Reddit Posts
UPS reports next Tuesday - Remember what happened to Fed Ex?
Who thinks UPS is gonna be deep in the red after earnings? I have this feeling they are going to moon. 🤷🏽♂️
Will Mark Cuban's pharmacy - Cost Plug Drugs destroy CVS, Rite Aid, Walgreens etc.
UPS Earnings: Loading Puts for the Q4 Dumpster Fire?
Southwest Airlines pilot pay would increase 50% under new labor contract
Would UPS experience IV crush after FedEx earnings?
Amazon now delivers more packages than FedEx and UPS in the US
What company is growing without many people noticing?
How does logistics or industrial sector fare during recession or one phase after recession?
Why is investing in financial sector (banks, insurance companies) not generally recommended for beginners, and why?
Cathie Wood points about the weakness of US economy
Nothing screams 4.9% growth like UPS shares hitting 52 week lows on drop in packages and collapse in US demand for cardboard boxes.
Is Jumia the gateway for companies to access Africa ?
The Important News from the Stock Market Today (09/26/2023)
UAW’s War on $GM, $F, $STLA: Lose/ Lose Situation?? (Except for $TSLA)
UPS Signs minimum hourly wage increase of 35.5% for part-time workers and average total driver compensation to $170,000.
UAW Makes Ambitious Demand: 46% Rise in Pay Over 3 Years, Potentially $80B.
If you can’t be a rich UPS driver, you can dress up like one!
When UPS asks why you want to be a truck driver.
UPS drivers after learning about there raise.
How is UPS not crashing right now?
Here’s my portfolio, 13% return after ~1 year. What should I improve?
UPS most discussed stock August 9 2023
UPS faces increased costs amid a slowing market, Congrats to the drivers
Everyone Wants to Work at UPS After Union Scores $170,000 Driver Pay
This week's expected moves: SPY, QQQ, Palantir, UPS, Disney, Alibaba and more
Should I roll my UPS puts? What new expiration should I pick?
Lost some money in $UPS puts. Using what's left to get a new tattoo of my wife's bf
Teamsters and UPS reach tentative contract agreement to avoid a strike
UPS stock price history around potential union strikes
Why I believe a UPS strike is inevitable and will lead to the U.S economy crashing
Why I believe a UPS strike is inevitable and will lead to the U.S economy crashing
What's gonna happen with our UPS puts?
Should I tell Grandma to go all in on UPS puts!?
I'm never buying Spy Puts ever again
$T, $VZ, $F, $ABT, $PARA, $INTC, $C, $UPS cut bait on loss or DCA to get even?
PussyBreath007 and friends constantly P&D this sub.
Teamsters meeting with UPS is going well...
Teamsters walked away from negotiations $UPS
Only a fraction of you have heard of this company, but I'd tell most of you to make a big bet on YELL (Yellow Corp) towards the end of July. Wait a bit though for the current volatility/drama to cool, then go in with a Long position. Yellow will begin to turn around in the 2nd half of this year:
Amazon near the end of exclusivity agreement negotiations with RIVN. FedEx, UPS and USPS will be buying Rivian’s vans 🚀 🚀 🚀
UPS Pending Strike. Longterm Impact On Valuation And Share Price?
KNX's USX Deal - KNX to the moon or alternative buyer theory?
UPS strike "imminent" if pay agreement not reached by Friday, Teamsters warn
Shopify ($SHOP) up 85% this year, time to sell the stock?
Should we short UPS as the Teamsters strike looms.
UPS Teamster Strike - Now Taking Bets
Who will UPS buy vehicle AC hardware from?
Anyone have experience with getting exposure in private companies via asset management companies?
Amazon is changing its deliveries behind the scenes to cut shipping times
The Wild $AMZN Ride - How I Bagged $12K in Profits While Y'all Apes Struggled
6 stocks to watch on Tuesday: UPS, General Motors, 3M and more (NYSE:UPS)
UPS stock drives lower as earnings underdeliver, guidance disappoints (NYSE:UPS)
Market Recap - 4/25/23 - Economy is flashing red while companies beating estimations left and right
ARVL - The no-brainer of the century! - Shorts cover at the bottom, can't get much more bottom than this!
