THE SAGAL STOCK PICKS
FOR DECEMBER 2025
(Last Update Sunday, November 30, 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 3,421 STOCKS BEING FOLLOWED.)


Sagal
Rating
1 Lundin Gold Inc. (LUGDF)
BASIC MATERIALS: Gold (Mid Growth)
85.50%
2 NVIDIA Corp. (NVDA)
TECHNOLOGY: Semiconductors (Large Growth)
85.00%
3 Village Super Market Inc. Class A (VLGEA)
CONSUMER DEFENSIVE: Grocery Stores (Small Value)
84.00%
4 Arista Networks Inc. (ANET)
TECHNOLOGY: Computer Hardware (Large Growth)
81.65%
5 National Healthcare Corp. (NHC)
HEALTHCARE: Medical Care Facilities (Small Core)
80.06%
6 Kinsale Capital Group Inc. (KNSL)
FINANCIAL SERVICES: Insurance - Property & Casualty (Small Growth)
79.45%
7 NewMarket Corp. (NEU)
BASIC MATERIALS: Specialty Chemicals (Small Core)
79.17%
8 MasterCard Inc. A (MA)
FINANCIAL SERVICES: Credit Services (Large Growth)
78.49%
9 Alphabet Inc. A (GOOGL)
COMMUNICATION SERVICES: Internet Content & Information (Large Growth)
78.33%
10 RenaissanceRe Holdings Ltd. (RNR)
FINANCIAL SERVICES: Insurance - Reinsurance (Small Core)
77.92%
11 TopBuild Corp. (BLD)
INDUSTRIALS: Engineering & Construction (Small Core)
77.14%
12 KLA Corp. (KLAC)
TECHNOLOGY: Semiconductor Equipment & Materials (Large Core)
77.14%
13 Fox Corp. Class B (FOX)
COMMUNICATION SERVICES: Entertainment (Mid Value)
76.96%
14 Booking Holdings Inc. (BKNG)
CONSUMER CYCLICAL: Travel Services (Large Core)
76.43%
15 Diamond Hill Investment Group Inc. Class A (DHIL)
FINANCIAL SERVICES: Asset Management (Small Value)
76.41%
16 Amphenol Corp. Class A (APH)
TECHNOLOGY: Electronic Components (Large Growth)
76.19%
17 Universal Health Services Inc. Class B (UHS)
HEALTHCARE: Medical Care Facilities (Small Value)
75.83%
18 Imperial Oil Ltd. (IMO)
ENERGY: Oil & Gas Integrated (Large Core)
75.00%
19 Scorpio Tankers Inc. (STNG)
ENERGY: Oil & Gas Midstream (Small Value)
74.71%
20 Meta Platforms Inc. Class A (META)
COMMUNICATION SERVICES: Internet Content & Information (Large Core)
74.05%
21 The Travelers Companies Inc. (TRV)
FINANCIAL SERVICES: Insurance - Property & Casualty (Mid Value)
73.47%
22 ASML Holding NV ADR (ASML)
TECHNOLOGY: Semiconductor Equipment & Materials (Large Growth)
73.33%
23 Main Street Capital Corp. (MAIN)
FINANCIAL SERVICES: Asset Management (Small Value)
73.24%
24 RWE AG ADR (RWEOY)
UTILITIES: Utilities - Diversified (Large Value)
73.00%
25 Taiwan Semiconductor Manufacturing Ltd. ADR (TSM)
TECHNOLOGY: Semiconductors (Large Core)
72.63%
26 Novo Nordisk AS ADR (NVO)
HEALTHCARE: Drug Manufacturers - General (Large Growth)
72.63%
27 Boyd Gaming Corp. (BYD)
CONSUMER CYCLICAL: Resorts & Casinos (Small Value)
72.50%
28 Ascendis Pharma AS ADR (ASND)
HEALTHCARE: Biotechnology
72.50%
29 Celestica Inc. Shs. Sub-Voting (CLS)
TECHNOLOGY: Electronic Components (Mid Core)
72.31%
30 Universal Insurance Holdings Inc. (UVE)
FINANCIAL SERVICES: Insurance - Property & Casualty
72.08%
31 Applied Materials Inc. (AMAT)
TECHNOLOGY: Semiconductor Equipment & Materials (Large Core)
72.00%
32 TotalEnergies SE ADR (TTE)
ENERGY: Oil & Gas Integrated (Large Value)
71.67%
33 HF Sinclair Corp. (DINO)
ENERGY: Oil & Gas Refining & Marketing (Small Value)
71.67%
34 Medpace Holdings Inc. (MEDP)
HEALTHCARE: Diagnostics & Research (Mid Growth)
71.57%
35 Qualys Inc. (QLYS)
TECHNOLOGY: Software - Infrastructure (Small Growth)
70.83%
36 Engie SA ADR (ENGIY)
UTILITIES: Utilities - Diversified (Large Value)
70.06%
37 Alkermes PLC (ALKS)
HEALTHCARE: Drug Manufacturers - Specialty & Generic (Small Core)
69.50%
38 Broadcom Inc. (AVGO)
TECHNOLOGY: Semiconductors (Large Growth)
68.57%
39 Build-A-Bear Workshop Inc. (BBW)
CONSUMER CYCLICAL: Specialty Retail (Small Core)
67.67%
40 McKesson Corp. (MCK)
HEALTHCARE: Medical Distribution (Large Core)
65.71%
41 REV Group Inc. (REVG)
INDUSTRIALS: Farm & Heavy Construction Machinery (Small Growth)
65.00%
42 Microsoft Corp. (MSFT)
TECHNOLOGY: Software - Infrastructure (Large Growth)
65.00%
43 BYD Co. Ltd. ADR (BYDDY)
CONSUMER CYCLICAL: Auto Manufacturers (Large Core)
65.00%
44 Lam Research Corp. (LRCX)
TECHNOLOGY: Semiconductor Equipment & Materials (Large Core)
63.56%
45 Rambus Inc. (RMBS)
TECHNOLOGY: Semiconductors (Small Growth)
63.33%
46 Imperial Brands PLC ADR (IMBBY)
CONSUMER DEFENSIVE: Tobacco (Large Value)
62.88%
47 EMCOR Group Inc. (EME)
INDUSTRIALS: Engineering & Construction (Mid Growth)
62.57%
48 Fabrinet (FN)
TECHNOLOGY: Electronic Components (Small Growth)
62.54%
49 Apple Inc. (AAPL)
TECHNOLOGY: Consumer Electronics (Large Core)
59.94%
50 LPL Financial Holdings Inc. (LPLA)
FINANCIAL SERVICES: Capital Markets (Mid Growth)
59.06%
51 Comfort Systems USA Inc. (FIX)
INDUSTRIALS: Engineering & Construction (Mid Growth)
58.50%
52 Netflix Inc. (NFLX)
COMMUNICATION SERVICES: Entertainment (Large Growth)
56.79%
53 Solstice Advanced Materials Inc. (SOLS)
BASIC MATERIALS: Specialty Chemicals
56.61%
54 IES Holdings Inc. (IESC)
INDUSTRIALS: Engineering & Construction (Small Growth)
54.38%
55 Shopify Inc. Registered Shs. -A- Subord. Vtg. (SHOP)
TECHNOLOGY: Software - Application (Large Growth)
50.67%
56 Amazon.com Inc. (AMZN)
CONSUMER CYCLICAL: Internet Retail (Large Growth)
48.81%
57 Argan Inc. (AGX)
INDUSTRIALS: Engineering & Construction (Small Growth)
45.30%




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