THE SAGAL STOCK PICKS
FOR JANUARY 2026
(Last Update Monday, December 29, 2025)

"QUITE SIMPLY, THE BEST STOCK RATINGS & 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 3,398 STOCKS BEING FOLLOWED.)


Sagal
Rating
1 Booking Holdings Inc. (BKNG)
CONSUMER CYCLICAL: Travel Services (Large Core)
89.29%
2 MSCI Inc. (MSCI)
FINANCIAL SERVICES: Financial Data & Stock Exchanges (Mid Core)
83.13%
3 Qualys Inc. (QLYS)
TECHNOLOGY: Software - Infrastructure (Small Growth)
70.83%
4 ASML Holding NV ADR (ASML)
TECHNOLOGY: Semiconductor Equipment & Materials (Large Growth)
80.83%
5 Adobe Inc. (ADBE)
TECHNOLOGY: Software - Application (Large Value)
80.50%
6 Monolithic Power Systems Inc. (MPWR)
TECHNOLOGY: Semiconductors (Mid Growth)
80.48%
7 MasterCard Inc. A (MA)
FINANCIAL SERVICES: Credit Services (Large Growth)
80.48%
8 RenaissanceRe Holdings Ltd. (RNR)
FINANCIAL SERVICES: Insurance - Reinsurance (Small Core)
78.33%
9 Alphabet Inc. A (GOOGL)
COMMUNICATION SERVICES: Internet Content & Information (Large Growth)
78.33%
10 NewMarket Corp. (NEU)
BASIC MATERIALS: Specialty Chemicals (Small Core)
78.33%
11 Cardinal Health Inc. (CAH)
HEALTHCARE: Medical Distribution (Mid Core)
78.26%
12 Tactile Systems Technology Inc. (TCMD)
HEALTHCARE: Medical Devices (Small Growth)
77.00%
13 Reddit Inc. Class A Shares (RDDT)
COMMUNICATION SERVICES: Internet Content & Information (Mid Growth)
77.00%
14 Rollins Inc. (ROL)
CONSUMER CYCLICAL: Personal Services (Mid Growth)
76.45%
15 KLA Corp. (KLAC)
TECHNOLOGY: Semiconductor Equipment & Materials (Large Core)
76.45%
16 Amphenol Corp. Class A (APH)
TECHNOLOGY: Electronic Components (Large Growth)
76.19%
17 Collegium Pharmaceutical Inc. (COLL)
HEALTHCARE: Drug Manufacturers - Specialty & Generic (Small Value)
76.13%
18 Arch Capital Group Ltd. (ACGL)
FINANCIAL SERVICES: Insurance - Diversified (Mid Value)
75.83%
19 Kinsale Capital Group Inc. (KNSL)
FINANCIAL SERVICES: Insurance - Property & Casualty (Small Growth)
75.67%
20 Toll Brothers Inc. (TOL)
CONSUMER CYCLICAL: Residential Construction (Mid Value)
75.17%
21 AZZ Inc. (AZZ)
INDUSTRIALS: Specialty Business Services (Small Core)
75.00%
22 Scorpio Tankers Inc. (STNG)
ENERGY: Oil & Gas Midstream (Small Value)
74.71%
23 HCI Group Inc. (HCI)
FINANCIAL SERVICES: Insurance - Property & Casualty (Small Growth)
74.67%
24 National Healthcare Corp. (NHC)
HEALTHCARE: Medical Care Facilities (Small Core)
74.55%
25 The Travelers Companies Inc. (TRV)
FINANCIAL SERVICES: Insurance - Property & Casualty (Mid Value)
74.42%
26 Restaurant Brands International Inc. (QSR)
CONSUMER CYCLICAL: Restaurants (Large Core)
74.17%
27 United Therapeutics Corp. (UTHR)
HEALTHCARE: Drug Manufacturers - Specialty & Generic (Mid Core)
73.81%
28 Union Pacific Corp. (UNP)
INDUSTRIALS: Railroads (Large Value)
73.81%
29 NVIDIA Corp. (NVDA)
TECHNOLOGY: Semiconductors (Large Growth)
73.50%
30 Simpson Manufacturing Co. Inc. (SSD)
BASIC MATERIALS: Lumber & Wood Production (Small Core)
73.33%
31 Applied Materials Inc. (AMAT)
TECHNOLOGY: Semiconductor Equipment & Materials (Large Core)
72.86%
32 Universal Health Services Inc. Class B (UHS)
HEALTHCARE: Medical Care Facilities (Small Value)
72.62%
33 Dillard's Inc. Class A (DDS)
CONSUMER CYCLICAL: Department Stores (Small Core)
72.50%
34 Village Super Market Inc. Class A (VLGEA)
