THE SAGAL STOCK PICKS
FOR MARCH 2024
(Last Update Tues, February 27, 2024)

"QUITE SIMPLY, THE BEST STOCK 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 3,183 STOCKS BEING FOLLOWED.)


Sagal
Rating
1 Cigna Corp. (CI)
HEALTHCARE: Healthcare Plans (Large Value)
79.58%
2 Boise Cascade Co. (BCC)
BASIC MATERIALS: Building Materials (Small Value)
79.29%
3 BioNTech SE ADR (BNTX)
HEALTHCARE: Biotechnology
79.10%
4 Medifast Inc. (MED)
CONSUMER CYCLICAL: Personal Services (Small Value)
78.33%
5 Samsara Inc. Ordinary Shares - Class A (IOT)
TECHNOLOGY: Software - Infrastructure (Mid Growth)
78.15%
6 Victory Capital Holdings Inc. Class A (VCTR)
FINANCIAL SERVICES: Asset Management (Small Value)
78.00%
7 Matson Inc. (MATX)
INDUSTRIALS: Marine Shipping (Small Core)
76.88%
8 Innovative Industrial Properties Inc. (IIPR)
REAL ESTATE: REIT - Industrial (Small Core)
76.50%
9 Visa Inc. Class A (V)
FINANCIAL SERVICES: Credit Services (Large Growth)
76.46%
10 Toll Brothers Inc. (TOL)
CONSUMER CYCLICAL: Residential Construction (Mid Value)
75.42%
11 Booking Holdings Inc. (BKNG)
CONSUMER CYCLICAL: Travel Services (Large Growth)
75.42%
12 Alphabet Inc. A (GOOGL)
COMMUNICATION SERVICES: Internet Content & Information (Large Growth)
75.25%
13 Cencora Inc. (COR)
HEALTHCARE: Medical Distribution (Mid Core)
75.10%
14 Williams-Sonoma Inc. (WSM)
CONSUMER CYCLICAL: Specialty Retail (Mid Core)
75.00%
15 Ennis Inc. (EBF)
INDUSTRIALS: Business Equipment & Supplies (Small Core)
74.00%
16 Haverty Furniture Companies Inc. (HVT)
CONSUMER CYCLICAL: Home Improvement Retail (Small Value)
73.81%
17 GMS Inc. (GMS)
INDUSTRIALS: Building Products & Equipment (Small Core)
73.81%
18 Steel Dynamics Inc. (GMS)
BASIC MATERIALS: Steel (Mid Value)
73.13%
19 Fleetcor Technologies Inc. (FLT)
TECHNOLOGY: Software - Infrastructure (Mid Core)
73.13%
20 Stellantis NV (STLA)
CONSUMER CYCLICAL: Auto Manufacturers (Large Value)
72.28%
21 MercadoLibre Inc. (MELI)
CONSUMER CYCLICAL: Internet Retail (Large Growth)
72.04%
22 Adtalem Global Education Inc. (ATGE)
CONSUMER DEFENSIVE: Education & Training Services (Small Core)
71.75%
23 McKesson Corp. (MCK)
HEALTHCARE: Medical Distribution (Large Core)
71.65%
24 IES Holdings Inc. (IESC)
INDUSTRIALS: Engineering & Construction (Small Growth)
71.33%
25 PROG Holdings Inc. Ord. Shs. (PRG)
INDUSTRIALS: Rental & Leasing Services (Small Value)
71.33%
26 Applied Materials Inc. (AMAT)
TECHNOLOGY: Semiconductor Equipment & Materials (Large Core)
72.71%
27 Avnet Inc. (AVT)
TECHNOLOGY: Electronics & Computer Distribution (Small Value)
70.75%
28 Otter Tail Corp. (OTTR)
UTILITIES: Utilities - Diversified (Small Core)
70.00%
29 GAMCO Investors Inc. Class A (GAMI)
FINANCIAL SERVICES: Asset Management (Small Core)
70.00%
30 Jabil Inc. (JBL)
TECHNOLOGY: Electronic Components (Mid Core)
69.86%
31 Dropbox Inc. Cl. A (DBX)
TECHNOLOGY: Software - Infrastructure (Mid Core)
69.52%
32 Eagle Materials Inc. (EXP)
BASIC MATERIALS: Building Materials (Small Growth)
69.38%
33 Regeneron Pharmaceuticals Inc. (REGN)
HEALTHCARE: Biotechnology (Large Core)
69.07%
34 Adobe Inc. (ADBE)
TECHNOLOGY: Software - Infrastructure (Large Growth)
68.96%
35 United Microelectronics Corp. ADR (UMC)
TECHNOLOGY: Semiconductors (Large Value)
67.83%
36 Mueller Industries Inc. (MLI)
INDUSTRIALS: Metal Fabrication (Small Growth)
67.62%
37 Arista Networks Inc. (ANET)
TECHNOLOGY: Computer Hardware (Large Growth)
67.29%
38 WK Kellogg Co. (KLG)
CONSUMER DEFENSIVE: Packaged Foods (Small Core)
66.92%
39 Atkore Inc. (ATKR)
INDUSTRIALS: Electrical Equipment & Parts (Small Core)
66.67%
40 Taiwan Semiconductor Manufacturing Ltd. ADR (TSM)
TECHNOLOGY: Semiconductors (Large Core)
66.50%
41 NVIDIA Corp. (NVDA)
TECHNOLOGY: Semiconductors (Large Growth)
66.46
42 Fabrinet (FN)
TECHNOLOGY: Electronic Components (Small Growth)
66.19%
43 MasterCard Inc. A (MA)
FINANCIAL SERVICES: Credit Services (Large Growth)
66.04%
44 Builders FirstSource Inc. (BLDR)
INDUSTRIALS: Building Products & Equipment (Small Growth)
65.63%
45 Microsoft Corp. (MSFT)
TECHNOLOGY: Software - Infrastructure (Large Growth)
64.17%
46 Kinsale Capital Group Inc. (KNSL)
FINANCIAL SERVICES: Insurance - Property & Casualty (Small Growth)
64.13%
47 Apple Inc. (AAPL)
TECHNOLOGY: Consumer Electronics (Large Core)
63.73%
48 Lam Research Corp. (LRCX)
TECHNOLOGY: Semiconductor Equipment & Materials (Large Core)
61.95%
49 LPL Financial Holdings Inc. (LPLA)
FINANCIAL SERVICES: Capital Markets (Mid Growth)
60.83
50 AbbVie Inc. (ABBV)
HEALTHCARE: Drug Manufacturers - General (Large Value)
58.54%
52 Fortinet Inc. (FTNT)
TECHNOLOGY: Software - Infrastructure (Mid Growth)
58.13%
53 Celestica Inc. Shs. Sub-Voting (CLS)
TECHNOLOGY: Electronic Components (Mid Core)
56.67%
56 Amazon.com Inc. (AMZN)
CONSUMER CYCLICAL: Internet Retail (Large Growth)
56.43%
57 Academy Sports and Outdoors Inc. Ordinary Shares (ASO)
CONSUMER CYCLICAL: Specialty Retail (Small Value)
55.65%
58 Netflix Inc. (NFLX)
COMMUNICATION SERVICES: Entertainment (Large Growth)
54.23%
59 e.l.f. Beauty Inc. (ELF)
CONSUMER DEFENSIVE: Household & Personal Products (Small Growth)
51.67%
60 Fractyl Health Inc. (GUTS)
HEALTHCARE: Biotechnology
IPO



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