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United Parcel ServicesUPSBUYJun 16, 2021Stock 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.
UPS has done a great job showing capacity discipline and has pricing power. We're not late cycle, otherwise he would stay away from transports like UPS and FedEx. UPS Q1 numbers saw shares spike and has since given some back. Now is a buying opportunity.