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United Parcel Service, Inc. (UPS)

NYSE - NYSE Delayed Price. Currency in USD
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193.75+2.33 (+1.22%)
At close: 4:02PM EDT
193.50 -0.25 (-0.13%)
After hours: 07:43PM EDT
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  • R
    Rick
    JC, so tell us, are you an ex UPS supervisor that never made manager? Why so negative? Did you sell all your stock at $75?? UPS invested over $13 billion in Capex in 2018-2020 and took a lot of heat for it at the time. Abney stayed the course. HR will tell you UPS is not incurring the staffing issues at FedEx and the PO. The reason is simple. UPS drivers are the GOLD standard in the industry. The path to that job is thru the part time ranks in operations. It’s called opportunity, which UPS offers. UPS has now figured out how to manage peaks and valleys of volume distribution. Give credit where it’s due. Big Brown is firing on all cylinders!
  • G
    Gary
    so an analyst upgrades the stock and everyone runs out and buys it. pretty funny. so if the analyst says to jump off a bridge i suppose a lot of folks would do that too. can't folks think for themselves? even with all the alcohol in my system my brain cells can still process information and make a decision without relying on some bogus analysts to tell me what to do with my money. the analysts work for brokerages and are there to generate business. upgrade downgrade downgrade upgrade ...so folks keep buying and selling....
  • h
    honestamerican
    The port problem involvement is a big win for UPS. It will now dovetail the company into moving shipping containers all over the country. By the cost of getting the containers from International origins to the business customers in the U.S. UPS will have another large and very profitable source of additional revenue, The optics of their reliability will also benefit brand recognition. Another big win is for their Teamster drivers moving the product. Winning with infrastructure already in place.
  • R
    Rick
    So I’m hearing whispers that UPS will hit their numbers which is a good thing but our worry is how Tome will present it. So far she seems to be a half empty kind of spinner. She’ll have a lot of positives to hit on but as you know, future stock performance hinges on expectations. If she pushes the doom and gloom of inflation, worker shortages, supply chain back ups, etc., we could get slammed. If she stays positive, earnings day could be a plus.
  • D
    Dudesbag
    Mike Toth, an ex-Amazon operations executive, is now leading LaserShip and they've decided their best move for expanding services is via acquisition. Their corporate view is that shippers of all sizes are looking for alternatives to what UPS and FDX have been offering price-wise. UPS at least has kept their superior service levels while FDX has been charing high premiums with service issues. https://www.wsj.com/articles/lasership-is-buying-package-carrier-ontrac-in-a-1-3-billion-deal-11634166579
    The acquisition would extend LaserShip’s reach, bringing the last-mile delivery specialist closer to becoming a national carrier
    The acquisition would extend LaserShip’s reach, bringing the last-mile delivery specialist closer to becoming a national carrier
    www.wsj.com
  • A
    Andrew
    Big pre market this morning. Looks like we're heading to $190 again. Huge news.
  • R
    Rick
    We got a big endorsement from Stifel this morning. An upgrade to buy with a 20% increase in price by the end of the year based on peak and UPS strategy. Stifel is one of the tougher analysts to impress so their endorsement is a big deal. The premarket bump seems to agree as well. Should be a winning day!
  • J
    J.C.
    UPS investors need to pay attention to what UAW is demanding from Deere, and what Deere ends up conceding. Given the current pro union leftist administration, and tight labor supply, look for unions to become very bold and militant. The Teamsters are already on written record as calling for more "militant" members and action against management in upcoming negotiations. It isn't going to bode well for UPS when their contract is re-negotiated within 2 years, and the union militant leadership will be looking to muscle their will on the naive and inexperienced Carol Tome. FDX is the much better buy at the current stock price and PE multiples, but also has their own leadership problems as they appointed a Marketing guy who has no operational or financial management experience to be both their CEO and COO. Fred needs to appoint a strong COO to bring discipline back to FedEx.
    Neutral
  • D
    Dudesbag
    Here's a good story summarizing what we all know about the trucking industry in America. Since there is about a 1M driver shortage in America, it would seem that major focus should go to training people for this industry. The interviewed drive made a god point about the truck drive training schools having been shut down during the pandemic and falling behind their graduation schedules. That leads me to a question about UPS's situation concerning feeder and package car drivers. Since we generally promote from within, are we experiencing any problems in driver staffing? https://www.democraticunderground.com/1017687002
    Truck Driver Shortage Fuels Supply Chain Issues - The 11th Hour - MSNBC - Democratic Underground
    www.democraticunderground.com
  • A
    Andrew
    UPS is up 15.8% YTD. Great dividend investment.
