PBI (Pitney Bowes) has an interesting story here imo. Its become more of an e-commerce play as its newish parcel shipment business is growing dramatically... it grew from 150 million packages to 250 million packages sequentially. Now that biz loses a good amount of money, but they say they are dropping costs and just today they say they are raising prices. There are just too many packages for the big UPS FEDEX USPS to handle. PBI is helping to fill a void and grab share in a big market.
If they can turn their package biz into a money maker over the next year or so, tihs would be a big growth story, and I think the market cap could increase by a bunch. Obviously, PBI has risen alot already, but could be interesting to watch.
best.
