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United Parcel ServicesUPSCOMMENTNov 07, 2012Stock price when the opinion was issued
As of Jun 18, 2026. Market Open.
Owns UPS instead, and it's good that FedEx that both are focusing on profitability. She prefers UPS for having more density in its ground business and more tied to e-commerce which will remain strong. UPS is exposed to Amazon, which some feel is a risk, but she doesn't anymore, because Amazon can't invest more in infrastructure anymore.
Doesn’t know this one that well specifically but if you look at what they are in structurally, it should be a company that benefits from an increase in the economy. Made an acquisition of TNT, which was a distressed company so presume they got it at a pretty good price. If you are a believer in the US economy and trade and Internet, then this should be a beneficiary of e-commerce.