United Parcel Services

UPS-N

NYSE:UPS

99.72
0.10 (0.10%)
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
COMMENT
COMMENT
February 20, 2015

FedEx (FDX-N) or UPS (UPS-N)? Both are decent early cycle industrial stocks. If the global economy suddenly improved, both should do quite well and quite quickly. They are huge beneficiaries of lower oil prices. Historically FedEx has been thought of as the better operator, better return figures and better margin figures. There is a huge sweet spot in transportation in North America, and that is the rails.

Show full opinionHide full opinion

FedEx (FDX-N) or UPS (UPS-N)? Both are decent early cycle industrial stocks. If the global economy suddenly improved, both should do quite well and quite quickly. They are huge beneficiaries of lower oil prices. Historically FedEx has been thought of as the better operator, better return figures and better margin figures. There is a huge sweet spot in transportation in North America, and that is the rails.

PAST TOP PICK
PAST TOP PICK
December 23, 2014

(A Top Pick Oct 28/14. Up 9.92%.) October to now is a very strong seasonal trend for stocks. From 2000, when this company initially went public, it has produced an average rate of return of 8.5%. This year it was over 14%.

Show full opinionHide full opinion

(A Top Pick Oct 28/14. Up 9.92%.) October to now is a very strong seasonal trend for stocks. From 2000, when this company initially went public, it has produced an average rate of return of 8.5%. This year it was over 14%.

DON'T BUY
DON'T BUY
December 17, 2014

There are differences between this and FedEx (FDX-N). This company is more of a ground/domestic provider. FedEx is very much skewed to air freight. They said this morning that earnings were “bad”, but thinks that what really happens in a situation like this is that expectations are built in to a level, and if they fail to hit those expectations, they are characterized as “bad”. They had good growth and this is a good company. He tends not to buy these types of companies as they move into their sweet spot of the seasonal delivery time, because that is when they get the most attention and the premium build. He would tend to stay away from companies like this at this time. FedEx is probably the company he would go to, but not at this time.

Show full opinionHide full opinion

There are differences between this and FedEx (FDX-N). This company is more of a ground/domestic provider. FedEx is very much skewed to air freight. They said this morning that earnings were “bad”, but thinks that what really happens in a situation like this is that expectations are built in to a level, and if they fail to hit those expectations, they are characterized as “bad”. They had good growth and this is a good company. He tends not to buy these types of companies as they move into their sweet spot of the seasonal delivery time, because that is when they get the most attention and the premium build. He would tend to stay away from companies like this at this time. FedEx is probably the company he would go to, but not at this time.

COMMENT
COMMENT
December 10, 2014

Usually a lot of the transportation companies will end up passing through fuel prices, up or down, to their end customers. Over the longer-term, they seem to have a relatively steady margin. Really likes this company and it is just a matter of finding the right price to buy it at. A good, long term grower. They are the world leader. There is a logistical advantage that they have by being the biggest. A good, steady stock.

Show full opinionHide full opinion

Usually a lot of the transportation companies will end up passing through fuel prices, up or down, to their end customers. Over the longer-term, they seem to have a relatively steady margin. Really likes this company and it is just a matter of finding the right price to buy it at. A good, long term grower. They are the world leader. There is a logistical advantage that they have by being the biggest. A good, steady stock.

COMMENT
COMMENT
December 8, 2014

A lot of stores that have online services and are talking about the growth rates in that area as being a lot higher. That speaks directly to something like this company. There is certainly a lot of positive momentum.

Show full opinionHide full opinion

A lot of stores that have online services and are talking about the growth rates in that area as being a lot higher. That speaks directly to something like this company. There is certainly a lot of positive momentum.

DON'T BUY
DON'T BUY
November 24, 2014

This probably isn’t the time to be buying one of these companies. They tend to do quite well leading into the period between Thanksgiving and end of the year. That is their big volume time. He would prefer FedEx (FDX-N), which has a little more growth potential and are a little bit more involved in cost-cutting.

Show full opinionHide full opinion

This probably isn’t the time to be buying one of these companies. They tend to do quite well leading into the period between Thanksgiving and end of the year. That is their big volume time. He would prefer FedEx (FDX-N), which has a little more growth potential and are a little bit more involved in cost-cutting.

COMMENT
COMMENT
November 17, 2014

Too expensive for him. It's a really good business. Exposed to favourable dynamics, in the US especially if he is right about the US economy improving. This also benefits obviously from lower energy costs. Also, from the ongoing transition to online shopping and delivery.

Show full opinionHide full opinion

Too expensive for him. It's a really good business. Exposed to favourable dynamics, in the US especially if he is right about the US economy improving. This also benefits obviously from lower energy costs. Also, from the ongoing transition to online shopping and delivery.