Mentions
Thank you Carol B. Tomé Carol Tomé Chief Executive Officer 1023x1023-NBrothers051.jpg Norman M. Brothers, Jr. EVP & Chief Legal and Compliance Officer Nando Cesarone Nando Cesarone EVP & President U.S. 380x380_BDykes008.jpg Brian Dykes EVP & Chief Financial Officer Darrell_Ford_380x380.jpg Darrell Ford EVP, Chief Human Resources Officer and Chairman, The UPS Foundation 380x380_MGuffey.jpg Matt Guffey EVP & Chief Commercial and Strategy Officer Kate Gutmann Kate Gutmann EVP & President International, Healthcare and Supply Chain Solutions BSubramanian_380x380.jpg Bala Subramanian EVP & Chief Digital and Technology Officer Board of Directors William R. Johnson William R. Johnson Former President and CEO, H.J. Heinz Company Rodney C. Adkins Rodney C. Adkins Former Senior Vice President, International Business Machines Corporation (IBM) Eva Boratto Eva Boratto Chief Financial Officer, Bath & Body Works, Inc. 380x380-BOD-KevinClark.jpg Kevin Clark Chairman and CEO, Aptiv PLC Wayne Hewett Wayne Hewett Senior Advisor to Permira Angela Hwang Angela Hwang CEO, Metaphore Biotechnologies and CEO - Partner, Flagship Pioneering Kate_Johnson_BrBkgd_380x380.jpg Kate Johnson President and CEO, Lumen Technologies Franck Moison Franck Moison Former Vice Chairman, Colgate-Palmolive Company John Morikis John Morikis Former CEO, The Sherwin-Williams Company Christiana Smith Shi Christiana Smith Shi Former President, Direct-to-Consumer, Nike, Inc. Russell Stokes Russell Stokes President and CEO, Commercial Engines and Services, GE Aerospace Carol B. Tomé Carol Tomé Chief Executive Officer 1023x1023-KevinWarsh-BOD.jpg Kevin M. Warsh Former Member of the Board of Governors of the Federal Reserve System, Distinguished Visiting Fellow, Hoover Institution Stanford University
You and your messed up PE and PEG weirdness the different PE's for UPS is good for the UPS Stock Chart it's mediocre to the Industrial/Transportaion Sector Overall it's a stock with Average Performance, so maybe not an A-lister or B-list sorta stock But it was a stock 38% undervalued a few weeks ago and now it's 20% undervalued It's got a yearly Target of 26% which is pretty good for gains UPS is a Moderate Risk though it's got problems with Gross Margins Operating Margins Revenue per Share Profitability is good Growth is mediocre Valuation is good as I said before the various PE metrics are mediocre for the sector and PEG Ratio is mediocre too the PE metrics for the stock chart is good none of that is a majorly significant factor to the valuation which is solidly a good one I would easily say UPS is a 75% yes 25% no, if I were buying the stock and if 25% yearly gains isn't good enough, it's great if you got spare money and don't see anything a bit better like Nvidia or even United Health or something else And yes, I've got severe issues with your valuation judgements on a bunch of stocks, you see to **dangerously** think PE and PEG is a huge factor in a good or bad valuation. People have different investing styles and don't take it personally, but you're a little strong with the 'minority viewpoint' here Most analysts would jump at this stock Zacks wouldn't buy it though, it's a hold for them They say good news 4 days ago, and it's not enough of a sign to buy, since hey don't like the momentum. The momentum is good but Zacks is probably looking at the EPS from 4 days ago and the Annual Report in 17 days, and don't see it worthy jumping in. I would have jumped in September 2025 if I had some spare change that week my only hesitation is that it's likely to be Average Performance and a Moderate Risk so I would hesitate 25% of this one but if my wallet was heavy, sure it's a great C-stock contender on my radar
Bro to be honest when a CEO user their own money to buy stock its super bullish. Middle of last year the CEO of UPS posted a picture of the 1,000,000 check she wrote to buy shares at 85.60 or something like that. I saw the article a few days later, it was down to 83.44 I wanna say. I liked them at that price anyway because of the 7% dividend at the time in my roth, where income is tax free. So I loaded in! TY Carol Tome!! I've gotten over $350 in tax free dividend income with another $175 about to hit or it may of already hit my account plus its up to 107 a share or so. That's a nice 25% gain on the price alone within about 7 months or so. But without seeing her confidence I might of missed the play!
Japan selling off treasury bonds, AI bubble, Iran , job layoffs of Amazon,UPS Fedex, gold and silver up, dollar devalued. The capital expenditures have increased and worry investors. Overvalued stocks. Big Short. Volatility.
