The £4.76 Dividend Is Just the Beginning
Johnson Matthey shares look exceptionally cheap and strategically positioned in platinum/palladium refining; the creator has been adding to his holding.
50 is a coin flip. Higher means a creator's past calls beat chance on the assets and periods they were made in; lower means they did worse.
A high score does not predict the next call. We tested whether it does, and it does not. We publish the ranking because the record should exist and be checkable. Our scoring is not financial advice and the method behind it is not published.
plain — indistinguishable from luck. Provisional — too few graded calls to mean much. This does not predict their next call. We tested whether it does and it does not. Our scoring is not financial advice.
Most coveredJohnson Matthey 1FTSE 100 1 →TT Electronics 1
Johnson Matthey shares look exceptionally cheap and strategically positioned in platinum/palladium refining; the creator has been adding to his holding.
The FTSE 100 has entered a new long-term bull market and the breakout could last for years; UK shares remain historically cheap and investors underestimate the opportunity.
UK takeover boom is far from over and continues to lift cheap UK engineering names like TT Electronics, whose thesis played out as expected.
Creator bought TT Electronics (TTG) and argues the unusual flat chart signals a major buyer stalking the company for a takeover, implying upside from a coming takeover dynamic.
Gooch & Housego is under a 1,230p cash takeover and a counteroffer remains possible; the takeover spread implies upside to completion.
Bought Robert Walters as a beaten-down recruitment stock beginning a recovery.
Bought Hays as a beaten-down recruitment stock beginning a recovery.
Bought PageGroup as a beaten-down recruitment stock beginning a recovery.