THE SAGAL STOCK PICKS
FOR JULY 2024
(Last Update Tuesday, July 2, 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 3,322 STOCKS BEING FOLLOWED.)


Sagal
Rating
1 Engie SA ADR (ENGIY)
UTILITIES: Utilities - Diversified (Large Value)
89.72
2 Suncor Energy Inc. (SU)
ENERGY: Oil & Gas Integrated (Large Core)
83.57
3 Fidelis Insurance Holdings Ltd. (FIHL)
FINANCIAL SERVICES: Insurance - Diversified (Small Growth)
83.44
4 NVIDIA Corp. (NVDA)
TECHNOLOGY: Semiconductors (Large Growth)
81.25
5 MasterBrand Inc. Ordinary Shares (MBC)
CONSUMER CYCLICAL: Furnishings, Fixtures & Appliances (Small Value)
80.00
6 Koninklijke KPN NV ADR (KKPNY)
COMMUNICATION SERVICES: Telecom Services (Mid Core)
80.00
7 McKesson Corp. (MCK)
HEALTHCARE: Medical Distribution (Large Core)
79.96%
8 Imperial Brands PLC ADR (IMBBY)
CONSUMER DEFENSIVE: Tobacco (Large Value)
79.24
9 Teekay Tankers Ltd. Class A (TNK)
ENERGY: Oil & Gas Midstream (Small Value)
77.33%
10 Wingstop Inc. (WING)
CONSUMER CYCLICAL: Restaurants (Mid Growth)
76.50%
11 Halozyme Therapeutics Inc. (HALO)
HEALTHCARE: Biotechnology (Small Growth)
76.04%
12 PDD Holdings Inc. ADR (PDD)
CONSUMER CYCLICAL: Internet Retail
75.95%
13 Cenovus Energy Inc. (CVE)
ENERGY: Oil & Gas Integrated (Large Core)
75.25%
14 Phinia Inc. (PHIN)
CONSUMER CYCLICAL: Auto Parts (Small Value)
74.00%
15 Allison Transmission Holdings Inc. (ALSN)
CONSUMER CYCLICAL: Auto Parts (Small Core)
73.00%
16 MasterCard Inc. A (MA)
FINANCIAL SERVICES: Credit Services (Large Growth)
72.71%
17 Lam Research Corp. (LRCX)
TECHNOLOGY: Semiconductor Equipment & Materials (Large Core)
72.64%
18 Arista Networks Inc. (ANET)
TECHNOLOGY: Computer Hardware (Large Growth)
72.64%
19 TD Synnex Corp. (SNX)
TECHNOLOGY: Electronics & Computer Distribution (Mid Value)
72.50
29 Diamond Hill Investment Group Inc. Class A (DHIL)
FINANCIAL SERVICES: Asset Management (Small Value)
72.08
30 Axcelis Technologies Inc. (ACLS)
TECHNOLOGY: Semiconductor Equipment & Materials (Small Growth)
71.90
31 Taiwan Semiconductor Manufacturing Ltd. ADR (TSM)
TECHNOLOGY: Semiconductors (Large Core)
71.75%
32 Check Point Software Technologies Ltd. (CHKP)
TECHNOLOGY: Software - Infrastructure (Large Core)
71.67%
33 Ardmore Shipping Corp. (ASC)
INDUSTRIALS: Marine Shipping (Small Value)
71.67%
34 GigaCloud Technology Inc. Class A (GCT)
TECHNOLOGY: Software - Infrastructure (Mid Core)
71.27%
35 Jackson Financial Inc. (JXN)
FINANCIAL SERVICES: Insurance - Life (Small Value)
71.19%
36 Cencora Inc. (COR)
HEALTHCARE: Medical Distribution (Mid Core)
71.02%
37 Loews Corp. (L)
FINANCIAL SERVICES: Insurance - Property & Casualty (Mid Value)
70.88%
38 Apple Inc. (AAPL)
TECHNOLOGY: Consumer Electronics (Large Core)
