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United Parcel ServicesUPSCOMMENTMar 09, 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.
This is in the industrial space, and with the economy moving along and getting stronger, it will be a name that will probably do well going forward. Trading at around 18X earnings with about a 9% growth rate, so it is not too cheap at this point. It has dropped below its 200-day moving average, which concerns him a little.