I'm interested to know why you think execution and competency should be a concern?
IMHO they are delivering everything and may be more that they promised in December 2013.
Only blimp was an ill advised mention of a new contract. They are booking orders ahead of forecast rate, delivering against their order back log with expected doubling this quarter and 300 units in whole of the year.
expanding into new markets and offering additional benefits to existing customers as mentioned (not just DC but store based fork lifts).
Consider buying long term calls or just load up the shares, unfortunately I have no cash or my IRA would be adding more today at these prices.
Nothing in this quarters report or CC is a cause for alarm that they are not on track to deliver their promised business.
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