Steve Grasso WestRock WRK-Q BUY Jun 16, 2021

UPS is up 19% YTD, Fedex 13%. UPS' CEO is right--there is plenty of competition now and coming. He doesn't know how this will shake out. Wouldn't buy either, but happy to own WRK, a paper and container company that'll be benefit whatever happens.

Steve Grasso

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They make paperboard, an industry he knows from his father. These companies will build new factories to meet demand. When paper peaks, then inflation will be under control. They report Thursday.

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Steve Grasso WestRock WRK-Q BUY Jun 16, 2021

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