THE SAGAL STOCK PICKS
FOR MAY 2026
(Last Update Thursday, May 8, 2026)

"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; yellow indicates a hold; and red indicates a 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.

IMPORTANT NOTE: Several excellent stocks may show VERY TEMPORARY low ratings due to short term price surges or news. Stocks being held for extended periods but with RED ratings usually fall in that temporary situation.

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 3,411 STOCKS BEING FOLLOWED.)


Sagal
Rating
1 NVIDIA Corp. (NVDA)
TECHNOLOGY: Semiconductors (Large Growth)
93.38%
2 Arista Networks Inc. (ANET)
TECHNOLOGY: Computer Hardware (Large Growth)
89.13%
3 Comfort Systems USA Inc. (FIX)
INDUSTRIALS: Engineering & Construction (Mid Growth)
88.33%
4 BYD Co. Ltd. ADR (BYDDY)
CONSUMER CYCLICAL: Auto Manufacturers (Large Core)
87.50%
5 Taiwan Semiconductor Manufacturing Ltd. ADR (TSM)
TECHNOLOGY: Semiconductors (Large Core)
87.26%
6 Booking Holdings Inc. (BKNG)
CONSUMER CYCLICAL: Travel Services (Large Value)
85.18%
7 Meta Platforms Inc. Class A (META)
COMMUNICATION SERVICES: Internet Content & Information (Large Core)
81.61%
8 Monolithic Power Systems Inc. (MPWR)
TECHNOLOGY: Semiconductors (Mid Growth)
81.49%
9 Alphabet Inc. A (GOOGL)
COMMUNICATION SERVICES: Internet Content & Information (Large Growth)
80.58%
10 Microsoft Corp. (MSFT)
TECHNOLOGY: Software - Infrastructure (Large Growth)
80.00%
11 LPL Financial Holdings Inc. (LPLA)
FINANCIAL SERVICES: Capital Markets (Mid Growth)
79.86%
12 Amphenol Corp. Class A (APH)
TECHNOLOGY: Electronic Components (Large Growth)
79.54%
13 Broadcom Inc. (AVGO)
TECHNOLOGY: Semiconductors (Large Growth)
79.03%
14 MasterCard Inc. A (MA)
FINANCIAL SERVICES: Credit Services (Large Growth)
78.69%
15 Enova International Inc. (ENVA)
FINANCIAL SERVICES: Credit Services (Small Core)
78.10%
16 McKesson Corp. (MCK)
HEALTHCARE: Medical Distribution (Large Value)
75.61%
17 Eli Lilly & Co. (LLY)
HEALTHCARE: Drug Manufacturers - General (Large Growth)
75.43%
18 ASML Holding NV ADR (ASML)
TECHNOLOGY: Semiconductor Equipment & Materials (Large Growth)
75.21%
19 Netflix Inc. (NFLX)
COMMUNICATION SERVICES: Entertainment (Large Growth)
74.00%
20 Sysco Corp. (SYY)
CONSUMER DEFENSIVE: Food Distribution (Mid Value)
73.78%
21 Deckers Outdoor Corp. (DECK)
CONSUMER CYCLICAL: Footwear & Accessories (Mid Core)
73.50%
22 ResMed Inc. (RMD)
HEALTHCARE: Medical Instruments & Supplies (Mid Core)
72.31%
23 The Cigna Group (CI)
HEALTHCARE: Healthcare Plans (Mid Value)
71.40%
24 AZZ Inc. (AZZ)
INDUSTRIALS: Specialty Business Services (Small Core)
70.91%
25 GigaCloud Technology Inc. Class A (GCT)
TECHNOLOGY: Software - Infrastructure (Small Growth)
70.85%
26 Adobe Inc. (ADBE)
TECHNOLOGY: Software - Application (Large Value)
70.67%
27 Celestica Inc. Shs. Sub-Voting (CLS)
TECHNOLOGY: Electronic Components (Mid Core)
70.22%
28 Apple Inc. (AAPL)
TECHNOLOGY: Consumer Electronics (Large Core)
70.10%
29 KLA Corp. (KLAC)
TECHNOLOGY: Semiconductor Equipment & Materials (Large Core)
69.83%
30 EMCOR Group Inc. (EME)
INDUSTRIALS: Engineering & Construction (Mid Growth)
69.67%
31 Rambus Inc. (RMBS)
TECHNOLOGY: Semiconductors (Small Growth)
68.94%
32 Amazon.com Inc. (AMZN)
CONSUMER CYCLICAL: Internet Retail (Large Growth)
68.08%
33 RTX Corp. (RTX)
INDUSTRIALS: Aerospace & Defense (Large Value)
67.97%
34 Texas Pacific Land Corp. (TPL)
ENERGY: Oil & Gas E&P (Mid Growth)
67.50%
35 IES Holdings Inc. (IESC)
INDUSTRIALS: Engineering & Construction (Small Growth)
67.50%
36 Exelixis Inc. (EXEL)
HEALTHCARE: Biotechnology (Small Core)
66.42%
37 Amgen Inc. (AMGN)
HEALTHCARE: Drug Manufacturers - General (Large Value)
66.32%
38 Applied Materials Inc. (AMAT)
TECHNOLOGY: Semiconductor Equipment & Materials (Large Growth)
66.18%
39 Lam Research Corp. (LRCX)
TECHNOLOGY: Semiconductor Equipment & Materials (Large Core)
64.92%
40 Village Super Market Inc. Class A (VLGEA)
CONSUMER DEFENSIVE: Grocery Stores (Small Value)
64.75%
41 Oil-Dri Corp. of America (ODC)
BASIC MATERIALS: Specialty Chemicals (Small Core)
64.58%
42 Lockheed Martin Corp. (LMT)
INDUSTRIALS: Aerospace & Defense (Large Core)
63.56%
43 Enterprise Products Partners LP (EPD)
ENERGY: Oil & Gas Midstream (Mid Value)
60.91%
44 Shopify Inc. Registered Shs. -A- Subord. Vtg. (SHOP)
TECHNOLOGY: Software - Application (Large Growth)
59.67%
45 Fabrinet (FN)
TECHNOLOGY: Electronic Components (Small Growth)
57.82%
46 Argan Inc. (AGX)
INDUSTRIALS: Engineering & Construction (Small Growth)
57.79%
47 Solstice Advanced Materials Inc. (SOLS)
BASIC MATERIALS: Specialty Chemicals
56.67%
48 RCI Hospitality Holdings Inc. (RICK)
CONSUMER CYCLICAL: Restaurants (Small Value)
55.00%
49 Imperial Brands PLC ADR (IMBBY)
CONSUMER DEFENSIVE: Tobacco (Large Value)
50.75%
41 Imperial Oil Ltd. (IMO)
ENERGY: Oil & Gas Integrated (Large Core)
38.25%




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