Savvy Trades and Investments

[worthylion]

POLA--While the initial order of 57 generators to Puerto Rico doesn't really move the needle, the PR is encouraging because:

--it confirms a new Tier 1 wireless customer in addition to Verizon
--As 1300 cellular sites are down in Puerto Rico there should be potential for waaaaay more than 57 generators
--at the end of the PR they indicate receiving other hurricane related RFP's for the prospect of additional orders.

While increases in revenues and backlog ultimately will be the bottom line drivers of the share price, the hurricanes served to jump start and accelerate POLA's sales to new customers which had stalled out. If they can execute well and build on these new relationships, it will put them back on a growth path.

Without looking past all of the misery caused by the hurricanes, they have ended up helping POLA. The best time to sell backup generators is after massive power outages.