BUY
BUY
October 29, 2014

FedEx (FDX-N) or UPS (UPS-N)? Right now would be a good time to buy either of these as you have the holiday season coming up, which is usually a good time for delivery companies. Fuel is a huge component going forward, and the current correction in fuel costs will be good, so this would be an attractive time. He would probably rank this one over FedEx as he expects it would have a little more upside at this point.

Show full opinionHide full opinion

FedEx (FDX-N) or UPS (UPS-N)? Right now would be a good time to buy either of these as you have the holiday season coming up, which is usually a good time for delivery companies. Fuel is a huge component going forward, and the current correction in fuel costs will be good, so this would be an attractive time. He would probably rank this one over FedEx as he expects it would have a little more upside at this point.

TOP PICK
TOP PICK
October 28, 2014

The seasonal period is from October 10th to December 8th. This trade has worked 93% of the time and produced an average return of 8.1% since 2000. You don't want to wait until Christmas to exit; you want to get out before. Right at the peak when the whole delivery system occurs, around December 8th.

Show full opinionHide full opinion

The seasonal period is from October 10th to December 8th. This trade has worked 93% of the time and produced an average return of 8.1% since 2000. You don't want to wait until Christmas to exit; you want to get out before. Right at the peak when the whole delivery system occurs, around December 8th.

WAIT
WAIT
August 22, 2014

Is underperforming the stock. It is testing its 20 day moving average. Seasonally it is strong from end of October through Christmas. He looks for base building prior to the seasonal period of strength. The technicals are not there now for buying the stock.

Show full opinionHide full opinion

Is underperforming the stock. It is testing its 20 day moving average. Seasonally it is strong from end of October through Christmas. He looks for base building prior to the seasonal period of strength. The technicals are not there now for buying the stock.

COMMENT
COMMENT
August 20, 2014

An interesting company because it really is a proxy on the economy. It is about 60% domestically based and tends to be more ground than air versus FedEx (FDX-N). What bothers him a little bit is the multiple. It is trading at 19-19.5 times earnings. It just doesn’t seem to have a lot of upside from that standpoint, and some risk that it might fall back to a normalized trend in the 15-16 range.

Show full opinionHide full opinion

An interesting company because it really is a proxy on the economy. It is about 60% domestically based and tends to be more ground than air versus FedEx (FDX-N). What bothers him a little bit is the multiple. It is trading at 19-19.5 times earnings. It just doesn’t seem to have a lot of upside from that standpoint, and some risk that it might fall back to a normalized trend in the 15-16 range.

DON'T BUY
DON'T BUY
July 24, 2014

United Parcel Service (UPS-N) or FedEx (FDX-N)? Both are doing well from a stock side, better than on a fundamental side. This one is more of a ground transport play. FedEx is the air play. FedEx has been more proactive in terms of the management of their business, and are trying to wring out about $1.6 billion annually by the beginning of 2016. For the time being he would pass on both of these as they are a little too expensive on the multiple and valuation side.

Show full opinionHide full opinion

United Parcel Service (UPS-N) or FedEx (FDX-N)? Both are doing well from a stock side, better than on a fundamental side. This one is more of a ground transport play. FedEx is the air play. FedEx has been more proactive in terms of the management of their business, and are trying to wring out about $1.6 billion annually by the beginning of 2016. For the time being he would pass on both of these as they are a little too expensive on the multiple and valuation side.

BUY
BUY
June 5, 2014

Best option. Big competitor is FedEx. UPS is the premier franchise. One network instead of two for FedEx. Less demand for capital. Higher dividend and much better return of capital. FedEx is restructuring. But for consistent return and dividend increase, UPS stands out.

Show full opinionHide full opinion

Best option. Big competitor is FedEx. UPS is the premier franchise. One network instead of two for FedEx. Less demand for capital. Higher dividend and much better return of capital. FedEx is restructuring. But for consistent return and dividend increase, UPS stands out.

PAST TOP PICK
PAST TOP PICK
February 10, 2014

(Top Pick Feb 04’13, Up 21.89%) Came out and said in January that they had trouble with the surge in overnight packaging demand between Thanksgiving and January this year. They recognize the issue and are trying to fix it. They have one network and are not capital intensive. Dividends will continue going forward.

Show full opinionHide full opinion

(Top Pick Feb 04’13, Up 21.89%) Came out and said in January that they had trouble with the surge in overnight packaging demand between Thanksgiving and January this year. They recognize the issue and are trying to fix it. They have one network and are not capital intensive. Dividends will continue going forward.

BUY
BUY
November 25, 2013

(Market Call Minute) It is very tied to economic growth.

Show full opinionHide full opinion

(Market Call Minute) It is very tied to economic growth.

Showing 46 to 60 of 81 entries