THE SAGAL STOCK PICKS
FOR JANUARY 2012

"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 66 stocks met our criteria this month.)
Analysts
Rating
Sagal
Rating
1 NEW! ChangYou.com Ltd. (CYOU)
Technology: Electronic Gaming & Multimedia
1.78 94.97%
2 4 General Motors Co. (GM)
Consumer Cyclical: Auto Manufacturers (Cyclical)
2.00 93.50%
3 1 Baidu Inc. ADR (BIDU)
Technology: Internet Content & Information
1.93 90.80%
4 7 Enterprise Products Partners L.P. (EPD)
Energy: Oil & Gas Midstream (Hard Asset)
1.87 89.66%
5 New NetEase.com, Inc. (NTES)
Technology: Internet Content & information
1.79 88.33%
6 27 Questcor Pharmaceuticals, Inc. (QCOR)
Healthcare: Biotechnology (Slow Growth)
2.08 87.50%
7 3 Microsoft (MSFT)
Technology: Software - Infrastructure (Aggressive Growth)
1.81 86.99%
8 17 AmBev (ABV)
Consumer Defensive: Beverages - Brewers
2.00 85.03%
9 2 Apple Inc. (AAPL)
Technology: Computer Systems (Cyclical)
2.25 83.90%
10 8 Herbalife, Ltd. (HLF)
Consumer Defensive: Household & Personal Products
2.08 83.83%
11 5 Itau Unibanco Holding SA (ITUB)
Financial Services: Banks - Regional - Latin America
2.22 83.13%
12 New ClickSoftware Technologies, Ltd. (CKSW)
Technology: Software - Application
2.20 82.80%
13 40 Priceline.com Inc. (PCLN)
Consumer Cyclical: Leisure (Cyclical)
2.09 81.19%
14 NEW! SXC Health Solutions Corp. (SXCI)
Technology: Health Information Services
2.20 80.73%
15 18 MasterCard Inc. A (MA)
Financial Services: Credit Services (Cyclical)
2.05 80.30%
16 New Altera Corp. (ALTR)
Technology: Semiconductors (Cyclical)
2.25 79.49%
17 21 Gilead Sciences Inc. (GILD)
Healthcare: Biotechnology (Aggressive Growth)
2.05 78.77%
18 25 Buckeye Partners, L.P. (BPL)
Energy: Oil & Gas Midstream (Hard asset)
2.55 78.73%
19 55 Lululemon Athletica, Inc. (LULU)
Consumer Cyclical: Apparel Stores (Cyclical)
2.58 78.50%
20 59 Warner Chilcott PLC (WCRX)
Healthcare: Drug Manufacturers - Specialty & Generic
2.00 78.47%
21 6 WellPoint Inc. (WLP)
Healthcare: Health Care Plans (Slow Growth)
2.05 78.12%
22 45 Oracle Corp. (ORCL)
Technology: Software - Infrastructure (Aggressive Growth)
1.74 77.99%
23 36 Coach, Inc. (COH)
Consumer Cyclical: Luxury Goods (Cyclical)
2.11 77.67%
24 9 Accenture PLC (ACN)
Industrials: Business Services
1.80 77.07%
25 15 Celgene Corp. (CELG)
Healthcare: Biotechnology (Aggressive Growth)
2.18 77.01%
26 New CNOOC, Ltd. (CEO)
Energy: Oil & Gas E&P
1.70 76.62%
27 New Sohu.com Inc. (SOHU)
Technology: Internet Content & Information (Aggressive Growth)
2.58 76.38%
28 NEW! BMC Software, Inc. (BMC)
Technology: Software - Application (Aggressive Growth)
2.29 76.32%
29 48 Covidien, Ltd. (COV)
Healthcare: Medical Instruments & Supplies
1.88 76.24%
30 38 Barrick Gold Corp. (ABX)
Basic Materials: Gold
1.64 76.14%
31 New Teva Pharmaceutical Industries Ltd. (TEVA)
Healthcare: Drug Manufacturers - Specialty & Generic
2.24 76.11%
32 33 EMC Corp. (EMC)
Technology: Data Storage (Cyclical)
2.12 76.08%
33 12 Infosys Ltd. (INFY)
Technology: Information Technology Services
2.43 75.70%
34 11 Cosan Ltd. (CZZ)
Consumer Defensive: Farm Products
2.56 75.67%
35 22 Grand Canyon Education, Inc. (LOPE)
Consumer Defensive: Education & Training Services (Aggressive Growth)
2.54 75.44%
36 New Harris Corp. (HRS)
Technology: Communication Equipment (Cyclical)
2.07 75.11%
37 New DeVry, Inc. (DV)
Consumer Defensive: Education & Training Services (Aggressive Growth)
2.37 74.82%
38 57 Myriad Genetics, Inc. (MYGN)
Healthcare: Diagnostics & Research (Aggressive Growth)
2.50 74.25%
39 New Express Scripts (ESRX)
Healthcare: Health Care Plans (Aggressive Growth)
1.86 74.00%
40 20 Abbott Laboratories (ABT)
Healthcare: Drug Manufacturers - Major (Aggressive Growth)
2.26 73.94%
41 New Aetna Inc. (AET)
Healthcare: Health Care Plans (Slow Growth)
1.95 73.78%
42 44 Deckers Outdoor Corp. (DECK)
Consumer Cyclical: Footwear & Accessories (Cyclical)
2.47 73.71%
43 46 UnitedHealth Group Inc. (UNH)
Healthcare: Health Care Plans (Aggressive Growth)
1.90 73.70%
44 16 Medco Health Solutions, Inc. (MHS)
Healthcare: Health Care Plans (Aggresssive Growth)
2.27 73.53%
45 New Qualcomm, Inc. (QCOM)
Technology: Communication Equipment (Cyclical)
2.10 73.27%
46 New Viacom, Inc. (VIA.B)
Consumer Cyclical: Media- Diversified (Aggressive Growth)
1.80 72.87%
47 New Peabody Energy Corp. (BTU)
Basic Materials: Coal (Cyclical)
1.95 72.63%
48 28 Humana (HUM)
Healthcare: Health Care Plans (Aggressive Growth)
1.84 72.28%
49 23 China Petroleum & Chemical Corp. (SNP)
Energy: Oil & Gas Integrated
1.67 72.10%
50 New Tata Motors, Ltd. (TTM)
Consumer Cyclical: Auto Manufacturers
2.50 72.10%
51 NEW! Lorillard, Inc. (LO)
Consumer Defensive: Tobacco (Aggressive Growth)
2.17 72.07%
52 New Biogen Idec Inc. (BIIB)
Healthcare: Biotechnology (Aggressive Growth)
2.32 71.81%
53 13 Philip Morris International, Inc. (PM)
Consumer Defensive: Tobacco
2.07 71.16%
54 New Activision Blizzard Inc. (ATVI)
Technology: Electronic Gaming & Multimedia (Aggressive Growth)
2.06 70.98%
55 43 Cirrus Logic, Inc. (CRUS)
Technology: Semiconductors (Cyclical)
2.42 70.97%
56 24 International Business Machines Corp. (IBM)
Technology: Computer Systems
2.13 70.87%
57 60 Medtronic, Inc. (MDT)
Healthcare: Medical Devices (Aggressive Growth)
2.10 70.80%
58 47 Intel Corp. (INTC)
Technology: Semiconductors (Cyclical)
2.08 70.53%
59 NEW! Hasbro, Inc. (HAS)
Consumer Cyclical: Leisure (Cyclical)
2.21 70.40%
60 71 Cognizant Technology Solutions Corp. (CTSH)
Technology: Information Technology Services (Aggressive Growth)
2.21 70.40%
61 New Ctrip.com International, Ltd. (CTRP)
Consumer Cyclical: Lodging
2.85 70.27%
62 26 American Tower Corp. (AMT)
Communication Services: Telecom Services (Aggressive Growth)
2.32 70.26%
63 NEW! Celanese Corp. (CE)
Basic Materials: Chemicals (Cyclical)
2.63 70.25%
64 NEW! Centene Corp. (CNC)
Healthcare: Health Care Plans (Aggressive Growth)
2.24 70.25%
65 NEW! Mercadolibre, Inc. (MELI)
Industrials: Business Services (Cyclical)
2.27 70.03%
66 NEW! Silver Wheaton Corp. (SLW)
Basic Materials: Silver
2.83 70.00%

