To be fair, im not sure what the January Effect is. Please comment below if you can enlighten me. But my assumption would be that the January effect is about rebalancing. Sorting out lasts years winners and loosers, picking this year's potential winners and adjusting your portfolio to suit.
So on that note, heres my thinking:
$BlackSky Technology Inc.(BKSY)$
So rocket lab was my biggest winner in 2024, my cost basis is $4.31 per share and its currently trading around $24.50 ish. I think it was truly undervalued but now its kinda fair value. Will it go down significantly this year... I doubt it. It will hold its value maybe go up alot more? Depends on what happens with their progress and the macros. It mite double or triple from here, but it's rocket science so it may just hold. Am i going to sell then? Never. 10 years plus is my investment horizon on this baby. And i did suggest if you read my posts in early 2024 that it was a true unicorn, and was seriously underrated and undervalued. And that proved to be correct. i will just hold it, over time it will go hypersonic. But pending achieving or exceeding major milestones this year, its a hold for me.
So what about global star and blacksky? Well both are satellite companies the former is about satellite comms, the latter is about earth observation. Both launch into space on rocket lab. So here is my prediction for 2025. Both are still in there early days in terms of growth potential, but the potential is massive. Global star has more competition and still relies on old school tec, but has apples backing, and its cheap. Blacksky has cutting edge technology is not so cheap, but i see serious upside.
SPACE, the final frontier! AI is fantastic, quantum chips are too speculative for me, but both will be enabled by space companies. So i am once again putting my money where my mouth is. In 2025, these are my picks.
But don't listen to me, do your own research, make up your own mind, purely my opinion. And these are both potentially huge growth stocks that also mite not go supersonic. Or, they will.
I still like the safety of my dividend income and growth stocks, they return a minimum of 15% annualized return, but 2024 my growth stocks bumped that up to just over 1000%. My mission this year is to match that. Last year and even the year before the sheep of Wall Street Have repeatedly said that we were in a bull market. But that's totally nonsense. Personally November 2024 was insane for me, 2023 was very average.
I will just continue to spend my time researching great companies with huge potential, and great companies that give me cash to reinvest. And i will continue to do daily face palms on how idiotic the x-perts are. Btw, an x-pert is a drip under pressure. A joke that a Wall Street analyst won't get, cause stupid is what stupid does.
Happy trading tigers, may the odds be ever in your favor
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- tiger_cc·01-17Yes, we are still in a bull market.1Report