United Parcel Services (UPS-N)

Business isn't good for them (or FedEx). Shares are -20% this year. They seem to be getting their act together, but it's tough to own.

He questions their strategy. Prefers FedEx.

Is -16% the past year, and yields 5%. After reading an article today about UPS, he'd rather buy FedEx.

Leans more domestic. Very profitable, historical 20% ROE. Very good dividend and historically stable, though payout ratio is getting uncomfortably high so be careful. Good growth. Lots of opportunity to enhance efficiencies.

A dividend pick for 2025. Is down a lot from their highs. A contrarian play. It pays around a 5% dividend yield. It trades at a reasonable valuation and offers decent earnings growth in 2025 of 5-7%. Collect the dividend and enjoy a little capital appreciation on top. You won't shoot the lights out, but you can relax with this steady earner.

It's gone down so much and there's more fear heading into the holiday season. You get the 5% dividend yield, but share remain too expensive.

It is OK for a long term play and pays a dividend. Everyone uses it so it is a safe investment but not very exciting. What happens if the U.S. economy slows down.

Guided down in a very competitive space. Down 34% over 3 years. Consumers are slowing down, and this may significantly hurt volumes. 

She just bought it. Unlike last year, their labour negotiations are now out of the way, earnings will grow 15-20% into 2026 and trades at a low 14x PE. Even if earnings are only 10%, she'll take it at that PE. It pays a fine 4.8% dividend.

Not a good option. Turnarounds seldom work out. No growth or capital appreciation in business. High capital requirements. Not a great business model. Better options available for investors in the markets. 

He prefers FedEx which isn't doing that well now. UPS pays a 4.4% dividend, but that isn't enough reason to buy it. He needs to see real earnings momentum.

Sold it because of the slowing economy, and the company suffers from higher costs and lower volumes.

He just sold it. He was recommending this until their earnings report proved him wrong. Their margins were 8% vs. 13% historically. He's humbled. It will have to fall a lot before he considers buying it back.

She'd buy at $125. They've had to deal with a lot including the strike and inflation. Margins are under pressure from Amazon, but $125/share is the safe pre-pandemic PE and collecting a 5% dividend? She can live with that.