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United Parcel ServicesUPSBUYOct 23, 2020Stock 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.
E-commerce is on fire and the CEO used to run Home Depot. It reports Wednesday. He has faith in the new CEO.