Specialty freight forwarding - serious customs expertise and exposure to asian and european economies give these guys a major advantage. Managers focus on margin and pricing because of ties to compensation. Think this is one asset light transport name to stick with...

International infrastructure exposure...great middle east and eastern european market share in engineered staging (really just building staging required to access construction sites)...entering asia with rail services division and maintains #1 global market share in mills services (steel mill support services )and access services businesses.

number one recycled autoparts wholesaler...autoparts are getting more expensive and insurance companies and consumers are demanding a source of cheaper parts...just announce buyout of Keystone (KEYS) which will give LKQX around 30% market share in a highly fragment industry of alternative parts wholesalers.

Facilitates the pricing and payment collection for small to mid-sized doctors offices as well as for healthcare providers...huge opportunities as people look to gain efficiency in the healthcare system.

Advanced Metering technology that allows the monitoring of energy and resource concumption near real time...benefits the consumer and the utility provider. Allows for efficiency gains at the utilities because of monitoring capabilities as well as inproving response time to outages...used in water, gas and electric meters. Technology is a two-way communication system that is a major improvement over exisiting drive-by technology that allows data to be monitored locally and from a base station.

pure play on diabetes epidemic...provides mail order diabetes supplies as well as other pharmacy goods. Works with Medicare at almost no cost to consumer.`

Internationally exposed REIT focused on industrial/logistics leasing. Management team has deep relationships with governments and clients. Uses off balance sheet development funds to organize/build properties and lease them up. The company then buys out third-party investors and places the fully developed properties into PLD's portfolio to hold for cashflow and appreciation. Receives management fees from development funds which suppliment property cashflows.

play on the air conditioning replacement cycle...you take your pick: global warming, global skyscaper development, efficiency standard increases, rise in global wealth, etc...bit of a value play