Warsh is on the board of directors at UPS and CPNG. Check those 5 year returns. Thank god I’m young enough to buy the shit storm this dude may help release on the markets. Why not pick literally any of the other options.
They have already started letting people go because of this. Even UPS has stated they are firing people due to Amazon and something else I don't remember right now.
A good way of chasing it without major risk is courier services. UPS and FedEx were both some of the first essential workers declared specifically because of their ability to pick up and deliver antigen tests under temperature controlled conditions. No other couriers are capable of end-to-end cold-chain shipping *from* anywhere in the world, *to* anywhere in the world in 24 hours or less. Both have since cemented themselves as the primary shippers of Pfizer, ModeRNA, Exact, Abbot, and other biotech companies. *If* another pandemic breaks out, expect UPS and FDX shares to trade at a 15-20% premium.
But when UPS does it its fake and homose
UPS to eliminate 30,000 high paying delivery driver jobs. Between Amazon and UPS, 46,000 high paying American jobs have been eliminated— within 24 hours. This is precision this is winning For the oligarchs lol
I have a very secure job that is recession proof. I’m sorry for those that do not. But Amazon announced they would be significantly cutting their work force due to AI. The UPS job cuts are directly related to Amazon due to their contract expiring.
The $3B savings from these cuts is substantial, but the real question is whether UPS can pivot away from Amazon dependency fast enough. They're betting big on B2B logistics and healthcare, both higher margin but also highly competitive. If they execute, the stock could see a turnaround in 2-3 years. If not, these cuts are just delaying the inevitable.
I’m not really sure Amazon falls under either category technically. FedEx, UPS and USPS make home delivery available for any online retailer. DoorDash and other home delivery services also give any other business the power for fast delivery. Maybe you could argue the pricing power point but Amazon is made up of a lot of smaller sellers so it kind of makes all of these arguments null. Especially since sellers on Amazon have the option to use third party fulfillment a delivery. Walmart operated their online store much the same just without the in house delivery options but it would be hard to argue Amazon has a monopoly over home delivery services for e-commerce goods.
Oh you mean those companies that have left America for China? These companies chose China. Even gave up there technology to gain access to that market. So who exactly are your traitors/enemies? Key American Companies with Substantial China Exposure Technology: Apple, Qualcomm, Intel, Amazon, Applied Materials, AMD. Automotive: General Motors, Tesla, Ford, Cummins. Consumer & Retail: Nike, Starbucks, Coca-Cola, Walmart, McDonald's, Procter & Gamble. Industrial & Other: Boeing, Honeywell, UPS, Disney.
Wow UPS what a complete piece of shit
UPS is laying off another 30k employees. They laid off 48k last year.
“UPS will cut 30,000 jobs this year, on top of 48,000 cut last year” TIL UPS has a workforce the size of a small nation
I'm going to regret selling UPS at like $95
My super otm UPS calls dead 😤😤
UPS green on earnings? 😳
Hey guys. UPS did a good job delivering packages, so that means all the tech stocks will definitely beat. Better buy everything
UPS calls will print. UNH puts will mega print.
I know it's not sexy, but what are the expectations for UPS? As a bagholder, are my pants about to be as brown as their trucks?
UPS puts will pay, not bigly but they will pay
UPS going to Swan Dive to the Street next?
Earnings are always a gamble, DD or not. You can see that in my ranking. UPS was dead last. UNH and BA were the only trades I actually had conviction in.
My plays. PUTS on UNH / BA / UPS
UPS, UHC, and AAL are all going to tank tomorrow. But defense stocks will bust a nut all over the markets face while screaming, "drink it, bitch!"
UPS $120+ earnings 🚀
All my homies luv UPS 125$ Calls
I need UPS and UNH to take me to valhalla.
UPS calls free money? Popped hella last ER
Lol UPS down 20% in 1year chart and Intel still up 110%. UPS Paying 6% dividend and plummet from $200 to $100 is such a huge win for investors. Tariff is still there and it’s gonna go down again soon along with dividend cut
INTC continues to tank. UPS ontinues to rise and pay me huge dividends. Your comment aged like swiss cheese in the hot sun. Good day.
