Jorge, if the market corrects, or enters a bear market, Dell will tank. During the past several weeks, I have noticed that Dell follows the DOW/Naz indexes. If they go up, Dell goes up. If they go down, Dell goes down.
Also, Dell's current pe is based on their current growth rate. If they start to see this growth go down, the pe will drop like a rock. IMO, if we enter a 10 to 20% correction, or worse, its time to get out of the market. One's better off earning 5% in a MM than losing, who knows what, in a sharp correction or bear market.
JMO
Stock Bull |