AVOID Daniel Pronk Convicción3/5 Calidad del análisis65/100 ahora
The YouTuber suggests avoiding Argan Inc., noting its share price has gone 'absolutely vertical' despite historically cyclical revenue that hasn't grown for four to five quarters. He finds its 69 P/E and 60 forward P/E to be an example of construction stocks with even minor data center exposure seeing inflated price multiples and insane buying.
“Once again, you can see that it share price has just gone absolutely vertical. is trading for a 69 price to earnings ratio now a 60 forward PE and if we take a look at its revenue you can see that it's been extremely cyclical historically and it actually hasn't grown for about four to five quarters now.” — ▶ 28:00