THE SAGAL STOCK PICKS
FOR FEBRUARY 2010

"Quite simply, the best stock picks page on the internet."


This list, updated monthly, is provided for the purpose of building an aggressive (but balanced) stock portfolio. Return expectations are high, which automatically means that risk IS high.

The numbers in the "Analysts Rating" column is an actual concensus rating by professional stock analysts, and represents the order in which individual stocks might be acquired. (1.0 is a strong buy; 2.0 is a buy; 3.0 is a hold; 4.0 is a sell; and 5.0 is a strong sell.) Pale green Analyst Rating boxes indicate that the stock has been upgraded since last month. Pale red (OK, pink) boxes indicate a downgrade since last month. Upgrades or downgrades of a quarter of a point or more are indicated by a darker shade of green or red. Upgrades or downgrades of a half point or more are indicated by a very dark green or red.

The numbers in the "Sagal Rating" column are my personal ratings, and represent the order in which individual stocks might be acquired by me. (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. In times of dangerous market conditions, stocks rated lower than 70% will not even be listed.

Items marked New are new buys for this month, but have been in the portfolio before, whereas items marked NEW! are brand new (as far as appearing on this list is concerned).

Stocks with names in yellow boxes are UNANIMOUSLY rated a buy or strong buy by the analysts covering that stock; there are no dissenting holds or sells.

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.