The Following Stocks Do Not Meet the Portfolio's Strict Criteria But Are Currently
EXCELLENT AGGRESSIVE GROWTH STOCKS IN A BULL MARKET
and Therefore Fall Into the "Probably Own Them Anyway" Camp
87 42 Google, Inc. (GOOG)
Technology: Internet Content & Information (Aggressive Growth)
2.19 68.26%
104 New Annaly Capital Management, Inc. (NLY)
Real Estate: REIT - Diversified (Hard Asset)
2.27 67.46%
122 156 F5 Networks, Inc. (FFIV)
Technology: Software - Application (Aggressive Growth)
2.38 65.95%
149 114 Amazon.com, Inc. (AMZN)
Consumer Cyclical: Specialty Retail (Cyclical)
2.59 63.82%
168 56 Exxon Mobil Corp. (XOM)
Energy: Oil & Gas Integrated (Hard Asset)
2.21 61.52%


THE FOLLOWING 21 STOCKS HAVE BEEN DROPPED FROM THE PORTFOLIO:
ATMI, Inc. (ATMI)
AT&T Inc. (T)
AmerisourceBergen Corp. (ABC)
Bristol-Myers Squibb Co. (BMY)
CACI International, Inc. (CACI)
Chevron Corp. (CVX)
Dell inc. (DELL)
Dollar Tree Stores, Inc. (DLTR)
Eldorado Gold Corp. (EGO)
Eli Lilly and Co. (LLY)
Enersis SA (ENI)
Mednax, inc. (MD)
Newmont Mining Corp. (NEM)
Novartis AG (NVS)
Par Pharmaceutical Cos., Inc. (PRX)
Rio Tinto PLC (RIO)
Stryker Corp. (SYK)
Syntel, inc. (SYNT)
TJX Cos. (TJX)
Tyson Foods, Inc. (TSN)
WisdomTree Investments, Inc. (WETF)



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