One you don’t mention that *absolutely* meets this definition, is *actually* beat down, and showing signs of a significant rally; UPS. P/E of 16.7, still posting earnings of >1.2B/quarter, and a massive market cap of ~$92B/yr. They were down at $80/share this fall, I got in at $100, and wouldn’t be surprised if they rebounded to last year’s (and before) norm of $120-$140/share. Their stock never recovered from the COVID hit, and then had a series of bad news events… there’s nothing underlying as far as lack of fundamentals goes - just seems like pricing reflecting emotional reaction of investors than actual company performance. IMO, *that* is a massive rebound candidate. Side note, even if their current guidance of $107/share is accurate, you’d be getting 6% guaranteed passive growth per year just in dividends. There really isn’t a downside unless they slash dividend - which contrary to what people say, they won’t do because FDX’s stock is performing too well in comparison. UPS is a large cap company whose stock currently has mid to even small cap pricing. Insane opportunity, and with over 100 years of operational history, and complexity/scale that isn’t appealing for a takeover, not a ton of risk of going under.
Reposting from earnings thread, feel free to inverse but here's what I'm thinking for next week: > AMZN strangle Monday close before UPS since UPS fulfills so many amazon orders. Ford/Rivian strangle before GM earnings for sympathetic move. Visa options before FOMC but selling Thursday morning after Mastercard ER but before Thursday AH while IV is still high because that POS never moves after its own earnings. Finally MU 2/6 strangle before Thursday close since SNDK is reporting Friday PM and that 15% implied move is insane.
Reposting from earnings thread, feel free to inverse but here's what I'm thinking for next week: > AMZN strangle Monday close before UPS since UPS fulfills so many amazon orders. Ford/Rivian strangle before GM earnings for sympathetic move. Visa options before FOMC but selling Thursday morning after Mastercard ER but before Thursday AH while IV is still high because that POS never moves after its own earnings. Finally MU 2/6 strangle before Thursday close since SNDK is reporting Friday PM and that 15% implied move is insane.
Some that I recall off the top of my head are Amazon, AT&T, fed ex, UPS
#TLDR --- **Ticker:** PI (Impinj) **Direction:** Up (Long Term) **Prognosis:** Buy Dips (<$110), Accumulate heavily <$70. Hold 3+ Years. **Moonshot Catalyst:** Your smartphone reading your groceries. **Creep Factor:** High (Corporations knowing exactly what is in your pantry) * **The Business:** Impinj makes RAIN RFID (UHF) chips used for tracking items (Walmart clothing, UPS packages, Delta bags). They sell ~15B chips/year. * **The Moat:** Recently defeated rival NXP in court; secured a patent peace treaty until 2034, allowing 8+ years of aggressive innovation without fear of lawsuits. * **The Growth Thesis:** Moving beyond supply chains into **Consumer Use**. * **Short Term:** Expanding into food tracking (Kroger bakery). * **Mid Term:** EU "Digital Product Passport" mandates could force adoption. * **Long Term (The Bagger):** Getting RFID readers into consumer smartphones (Qualcomm already put one in a commercial chip). * **The Tech Play:** Moving to "Protected Mode" allows secure authentication (anti-counterfeit) and privacy. This enables a future where brands can track inventory *inside your house* if you opt-in via phone. * **Risks:** Trump messing up EU relations (killing the EU mandate), metal surfaces are still too expensive to tag ($0.60 vs $0.05), and reliance on gaining new massive enterprise clients. * **Bottom Line:** Needs 20% yearly growth to justify current price. Enterprise is the floor; Consumer adoption is the 20x ceiling. Volatile stock, so patience on entry price is key.
#TLDR --- **Ticker:** PI (Impinj) **Direction:** Up (Long Term Hold) **Prognosis:** Buy shares on dips <$110. Scream and buy if <$70. **Nemesis:** Aluminum cans (physics makes tagging metal expensive). **Orwellian Score:** 9/10 (Corporations will know exactly how long that shirt has been sitting in your closet). **Summary:** OP is holding 3,011 shares and betting on the evolution of RAIN RFID from supply chains (Walmart/UPS) to consumer pockets. Impinj recently won a patent war against NXP, securing a 10-year truce to grow unchecked. **The Bull Thesis:** * **Consumer Phones:** Qualcomm is integrating RFID reading into chips. If smartphones start reading tags, volume goes from 15B tags/year to hundreds of billions. * **Recurring Revenue:** New "Authentication" features allowing brands to verify real vs. fake goods could generate service fees per scan. * **Europe:** Potential EU mandates (Digital Product Passport) could force adoption, though political climate makes this shaky. **The Risks:** * **Physics:** Tagging metal/liquid is still too expensive ($0.60 vs $0.04). * **Macro:** Trump vs. EU trade relations could kill the regulatory tailwinds. * **Timeline:** Breaking into the consumer market is a "moonshot" that might take years. **Trade:** Volatile stock. Needs 20% yearly growth to justify valuation. Sit on it for 3 years for a potential 20x tag volume increase.
