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United Parcel ServicesUPSSELLJan 25, 2016Stock 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.
This has been underperforming FedEx (FDX-N) for some time. What is worrying the street and the market generally is growth. It is really hard to see how the stock is going to perform and if you own, you should lighten up. You could consider 3M (MMM-N) instead.