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United Parcel ServicesUPSDON'T BUYDec 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.
There are differences between this and FedEx (FDX-N). This company is more of a ground/domestic provider. FedEx is very much skewed to air freight. They said this morning that earnings were “bad”, but thinks that what really happens in a situation like this is that expectations are built in to a level, and if they fail to hit those expectations, they are characterized as “bad”. They had good growth and this is a good company. He tends not to buy these types of companies as they move into their sweet spot of the seasonal delivery time, because that is when they get the most attention and the premium build. He would tend to stay away from companies like this at this time. FedEx is probably the company he would go to, but not at this time.