CONSUMER DEFENSIVE: Grocery Stores (Small Value)
72.50%
35 CSX Corp. (CSX)
INDUSTRIALS: Railroads (Mid Core)
71.90%
36 Enterprise Products Partners LP (EPD)
ENERGY: Oil & Gas Midstream (Mid Value)
72.50%
37 Cirrus Logic Inc. (CRUS)
TECHNOLOGY: Semiconductors (Small Core)
71.50%
38 HF Sinclair Corp. (DINO)
ENERGY: Oil & Gas Refining & Marketing (Small Value)
71.33%
39 Rambus Inc. (RMBS)
TECHNOLOGY: Semiconductors (Small Growth)
71.25%
40 PepsiCo Inc. (PEP)
CONSUMER DEFENSIVE: Beverages - Non-Alcoholic (Large Value)
70.75%
41 AstraZeneca PLC ADR (AZN)
HEALTHCARE: Drug Manufacturers - General (Large Core)
70.46%
42 Imperial Oil Ltd. (IMO)
ENERGY: Oil & Gas Integrated (Large Core)
70.00%
43 Novo Nordisk AS ADR (NVO)
HEALTHCARE: Drug Manufacturers - General (Large Growth)
70.00%
44 Fox Corp. Class B (FOX)
COMMUNICATION SERVICES: Entertainment (Mid Value)
69.76%
45 Meta Platforms Inc. Class A (META)
COMMUNICATION SERVICES: Internet Content & Information (Large Core)
68.75%
46 Boyd Gaming Corp. (BYD)
CONSUMER CYCLICAL: Resorts & Casinos (Small Value)
68.57%
47 Universal Insurance Holdings Inc. (UVE)
FINANCIAL SERVICES: Insurance - Property & Casualty
68.33%
48 Comfort Systems USA Inc. (FIX)
INDUSTRIALS: Engineering & Construction (Mid Growth)
67.50%
49 Arista Networks Inc. (ANET)
TECHNOLOGY: Computer Hardware (Large Growth)
66.67%
50 Celestica Inc. Shs. Sub-Voting (CLS)
TECHNOLOGY: Electronic Components (Mid Core)
65.31%
51 Broadcom Inc. (AVGO)
TECHNOLOGY: Semiconductors (Large Growth)
65.25%
52 BYD Co. Ltd. ADR (BYDDY)
CONSUMER CYCLICAL: Auto Manufacturers (Large Core)
65.00%
53 Fabrinet (FN)
TECHNOLOGY: Electronic Components (Small Growth)
64.92%
54 Build-A-Bear Workshop Inc. (BBW)
CONSUMER CYCLICAL: Specialty Retail (Small Core)
64.67%
55 IES Holdings Inc. (IESC)
INDUSTRIALS: Engineering & Construction (Small Growth)
64.52%
56 Taiwan Semiconductor Manufacturing Ltd. ADR (TSM)
TECHNOLOGY: Semiconductors (Large Core)
64.17%
57 Shopify Inc. Registered Shs. -A- Subord. Vtg. (SHOP)
TECHNOLOGY: Software - Application (Large Growth)
62.67%
58 Apple Inc. (AAPL)
TECHNOLOGY: Consumer Electronics (Large Core)
62.98%
59 Yum China Holdings Inc. (YUMC)
CONSUMER CYCLICAL: Restaurants (Large Core)
59.58%
60 Argan Inc. (AGX)
INDUSTRIALS: Engineering & Construction (Small Growth)
59.22%
61 LPL Financial Holdings Inc. (LPLA)
FINANCIAL SERVICES: Capital Markets (Mid Growth)
59.06%
62 Solstice Advanced Materials Inc. (SOLS)
BASIC MATERIALS: Specialty Chemicals
58.87%
63 EMCOR Group Inc. (EME)
INDUSTRIALS: Engineering & Construction (Mid Growth)
55.87%
64 Lam Research Corp. (LRCX)
TECHNOLOGY: Semiconductor Equipment & Materials (Large Core)
55.42%
65 Imperial Brands PLC ADR (IMBBY)
CONSUMER DEFENSIVE: Tobacco (Large Value)
53.33%
66 Netflix Inc. (NFLX)
COMMUNICATION SERVICES: Entertainment (Large Growth)
51.80%
67 Microsoft Corp. (MSFT)
TECHNOLOGY: Software - Infrastructure (Large Growth)
51.50%
68 Amazon.com Inc. (AMZN)
CONSUMER CYCLICAL: Internet Retail (Large Growth)
50.00%




YOU ARE VISITOR NUMBER






Questions may be addressed to sagal@sagal.com

Click here to return to the Sagal.Com Home Page


This site is designed and maintained by Sagal Computer Systems.
Sagal Computer Systems is a Registered Trademark. Copyright (c) 2025 Sagal Computer Systems. All rights reserved.