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United Parcel ServicesUPSTOP PICKFeb 04, 2013Stock 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.
Shopping on line. Play on increasing global freight and the trend for shopping on line. Good at passing capital back to shareholders. Increased dividend for last 10 years except 2008. Another 10% expected this year. Good growth angle. 2.8% yield. Less beta than the S&P 500. Currency issues do affect them.