THE SAGAL STOCK PICKS
FOR MAY 2008

"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.

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; 60% and above, but less than 80%, is a buy; 50% and above, but less than 60%, is a hold or "buy-on-the-dip"; below 50% is a sell; and below 40% 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.

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.

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 market in general suffer a decline, or pull a 1929.


RankLast
Month
TOP 100 PORTFOLIOAnalysts
Rating
Sagal
Rating
1 23 France Telecom SA (FTE)
Telecommunication: Telecommunication Services
1.71 92.24%
2 3 Ternium SA ADS (TX)
Industrial Materials: Steel/Iron
2.00 90.00%
3 4 BP Prudhoe Bay Royalty Trust (BPT)
Energy: Oil & Gas (Hard Asset)
1.33 88.00%
4 19 Companhia Vale do Rio Doce (RIO)
Industrial Materials: Steel/Iron (Hard Asset)
2.20 87.15%
5 13 Factset Research Systems, Inc. (FDS)
Business Services: Business Support (Aggressive Growth)
2.40 86.73%
6 15 Cognizant Technology Solutions Corp. (CTSH)
Business Services: Consultants (Aggressive Growth)
2.36 86.70%
7 59 Linear Technology (LLTC)
Hardware: Semiconductors (Cyclical)
2.00 86.63%
8 10 Southern Copper Corp. (PCU)
Industrial Materials: Nonferrous & Nonmetals Mining (High Yield)
1.91 86.05%
9 62 Potash Corp. of Saskatchewan, Inc. (POT)
Industrial Materials: Nonferrous & Nonmetals Mining
2.07 84.75%
10 7 Embarq Corp. (EQ)
Telecommunication: Telecommunication Services (Slow Growth)
2.50 84.56%
11 18 Apollo Investment Corp. (AINV)
Financial Services: Finance (High Yield)
1.80 84.50%
12 9 Accenture, Ltd. (ACN)
Software: Business Applications (Classic Growth)
1.54 83.35%
13 5 America Movil SAB ADR (AMX)
Telecommunication: Telecommunication Services
2.07 82.78%
14 8 Companhia Siderurgica Nacional (SID)
Industrial Materials: Steel/Iron
2.13 82.69%
15 84 Unit Corp. (UNT)
Energy: Oil & Gas (Hard Asset)
1.67 82.50%
16 20 Tele Norte Leste Holding Co. (TNE)
Telecommunication: Telecommunication Services
1.90 82.43%
17 14 Steel Dynamics Inc. (STLD)
Industrial Materials: Steel/Iron (Cyclical)
1.83 82.32%
18 22 Walt Disney Co. (DIS)
Media: Media Conglomerates (Classic Growth)
1.83 81.40%
19 57 Freeport McMoran Copper & Gold (FCX)
Industrial Materials: Nonferrous & Nonmetals Mining (Cyclical)
2.07 81.07%
20 39 Agrium, Inc. (AGU)
Hardware: Computer Equipment
2.20 80.50%
21 27 Terex Corp. (TEX)
Industrial Materials: Construction Machinery (Cyclical)
2.08 80.34%
22 NEW! Thomson-Reuters Corp. (TRI)
Media: Publishing
2.20 80.30%
23 30 Genentech Inc. (DNA)
Healthcare: Biotechnology (Aggressive Growth)
2.00 79.80%
24 12 Arcelor Mittal SA (MT)
Industrial Materials: Steel/Iron (Cyclical)
1.90 79.75%
25 42 Aftermarket Technology Corp. (ATAC)
Industrial Materials: Truck Makers (Classic Growth)
2.22 79.37%
26 New CRH PLC (CRH)
Industrial Materials: Building Materials
2.29 79.36%
27 60 Banco Bilbao Vizcaya Argentaria SA (BBV)
Financial Services: International Banks
2.00 78.75%
28 54 Johnson & Johnson (JNJ)
Healthcare: Drugs (Classic Growth)
1.75 78.49
29 47 Nucor Corp. (NUE)
Industrial Materials: Steel/Iron (Cyclical)
2.08 78.02%
30 75 Research in Motion (RIMM)
Hardware: Computer Equipment
2.08 77.98%
31 56 Marathon Oil Corp. (MRO)
Energy: Oil & Gas (Hard Asset)
2.48 77.83%
32 25 ExxonMobil Corp. (XOM)
Energy: Oil & Gas (Hard Asset)
1.62 77.81%
33 28 Metso Corp. (MXCYY)
Industrial Materials: Machinery
2.43 77.79%
34 98 Lloyds TSB Group PLC (LYG)
Financial Services: International Banks
2.44 77.61%
35 68 Brazil Telecom Co. (BTM)
Telecommunication: Telecommunication Services
2.29 77.14%
36 43 Allied Irish Banks ADR (AIB)
Financial Services: International Banks
2.50 77.00%
37 17 Total SA (TOT)
Energy: Oil & Gas
1.80 77.00%
38 38 Satyam Computer Services, Ltd. (SAY)
Software: Business Applications
2.18 76.84%
39 6 SK Telecom Co., Ltd. (WWY)
Telecommunication: Wireless Service
2.33 76.08%
40 29 Microsoft (MSFT)
Software: Business Applications (Classic Growth)
1.58 75.90%
41 New Willis Group Holdings, Ltd. (WSH)
Financial Services: General Insurance
2.27 75.89%
42 33 Statoil ASA ADS (STO)
Energy: Oil & Gas Services
1.92 75.83%
43 New Taiwan Semiconductor Mfg. (TSM)
Hardware: Semiconductors
2.42 75.83%
44 New Anadarko Petroleum Corp. (APC)
Energy: Oil & Gas (Hard Asset)
1.94 75.75%
45 New Nokia Corp. (NOK)
Hardware: Wireless Equipment
1.93 75.71%
46 41 Occidental Petroleum Corp. (OXY)
Energy: Oil & Gas (Hard Asset)
2.12 75.42%
47 52 Nestle SA Sponsored ADR (NSRGY)
Consumer Goods: Food Manufacturing
2.00 75.00%
48 New Qualcomm, Inc. (NSRGY)
Hardware: Wireless Equipment (Aggressive Growth)
2.31 74.65%
49 32 China United Telecommunications Corp. Ltd. (CHU)
Telecommunication: Wireless Service
2.27 74.42%
50 New Cisco Systems, Inc. (CHU)
Hardware: Data Networking (Aggressive Growth)
2.57 74.10%
