The world’s largest package delivery company, UPS has spread brown around the world to enable global commerce.
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Same idea here as I have on FedEx - people will do more and more business digitally as fuel prices rise. This has to lead to a situation where these guys struggle to keep up. Odds are that at most, they beat the S&P by a little. But there's a decent chance they suffer a long, slow decline.
Watch for a spike if oil drops. At $4.00 per gallon consumer behavior begins to change, demand declines and the price will fall.
Watch for a spike if oil drops. At $4.00 per gallon consumer behavior begins to change, demand declines and the price will fall.
Hey Dan,The idea makes sense but there are some business transactions you just can't do online. Sometimes you need "stuff" and the only way to get it is to order it. A physical item many times can't be replicated electronically. Try sitting in that electronic version of an office chair. ;> I agree short term this is a killer, but longer term I gotta believe they'll do okay.Rich