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United Parcel ServicesUPSPAST TOP PICKAug 26, 2019Stock 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 Sep 05/18, Down 5%) Has sold some of this. UPS is more resilient than FedEx. Long-term it's a great play on e-commerce--more stuff is getting delivered. It's a short-term trade now--global trade is a little off--but a long-term hold. It's the best company in this industry. Pays over a 3% dividend yield.