Many positives looking forwardThere are just so many positives after yesterdays Investor Day in New York and the Kramer interview. I doubt if the Russian crisis will have any impact on the stock. It is already priced in and anyways the order is delayed not cancelled.
Yesterday's presentations were the best I've seen anywhere and the company was quite open in answering all analyst/investor questions. I especially enjoyed the presentation by Lutz of BBD Transportation and his goal to bring margins to 8% from 4% in the next few years.
Finnegan