Spoke with CFO awhile back about door panels. He said very low margin business so earnings impact low. Speaking with others about new biz. The real focus is higher margin specialty products. We have known about door panels for two years was in 10-K for 2009. Noted also that acquistions at historic rates of return will add $.45/shr to earnings using $3/shr of cash excess cash. UFPT is along term holding.
Also got indication that this years and next years estimates of $1.52 and $1.68 and "doable" without any acquisitions--feeling impact of better economy. If they make an acquisition, it can add $.30-.45/shr. I have owned this for a long time and know selling into a weak day is a losing strategy.