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United Parcel ServicesUPSCOMMENTDec 10, 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.
Usually a lot of the transportation companies will end up passing through fuel prices, up or down, to their end customers. Over the longer-term, they seem to have a relatively steady margin. Really likes this company and it is just a matter of finding the right price to buy it at. A good, long term grower. They are the world leader. There is a logistical advantage that they have by being the biggest. A good, steady stock.