PMs recover fast (e.g. see post 2008), though we're talking miners, not physical metal. Unless you absolutely need to sell during the worst trough, you should be fine (like, are you so greedy, that you need to be all-in in stocks all the time?). The miners will have a minor temporary EPS compression (several months or so) and a significant P/E compression (stock market dumps), but this should still fare better than crude oil producers (recover faster).
Crude oil producers are a much better buy near the worst point of a recession (compared to PMs/miners), but how exactly can we tell, whether there will even be such a great buying opportunity in the foreseeable future?
You are going to be a multi-millionaire next year.
SentinelOne is now 60% of my portfolio. One of the biggest opportunities I have ever seen in the market. I bought META at 90 in 2022, but I would say S1 is a better buy in comparison.
I work as a Director in the Cybersecurity industry and I can guarantee you that SentinelOne products are technically better than Crowdstrike and much cheaper.
S1 has PEG of 0.4
S1 has P/S of 4, while Crowdstrike has P/S of 25
S1 has revenue growth of 25%
S1 has expected EPS growth of 110%
S1 has 0 debt and 700M in the bank
Also, S1 has huge customers like McDonalds, Amazon, Tesla and SpaceX.
The only caveat I see with this company is the amount of pre planned RSU selling by the CEO.
This will reach $30 in 2027, if not sooner.
There is also the possibility that they are bought by Google at $30.
You know no one can time the bottom right? I bought at $398 and im comfortable holding it. Their EPS, revenue, income, debt, and growth is too amazing to pass up this opportunity
yeah im expecting an eps of 0.7+ and revenue of 1.48B. if that happens and the market doesn't tank (like today) then i could easily see it returning to the 100 area. especially if forward guidance is good. we'll see though, last week had good earnings and stocks went down
loading up SPOT before earnings
50% discount from ATH
If goes lower i will buy more and hold for a year or two
\~30% EPS growth projected this year and 60% next year
Earnings is more than just rev and eps. But also neocloud/DCs got absolutely demolished lately. It’s pumping from the algos. It didn’t pump 20% like the other neoclouds on friday(it did 5%)