51 NEW! ENI SpA (E)
Energy: Oil & Gas
2.09 74.09%
52 35 Coach, Inc. (COH)
Consumer Goods: Jewelry/Accessories (Cyclical)
2.17 74.00%
53 90 Barrick Gold Corp. (ABX)
Industrial Materials: Gold & Silver
2.46 73.90%
54 26 Telus Corp. (TU)
Telecommunication: Telecommunication Services
2.27 73.64%
55 103 Apple Computer Inc. (AAPL)
Hardware: Computer Equipment (Aggressive Growth)
2.08 73.54%
56 NEW! Canadian National Railway Co. (CNI)
Business Services: Land Transport
2.50 73.50%
57 NEW! Colgate-Palmolive Co. (CL)
Consumer Goods: Household & Personal Products (Classic Growth)
1.75 73.50%
58 101 XTO Energy, Inc. (ATAC)
Energy: Oil & Gas (Hard Asset)
2.43 73.35%
59 New Amphenol Corp. (ATAC)
Hardware: Components (Aggressive Growth)
2.44 73.33%
60 New Gramercy Capital Corp. (GKK)
Financial Services: Finance (High Yield)
2.30 73.20%
61 NEW! Telefonica, S.A. (TEF)
Telecommunication: Telecommunication Services
2.22 72.78%
62 New Telefonos de Mexico (TMX)
Telecommunication: Telecommunication Services
2.23 72.69%
63 40 Viropharma Inc. (VPHM)
Healthcare: Biotechnology (Speculative Growth)
2.71 72.68%
64 New Abercrombie & Fitch Co. (ANF)
Consumer Services: Clothing Stores (Aggressive Growth)
2.08 72.54%
65 New General Dynamics (GD)
Industrial Materials: Aerospace & Defense (Classic Growth)
1.58 72.50%
66 24 BHP Billiton, Ltd. (BHP)
Industrial Materials: Misc. Manufacturing
2.18 72.37%
67 1 Veolia Environnement (VE)
Business Services: Environmental Control
2.63 72.19%
68 11 Mindray Medical International Ltd. (MR)
Healthcare: Medical Equipment
2.13 72.19%
69 61 Holly Corp. (HOC)
Energy: Oil/Gas Products (Hard Asset)
2.29 72.16%
70 79 3M Co. (MMM)
Industrial Materials: Diversified (Classic Growth)
2.50 72.05%
71 New Google, Inc. (GOOG)
Business Services: Business/Online Services (Aggressive Growth)
2.70 71.80%
72 NEW! Terra Industries, Inc. (TRA)
Industrial Materials: Agriculture (Aggressive Growth)
1.80 71.70%
73 New American Express Co. (AXP)
Financial Services: Finance (Classic Growth)
2.65 71.63%
74 49 ENSCO International, Inc. (ESV)
Energy: Oil & Gas Services (Hard Asset)
2.36 71.55%
75 New Oracle Corp. (ORCL)
Software: Business Applications (Aggressive Growth)
1.71 71.46%
76 36 China Mobile Hong Kong (CHL)
Telecommunication: Wireless Service
2.36 71.36%
77 70 Turkcell (TKC)
Telecommunication: Telecommunication Services
2.27 70.40%
78 New Schlumberger, Ltd. (SLB)
Energy: Oil & Gas Services (Hard Asset)
2.40 70.23%
79 104 Monsanto Co. (MON)
Industrial Materials: Agrochemical (High Yield)
2.15 70.22%
80 78 Synchronoss Technologies, Inc. (SNCR)
Business Services: Business Support (Speculative Growth)
3.13 70.13%
81 63 EV Energy Partners, L.P. (EVEP)
Energy: Oil & Gas (Hard Asset)
2.33 70.00%
82 New Staples, Inc. (SPLS)
Consumer Services: Specialty Retail (Classic Growth)
1.93 69.77%
83 New eBay, Inc. (EBAY)
Consumer Services: Online Retail (Speculative Growth)
2.43 69.77%
84 New EnCana Corp. (ECA)
Energy: Oil & Gas
2.23 69.69%
85 34 China Petroleum & Chemical Corp. (SNP)
Energy: Oil & Gas
2.50 69.56%
86 72 Bed Bath & Beyond, Inc. (BBBY)
Consumer Services: Furniture Retail (Classic Growth)
2.67 69.14%
87 NEW! Halliburton Co. (HAL)
Energy: Oil & Gas Services (Hard Asset)
2.18 69.14%
88 100 CVS Caremark Corp. (CVS)
Consumer Services: Specialty Retail (Aggressive Growth)
1.83 69.00%
89 New Laboratory Corp. of America Holdings (LH)
Healthcare: Diagnostics (Classic Growth)
1.77 68.88%
90 92 Gilead Sciences, Inc. (GILD)
Healthcare: Biotechnology (Aggressive Growth)
2.29 68.81%
91 51 Aspen Insurance Holdings, Ltd. (AHL)
Financial Services: Reinsurance (Aggressive Growth)
1.50 68.67%
92 45 Autodesk, Inc. (ADSK)
Software: Business Applications (Aggressive Growth)
2.73 68.62%
93 New Noble Corp. (NE)
Energy: Oil & Gas Services (Hard Asset)
2.40 68.61%
94 New Energen Corp. (EGN)
Energy: Pipelines (Hard Asset)
1.75 68.50%
95 46 Alleghany Corp. (Y)
Financial Services: Property Insurance (Classic Growth)
2.00 68.48%
96 New Procter & Gamble Co. (PG)
Consumer Goods: Household & Personal Products (Aggressive Growth)
2.08 68.25%
97 95 Valero Energy Corp. (VLO)
Energy: Oil/Gas Products (Hard Asset)
2.67 68.00%
98 94 McDermott International (MDR)
Energy: Oil & Gas Services (Hard Asset)
2.33 67.90%
99 87 Federated Investors, Inc. (FII)
Financial Services: Money Management (Distressed)
2.45 67.87%
100 NEW! Gardner Denver, Inc. (GDI)
Industrial Materials: Machinery (Aggressive Growth)
2.22 67.67%
101 New Goldman Sachs Group, Inc. (GS)
Financial Services: Securities (Cyclical)
2.62 67.66%
102 91 Gamestop Corp. (GME)
Consumer Services: Specialty Retail (Aggressive Growth)
2.31 67.15%
103 105 Amedisys Inc. (AMED)
Healthcare: Home Health (Cyclical)
2.36 66.86%
104 16 Mechel OAO ADS (MTL)
Industrial Materials: Steel/Iron
2.57 64.29%
105 31 Chesapeake Energy (CHK)
Energy: Oil & Gas (Hard Asset)
1.87 62.93%


