THE SAGAL STOCK PICKS
FOR MARCH 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.

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 61 OUT OF 2,372 STOCKS BEING FOLLOWED MET OUR STRICT CRITERIA THIS MONTH.)


Sagal
Rating
1 NVR Inc, (NVR)
CONSUMER CYCLICAL: Residential Construction (Cyclical)
82.42%
2 Alibaba Group Holding Ltd. ADR (BABA)
CONSUMER CYCLICAL: Specialty Retail
82.42%
3 Masimo Corp. (MASI)
HEALTHCARE: Medical Devices (Aggressive Growth)
82.23%
4 Wolverine Bancorp Inc. (WBKC)
FINANCIAL SERVICES: Banks - Regional - US (Cyclical)
81.33%
5 Methode Electronics Inc. Class A (MEI)
TECHNOLOGY: Electronic Components (Cyclical)
80.88%
6 FS Bancorp Inc. (FSBW)
FINANCIAL SERVICES: Banks - Regional - US (Cyclical)
80.67%
7 Natural Alternatives International Inc. (NAII)
CONSUMER DEFENSIVE: Household & Personal Products (Aggressive Growth)
79.33%
8 Gilead Sciences Inc. (GILD)
HEALTHCARE: Biotechnology (Aggressive Growth)
78.64%
9 TJX Companies Inc. (TJX)
CONSUMER CYCLICAL: Apparel Stores (Cyclical)
77.81%
10 Shopify Inc. A (SHOP)
TECHNOLOGY: Software - Application
77.75%
11 Foot Locker Inc. (FL)
CONSUMER CYCLICAL: Footwear & Accessories (Cyclical)
77.55%
12 Natural Health Trends Corp. (NHTC)
CONSUMER DEFENSIVE: Household & Personal Products (Aggressive Growth)
77.33%
13 D.R. Horton Inc. (DHI)
CONSUMER CYCLICAL: Residential Construction (Cyclical)
77.22%
14 WildHorse Resource Development Corp. (WRD)
ENERGY: Oil & Gas E&P (Hard Asset)
77.02%
15 Miller Industries Inc. (MLR)
CONSUMER CYCLICAL: Auto Parts (Cyclical)
77.00%
16 Ubiquiti Networks Inc. (UBNT)
TECHNOLOGY: Communication Equipment (Cyclical)
76.98%
17 Burlington Stores Inc. (BURL)
CONSUMER DEFENSIVE: Discount Stores (Classic Growth)
76.60%
18 Manhattan Associates Inc. (MANH)
TECHNOLOGY: Software - Application (Aggressive Growth)
76.43%
19 Applied Materials Inc. (AMAT)
TECHNOLOGY: Semiconductor Equipment & Materials (Cyclical)
76.02%
20 Universal Insurance Holdings Inc. (UVE)
FINANCIAL SERVICES: Insurance - Property & Casualty (Aggressive Growth)
75.93%
21 American Outdoor Brands Corp. (AOBC)
INDUSTRIALS: Aerospace & Defense (Cyclical)
75.89%
22 Houlihan Lokey Inc. (HLI)
FINANCIAL SERVICES: Capital Markets (Cyclical)
75.33%
23 Alaska Air Group Inc. (ALK)
INDUSTRIALS: Airlines (Cyclical)
74.84%
24 Evercore Partners Inc. A (EVR)
FINANCIAL SERVICES: Capital Markets (Cyclical)
74.73%
25 BofI Holding Inc. (BOFI)
FINANCIAL SERVICES: Savings & Cooperative Banks (Cyclical)
74.58%
26 Apple Inc. (AAPL)
TECHNOLOGY: Consumer Electronics (Cyclical)
74.42%
27 NetEase Inc. ADR (NTES)
TECHNOLOGY: Internet Content & Information
73.96%
28 Bel Fuse Inc. Cl. B (BELFB)
TECHNOLOGY: Electronic Components (Cyclical)
73.90%
29 Facebook Inc. A (FB)
TECHNOLOGY: Internet Content & Information (Aggressive Growth)
73.75%
30 Argan Inc. (AGX)
INDUSTRIALS: Engineering & Construction (Cyclical)
73.67%
31 VMware Inc. (VMW)
TECHNOLOGY: Software - Infrastructure (Aggressive Growth)
73.67%
32 Biogen Inc. (BIIB)
HEALTHCARE: Biotechnology (Aggressive Growth)
73.58%
