John Johnson
John Johnson @English_Nomad

Performance
Tout

25.83%2026
2026
21.72%2025
2025
87.12%2024
2024
68.36%2023
2023
-62.68%2022
2022
12.12%2021
2021
87.1%0%-87.1%
Discussions
John Johnson
John Johnson
Royaume Uni
6 h
My book has been heavy on tech and healthcare for a while now, and I've been meaning to do something about it. So when a fresh KeyBanc note landed on Remitly ($RELY) this month, raising their target by nearly 18% and keeping the Overweight rating, it got my attention for more than the usual reasons.... Afficher plus Traduction
John Johnson
John Johnson
Royaume Uni
5 j
FormFactor had been on my radar for a while. Record quarter, guidance raised, demand accelerating across DRAM and advanced logic. But the price was extended after the earnings pop, so I held off and set an alert at 118. Today the market sold off broadly. $FORM (Formfactor Inc) dropped into that level... Afficher plus Traduction
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FORM
Formfactor Inc
120.87
-0.2000 (-0.17%)
John Johnson
John Johnson
Royaume Uni
6 j
Morgan Stanley had ADM on Underweight for years. Yesterday they changed their mind. That caught my attention. The upgrade landed on the same day $ADM (Archer-Daniels-Midland Co) posted a strong quarter: earnings came in 28% ahead of expectations, and management raised full-year guidance by roughly a... Afficher plus Traduction
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ADM
Archer-Daniels-Midland Co
78.59
-1.87 (-2.32%)
John Johnson
John Johnson
Royaume Uni
6 j
Centene has had a rough couple of years. Medicaid membership headwinds, margin pressure, a stock that went nowhere for a long time. So when $CNC (Centene Corp) posted Q2 earnings that absolutely smashed expectations (EPS nearly x2.5 the estimate), it wasn't a surprise to see some renewed analyst... Afficher plus Traduction
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CNC
Centene Corp
64.67
-1.90 (-2.85%)
John Johnson
John Johnson
Royaume Uni
7 j
My book was missing a defensive anchor. Most of what I hold moves with risk sentiment, and I wanted something that wouldn't correlate. Commvault ticked that box. $CVLT (Commvault Systems Inc.) is a cybersecurity and data resilience business. They reported earnings a week ago and beat by over 35%.... Afficher plus Traduction
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CVLT
Commvault Systems Inc.
139.34
-0.0900 (-0.06%)
John Johnson
John Johnson
Royaume Uni
7 j
Picked up $MYRG (MYR Group Inc) today. Here's the thinking. MYR Group is one of the largest electrical contractors in the US, focused on transmission and distribution work and commercial wiring. The structural backdrop is obvious: grid modernisation, renewable interconnection, data-centre power... Afficher plus Traduction
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MYRG
MYR Group Inc
330.09
0.1500 (0.05%)
John Johnson
John Johnson
Royaume Uni
13 j
Entered $GM (General Motors Co) on 23 July at 82.50. The thesis was simple: the market was pricing General Motors like a company in structural decline, while the numbers said the opposite. Q2 came in at 3.57 EPS against a 3.13 consensus, a 14% beat, the 16th consecutive quarter of outperformance. More... Afficher plus Traduction
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GM
General Motors Co
89.47
0.1200 (0.13%)
John Johnson
John Johnson
Royaume Uni
13 j
Entered $DY (Dycom Industries Inc.) on 13 July at 421.75. Thesis: Dycom is the dominant US speciality contractor for fibre, wireless, and data-centre infrastructure; 12B backlog; 56% YoY revenue growth; a secular demand story that management says runs well into the next decade. Wall Street consensus... Afficher plus Traduction
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DY
Dycom Industries Inc.
402.76
-0.4200 (-0.10%)
John Johnson
John Johnson
Royaume Uni
14 j
The thesis on $DY (Dycom Industries Inc.) is still intact. The price is not.... Dycom is down around 7.6% from my entry. Nothing has changed in the actual business: the backlog sits at 12 billion, the secular demand story for fibre and data-centre infrastructure is unchanged, analysts covering the stock... Afficher plus Traduction
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DY
Dycom Industries Inc.
402.76
-0.4200 (-0.10%)
John Johnson
John Johnson
Royaume Uni
21 j
Closed $ADM (Archer-Daniels-Midland Co) today. +9.58% in 21 days. The original case was straightforward: a Consumer Staples diversifier with a clear catalyst stack. Zacks Strong Buy, UBS raising its price target to 95, raised full-year guidance after a Q1 beat, and a legal overhang that had been hanging... Afficher plus Traduction
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ADM
Archer-Daniels-Midland Co
78.59
-1.87 (-2.32%)

À propos de John Johnson
Royaume Uni
Stratégie: Valeur

Ex-Royal Navy intel | Serial Business Founder since 2008 | US equities, tech & biotech
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249 Abonnés

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