50% off Premium Yearly
United Parcel ServicesUPSBUYFeb 27, 2017Stock 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.
Has a huge position in FedEx (FDX-N) which is where he sticks his claim on the whole delivery space. However, this would certainly be something he would be happy to own. Doesn’t know why it has dropped, but would take advantage of it.