#TLDR --- **Ticker:** PI (Impinj) **Direction:** Up (Long Term Hold) **Prognosis:** Accumulate shares < $110; Aggressive buy < $70 **Bullish On:** Your pantry snitching on you **Barrier to Entry:** Canned Soup (Metal interference) ### TLDR Summary **The Business:** Impinj makes RAIN RFID chips (15B+ sold/year). They are the dominant player in tracking inventory for giants like Walmart, UPS, and Delta. They recently won a patent war against rival NXP, securing an 8-year runway free of litigation. **The Bull Case:** * **Expansion:** Moving from just clothes/logistics into food (testing with Kroger). * **Tech Integration:** Qualcomm is integrating RFID reading into mobile chips. The endgame is consumer smartphones reading tags on everything you own. * **Revenue:** If they crack the consumer market/smartphones, volume goes from 15B to 100s of billions of tags (20x growth). * **Services:** New "Authentication" features could allow PI to charge a fee every time a genuine item is scanned/verified. **The Bear Case:** * **Physics:** You can't cheaply tag metal (cans) or liquid yet (costs >$0.60 vs $0.04 for normal tags). This limits grocery adoption. * **Politics:** Trump vs. EU relations could hurt the adoption of the Digital Product Passport (DPP), a major potential catalyst. * **Valuation:** Priced for perfection. Needs +20% yearly growth to justify current price. **The Trade:** Stock is volatile. Don't chase the pumps. Look for dips below $110 to enter, and treat this as a 3-year hold while waiting for smartphone adoption.
Some of these stocks have insane implied moves (= IV crush) or nasty bid/ask spreads and low volume. I'm thinking the following: AMZN strangle Monday close before UPS since UPS fulfills so many amazon orders. Ford/Rivian strangle before GM earnings for sympathetic move. Visa options before FOMC but selling Thursday morning after Mastercard ER but before Thursday AH while IV is still high because that POS never moves after its own earnings. Finally MU 2/6 strangle before Thursday close since SNDK is reporting Friday PM and that 15% implied move is insane.
Unfortunately since Covid19 UPS and FedEx don't give a shit about misloads or misdeliveries. They just want you to buy more shit to be shipped. You're lucky an employee didn't use it and then retape the box.
UPS delivered my fleshlight to a different address FUCK YOUUU UPSSS
same, UPS delivered my bookmark to a different address 😔
I’m finally doing it. I’m going in on UPS
I've noticed that the reason you pick changes your return options. I've had some that were like.. :i dont' want it" ? ok, you have to go to an amazon return store 10 miles away. "It's broken" ok you can just go to the UPS store 1 mile away.
Have 20 and holding for an hour. This stock is dead money for at least a year. It only stays flat or goes up temporarily if retail morons decide to be exit liquidity today. Govt money can’t help a crap company with sub par talent vs their peers. This is the post office vs FedEx and UPS in the chip sector
Alternatively, they are attempting to cover for the fact, that under the weave the actual economy is collapsing rapidly, and Amazon's actual business model (Shipping things) isn't doing so hot. Except unlike fedex and UPS they can just point at AI so that folks don't get spooked that the underlying economic system is rapidly taking a nosedive.
Currently stalking my UPS delivery person via live map 👀👀👀👀
Yup. But, I'm good. I own 1000s in UPS and collecting a hefty dividend every 3 months while being up $24/ share. INTC is a bubble that will pop. Why RIP? Kinda dumb. I just made money in a different stock, one I still feel much better about long term.
UPS raising prices on everything somethings are up 20 % other things up 200 % . stonk sucks so much appreciate the drivers though ..
I’m also noticing some dividend stocks are rebounding. UPS TGT are a couple. XOM and CVX pay nice dividends too.
