John Johnson
John Johnson @English_Nomad

Результаты
Все

25.72%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%
Обсуждение
John Johnson
John Johnson
Великобритания
4 д
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... Показать подробности Перевод
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FORM
Formfactor Inc
112.42
-4.97 (-4.23%)
John Johnson
John Johnson
Великобритания
5 д
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... Показать подробности Перевод
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ADM
Archer-Daniels-Midland Co
79.50
2.91 (3.80%)
John Johnson
John Johnson
Великобритания
5 д
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... Показать подробности Перевод
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CNC
Centene Corp
66.00
0.2300 (0.35%)
John Johnson
John Johnson
Великобритания
6 д
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%.... Показать подробности Перевод
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CVLT
Commvault Systems Inc.
139.29
4.02 (2.97%)
John Johnson
John Johnson
Великобритания
6 д
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... Показать подробности Перевод
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MYRG
MYR Group Inc
330.05
-7.37 (-2.18%)
John Johnson
John Johnson
Великобритания
12 д
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... Показать подробности Перевод
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GM
General Motors Co
87.67
0.0900 (0.10%)
John Johnson
John Johnson
Великобритания
12 д
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... Показать подробности Перевод
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DY
Dycom Industries Inc.
400.39
-7.60 (-1.86%)
John Johnson
John Johnson
Великобритания
13 д
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... Показать подробности Перевод
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DY
Dycom Industries Inc.
400.39
-7.60 (-1.86%)
John Johnson
John Johnson
Великобритания
20 д
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... Показать подробности Перевод
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ADM
Archer-Daniels-Midland Co
79.50
2.91 (3.80%)
John Johnson
John Johnson
Великобритания
26 д
$THG (The Hanover Insurance Group Inc) closed today for +6.03%. Not a moonshot, but a clean one. Entered The Hanover Insurance Group back in May around 195.62. The thesis was straightforward: a quality property and casualty insurer that had just posted a blowout quarter, with underwriting margins expanding... Показать подробности Перевод
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THG
The Hanover Insurance Group Inc
225.51
-3.57 (-1.56%)

Сведения John Johnson
Великобритания
Стратегия: Стоимость

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

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