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United Parcel ServicesUPSCOMMENTNov 17, 2014Stock 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.
Too expensive for him. It's a really good business. Exposed to favourable dynamics, in the US especially if he is right about the US economy improving. This also benefits obviously from lower energy costs. Also, from the ongoing transition to online shopping and delivery.