THE SAGAL STOCK PICKS
FOR JUNE 2010

"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 46 stocks met our criteria this month.)
Analysts
Rating
Sagal
Rating
1 5 Microsoft (MSFT)
Software: Business Applications (Aggressive Growth)
1.54 89.88%
2 2 BP Prudhoe Bay Royalty Trust (BPT)
Energy: Oil & Gas Refining & Marketing (Hard Asset)
1.00 86.67%
3 1 Deckers Outdoor Corp. (DECK)
Consumer Goods: Textile - Apparel Footwear & Accessories (Cyclical)
1.71 86.38%
4 19 Gymboree Corp. (GYMB)
Consumer Services: Apparel Stores (Aggressive Growth)
2.42 84.83%
5 4 Viacom Inc. B (VIA.B)
Media: CATV Systems (Slow Growth)
1.55 83.39%
6 9 Ctrip.com International, Ltd. (CTRP)
Business Services: Business/Online Services
3.00 83.00%
7 8 Accenture PLC (ACN)
Business Services: Management Services
2.21 82.79%
8 6 WMS Industries Inc. (WMS)
Consumer Services: Resorts & Casinos (Aggressive Growth)
2.38 81.69%
9 7 Research in Motion, Ltd. (RIMM)
Hardware: Computer Equipment
2.20 80.43%
10 37 Express Scripts (ESRX)
Health Care: Health Care Plans (Cyclical)
1.87 79.13%
11 36 WellPoint Inc. (WLP)
Health Care: Health Care Plans (Cyclical)
2.00 78.83%
12 10 Contango Oil & Gas Co. (MCF)
Energy: Independent Oil & Gas (Hard Asset)
2.00 78.67%
13 24 Aeropostale Inc. (ARO)
Consumer Services: Apparel Stores (Aggressive Growth)
1.94 76.85%
14 47 Starbucks Corp. (SBUX)
Consumer Services: Specialty Eateries (Slow Growth)
2.15 76.74%
15 20 Roche Holding AG ADR (RHHBY)
Health Care: Major Drug Manufacturers
2.33 76.63%
16 3 Coach, Inc. (COH)
Consumer Goods: Jewelry/Accessories (Cyclical)
2.36 76.19%
17 New 3M Co. (MMM)
Industrial Materials: Diversified (Slow Growth)
2.15 75.80%
18 New TJX Cos. (TJX)
Consumer Services: Department Stores (Classic Growth)
2.17 75.68%
19 15 Covidien, Ltd. (COV)
Health Care: Medical Instruments & Supplies
2.20 75.13%
20 61 Millicom International Cellular (MICC)
Telecommunications: Telecom Services
2.00 75.00%
21 63 Strayer Education, inc. (STRA)
Business Services: Education & Training Services (Aggressive Growth)
2.57 74.90%
22 29 St. Jude Medical, Inc. (STJ)
Health Care: Medical Appliances & Equipment (Aggressive Growth)
2.25 74.66%
23 22 Yum Brands Inc. (YUM)
Consumer Services: Restaurants (Classic Growth)
2.54 74.44%
24 28 Apple Inc. (AAPL)
Hardware: Personal Computers (Aggressive Growth)
1.80 74.40%
25 New EMC Corp. (EMC)
Hardware: Data Storage Devices (Cyclical)
1.86 73.65%
26 New Gilead Sciences Inc. (GILD)
Health Care: Biotechnology (Aggressive Growth)
2.50 73.50%
27 65 Home Depot, Inc. (HD)
Consumer Services: Home Improvement Stores (Cyclical)
2.69 73.34%
28 39 Royal KPN N.V. ADR (KKPNY)
Telecommunications: Telecom Services
2.40 73.26%
29 18 Hewlett-Packard Co. (HPQ)
Hardware: Diversified Computer Systems (Cyclical)
2.50 73.24%
30 77 Life Partners Holdings Inc. (LPHI)
Financial Services: Diversified Investments (High Yield)
2.50 73.00%
31 27 Cognizant Technology Solutions Corp. (CTSH)
Software: Business Software & Services (Aggressive Growth)
2.50 72.76%
32 New AmerisourceBergen Corp. (ABC)
Consumer Services: Drugs Wholesale (Classic Growth)
1.83 72.67%
33 40 Chipotle Mexican Grill, Inc. (CMG)
Consumer Services: Restaurants (Aggressive Growth)
2.79 72.54%
34 16 Thermo Fisher Scientific Inc. (TMO)
Health Care: Medical Instruments & Supplies (Aggressive Growth)
2.09 72.40%
35 New BHP Billiton PLC ADR (BBL)
Industrial Materials: Industrial Metals & Minerals
2.14 72.39%
36 59 McDonald's Corp. (MCD)
Consumer Services: Restaurants (Classic Growth)
2.08 72.37%
37 50 National Oilwell Varco, Inc. (NOV)
Energy: Oil & Gas Equipment & Services (Hard Asset)
1.85 72.26%
38 48 CNOOC Ltd. ADR (CEO)
Energy: Independent Oil & Gas
1.90 71.93%
39 25 Alliant Techsystems, Inc. (ATK)
Industrial Materials: Aerospace & Defense Products & Services (Cyclical)
2.50 71.82%
40 58 Cisco Systems, inc. (CSCO)
Hardware: Networking & Communication Devices (Slow Growth)
2.05 71.77%
41 26 Nustar Energy L.P. (NS)
Energy: Oil & Gas Pipelines (Hard Asset)
2.80 71.60%
42 46 Catalyst Health Solutions, Inc. (CHSI)
Financial Services: Insurance Brokers (Cyclical)
2.40 71.43%
43 New Sohu.com, Inc. (SOHU)
Telecommunications: Internet Information Providers (Aggressive Growth)
3.07 71.16%
44 New Chevron Corp. (CVX)
Energy: Major Integrated Oil & Gas (Hard Asset)
1.79 70.95%
45 New Urban Outfitters Inc. (URBN)
Consumer Services: Apparel Stores (Aggressive Growth)
2.50 70.92%
46 38 CSG Systems International, Inc. (CSGS)
Software: Business Software & Services (Slow Growth)
2.18 70.91%
47 New Corning Inc. (GLW)
Telecommunications: Communication Equipment (Cyclical)
1.87 70.67%
48 11 Bucyrus International Inc. A (BUCY)
Industrial Materials: Farm & Construction Machinery (Cyclical)
2.43 70.63%
49 75 MasterCard Inc. A (MA)
Business Services: Business Services (Cyclical)
2.15 70.48%
50 71 Google Inc. (GOOG)
Telecommunications: Internet Information Providers (Aggressive Growth)
2.73 70.37%
51 New PetSmart Inc. (PETM)
Consumer Services: Specialty Retail, Other (Cyclical)
2.53 70.27%
52 67 HHGregg Inc. (HGG)
Consumer Services: Electronics Stores (Cyclical)
3.00 70.17%
53 New Mead Johnson Nutrition Co. (MJN)
Consumer Goods: Process & Packaged Goods (Slow Growth)
3.00 70.00%
54 13 Baidu.com, Inc. (BIDU)
Media: Media Conglomerates
3.00 70.00%


