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United Parcel ServicesUPSDON'T BUYFeb 25, 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.
Stumbled in the 4th quarter on the cost side. Had a lot of trouble, which seemed to be company specific. Because of that, he would favour FedEx (FDX-N) over this. Also, this is a little more expensive on a valuation basis.