The most cyclical stocks appear very cheap during peak cycles. But does that mean we are at a peak?
$MU Micron Technology 9.8x
$A005930 Samsung Electronics 6.5x
$A000660 SK hynix 4.3x
$SNDK Sandisk 10.8
$WDC Western Digital 35.3x
$STX Seagate Technology 27.6x
$P Everpure 29.4x