United Parcel Services

UPS-N

NYSE:UPS

96.72
0.42 (0.44%)
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 WEAKNESS
BUY WEAKNESS
August 21, 2013

Generally likes shippers. Long-term view is positive in that e-commerce is a developing theme that will continue on and on. Shipping times keep getting less and this company and UPS (UPS-N) will benefit. He would watch fuel prices as this is a headwind that is a big component of shippers. Would look to take advantage of any kind of price weakness on either of these names.

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Generally likes shippers. Long-term view is positive in that e-commerce is a developing theme that will continue on and on. Shipping times keep getting less and this company and UPS (UPS-N) will benefit. He would watch fuel prices as this is a headwind that is a big component of shippers. Would look to take advantage of any kind of price weakness on either of these names.

TOP PICK
TOP PICK
February 4, 2013

Shopping on line. Play on increasing global freight and the trend for shopping on line. Good at passing capital back to shareholders. Increased dividend for last 10 years except 2008. Another 10% expected this year. Good growth angle. 2.8% yield. Less beta than the S&P 500. Currency issues do affect them.

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Shopping on line. Play on increasing global freight and the trend for shopping on line. Good at passing capital back to shareholders. Increased dividend for last 10 years except 2008. Another 10% expected this year. Good growth angle. 2.8% yield. Less beta than the S&P 500. Currency issues do affect them.

COMMENT
COMMENT
November 7, 2012

Doesn’t know this one that well specifically but if you look at what they are in structurally, it should be a company that benefits from an increase in the economy. Made an acquisition of TNT, which was a distressed company so presume they got it at a pretty good price. If you are a believer in the US economy and trade and Internet, then this should be a beneficiary of e-commerce.

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Doesn’t know this one that well specifically but if you look at what they are in structurally, it should be a company that benefits from an increase in the economy. Made an acquisition of TNT, which was a distressed company so presume they got it at a pretty good price. If you are a believer in the US economy and trade and Internet, then this should be a beneficiary of e-commerce.

BUY
BUY
August 28, 2012

Global player. Likes it. A good dividend player and a good growth company to own here. He would look at UPS and FEDEX and gauge, which is the better valuation. Thinks UPS would be slightly better. If you are positive on global growth this is a good investment.

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Global player. Likes it. A good dividend player and a good growth company to own here. He would look at UPS and FEDEX and gauge, which is the better valuation. Thinks UPS would be slightly better. If you are positive on global growth this is a good investment.

COMMENT
COMMENT
August 20, 2010
Very profitable company with a strong franchise. Global distribution network is very hard for competition to replicate. Highly cyclical and depends on the level of shipments, which is dependent on the economy.
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Very profitable company with a strong franchise. Global distribution network is very hard for competition to replicate. Highly cyclical and depends on the level of shipments, which is dependent on the economy.
WEAK BUY
WEAK BUY
May 10, 2010
FedEx (FEX-N) and United Parcel Service (UPS-N) are both viewed as barometers for the general economy. He prefers FedEx of the two. Gross margins and expense ratios indicate they are better run company.
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FedEx (FEX-N) and United Parcel Service (UPS-N) are both viewed as barometers for the general economy. He prefers FedEx of the two. Gross margins and expense ratios indicate they are better run company.
SELL
SELL
June 8, 2009
A reflection of the US economy because they ship the goods. Thinks the recovery has been ahead of itself. If you have made some money he would take some profits.
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A reflection of the US economy because they ship the goods. Thinks the recovery has been ahead of itself. If you have made some money he would take some profits.
PARTIAL BUY
PARTIAL BUY
January 22, 2009
Great company and is run very efficiently and stock is not very expensive. Very much tied to the US economy. Unfortunately, there will be more bad news over the next few quarters. Be patient and spread your purchases.
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Great company and is run very efficiently and stock is not very expensive. Very much tied to the US economy. Unfortunately, there will be more bad news over the next few quarters. Be patient and spread your purchases.
PAST TOP PICK
PAST TOP PICK
July 31, 2008
(A Top Pick July 31/07. Down 14.9%.) Down partly due to fuel prices and a slowing economy. Strong balance sheet.
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(A Top Pick July 31/07. Down 14.9%.) Down partly due to fuel prices and a slowing economy. Strong balance sheet.
PAST TOP PICK
PAST TOP PICK
March 3, 2008
(A Top Pick Mar 30/07. Up 3% including dividends.) Great balance sheet and continues to grow its revenues very well. Passing on higher fuel costs to customers. Likes its global platform and the play on global trade. Long-term hold.
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(A Top Pick Mar 30/07. Up 3% including dividends.) Great balance sheet and continues to grow its revenues very well. Passing on higher fuel costs to customers. Likes its global platform and the play on global trade. Long-term hold.
PARTIAL BUY
PARTIAL BUY
July 17, 2007
An outstanding franchise. There are only 2 global companies, FedEx (FDX-N) and UPS that dominate the movement of goods. These are companies that you want to continually buy on a regular basis.
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An outstanding franchise. There are only 2 global companies, FedEx (FDX-N) and UPS that dominate the movement of goods. These are companies that you want to continually buy on a regular basis.
DON'T BUY
DON'T BUY
May 24, 2007
Has always been overvalued to him. Probably one of the most well run companies that there is. His model price is $65.01, an 8% negative differential.
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Has always been overvalued to him. Probably one of the most well run companies that there is. His model price is $65.01, an 8% negative differential.
DON'T BUY
DON'T BUY
April 24, 2007
Very high quality and well-run business, but is not participating in the strong market. If looking for transportation, look at Canadian Pacific (CP-T), which benefits from international trade.
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Very high quality and well-run business, but is not participating in the strong market. If looking for transportation, look at Canadian Pacific (CP-T), which benefits from international trade.
TOP PICK
TOP PICK
March 30, 2007
Struggling because about 65% of revenues come from North American local shipping, which is economically sensitive. Trades at around 16 X earnings. Earnings are growing fantastically. Good price. Business is growing very rapidly.
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Struggling because about 65% of revenues come from North American local shipping, which is economically sensitive. Trades at around 16 X earnings. Earnings are growing fantastically. Good price. Business is growing very rapidly.
DON'T BUY
Prefers FedEx.
Showing 61 to 75 of 81 entries