ups posts
FeedPosted Oct 28th 2009 4:20PM by Joseph Lazzaro (RSS feed)
Filed under: United Parcel'B' (UPS), Stocks to Buy

Not all stocks rise on cue. Despite a decent Q3 EPS performance of 55 cents,
United Parcel Service, Inc.'s (NYSE:
UPS) shares have lagged, but I'm nevertheless Reiterating my Buy rating for the company, first recommended on
April 7, 2009 at a price of $51.28. Here's why:
Increased pricing power, in some delivery segments, and higher volumes will ensue in the quarters ahead, as the U.S./global economic recoveries strengthen. Overall, revenue should increase 7-9% in FY2010 after a difficult FY2009. The First Call FY2009/FY2010 EPS estimates for UPS
are $2.17 to $2.70.
Continue reading UPS: A classic economic recovery play
Posted Oct 24th 2009 2:20PM by Trey Thoelcke (RSS feed)
Filed under: Earnings reports, Apple Inc (AAPL), Amazon.com (AMZN), McDonald's (MCD), 3M Corporation (MMM), Caterpillar (CAT), New York Times'A' (NYT), Bank of New York (BK), Hershey Co (HSY), Gannett Co (GCI), Morgan Stanley (MS), Kimberly-Clark (KMB), United Parcel'B' (UPS), Lockheed Martin (LMT), Broadcom Corp'A' (BRCM), SLM Corp (SLM)
Continue reading Earnings highlights: Amazon, Apple, Caterpillar, Hershey, McDonald's, UPS ...
Posted Sep 18th 2009 9:00AM by Steven Mallas (RSS feed)
Filed under: Earnings reports, FedEx Corp (FDX), United Parcel'B' (UPS)
As Trey Thoelcke observed in his earnings preview, FedEx (NYSE: FDX), a package shipper that competes with UPS (NYSE: UPS), is considered by many to be a bellwether of the economy. The company reported Q1 earnings on Thursday; what do the results say about the country's financial situation?
Well, to me, they say things are still rough. Revenues decreased 20%, operating margin declined, and earnings per share plummeted 53% to 58 cents. Yeah, I'd say we're still having problems.
Continue reading FedEx reports much lower income, but is all the bad news priced in?
Posted Sep 13th 2009 12:30PM by Trey Thoelcke (RSS feed)
Filed under: Earnings reports, Forecasts, Kroger Co (KR), FedEx Corp (FDX), Oracle Corp (ORCL)
Memphis-based package delivery giant FedEx Corp. (NYSE: FDX) is generally seen as an indicator of the state of commerce in the U.S. Last week, not only did the Fed's Beige Book report suggest that the economy had stabilized over the summer, with signs of recovery in some districts, But FedEx also boosted its earnings guidance due to stronger-than-expected volume in its international priority-delivery service. So a question going in to FedEx's fiscal first-quarter report this week is whether the company is still a bellwether.
For the three months that ended in August, when FedEx opened distribution hubs in Chicago and Toledo and declared a quarterly dividend, analysts surveyed by Thomson Reuters are looking for it to report that earnings fell 60.2% from a year ago to $0.49 per share. That's also down 23.4% from the previous quarter, as well as less than the recently updated outlook. First quarter revenue is expected to be down 18.3% from a year ago to $8.2 billion.
Continue reading The week in preview: Is FedEx still a bellwether?
Posted Aug 31st 2009 6:00PM by Sheldon Liber (RSS feed)
Filed under: Other issues, Deals, Consumer experience, Rants and raves, Competitive strategy, eBay (EBAY), Amazon.com (AMZN), FedEx Corp (FDX), United Parcel'B' (UPS), Small business

The United States Postal Service has been heavily promoting it's flat rate deliveries based on the the size of the box instead of the weight in an attempt to retrieve some of the business that it has lost to
Federal Express Corp (NYSE:
FDX) and
United Parcel Service.(NYSE:
UPS) over the years.
The increasing use of the internet has reduced snail-mail traffic, hurting USPS revenue, while the internet has increased the traffic of package delivery services as sites like
Amazon.com (NASDAQ: AMZN) and
eBay (NASDAQ:
EBAY) continue to expand their businesses and new enterprises and existing traditional companies expand their web presence.
Continue reading FedEx & UPS challenged by USPS flat rates
Posted Aug 13th 2009 2:40PM by Sheldon Liber (RSS feed)
Filed under: Getting started, Johnson and Johnson (JNJ), United Parcel'B' (UPS), Wells Fargo (WFC), Serious Money, Stocks to Buy, Best Stocks for 2009, Olin Corp. (OLN)