THE FOLLOWING 33 STOCKS HAVE BEEN DROPPED FROM THE PORTFOLIO:
AXA ADR (AXA)
American Eagle Outfitters (AEO)
Apollo Group, Inc. (APOL)
Bare Escentuals, Inc. (BARE)
Carpenter Technology Corp. (CRS)
Ceradyne Inc. (CRDN)
Chicago Bridge & Iron Co. (CBI)
Cooper Industries, Ltd. (CBE)
Delek US Holdings, Inc. (DK)
Dollar Tree Stores, Inc. (DLTR)
Fastenal Co. (FAST)
Garmin Ltd. (GRMN)
Huaneng Power International Inc. (HNP)
Infosys Technologies, Ltd. (INFY)
Legg Mason Inc. (LM)
MDU Resources Group, Inc. (MDU)
Mobile TeleSystems (MBT)
National Bank of Greece (NBG)
Nintendo Co. Ltd. ADR (NTDOY)
PPL Corp. (PPL)
Petro-Canada (PCZ)
Precision Castparts Corp. (PCP)
Sepracor, Inc. (SEPR)
Suntech Power Holdings Co., Ltd. (STP)
Telecom Italia SPA (TI)
Teleflex Inc. (TFX)
Tempur-Pedic International, Inc. (TPX)
Thomson Corp. (TOC)
Toyota Motor Corp. (TM)
VAALCO Energy, Inc. (EGY)
Valmont Industries, Inc. (VMI)
Vimpel-Communications ADR (VIP)
Vodafone Group PLC ADR (VOD)



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