Are we expected to see stocks drop in airline (travel) and shipping companies (FedEx / UPS) with the expected ice storm? Puts?
But these examples are AI. Traditional ML uses fixed features for narrow tasks. That's not the case here. The AI used by Meta, Google, Amazon, UPS, Walmart, healthcare uses **predictive modeling, reinforcement learning and generative techniques to make dynamic decisions at scale**. They analyze massive, unstructured data, optimize workflows and even summarize complex info, doing things static algorithms simply can’t.
You should look the raw data and not what redditors are telling you. Here is a comment I made months ago: Meta’s AI-driven ranking system boosted time spent by about 7% on facebook and 6% on instagram, which means more ad views and higher revenue. Its AI ad tools (Advantage+) are improving conversion rates by around 5% and their Q2 revenue was up 22% YoY because of that. Google’s seeing the same thing with advertisers using its AI-driven (Performance Max) campaigns getting about 6% more conversions and its revenue grew 14% YoY with AI being a big reason. Amazon cited examples where task completion rates improved by ~57% using AI assistants. Its supply chain and logistics is being increasingly automated. Outside of tech, UPS’s AI route optimization saves about 100 million miles driven, 10 million gallons of fuel (around $300–400M a year). Walmart’s using AI and computer vision at Sam’s Club to speed up checkout by 23%, which cuts labor costs and improves throughput. They’re even licensing some of that tech now. And in healthcare, AI reduced radiologists’ workloads by about 33–44% in mammogram screening, while maintaining or improving detection rates. And AI scribe tools (for documentation) cut after-hours work by 30% and time spent in notes per appointment from ~10.3 min to ~8.2 min (20% reduction) for physicians. Pretty much every S&P 500 company will be using it in the near future, if they aren’t already, for all kinds of use cases. They’re actually testing the tech first to see how it can actually improve efficiency and cut costs before rolling it out company wide. If you see a huge AI deal, you can bet the homework’s already been done. Someone high up has to sign off on it, and they’re not green-lighting a billion-dollar contract unless they’re extremely confident it’ll deliver results.
UPS is looking good these days. Good dividend and the stock has been creeping up. Good luck with whatever route you go
It was a communications / social media role. I have 10+ years relevant xp but guess I didn’t have all the bells and whistles they wanted. Thanks for UPS rec, I’ve been increasingly considering that
Yes I am! What type of job were you applying for? Most of the hiring seems like it’s happening at their facility down in Marina. UPS has great benefits for union members but you gotta start part time and work your way up. If you were looking for something up in Santa Cruz.
My US friends would argue they’re delivering freedom, so calls on FedEx and UPS too?
If you personally paid tariffs to the government for import of a good, you could file with customs for a refund. Same as a business. Very few people are importers of record so usually you will have to go through UPS / FedEx / etc. If you paid an inflated price to a company due to tariffs, that’s uncharted water and you’d have to seek a refund from them.
No doubt. I’m a driver at the UPS hub next door to Joby HQ. $ 15ish billion market cap last time I checked with $0 in revenue. Got the employees pulling up in McLarens while the production schedules keep getting pushed back not to mention regulatory approval ?? Some of my knucklehead coworkers are all in on the stock. I try to keep it nice and simple for them. Why do they never have any packages going outbound? Lot of these guys have a Fastenal/Ferguson/Linde those types of places on their route. We ship them pallets of coffee from a local boutique roaster. I tell my guys they should be drinking Folgers until they start making some dang revenue!!!
I mean how would it work otherwise? Like imagine you live in the USA and you do art or something, you carve gnomes. You have a website and sell Gnomes Lets say some person in china orders $1000 worth of gnomes, they pay you the $1000 then ship the gnomes with UPS/Fed ex into China Then lets say a few weeks or months later you get a letter from the chineese goverment saying you owe them $300 because they have some 30% tariff on art. You live in Wisconsin and the further you been from home in Minnesota ; you have never been to china and most likely never will What are you going to do with the tax bill from china? Probably just throw it in the trash lol
I am just getting into investing in the market. I plan to hold all these positions long term and I will try my best too keep investing regularly year after year for the next 20-30 years. Here they are: ETF: QQQM 50% Individual: BRK.B 15% V 10% VZ 7% UPS 8% VICI 5% MPLX 5% I’d like to hear your thoughts on how this looks. I’m open to suggestions.