Money market accounts and certificates of deposit are safe, but they provide very little return on your investment. This fact, and the invigorated stock market, provoked one of my bankers, Dobrinka, at the local Santa Monica Wells Fargo branch, to ask for advice on how I would invest $25,000 if I was just starting out.
This is a common question although the starting point in terms of cash varies. It certainly makes a difference how old the person is, their general knowledge about investing and finance, and the particulars of their financial statement.
Here is what I suggested sticking to regular themes I have written about before and broadly speaking would be a conservative approach emphasizing safety, diversity, liquidity, dividends and the potential for growth far exceeding cash in the mattress or in a money market account. I also think that it is important for beginners to educate themselves so my suggestions include an educational aspect.
Continue reading Serious Money: What to do with $25,000
Posted Aug 11th 2009 3:30PM by Sheldon Liber (RSS feed)
Filed under: Rants and raves, Competitive strategy, United Parcel'B' (UPS), Options, Serious Money

Let's face it, all those things you heard about efficient markets over the years were hogwash. In the short term, markets are not efficient and as we have learned on too many occasions, not even rational. If everything was always priced just right you would not have winners and losers and everyone would live happily ever after. For some things the short term might be as long as five to ten years.
Three years ago I lost out on the purchase of a property close to my office when someone decided it was worth 40% more than I did. At the time I told the broker the buyer was nuts and would lose money, if not more. I remember the broker telling me that the property was worth what someone is willing to pay. That is not true, but far be it from me too convince a broker that just made a terrific deal for his client that people often pay more than something is worth. To make a long story short, the property is now in default and I am trying to buy the note from the bank that made a bad loan accepting a silly valuation.
Continue reading Serious Money: UPS -- No sure things, but ...
Posted Jul 31st 2009 10:00AM by Jim Cramer (RSS feed)
Filed under: Apple Inc (AAPL), Hewlett-Packard (HPQ), Ford Motor (F), Market matters, Walt Disney (DIS), International Business Machines (IBM), AT and T (T), 3M Corporation (MMM), Caterpillar (CAT), Schlumberger Limited (SLB), Citigroup Inc. (C), Johnson and Johnson (JNJ), JPMorgan Chase (JPM), Bank of America (BAC), Bed Bath and Beyond (BBBY), Best Buy (BBY), FedEx Corp (FDX), Verizon Communications (VZ), Lennar Corp'A' (LEN), United Parcel'B' (UPS), Anadarko Petroleum (APC), Wells Fargo (WFC), Stocks to Buy, Norfolk Southern Corp. (NSC), Union Pacific Corporation (UNP), Cramer on BloggingStocks
Continue reading Cramer on BloggingStocks: You can't afford to be certain
Posted Jun 30th 2009 12:00PM by Sheldon Liber (RSS feed)
Filed under: Rants and raves, United Parcel'B' (UPS), Options, Chasing Value, Stocks to Buy, Best Stocks for 2009
For those of you who are able to trade options, I have been writing more and more about naked puts, "selling to open" stock options that I have been doing all year with great returns due to an overabundance of fear.
Yesterday I reviewed one example in Chasing Value: GE -- maybe not eating out of trash cans after all, and today I review some of my favorite ways to make money and improve my portfolio.
Let me start with United Parcel Service Inc. (NYSE: UPS), a company with a great balance sheet, strong management, and trading 29% off its 52-week high, about where I sold it last year. I bought it earlier this year at the bargain basement price of $44, and now wished I had bought more.
Continue reading Chasing Value: Favorite trades -- UPS
Posted Jun 17th 2009 4:30PM by Steven Mallas (RSS feed)
Filed under: Earnings reports, FedEx Corp (FDX), United Parcel'B' (UPS)
FedEx (NYSE:
FDX), the delivery company that competes with
United Parcel Service (NYSE:
UPS), issued its Q4
earnings report on Wednesday. At first glance, it's scary. On a
GAAP basis, FedEx said it lost $2.82 per diluted share during the quarter. You say to yourself, "Man, has the recession gotten worse!" Then you take a breath and see that the loss is sourced back to goodwill charges related to the Kinko's and Watkins Motor Lines transactions. Therefore, adjusting for those elements, FedEx earned $0.64 per diluted share.
You feel a little better as a shareholder when you realize the loss has some accounting context surrounding it. The bad feelings return, however, just like a package that you forgot to put postage on, when you check the results achieved in the year-ago period. You find out that FedEx earned $1.45 per diluted share at that time. Is there any saving grace now?
Continue reading FedEx packages better-than-expected profit
Posted May 13th 2009 5:00PM by Sheldon Liber (RSS feed)
Filed under: Other issues, Rumors, Rants and raves, Market matters, Money and Finance Today, S and P 500, Recession, NASDAQ, Financial Crisis

The market is down again today and there are millions of people trying to figure out why. Some will tell you they know why and give you a plausible rationale. There may be bits of truth here and there but there is also an arbitrary nature too. If not arbitrary, then haphazard.
The market may be down because nobody in Washington - Obama, Benanke or Geitner - made a speech today pounding the drum for a brighter economic outlook.
It could be because oil prices have been slowly rising again as inventories are drawn down.
Continue reading Quick Take: Why is the market down today?
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