THE SAGAL STOCK PICKS
FOR APRIL 2017
(Last Update Sunday, March 12, 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 64 OUT OF 2,384 STOCKS BEING FOLLOWED MET OUR STRICT CRITERIA THIS MONTH.)


Sagal
Rating
1 Wolverine Bancorp Inc. (WBKC)
FINANCIAL SERVICES: Banks - Regional - US (Cyclical)
81.33%
2 Methode Electronics Inc. Class A (MEI)
TECHNOLOGY: Electronic Components (Cyclical)
80.50%
3 Everest Re Group Ltd. (RE)
FINANCIAL SERVICES: Insurance - Reinsurance
82.20%
4 Gilead Sciences Inc. (GILD)
HEALTHCARE: Biotechnology (Aggressive Growth)
80.00%
5 Apple Inc. (AAPL)
TECHNOLOGY: Consumer Electronics (Cyclical)
79.33%
6 AllianceBernstein Holding LP (AB)
FINANCIAL SERVICES: Asset Management (Cyclical)
79.08%
7 Burlington Stores Inc. (BURL)
CONSUMER DEFENSIVE: Discount Stores (Classic Growth)
78.58%
8 Universal Insurance Holdings Inc. (UVE)
FINANCIAL SERVICES: Insurance - Property & Casualty (Aggressive Growth)
78.46%
9 Bel Fuse Inc. Cl. B (BELFB)
TECHNOLOGY: Electronic Components (Cyclical)
78.40%
10 Apogee Enterprises Inc. (APOG)
BASIC MATERIALS: Building Materials (Cyclical)
74.40%
11 Momo Inc. ADR (MOMO)
TECHNOLOGY: Internet Content & Information
77.37%
12 Natural Health Trends Corp. (NHTC)
CONSUMER DEFENSIVE: Household & Personal Products (Aggressive Growth)
77.33%
13 Foot Locker Inc. (FL)
CONSUMER CYCLICAL: Footwear & Accessories (Cyclical)
77.22%
14 WildHorse Resource Development Corp. (WRD)
ENERGY: Oil & Gas E&P (Hard Asset)
77.02%
15 D.R. Horton Inc. (DHI)
CONSUMER CYCLICAL: Residential Construction (Cyclical)
76.84%
16 Masimo Corp. (MASI)
HEALTHCARE: Medical Devices (Aggressive Growth)
76.68%
17 Miller Industries Inc. (MLR)
CONSUMER CYCLICAL: Auto Parts (Cyclical)
76.00%
18 BofI Holding Inc. (BOFI)
FINANCIAL SERVICES: Savings & Cooperative Banks (Cyclical)
75.83%
19 Eagle Bancorp Montana Inc. (EBMT)
FINANCIAL SERVICES: Banks - Regional - US (Cyclical)
75.50%
20 Shopify Inc. A (SHOP)
TECHNOLOGY: Software - Application
75.14%
21 AmerisourceBergen Corp. (ABC)
HEALTHCARE: Medical Distribution (Aggressive Growth)
74.81%
22 Ubiquiti Networks Inc. (UBNT)
TECHNOLOGY: Communication Equipment (Cyclical)
74.44%
23 Facebook Inc. A (FB)
TECHNOLOGY: Internet Content & Information (Aggressive Growth)
74.27%
24 S&P Global Inc. (SPGI)
FINANCIAL SERVICES: Capital Markets (Cyclical)
74.21%
25 Nike Inc. B (NKE)
CONSUMER CYCLICAL: Footwear & Accessories (Cyclical)
73.90%
26 Argan Inc. (AGX)
INDUSTRIALS: Engineering & Construction (Cyclical)
73.73%
27 YY Inc. ADR (YY)
TECHNOLOGY: Internet Content & Information
73.67%
28 NetEase Inc. ADR (NTES)
TECHNOLOGY: Internet Content & Information
73.58%
29 C.H. Robinson Worldwide Inc. (CHRW)
INDUSTRIALS: Integrated Shipping & Logistics (Cyclical)
73.53%
30 Lannett Co. Inc. (LCI)
HEALTHCARE: Drug Manufacturers - Specialty & Generic (Aggressive Growth)
73.50%
31 Form Holdings Corp. (FH)
INDUSTRIALS: Business Services (Cyclical)
73.25%
32 National Presto Industries Inc. (NPK)
INDUSTRIALS: Aerospace & Defense (Cyclical)
73.14%
33 InterDigital Inc. (IDCC)
COMMUNICATION SERVICES: Telecom Services (Slow Growth)
73.13%
34 Evercore Partners Inc. A (EVR)
FINANCIAL SERVICES: Capital Markets (Cyclical)
73.04%
35 Carnival Corp. (CCL)
