: Software - Application (Large Growth)
53.33%
57 Powell Industries Inc. (POWL)
INDUSTRIALS: Electrical Equipment & Parts (Small Growth)
53.04%
58 e.l.f. Beauty Inc. (ELF)
CONSUMER DEFENSIVE: Household & Personal Products (Small Growth)
52.50%
59 Himax Technologies Inc. (HIMX)
TECHNOLOGY: Semiconductors
39.00%




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