    Bullish
  • D
    Dudesbag
    We all read last week where the Post Office is planning to make changes in a number of its operations and services. We know that Postmaster General Louis DeJoy has been an abysmal leader of the entity. Not that long ago, he was fingered for awarding a no-bid contract to XPO Logistics. A company he had previously founded was sold to XPO and as a result, he hold shares worth $75M in the company. Clearly in the eyes of any observer this would constitute a massive conflict of interest. But the Postal Board is just a paper tiger and is replacing its members takes essentially an act of congress. In any event, here's a pretty simplified overview of the situation from my Philly area local comment board. https://patch.com/pennsylvania/springfield-pa/s/hujxf/pa-joins-coalition-demanding-review-of-us-postal-service-overhaul?utm_term=article-slot-1&utm_source=newsletter-daily&utm_medium=email&utm_campaign=newsletter
    A formal complaint was filed this week as leaders from several states seek greater visibility into the future of the US Postal Service.
    A formal complaint was filed this week as leaders from several states seek greater visibility into the future of the US Postal Service.
    patch.com
  • l
    lonny s
    So, Yall know I got the 411 on the Phoenix and LA hubs. CHRISTMASS NUMBERS STARTED TWO WEEKS AGO. Hub managers are seeing a 3k to 5k package increase per day VS last year end of November numbers. Merry Christmass to us. So, I bought another 75k worth today.
  • J
    J.C.
    "Better not Bigger" UPS not going to invest much capital into expanding brick and mortar capacity, and will "milk the assets." That's the strategy of Carol Tome, former CFO at Home Depot who was passed over to be Home Depot's CEO when that positioned opened up....but was good enough to become UPS's CEO. What happens when there are only 3 national parcel carriers, and they are unwilling to expand brick and mortar capacity at a fast enough pace to accommodate the growth in the marketplace? The carriers price gouge their customers, on time service plummets, and new entrants enter the marketplace to fill the void. We saw Amazon invest BILLIONS to build their own transportation network when UPS, FDX, and USPS failed to make the investments necessary to accommodate eCommerce growth and provide Amazon with quality service at an economic price. We see Walmart is in the process of doing the same. Now we see low cost regional parcel carriers significantly accelerate their capex investments to expand their footprints to provide the needed capacity that UPS, USPS, and FDX are unable to provide. Case in point......LaserShip has just announced they want to extend their regional parcel-delivery operations across the entire U.S. They are buying Western rival OnTrac Logistics putting the business on a path to offer two-day shipping to nearly three-quarters of the U.S. population. LaserShip’s Josh Dinneen says he sees an opportunity to get bigger with an “aggressive expansion” plan next year that will fill in some areas like Chicago and Texas. DHL has also announced earlier this year that they will significantly increase their capex to expand their operations in the U.S. Despite there being record low interest rates to fund expansion of brick and mortar to accommodate growth i the marketplace, UPS, USPS, and to a lesser extent FDX choose to hunker down and pay down debt and increase dividends. The clock is ticking, and the high cost unionized carriers are the most vulnerable to losing significant share along with profit margins in the not too distant future. UPS will make a lot of money in the short term with their current no growth strategy, but will be the loser over time.
  • P
    Prosperous Bohunk
    I had to average down on $UPS in the 180s but I’m very glad I did. I was sort of hoping Tesla would have UPS semi trucks ready for the holidays but maybe next year.
    Bullish
  • G
    Gary
    my guess is that they may coe up a little short this quarter on the revenue side when compared to last year. i am not sure whether they can squeeze out an earnings win. so i am thinking the stock is dead money for awhile. go with enery, financials, commodities. that is where to make money in this market. good luck.
    Megatron, slayer of worlds
  • N
    N
    I'm hoping the 3rd qtr. is good and presented well! I'm also concerned that Amazon continues to grow at a break neck pace! I know of 4 major distribution centers that are huge within 250 miles of each other as well as there newest push to acquire long range air craft to reach china?? I just hope Carol has an eye on that as well!
  • D
    Dudesbag
    JP Morgan just issued a slight downgrade ahead of our report scheduled for Tuesday 10/26 @ 9:30. They lowered us from $236 to $227. The most recent analyst release prior to Morgan's was by Evercore in late September with a 52 week target of $225 and an outperform rating. Those 2 are spot on with each other and not far from the $220 aggregate average of analysts as the 52 week target.
  • A
    Andrew
    Just think that 10 days ago, UPS was at $178.

    Love to see us back in the $191 range.
  • P
    Prosperous Bohunk
    Christmas & Hanukkah won’t happen unless $UPS, airlines and railroads $UNP is delivering the goods.
  • G
    Gary
    i think we hit bottom today. i am actually somewhat optimistic going forward. supply chain issues should lessen over the next year. covid will begin to recede into something more manageable. the wildcard seems to be the chinese economy- with real estate and debt issues.
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