United Parcel Services

UPS-N

NYSE:UPS

99.28
0.43 (0.43%)
United Parcel Service is a package delivery company and a provider of supply chain management solutions.
More at Wikipedia

Analysis and Opinions about UPS-N

Signal
Opinion
Expert
BUY
BUY
February 27, 2017

Has a huge position in FedEx (FDX-N) which is where he sticks his claim on the whole delivery space. However, this would certainly be something he would be happy to own. Doesn’t know why it has dropped, but would take advantage of it.

Show full opinionHide full opinion

Has a huge position in FedEx (FDX-N) which is where he sticks his claim on the whole delivery space. However, this would certainly be something he would be happy to own. Doesn’t know why it has dropped, but would take advantage of it.

TOP PICK
TOP PICK
February 21, 2017

The world’s largest, global logistic company. The largest provider of small package and document delivery in the world. There was a little disappointment with their earnings last quarter and the stock pulled off, making it a great buying opportunity. Trading at 16X next year’s earnings and a 5% free cash flow yield. Dividend yield of 3.08%. (Analysts’ price target is $115.)

Show full opinionHide full opinion

The world’s largest, global logistic company. The largest provider of small package and document delivery in the world. There was a little disappointment with their earnings last quarter and the stock pulled off, making it a great buying opportunity. Trading at 16X next year’s earnings and a 5% free cash flow yield. Dividend yield of 3.08%. (Analysts’ price target is $115.)

COMMENT
COMMENT
January 3, 2017

He likes the carrier space and has done quite well on them. This one is acting well and has not been part of this whole run up. It is drifting higher on half decent volume. He thinks this is going to go higher.

Show full opinionHide full opinion

He likes the carrier space and has done quite well on them. This one is acting well and has not been part of this whole run up. It is drifting higher on half decent volume. He thinks this is going to go higher.

PAST TOP PICK
PAST TOP PICK
December 13, 2016

(A Top Pick Oct 27/16. Up 11.94%.) This has an extremely strong seasonal trend coming into the holiday season. It has outperformed the S&P 500 80% of the time. October 10 is the time to get in, and December 8 is the time to get out.

Show full opinionHide full opinion

(A Top Pick Oct 27/16. Up 11.94%.) This has an extremely strong seasonal trend coming into the holiday season. It has outperformed the S&P 500 80% of the time. October 10 is the time to get in, and December 8 is the time to get out.

TOP PICK
TOP PICK
October 27, 2016

From early in the year he has been talking about it. They do well from Oct. to Dec. each year.

Show full opinionHide full opinion

From early in the year he has been talking about it. They do well from Oct. to Dec. each year.

SELL
SELL
February 18, 2016

Normally when a stock goes down 10%, he ditches it, and probably before it gets there. Doesn’t like this stock. All the fundamentals are quite weak. FedEx (FDX-N) is the preferable route to go if you want to be in shipping, but with weaker overall growth in Europe and the US, and with market expectations coming down, you should just Sell on any up day.

Show full opinionHide full opinion

Normally when a stock goes down 10%, he ditches it, and probably before it gets there. Doesn’t like this stock. All the fundamentals are quite weak. FedEx (FDX-N) is the preferable route to go if you want to be in shipping, but with weaker overall growth in Europe and the US, and with market expectations coming down, you should just Sell on any up day.

SELL
SELL
January 25, 2016

This has been underperforming FedEx (FDX-N) for some time. What is worrying the street and the market generally is growth. It is really hard to see how the stock is going to perform and if you own, you should lighten up. You could consider 3M (MMM-N) instead.

Show full opinionHide full opinion

This has been underperforming FedEx (FDX-N) for some time. What is worrying the street and the market generally is growth. It is really hard to see how the stock is going to perform and if you own, you should lighten up. You could consider 3M (MMM-N) instead.

DON'T BUY
DON'T BUY
January 8, 2016

We are in a period of seasonal strength for industrial companies in general, but everything seems to be rolling over. Chart shows it is coming back down to support at $94, but that was broken today. January until May is the next run up seasonally.