CONSUMER CYCLICAL: Leisure
72.93%
36 United Rentals Inc. (URI)
INDUSTRIALS: Rental & Leasing Services (Cyclical)
72.87%
37 Starbucks Corp. (SBUX)
CONSUMER CYCLICAL: Restaurants (Cyclical)
72.85%
38 Alibaba Group Holding Ltd. ADR (BABA)
CONSUMER CYCLICAL: Specialty Retail
72.83%
39 Applied Materials Inc. (AMAT)
TECHNOLOGY: Semiconductor Equipment & Materials (Cyclical)
72.53%
40 The Eastern Co. (EML)
INDUSTRIALS: Tools & Accessories (Cyclical)
72.50%
41 Manhattan Associates Inc. (MANH)
TECHNOLOGY: Software - Application (Aggressive Growth)
72.10%
42 Compx International Inc. (CIX)
INDUSTRIALS: Security & Protection Services (Classic Growth)
71.87%
43 Grand Canyon Education Inc. (LOPE)
CONSUMER DEFENSIVE: Education & Training Services (Aggressive Growth)
71.71%
44 Houlihan Lokey Inc. (HLI)
FINANCIAL SERVICES: Capital Markets (Cyclical)
71.67%
45 Insperity Inc. (NSP)
INDUSTRIALS: Business Services (Cyclical)
71.63%
46 VMware Inc. (VMW)
TECHNOLOGY: Software - Infrastructure (Aggressive Growth)
71.60%
47 TJX Companies Inc. (TJX)
CONSUMER CYCLICAL: Apparel Stores (Cyclical)
71.48%
48 Universal Corp. (UVV)
CONSUMER DEFENSIVE: Tobacco (Slow Growth)
71.42%
49 MasterCard Inc. A (MA)
FINANCIAL SERVICES: Credit Services (Cyclical)
71.34%
50 Biogen Inc. (BIIB)
HEALTHCARE: Biotechnology (Aggressive Growth)
71.33%
51 Wyndham Worldwide Corp. (WYN)
CONSUMER CYCLICAL: Lodging (Cyclical)
71.20%
52 Bed Bath & Beyond Inc. (BBBY)
CONSUMER CYCLICAL: Specialty Retail (Cyclical)
71.13%
53 Entegris Inc. (ENTG)
TECHNOLOGY: Semiconductor Equipment & Masterials (Cyclical)
70.96%
54 Chicago Rivet & Machine Co. (CVR)
INDUSTRIALS: Tools & Accessories (Cyclical)
70.67%
55 Unity Bancorp Inc. (UNTY)
FINANCIAL SERVICES: Banks - Regional - US (Cyclical)
70.67%
56 Boeing Co, (BA)
INDUSTRIALS: Aerospace & Defense (Cyclical)
70.62%
57 The Home Depot Inc. (HD)
CONSUMER CYCLICAL: Home Improvement Stores (Cyclical)
70.56%
58 Lowe's Companies Inc. (LOW)
CONSUMER CYCLICAL: Home Improvement Stores (Cyclical)
70.47%
59 Robert Half International Inc. (RHI)
INDUSTRIALS: Staffing & Outsourcing Services (Cyclical)
70.46%
60 Ocean Rig UDW Inc. (ORIG)
ENERGY: Oil & Gas Drilling
70.43%
61 Lantheus Holdings Inc. (LNTH)
HEALTHCARE: Diagnostics & Research (Slow Growth)
70.42%
62 Celgene Corp. (CELG)
HEALTHCARE: Biotechnology (Speculative Growth)
70.42%
63 Columbia Sportswear Co. (COLM)
CONSUMER CYCLICAL: Apparel Manufacturing (Cyclical)
70.06%
64 Ross Stores Inc. (ROST)
CONSUMER CYCLICAL: Apparel Stores (Cyclical)
70.01%
65 Flexsteel Industries Inc. (FLXS)
CONSUMER CYCLICAL: Home Furnishings & Fixtures (Cyclical)
69.83%

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

80 Alphabet Inc. A (Google) (GOOGL)
TECHNOLOGY: Internet Content & Information (Aggressive Growth)
68.97%
142 IDEXX Laboratories Inc. (IDXX)
HEALTHCARE: Diagnostics & Research (Slow Growth)
64.52%
178 Amazon.com Inc. (AMZN)
CONSUMER CYCLICAL: Specialty Retail (Cyclical)
62.25%
1,207 Netflix Inc. (NFLX)
COMMUNICATION SERVICES: Pay TV (Speculative Growth)
48.01%
1,919 Twilio Inc. A (TWLO)
TECHNOLOGY: Software - Application
33.32%

Questions may be addressed to sagal@sagal.com






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