Ashtead (AHT) - The recovery continues

1Leigh

I have been experimenting lately but have yet to finish my experiment. That is when large caps fall they get overdone...they fall too much and millions get wiped off.....and guess what eventually they recover (not always).

Sometimes they fall for legitimate reasons i.e. profit warning...sometimes they fall for very stupid reasons.

So good to look at large caps that have fallen off quite a bit...then WAIT..see whats happening next (could fall further)...or could recover..iv noticed a profit warning follows another one a few months later and then maybe another one...then sideways movement then recovery.

Right now im watching VOD

I think theres a good 10-20% to be made from that when it starts to recover, i have not researched in depth so make sure you look into it properly but i think it fell due to competition from rivals. Silly reason if you ask me as market is pricing in bad news without it actually happening.

I also like the look for CPW - they want to expand into the land line market. Already very competitive but they will certainly get a good slice of the cake.

Also Inspace - INSP i think is the epic i found this early AM...the company that takes care of social housing. Could be a good few months for that one.

I do not hold ANY of the stocks iv mentioned....im just experimenting with them and watching them. I must also add i have not researched them to a level i would like to buy them so i strongly suggest you do if you do intend to look further.