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United Parcel ServicesUPSCOMMENTJul 22, 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.
UPS (UPS-N) versus FedEx (FDX-N)? Of the 2, he would buy FedEx. This one has had some operational stumbles. In the last 2 holiday seasons, it has not executed the way FedEx has, and it has come home to roost.