I am just getting into investing in the market. I plan to hold all these positions long term and I will try my best too keep investing regularly year after year for the next 20-30 years. Here they are: ETF: QQQM 50% Individual: BRK.B 15% V 10% VZ 7% UPS 8% VICI 5% MPLX 5% I’d like to hear your thoughts on how this looks. I’m open to suggestions.
Are you a Russian bot? Because that is literally bullshit. If you refuse a package that was sent without your authority (unsolicited), you are not liable for the customs duties and taxes. According to U.S. federal law (19 CFR 141.1), there is no liability for the payment of duties for anyone to whom merchandise is consigned without their authority, provided they refuse the shipment. In such cases, the merchandise is treated as "unclaimed" or returned to the sender. Refusal Process: You can avoid tariffs and taxes by refusing delivery. Once a shipment is refused, it is typically returned to the sender, and the recipient's responsibility for government-imposed fees evaporates. UPS Policy: If a shipment is refused, UPS will attempt to contact the shipper for instructions. The shipper—not the recipient—is responsible for all resulting charges, including return transportation, disposal, and any applicable duties or taxes.
You can bankrupt Americans by shipping them rocks through UPS and declaring the value to be $10k. UPS will clear the package through customs and give them an insane tariff bill without even asking for their consent lol. Even if they refuse the package, they'll get sent to collections 🤡 I am actually not joking
This my current situation in a power outage: * Water-driven sump pump prevents flooding indefinitely. * UPS system keeps modem and routers alive for a couple days. Can use any major cell network if Comcast goes down. * In the summer, enough cold air stays in the house that things are fine for days. (Didn't even notice that my AC went out during a heat wave last summer until 3 days after it had gone out.) * In the winter, the uninsulated crawl space leaks so much heat that my house doesn't stay warm, while this heat loss causes my geothermal heat-pump to use more power than any reasonable generator can handle. I'm basically fine as long as nothing happens in the middle of winter. I might get a small generator to power a 1500w space heater in part of the house that isn't impacted by crawl space heat loss. For now, higher priorities are paying my share to get my street's power lines buried & and fixing the crawl space insulation issue. My fukn electricity bill last month was $1500, and that's with great wall/attic insulation + triple pane windows + a ***geothermal*** heat pump. Absurd.
Those are two different things. The UPS store is something that would be a terrible idea to purchase because you can purchase your own shipping from a variety of vendors for the same price The UPS store is given. You have no margin on retail. You're basically a drop off point. I don't honestly see how the UPS store has a future unless there is a merger with some other type of chain store UPS the actual stock and business is a completely different animal
UPS is actually doomed. They’re the Amazon return company now. I looked into purchasing a franchise and talked to the owner about why they’re selling… Amazon returns account for significant amount of the work at break even prices.
The better question would be what catalyst brings it back. Wall Street from time to time likes to beat up on Blue chips. We all watched what happened with Intel over the past 10 years. Beat it down, make up some narrative to bring it back up. There is a national security angle there UPS is another one, flying during the pandemic for obvious reasons, beat It down, needs a catalyst to really get going again, reduction in tariffs would do it Paypal? Flying during the pandemic, beat It down, needs a catalyst to get going again
I’m not sure the AI is going to Pop anymore. We are already seeing companies like AppLovin, Nu Holdings, Roblox have confirmed using AI to increase profit. FedEx, Walmart and UPS have used AI to improve profit margins with logistics. Do you think it’ll Pop because Microsoft, Google, Amazon and Meta are going to run out of money to build data centers, or what? What’s your thesis as to why it’ll Pop.
Even my Boomer shit is mostly green even before accounting for dividends - MO, LMT, CVX, UPS, INTC. A few losers in there like PFE and PYPL but I feel like I can’t hardly lose. Now I’m nervous.
power outlets with built in UPS... privacy doors... security guard at the gate. i hear some even have watercooling setups have cold and hot water runs avail.
I miss selling puts on this, I shorted so many of those in the twenties Wonder if UPS is going to be next. It seems like these big iconic brands that still have some degree of relevancy, tend to come back
UPS earnings report is coming up this month and I wonder if their fleet being grounded is gonna impact them. Puts on UPS?