THE FOLLOWING 35 STOCKS HAVE BEEN DROPPED FROM THE PORTFOLIO:
AT&T, Inc. (T)
Apollo Group Inc. A (APOL)
Avon Products (AVP)
Banco Santander SA (STD)
Baxter International Inc. (BAX)
Biogen Idec Inc. (BIIB)
Bristol-Myers Squibb Co. (BMY)
Buckeye Partners L.P. (BPL)
Coca-Cola Co. (KO)
ConAgra Foods inc. (CAG)
DeVry Inc. (DV)
eBay, Inc. (EBAY)
Enterprisev Products Partners L.P. (EPD)
Freeport-McMoRan Copper & Gold B (FCX)
General Dynamics (GD)
ITT Educational Services, Inc. (ESI)
International Business Machines Corp. (IBM) Intuit (INTU)
Intuitive Surgical, Inc. (ISRG)
Johnson & Johnson (JNJ)
Joy Global Inc. (JOYG)
Kimberly-Clark Corp. (KMB)
Monsanto Co. (MON)
Noble Corp. (NE)
Par Pharmaceutical Cos. Inc. (PRX)
PepsiCo inc. (PEP)
Petroleo Brasileiro S.A. (PBR)
Philip Morris International Inc. (PM)
Polo Ralph Lauren Corp. (RL)
Rio Tinto PLC ADR (RTP)
Syntel, Inc. (SYNT)
Tidewater, Inc. (TDW)
Turkcell Iletisim Hizmetleri AS ADR (TKC)
Vale S.A. (VALE)
Yanzhou Coal Mining Co. Ltd. (YZC)



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