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United Parcel ServicesUPSCOMMENTFeb 20, 2015Stock 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.
FedEx (FDX-N) or UPS (UPS-N)? Both are decent early cycle industrial stocks. If the global economy suddenly improved, both should do quite well and quite quickly. They are huge beneficiaries of lower oil prices. Historically FedEx has been thought of as the better operator, better return figures and better margin figures. There is a huge sweet spot in transportation in North America, and that is the rails.