33 Novo Nordisk A/S ADR (NVO)
HEALTHCARE: Biotechnology
73.46%
34 Insperity Inc. (NSP)
INDUSTRIALS: Business Services (Cyclical)
73.43%
35 Nike Inc. B (NKE)
CONSUMER CYCLICAL: Footwear & Accessories (Cyclical)
73.36%
36 Trinseo SA (TSE)
CONSUMER CYCLICAL: Rubber & Plastics
73.32%
37 Eagle Bancorp Montana Inc. (EBMT)
FINANCIAL SERVICES: Banks - Regional - US (Cyclical)
73.25%
38 United Rentals Inc. (URI)
INDUSTRIALS: Rental & Leasing Services (Cyclical)
73.17%
39 Universal Corp. (UVV)
CONSUMER DEFENSIVE: Tobacco (Slow Growth)
72.92%
40 Grand Canyon Education Inc. (LOPE)
CONSUMER DEFENSIVE: Education & Training Services (Aggressive Growth)
72.79%
41 MasterCard Inc. A (MA)
FINANCIAL SERVICES: Credit Services (Cyclical)
72.63%
42 The Eastern Co. (EML)
INDUSTRIALS: Tools & Accessories (Cyclical)
72.50%
43 Ruth's Hospitality Group Inc. (RUTH)
CONSUMER CYCLICAL: Restaurants (Cyclical)
72.50%
44 The Home Depot Inc. (HD)
CONSUMER CYCLICAL: Home Improvement Stores (Cyclical)
72.32%
45 Supreme Industries Inc. A (STS)
CONSUMER CYCLICAL: Auto Manufacturers (Cyclical)
72.13%
46 Wyndham Worldwide Corp. (WYN)
CONSUMER CYCLICAL: Lodging (Cyclical)
72.08%
47 Monolithic Power Systems Inc. (MPWR)
TECHNOLOGY: Semiconductors (Cyclical)
71.35%
48 C.H. Robinson Worldwide Inc. (CHRW)
INDUSTRIALS: Integrated Shipping & Logistics (Cyclical)
71.28%
49 Williams-Sonoma Inc. (WSM)
CONSUMER CYCLICAL: Specialty Retail (Cyclical)
71.25%
50 Lantheus Holdings Inc. (LNTH)
HEALTHCARE: Diagnostics & Research (Slow Growth)
71.17%
51 Starbucks Corp. (SBUX)
CONSUMER CYCLICAL: Restaurants (Cyclical)
71.14%
52 Taiwan Semiconductor Manufacturing Co. Ltd. ADR (TSM)
TECHNOLOGY: Semiconductors
70.93%
53 Walker & Dunlop Inc. (WD)
FINANCIAL SERVICES: Specialty Finance (Cyclical)
70.88%
54 Ross Stores Inc. (ROST)
CONSUMER CYCLICAL: Apparel Stores (Cyclical)
70.72%
55 Celgene Corp. (CELG)
HEALTHCARE: Biotechnology (Speculative Growth)
70.68%
56 Timberland Bancorp Inc. (TSBK)
FINANCIAL SERVICES: Savings & Cooperative Banks (Cyclical)
70.67%
57 Flexsteel Industries Inc. (FLXS)
CONSUMER CYCLICAL: Home Furnishings & Fixtures (Cyclical)
70.67%
58 Bed Bath & Beyond Inc. (BBBY)
CONSUMER CYCLICAL: Specialty Retail (Cyclical)
70.67%
59 Tractor Supply Co. (TSCO)
CONSUMER CYCLICAL: Specialty Retail (Cyclical)
70.43%
60 Boeing Co, (BA)
INDUSTRIALS: Aerospace & Defense (Cyclical)
70.41%
61 American Axle & Mfg. Holdings Inc. (AXL)
CONSUMER CYCLICAL: Auto Parts (Cyclical)
70.10%

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

96 Alphabet Inc. A (Google) (GOOGL)
TECHNOLOGY: Internet Content & Information (Aggressive Growth)
67.50%
145 IDEXX Laboratories Inc. (IDXX)
HEALTHCARE: Diagnostics & Research (Slow Growth)
64.35%
176 Amazon.com Inc. (AMZN)
CONSUMER CYCLICAL: Specialty Retail (Cyclical)
62.25%
1,257 Netflix Inc. (NFLX)
COMMUNICATION SERVICES: Pay TV (Speculative Growth)
47.02%
2,087 Twilio Inc. A (TWLO)
TECHNOLOGY: Software - Application
27.52%

Questions may be addressed to sagal@sagal.com






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