RankLast
Month
TOP 100 PORTFOLIO
(Only 46 stocks met our criteria this month.)
Analysts
Rating
Sagal
Rating
1 2 Ctrip.com International, Ltd. (CTRP)
Business Services: Business/Online Services
2.40 83.67%
2 1 Baidu.com, Inc. (BIDU)
Media: Media Conglomerates
2.40 81.10%
3 6 ExxonMobil Corp. (XOM)
Energy: Oil & Gas (Hard Asset)
2.20 80.45%
4 4 Mead Johnson Nutrition Co. (MJN)
Consumer Goods: Process & Packaged Goods (Slow Growth)
2.83 80.28
5 45 Clorox Co. (CLX)
Consumer Goods: Cleaning Products (High Yield)
2.33 79.10
6 11 Bucyrus International Inc. A (BUCY)
Industrial Materials: Farm & Construction Machinery (Cyclical)
1.85 78.92%
7 12 ConAgra Foods Inc. (CAG)
Consumer Goods: Process & Packaged Goods (Classic Growth)
1.83 78.33%
8 20 Royal KPN N.V. ADR (KKPNY)
Telecommunications: Telecom Services
2.14 78.06%
9 3 Aircastle Ltd. (AYR)
Business Services: Rental & Leasing Services (Cyclical)
1.90 77.85%
10 30 WellPoint Inc. (WLP)
Health Care: Health Care Plans (Cyclical)
1.85 77.83%
11 16 Microsoft (MSFT)
Software: Business Applications (Aggressive Growth)
1.75 77.58%
12 13 China Yuchai International Ltd. (CYD)
Industrial Materials: Diversified Machinery
1.00 76.67%
13 21 WMS Industries Inc. (WMS)
Consumer Services: Resorts & Casinos (Aggressive Growth)
2.20 75.92%
14 9 PepsiCo Inc. (PEP)
Consumer Goods: Process & Packaged Goods (Speculative Growth)
2.42 75.78%
15 18 ITT Educational Services, Inc. (ESI)
Consumer Services: Education (Aggressive Growth)
2.36 76.18%
16 New Rio Tinto PLC ADR (RTP)
Industrial Materials: Industral Metals & Minerals
2.30 75.57%
17 24 Diamond Offshore Drilling Inc. (DO)
Energy: Oil & Gas Drilling & Exploration (Hard Asset)
2.20 75.47%
18 17 Coach, Inc. (COH)
Consumer Goods: Jewelry/Accessories (Cyclical)
1.93 75.43%
19 47 Canadian Natural Resources Ltd. (CNQ)
Energy: Independent Oil & Gas
1.83 75.24
20 15 Strayer Education, Inc. (STRA)
Consumer Services: Education (Aggressive Growth)
2.87 74.63%
21 New Turkcell Iletisim Hizmetleri AS ADR (TKC)
Telecommunications: Wireless Communications
3.00 74.50%
22 New Yanzhou Coal Mining Co. Ltd. ADR (YZC)
Energy: Coal
1.50 74.33%
23 53 Alliant Techsystems Inc. (ATK)
Industrial Materials: Aerospace & Defense Products & Services (Cyclical)
2.23 73.71%
24 New Transocean Inc. (RIG)
Energy: Oil & Gas Drilling & Exploration
2.53 73.64%
25 New Flowserve Corp. (FLS)
Industrial Materials: Diversified Machinery (Cyclical)
2.08 73.46%
26 27 Cognizant Technology Solutions Corp. (CTSH)
Software: Business Software & Services (Aggressive Growth)
2.24 73.32%
27 New Ensco International PLC (ESV)
Energy: Oil & Gas Drilling & Exploration
1.92 73.25%
28 22 Banco Santander SA ADR (STD)
Financial Services: Money Center Banks
1.75 73.17%
29 41 L-3 Communications Holdings, Inc. (LLL)
Industrial Materials: Aerospace & Defense Products & Services (Cyclical)
2.07 73.07
30 8 Unilever PLC ADR (UL)
Consumer Goods: Major Diversified Food
1.89 73.00%
31 14 Joy Global Inc. (JOYG)
Industrial Materials: Farm & Construction Machinery
1.79 72.95%
32 44 Research in Motion, Ltd. (RIMM)
Hardware: Computer Equipment
2.50 72.67
33 New 3M Co. (MMM)
Industrial Materials: Diversified (Clasic Growth)
2.15 72.54
34 34 Gilead Sciences, Inc. (GILD)
Health Care: Biotechnology (Aggressive Growth)
2.31 72.46%
35 63 Laboratory Corp. of America Holdings (LH)
Health Care: Medical Laboratories & Research (Classic Growth)
2.25 72.45%
36 40 Tidewater, Inc. (TDW)
Business Services: Shipping (Cyclical)
2.17 72.31%
37 25 Mednax Inc. (MD)
Health Care: Specialized Health Services (Aggressive Growth)
2.20 72.27%
38 7 Potash Corp. of Saskatchewan Inc. (POT)
Industrial Materials: Agricultural Chemicals
2.67 72.27%
39 54 Kimberly-Clark Corp. (KMB)
Consumer Goods: Personal Products (Classsic Growth)
2.50 72.10%
40 33 Accenture PLC (ACN)
Business Services: Management Services
2.00 72.10%
41 38 Telefonica S.A. ADR (TEF)
Telecommunications: Telecom Services
2.60 71.82%
42 59 NRG Energy, Inc. (NRG)
Utilities: Electric Utilities (Aggressive Growth)
2.00 71.75%
43 37 UnitedHealth Group Inc. (UNH)
Health Care: Health Care Plans (Cyclical)
2.00 71.50%
44 56 National Oilwell Varco Inc. (NOV)
Energy: Oil & Gas Equipment & Services (Hard Asset)
1.88 71.42%
45 New Yum Brands Inc. (YUM)
Consumer Services: Restaurants (Aggressive Growth)
2.27 71.21%
46 52 Biogen Idec Inc. (BIIB)
Health Care: Biotechnology (Aggressive Growth)
2.64 71.18%
47 48 Kellogg Co. (K)
Consumer Goods: Process and Packaged Goods (Classic Growth)
2.58 71.17%
48 New Oracle Corp. (ORCL)
Software: Application Software (Aggressive Growth)
2.08 71.17%
49 49 P.T. Telekomunikasi Indonesia Tbk. ADR (TLK)
Telecommunications: Telecom Services
2.70 71.13%
50 57 Google Inc. (GOOG)
Telecommunications: Internet Information Providers (Aggressive Growth)
2.30 71.13%
51 31 Noble Corp. (NE)
Energy: Oil & Gas Services (Hard Asset)
1.94 71.12%
52 New Aeropostale Inc. (ARO)
Consumer Services: Apparel Stores (Aggressive Growth)
2.20 71.10%
53 New SunPower Corp. (SPWRA)
Hardware: Specialized Semiconductor (Cyclical)
3.00 70.95%
54 39 Coca-Cola Co. (KO)
Consumer Goods: Beverages - Soft Drinks (Classic Growth)
2.21 70.91
55 New Express Scripts (ESRX)
Health Care: Health Care Plans (Cyclical)
2.29 70.71
56 New Johnson & Johnson (JNJ)
Health Care: Major Drug Manufacturers (Aggressive Growth)
2.33 70.69
57 NEW! Goodrich Corp. (GR)
Industrial Materials: Aerospace & Defense Products & Services (Aggressive Growth)
2.17 70.67
58 61 Enterprise Products Partners L.P. (EPD)
Energy: Independent Oil & Gas (Hard Asset)
2.18 70.58%
59 New Monsanto Co. (MON)
Industrial Materials: Agricultural Chemicals (Cyclical)
2.86 70.24%
60 35 Apple Inc. (AAPL)
Hardware: Personal Computers (Aggressive Growth)
2.00 68.67
61 10 Gamestop Corp. A (GME)
Consumer Services: Electronics Stores (Cyclical)
2.08 67.87%


THE FOLLOWING 17 STOCKS HAVE BEEN DROPPED FROM THE PORTFOLIO:
Linn Energy LLC (LINE)
Steel Dynamics, Inc. (STLD)
Viacom Inc. B (VIA.B)
Hewlett-Packard Co. (HPQ)
General Mills Inc. (GIS)
AmerisourceBergen Corp. (ABC)
Freeport-McMoRan Copper & Gold B (FCX)
Eldorado Gold Corp. Ltd. EGO (EGO)
H.J. Heinz Co. (HNZ)
Zimmer Holdings Inc. (ZMH)
International Business Machines Corp. (IBM)
Hansen Natural Corp. (HANS)
Merck & Co. Inc. (MRK)
Abbott Laboratories (ABT)
Schlumberger Ltd. (SLB)
AstraZeneca PLC ADR (AZN)
Procter & Gamble Co. (PG)



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