Publishing the Boss score – Top 25 UK
In the third installment, after the French Top 25 and the German Top 25, lets look at the united Kingdom.
In my current database, i have around 220 UK companies. This is of course only a part of the big UK stock universe, but I “filtered” out a lot of stocks even before putting them into my database.
So let’s look at the 10 Y Top 25:
and the 5 Y Top 25:
It is not surprising, that both of my two UK holdings, Dart Group and Cranswick are in the Top 25 lists. Another stock, Braemer, I aready had a look at and found it too cyclical.
From the first list, I think one can skip stocks which deteriorated heavily in the last 5 years like Enterprise Inn, Man, Balfour. Most interesting for me are Morgan Sindal, Severfield-Rowen and Albermarle. Interestingly also the large caps BG and Tesco look good.
From the 5 year list, I find Chemring, Haynes and JD Sports most interesting.
I hope to have a look at those companies soon. So many companies, so little time…..
value and opportunity 