guaranteed blowout earnings...problem is guidance going forward could be lowered...buying opportunity? maybe....any refunds offered by UPS for delays during christmas will show up in next quarters' earnings.....weather always a concern going into this quarter...Louisville is the key...if Kentucky comes to a stand still because of weather it will cost the company a bundle...but sometimes one time events are dismissed by investors...and expect a bump in dividends....good luck
Certainly agree on the blow-out earnings. Keep in mind too that the comps are based upon a Sandy impacted season a year ago. The discussion with Amazon I think will be more civil than folks might think. I'm sure the executives at Amazon realize they were extremely self-serving this peak season and perhaps for P/R purposes made UPS into the bad guy. but upon further reflection and considering their options I think the solution will be fair and equitable. Weather is clearly an ongoing problem as it appears this is destined to be a tougher than usual winter season. I'm wondering if we've decided to use driver helpers a bit longer than usual or if the Teamsters contract even allows it. With the expected huge numbers of returns and use of gift cards via on-line shipping (exacerbated by the weather issues) I suspect our January volume should still be off the charts. In any event, I'm looking for either an $.07 or $.08 increase in the dividend and some self-control over share buy-backs at elevated share prices. I'd much rather we go for more infrastructure, NG stuff and dividend upping.