CNF - Best Buy in Transportation Message Board

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Non-Tech : CNF - Best Buy in Transportation

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To: Michael Burry who wrote ()	1/7/1999 7:50:00 PM
From: geoffrey Wren	of 11

A new thread, that's good. I'm looking at CNF now not so much due to their current financials, but due to their industry. After all when the internet revolution takes place (and those prices in Yahoo, Amazon.com etc. indicate it will be soon), someone will be delivering all those goods. There will be fewer goods that rest in a store between the warehouse and the ultimate consumer. You cannot buy UPS, the biggest co. in this industry. FDX has much higher multiples. But as of now I do not know if it is much of a pure play on this idea. If CNF is dependent on the USPS, that would not be good. I'll be investigating in the 10k's and so on to find out if this looks worth a gamble. Good investing to all. Geoff Wren

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