Show full opinionHide full opinion

We are in a period of seasonal strength for industrial companies in general, but everything seems to be rolling over. Chart shows it is coming back down to support at $94, but that was broken today. January until May is the next run up seasonally.

COMMENT
COMMENT
December 11, 2015

FedEx (FDX-N) or UPS (UPS-N)? Both very good companies. Everybody is now buying online, and both companies are bulking up for the peak season. They have both equally increased prices. As an income investor he has always preferred this one. Feels it is a better run business with higher margins. Gives a higher return on capital with a much more aggressive return of capital back to shareholders with a large dividend and a significant share buyback. Dividend yield of about 3%.

Show full opinionHide full opinion

FedEx (FDX-N) or UPS (UPS-N)? Both very good companies. Everybody is now buying online, and both companies are bulking up for the peak season. They have both equally increased prices. As an income investor he has always preferred this one. Feels it is a better run business with higher margins. Gives a higher return on capital with a much more aggressive return of capital back to shareholders with a large dividend and a significant share buyback. Dividend yield of about 3%.

COMMENT
COMMENT
December 8, 2015

FedEx (FDX-N) or UPS (UPS-N)? Model price of $55.90 versus $102.45. This company blew out its balance sheet. Of the 2, he would look at FedEx before he would look at this one.

Show full opinionHide full opinion

FedEx (FDX-N) or UPS (UPS-N)? Model price of $55.90 versus $102.45. This company blew out its balance sheet. Of the 2, he would look at FedEx before he would look at this one.

COMMENT
COMMENT
July 22, 2015

UPS (UPS-N) versus FedEx (FDX-N)? Of the 2, he would buy FedEx. This one has had some operational stumbles. In the last 2 holiday seasons, it has not executed the way FedEx has, and it has come home to roost.

Show full opinionHide full opinion

UPS (UPS-N) versus FedEx (FDX-N)? Of the 2, he would buy FedEx. This one has had some operational stumbles. In the last 2 holiday seasons, it has not executed the way FedEx has, and it has come home to roost.

DON'T BUY
DON'T BUY
April 2, 2015

It is a bellwether. It is US economy sensitive. It broke out in 2013 and is now trying to break its trend line to the downside. It is below the 200 day and below the 50 day and the 50 is below the 200. It is very worrisome.

Show full opinionHide full opinion

It is a bellwether. It is US economy sensitive. It broke out in 2013 and is now trying to break its trend line to the downside. It is below the 200 day and below the 50 day and the 50 is below the 200. It is very worrisome.

HOLD
HOLD
April 1, 2015

The future in retailing in a large part is online, and those goods have to get to you somehow. This company has certainly committed to rewarding shareholders. They have a good solid dividend and have committed to repurchasing shares. A good, long term hold.

Show full opinionHide full opinion

The future in retailing in a large part is online, and those goods have to get to you somehow. This company has certainly committed to rewarding shareholders. They have a good solid dividend and have committed to repurchasing shares. A good, long term hold.

DON'T BUY
DON'T BUY
March 30, 2015

Had a real misstep in their 4th quarter, but it all came back to their execution over the holiday season. This is 2 years in a row. Did some serious cost cutting which the street liked, but some times you can cut to the bone. He thinks this is what happened here. They are not executing well.

Show full opinionHide full opinion

Had a real misstep in their 4th quarter, but it all came back to their execution over the holiday season. This is 2 years in a row. Did some serious cost cutting which the street liked, but some times you can cut to the bone. He thinks this is what happened here. They are not executing well.

DON'T BUY
DON'T BUY
February 25, 2015

Stumbled in the 4th quarter on the cost side. Had a lot of trouble, which seemed to be company specific. Because of that, he would favour FedEx (FDX-N) over this. Also, this is a little more expensive on a valuation basis.

Show full opinionHide full opinion

Stumbled in the 4th quarter on the cost side. Had a lot of trouble, which seemed to be company specific. Because of that, he would favour FedEx (FDX-N) over this. Also, this is a little more expensive on a valuation basis.

Showing 31 to 45 of 81 entries