Cross Border Shopping
I heard in the news that cross border shipment of packages has reached all time high. Everyone is trying to do online shopping as much as possible. Canada Post, FedEx and UPS are having problems to deal with the unexpected increase in demand. And the Christmas shopping season has not actually started yet…
Sounds like an investment opportunity!
That may lead to an increase in the 4th quarter revenue of companies like e-bay, Amazon.com, FedEx or UPS. Any suggestion?
posted by Arash @ 11/09/2007 02:23:00 PM
1 Comments:
If you believe in the Dow theory of transports, and if you believe the US recession is coming, the movement of good may be slowing and the transports may lead the way down.
However, I do like the xmas season bump. Could be a good 2month pickup.
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