70.85%
39 Applied Materials Inc. (AMAT)
TECHNOLOGY: Semiconductor Equipment & Materials (Large Core)
70.85%
40 Manhattan Associates Inc. (MANH)
TECHNOLOGY: Software - Application (Mid Growth)
70.83%
41 Dropbox Inc. Class A (DBX)
TECHNOLOGY: Software - Infrastructure (Small Core)
70.75%
42 Deutsche Telekom AG ADR (DTEGY)
COMMUNICATION SEERVICES: Telecom Services (Large Core)
70.41%
43 Atkore Inc. (ATKR)
INDUSTRIALS: Electrical Equipment & Parts (Small Core)
70.00%
44 Core Scientific Inc. (CORZ)
TECHNOLOGY: Software - Infrastruxture (Small Value)
70.00%
45 Monday.Com Ltd. Ordinary Shares (MNDY)
TECHNOLOGY: Software - Application (Mid Growth)
69.98%
46 Alphabet Inc. A (GOOGL)
COMMUNICATION SERVICES: Internet Content & Information (Large Growth)
69.79%
47 Adobe Inc. (ADBE)
TECHNOLOGY: Software - Infrastructure (Large Growth)
69.76%
48 Fabrinet (FN)
TECHNOLOGY: Electronic Components (Small Growth)
68.33%
49 Qualys Inc. (QLYS)
TECHNOLOGY: Software - Infrastructure (Small Growth)
67.62%
50 Diamondback Energy Inc. (FANG)
ENERGY: Oil & Gas E&P (Mid Value)
67.50%
51 Innovative Industrial Properties Inc. (IIPR)
REAL ESTATE: REIT - Industrial (Small Core)
67.25%
52 Celestica Inc. Shs. Sub-Voting (CLS)
TECHNOLOGY: Electronic Components (Mid Core)
66.81%
53 Mueller Industries Inc. (MLI)
INDUSTRIALS: Metal Fabrication (Small Core)
66.67
54 Avnet Inc. (AVT)
TECHNOLOGY: Electronics & Computer Distribution (Small Value)
66.25%
55 Jabil Inc. (JBL)
TECHNOLOGY: Electronic Components (Mid Core)
66.04%
56 Fortinet Inc. (FTNT)
TECHNOLOGY: Software - Infrastructure (Mid Growth)
65.41%
57 Boise Cascade Co. (BCC)
BASIC MATERIALS: Building Materials (Small Value)
65.00%
58 Microsoft Corp. (MSFT)
TECHNOLOGY: Software - Infrastructure (Large Growth)
64.17%
59 Toll Brothers Inc. (TOL)
CONSUMER CYCLICAL: Residential Construction (Mid Value)
64.17%
60 WK Kellogg Co. (KLG)
CONSUMER DEFENSIVE: Packaged Foods (Small Core)
63.80%
61 IES Holdings Inc. (IESC)
INDUSTRIALS: Engineering & Construction (Small Growth)
62.33%
62 Netflix Inc. (NFLX)
COMMUNICATION SERVICES: Entertainment (Large Growth)
60.96%
63 LPL Financial Holdings Inc. (LPLA)
FINANCIAL SERVICES: Capital Markets (Mid Growth)
60.83%
64 Academy Sports and Outdoors Inc. Ordinary Shares (ASO)
CONSUMER CYCLICAL: Specialty Retail (Small Value)
58.80%
65 Victory Capital Holdings Inc. Class A (VCTR)
FINANCIAL SERVICES: Asset Management (Small Value)
55.67%
66 e.l.f. Beauty Inc. (ELF)
CONSUMER DEFENSIVE: Household & Personal Products (Small Growth)
54.76%
59 Amazon.com Inc. (AMZN)
CONSUMER CYCLICAL: Internet Retail (Large Growth)
51.46%



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