Research from Superfluous Value, Superfluous Value

Superfluous Value

Research from Superfluous Value

Stock selection has rarely been as important as it is today. After a roaring decade for US markets and with signs of mania everywhere, the S&P 500 as over-priced as it has ever been.

But, there is better way. Superfluous Value is a contrarian, deep-dive into the markets forgotten by the 60/40 instos and indexing, momentum chasers. Where the hot money has long moved on, it leaves behind investments offering great safety and prospective returns.

I believe the 2020s will look diametrically opposite to the recent past, with Emerging Markets, the UK, Japan and commodities set to rip and I intend to be holding the best opportunities available as they do.

Please feel free to come along on the journey.

Contrarian Deep-Dive into the Markets

Thematic (Sector/Industry)

<ul><li>The UK remains one of my favourite hunting grounds and I’ve written about its challenges ad nauseam over the last few years.</li><li>But today, it’s particularly worth pointing out that an unusually large number of UK stocks are down significantly over the last month.</li><li>Many are for business specific reasons, but it’s almost uncanny the way UK stocks find a way to tank, even when much of the world is rallying.</li></ul>

The UK remains one of my favourite hunting grounds and I’ve written about its challenges ad nauseam over the last few years.But today, it’s particularly worth pointing out that an unusually large number of UK stocks are down significantly over the last month.Many are for business specific reasons, but it’s almost uncanny the way UK stocks find a way to tank, even when much of the world is rallying.

United Kingdom

Churchill China plc manufactures and sells ceramic and related products for retail, hospitality and household markets worldwide. It offers tabletop products primarily ceramic tableware, such as accessories, assisted living products, beverage pots, bowls and dishes, buffet products, cake stands, cold counters, cookware, cups, mugs, cutlery, dip pots and sauce dishes, embossed products, glassware, hot counters, jugs, melamine items, patterns, plastic covers, plate towers, plates, saucers, and wooden items. Churchill China plc was founded in 1795 and is based in Stoke-on-Trent, the United Kingdom.

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Churchill China (CHH LN)

Noteworthy UK Carnage

The UK remains one of my favourite hunting grounds and I’ve written about its challenges ad nauseam over the last few years.

Superfluous Value

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)