A Couple of Pennies to Consider

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Now, see here. The market, she’s a fickle beast, prone to tantrums and sudden fits of generosity. When she throws a hissy fit, as she’s been doin’ lately with these tech contraptions, sensible folks get a chance to pick up a bargain. It’s like findin’ a gold nugget in a mud puddle – rare, but worth the bother. I’ve been watchin’ a couple of outfits that seem to have been overlooked in the recent ruckus, and I reckon a fella with a thousand dollars to spare could do a sight better than leavin’ it under the mattress.

I’m talkin’ about SentinelOne and Sirius XM. Not the flashiest names, mind you, but sometimes the quiet ones are the ones that last. Let me tell you why I’m fixin’ to put a few coins their way.

SentinelOne

This SentinelOne, they’re in the business of keepin’ the digital bandits at bay. A billion dollars a year in steady income, they have, and finally showin’ a profit, which is more than I can say for some of these so-called innovators. Yet the stock’s been knocked down a peg or two, tradin’ for a mere 4.7 times its sales. That’s like buyin’ a good mule for the price of a broken saddle.

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Now, some folks are sayin’ their growth is slowin’, but I reckon that’s just foolishness. They’ve got a stack of contracts, a ‘remainin’ performance obligation’ of $1.3 billion, as the fancy men call it. And they ain’t just protectin’ computers anymore. They’re movin’ into cloud security, AI, and all sorts of newfangled things. Nearly half their business now comes from beyond just keepin’ your desktop safe. They’re buildin’ a whole fortress, they are.

And this Singularity AI SIEM… sounds like somethin’ out of a dime novel, don’t it? But it’s a clever bit of kit, replacin’ those old, expensive security systems. And their Purple AI, an assistant that uses plain English to hunt down threats… well, that’s just smart. Four out of ten customers are takin’ it, which means they’re stickin’ around for the long haul. It’s like offerin’ a thirsty man a cool glass of water – he ain’t likely to forget it.

So, with their profits risin’, their contracts secured, and their platform expandin’, SentinelOne seems a good deal stronger than its price suggests. It’s a sensible investment, I reckon, for a man who likes to see his money grow without takin’ undue risks.

Sirius XM

Now, Sirius XM… that’s a different kettle of fish altogether. They’re in the business of entertainin’ folks while they’re drivin’ around in their horseless carriages. Pre-installed in most new vehicles, it is, which gives ’em a powerful advantage. And they own Pandora, too, which brings in a steady stream of listeners. It’s a multipronged operation, like a well-built wagon with plenty of axles.

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They’re makin’ a heap of cash, too. $1.26 billion last year, and expectin’ even more in the years to come. That kind of stability is rare these days, like findin’ an honest politician. It means they can weather any storm the market throws their way.

And yet, this stock trades for a measly 0.8 times its sales, and pays a dividend that yields over 5%. That’s like gettin’ paid to hold onto your money. It seems a downright steal, if you ask me. A fella would be a fool to miss out on such an opportunity.

So there you have it. Two companies that seem to have been overlooked in the recent market fuss. Not glamorous, perhaps, but solid, profitable, and reasonably priced. A sensible investment for a man who likes to see his money grow, and a good deal more sensible than chasin’ after the latest speculative bubble.

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2026-02-22 16:54