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United Parcel ServicesUPSBUYNov 16, 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.
A Covid vaccine distribution play They have a freezer farm in the U.S. and Holland, cold enough to transport the Pfzier vaccine. That's a definite plus. They recently reported a strong quarter, but didn't issue guidance, so the stock got hammered. The stock has since recovered. The coming holiday season is crucial for UPS. He believes in the new CEO to deliver this season and in delivering vaccines.