April 21, 2006

GPS and Internet

Not a bad piece considering the parent company. I would have included a few shipping and logistic companies to fully round out the article.

Nobody talks about these boring shipping and logistic stocks that seem to benefit the most consistently from the growth of the internet. This is one area that I have not owned for a while and just made me feel stupid. Chalk that up to my stupid worries about oil prices and a recession clouding my enthusiasm.

Disclosure - long - Adobe, Yahoo, Navteq and Akamai

Comments:
Hi ich bin Chriswab aus Bottrop !! Viele GrĂ¼sse !!
 
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