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The world’s largest package delivery company, UPS has spread brown around the world to enable global commerce.
UPS doesn't have much room for growth.
For reference point and to allow for comments by others. As of the end of March, 2013.ROE 15.15%Trailing PE 95.44PB 20.28Div yield 2.90%
Ecommerce growth is exploding, especially on the mobile front. Whether we choose to have products delivered to our door OR pick up in store, firms like UPS will be moving all of the goods behind the scenes for us.
overseas presence and revenue will continue to grow, coupled with eventual recovery of US and Europe will propel this upwards
Unedited excerpt from a CAPSCall article anticipated for pubication on 27-DEC-2012:The next selection for the newly launched Inflation-Protected Income Growth Portfolio is shipping magnate United Parcel Service (NYSE: UPS). Well known for its iconic brown trucks and its catchy “we love logistics” commercials, UPS delivers for Amazon.com (Nasaq: AMZN) and many other online retailers.The company has paid a stable or rising dividend every year since 2001. If you ignore the one-time dividend around the time of its 1999 IPO (that got paid in 2000), its dividend has been stable or upward moving the entire time the company has been publicly traded.
Online shopping=$ for UPS
Long-term bullish on domestic and international shipping. Until DDD starts to build me everything I can buy on Amazon.com, UPS is going to continue to increase its customer base.
UPS will outperform the S&P because of the growing sector of shipping (with online purchases), and can take over some market space from the shriveling USPS.
I like duopolies. Coke needs Pepsi, Moody's needs S&P, Boeing needs Airbus, Android needs iOS, Intel needs AMD and UPS needs FedEx. Essentially I view them as the same company but because they have a sworn enemy, legislators stay out of their way. Further, with the coming demise of the USPS these guys will see a bump in future years.
The UPS man is much friendlier than the mail lady.
Inventory management in high demand.
13x FCF is a great price to own one of the global transportation duopolists. Add in a 2.9% divvy, and this stock will crush the market going forward.
If it moves, UPS moves it. More importantly, they move it more efficiently and more profitably than FDX or anyone else. Super high barriers to entry. Extremely wide moat. Great dividend. Wonderful company at a reasonable price. Long term hold.
Moving more in a moving world.
Brown can do great things for your portfolio.
As the U.S. Postal Service raises prices and pulls back on service, UPS is perfectly positioned to benefit. It's cheaper than FedEx and more reliable than USPS, plus it's Amazon's carrier of choice.
With USPS cutting back and raising prices, will be a virtual monopoly with UPS in a few years.
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