Boeing: Hey UPS, make sure you inspect those engine mounting bearings every 5 years. If they start cracking and you don't replace them the engine could fall off UPS: Sure thing Boeing, we'll definitely spend shareholder money on those thorough and expensive inspections. Reddit: OMG Boeing knew about flaw on plane that crashed in Louisville and decided it wouldn't effect flight safety
I'm sure you read the NTSB report and not just an article headline so you already know that Boeing decided it wouldn't affect flight safety IF the operator carried out visual inspections on a prescribed 60 month timeline. Did UPS do that? All the details aren't out yet.
Dame BA part brought down the UPS plane… again. Srrsly how is this criminal plane co still in business??
For me it’s Verizon. It’s not a super exciting stock and it’s not a stock that is going to see some double digit growth at any point. But that being said, it is trading at forward PE of 8, has a dividend yield of 7% at 60% payout ratio. It is a boring stock and I think a lot of people have been selling those types of stocks to chase the Palantirs and the Teslas around. Bought UPS recently for the same reason and have been up 30% in a couple months just based on valuation alone. Bought ABBV a while ago for the same reason and have been up 200% since, with a locked in dividend yield of 6%+.
UPS overnighted to DC possibly
As someone who works with the companies manufacturing intra-logistics solutions, I.e. robotics, material handling automation, etc, they are paying off.. every company with a large distribution network is investing heavily in automated sortation and distribution. And the tech has continued to get better. Amazon, USPS, UPS, Walmart, and the list goes on and on.
UPS. They have been down almost 40% the past year on nothing but people dumping them due to news headlines while utterly ignoring their fundamentals.
For some stocks yes, for others: no. Biggest one for me that is getting a boost is the shipping sector, which has honestly been beaten to a pulp by the last year. Basically, the gains everything else is seeing have been synonymous to the shipping industry tanking. The funny thing is; the shipping industry is making a *killing* on tariffs due to rate hikes and brokerage fees. More than that; companies like FDX and UPS are multinational - but the market prices them as if they are domestic-only, which misses probably around 75% of their actual markets, and leaves analysts confused AF as to how they keep beating projections.
i'm going in UPS, it literary have the word up in it. Plus, it's solid for the past week.
Closed out my GLD options and 95% of my AGQ position. Threw some of that cash into miners, leveraged Biotech, Target, MORT, XLP, RKT, UPS, Still waiting on some other plays to cash out within the next quarter or two. Thinking of closing out SPY/QQQ when SPY gets to $700-$710 and then just buying back on a fat dip
The UPS truck in my neighborhood got rebranded to Aritzia cause that is all that dude dumps on my porch daily…. 🙄 Bought it a while back. Offsets the wife spending, I guess…
I am surprised people thinking Amazon doing great with its cloud computing. Yes it is still growing but at the same time it is losing market share at the alarming rate. There hasn’t been any interesting products if you follow their re:invent recently. (You can watch on YouTube) Now Amazon advertising is nothing more than squeezing more from what it is already earning. How far can they go? It is still a trusted brand and if I have any doubts, it would still be the site I start. However, how many people nowadays use Amazon to check product details and go elsewhere? Many popular brand manufacturers have caught up and sell their own products on their own sites. (Nike, Adidas …). The prices on those sites are competitive and sometimes better. I’d say it is still a good place to find less know brand but the high margin (retail) products are leaving Amazon. I’d think robotics can be the next big thing for Amazon because their attention to details, which isn’t what Google is good at, but so far I haven’t seen much. Amazon is losing the AI war. It is always lagging behind. For those who think Amazon’s capex is “huge”, don’t forget that isn’t just technology investment but also fulfillment centers. Another target of these investments is the logistics. Amazon has established very robust transportation operations and can be (and is) transformed into a platform like UPS and FEDEX, which I expect it as a growth area. However, the margin is still not as high as AI or pure software services.
O&G lobbying requesting ever more red-tape on nuclear makes it take years to get out of permitting phases. If anything good comes out of this AI boom, it’s the push to smooth out the regulatory process to build nuclear facilities, as well as recovering the knowledge to do so. (As it’s dried up significantly over the last 30 years from manufactured panic). The brain drain on nuclear construction can be seen in full view of the UKs attempt at it with EDF energy. Regarding investing though, nuclear is likely overbought as it won’t hit real growth on returns for maybe a decade. (Regulation changes, design approvals, build out and verification before switch on). The cheapest and quickest energy is going to be Solar & portable gas generators, with some type of UPS / energy storage.
Taking notes "Amazon, Walmart, Target, and UPS do not matter for seasonal hiring"