Is UPS A Good Long Term Investment?

Is UPS A Good Long Term Investment? Until recently, I was a shareholder since at least 2004 and categorically answer 'NO!'. I generally invest in companies with the expectation of being a very long term shareholder. Sometimes this has its drawbacks in that I hold investments far longer than I should. I last reviewed UPS [...]

By |January 31st, 2024|Equity Investing|Comments Off on Is UPS A Good Long Term Investment?

UPS is Unattractively Valued

  In my UPS is Unattractively Valued guest post published on February 10, 2022 at Dividend Power, I share my thoughts on why investors might want to wait for UPS's valuation to retrace to a more reasonable level. On February 1, 2022, UPS announced record results, strong FY2022 guidance, and a ~49% increase in the [...]

By |February 10th, 2022|Equity Investing|Comments Off on UPS is Unattractively Valued

UPS – Reaping the Benefits of the American Rescue Plan Act

I suspect many of us have equity holdings to which we pay little if any, attention. In my case, United Parcel Service, Inc. (UPS) is such a holding. On April 27, 2021, however, it released Q1 results and the share price closed ~$18 higher than the prior day's closing share price. This is puzzling since [...]

By |April 28th, 2021|Equity Investing|Comments Off on UPS – Reaping the Benefits of the American Rescue Plan Act

UPS – Fairly Valued

Summary UPS reported Q4 and FY2018 results on January 31, 2019 and provided guidance for FY2019. In FY2018, UPS generated $6.1B of Free Cash Flow, reinvested $6.6B into its global network, and returned $4.2B to shareowners through $1B in share repurchases and $3.2B in dividends. In September 2018 UPS held its 2018 Transformation Conference in [...]

By |February 1st, 2019|Equity Investing|Comments Off on UPS – Fairly Valued

UPS – Attractive Given Pullback in Stock Price

Summary UPS reported its Q4 and FY2017 results on February 1, 2018. UPS was trading at a lofty valuation and investors were disappointed to see UPS was once again negatively impacted by the surge in pre-Christmas volume. The retracement in UPS’ stock price to the ~$119.50 level and the growth in earnings have now restored [...]

By |February 2nd, 2018|Equity Investing|Comments Off on UPS – Attractive Given Pullback in Stock Price

UPS Stock Analysis – Fairly Valued

Summary This UPS stock analysis is based on Q1 2017 results and forecast for the remainder of FY2017 which were released April 27, 2017. UPS has provided 2017 non-GAAP adjusted diluted EPS guidance of $5.80 - $6.10 with mean estimates from 26 brokers being $5.95 for FY2017. Amazon’s decision to reduce its reliance on traditional [...]

United Parcel Service Stock Analysis – It is now in my “Buy Zone”

Summary This United Parcel Service stock analysis is based on Q4 and FY2016 results reported on January 31, 2017. UPS reported its results and the stock dropped roughly 8%. Results were impacted by a Mark-to-Market Pension Charge which resulted in EPS falling short of expectations. UPS continues to grow its business and FCF is still [...]

By |February 1st, 2017|Equity Investing|Comments Off on United Parcel Service Stock Analysis – It is now in my “Buy Zone”
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