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United Parcel ServicesUPSPAST TOP PICKJun 14, 2018Stock 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.
(A Top Pick Sept 27/17, up 1%). The largest small parcel company in the world. Amazon will not crush them. They have large economies of scale. Amazon needs UPS and FedEx. Is cheap at 14X next year’s earnings and thinks it is going higher.