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UPS Discussions
$70 a share...sorry ,but im excited
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<blockquote data-quote="SignificantOwner" data-source="post: 873976" data-attributes="member: 22836"><p>I like the strategy. As a UPS driver you can probably see what's growing by the names on the boxes you're delivering. That's a great starting point for due diligence. Names the big money is holding are also good to look at. Scott Davis is a director for Honeywell and owns a fair number of shares. Just so happens that we're buying 100,000+ DIAD Vs from Honeywell according to Information Week (<a href="http://www.informationweek.com/news/global-cio/security/222500027" target="_blank">http://www.informationweek.com/news/global-cio/security/222500027</a>). Wonder if we'll be buying the accessories from Honeywell too? According to the article this device isn't exclusive to UPS so there's opportunity for Honeywell to sell it to other companies. How about up and coming competitors - are you (or anyone else) seeing any new names on trucks or planes?</p></blockquote><p></p>
[QUOTE="SignificantOwner, post: 873976, member: 22836"] I like the strategy. As a UPS driver you can probably see what's growing by the names on the boxes you're delivering. That's a great starting point for due diligence. Names the big money is holding are also good to look at. Scott Davis is a director for Honeywell and owns a fair number of shares. Just so happens that we're buying 100,000+ DIAD Vs from Honeywell according to Information Week ([URL]http://www.informationweek.com/news/global-cio/security/222500027[/URL]). Wonder if we'll be buying the accessories from Honeywell too? According to the article this device isn't exclusive to UPS so there's opportunity for Honeywell to sell it to other companies. How about up and coming competitors - are you (or anyone else) seeing any new names on trucks or planes? [/QUOTE]
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$70 a share...sorry ,but im excited
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