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EMIS Group

Sometimes a market over-reaction to news creates the perfect buying opportunity for the shrewd investor but what constitutes an over-reaction? Whilst it's not always evident without the benefit of hindsight, there's certainly an observable outcome over time - a steep dip in price followed by a leisurely stroll back up to where the market was before the news. Our job as investors is to recognise these drops for what they are - and short them down if that's our thing - or pick the turning point and ride them back up to where they began. Here's one we prepared earlier: The EMIS...

incadea

In a continuation of our shift away from a portfolio lopsided by speculative mining plays toward a portfolio lopsided by companies with a recurring revenue model, in early October we took on a bunch of incadea (the lower cap i in incadea is part of the branding), buying 1,237 shares at 98 pence. Here's the incadea company spiel: incadea is the leading provider of enterprise software solutions and services to the global automotive retail and wholesale market. With a proven industry focus and expertise, incadea is the vendor of choice for car manufacturers and their dealer networks around the world. So what exactly...