$UPS 0.49 Noisy

Notable posts

• @StockSavvyShay bullish 729 eng

  $AMZN Shipping is reportedly targeting $FDX and $UPS customers with lower parcel pricing and fewer surcharges. Some customers are saving up to $6 per package while one large retailer could cut annual shipping costs by more than 33% by shifting volume to Amazon. https://t.co/LRpcBvBgVc

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• @amitisinvesting mixed 610 eng

  Futures are up, bitcoin is up, and oil is down because of reports that the US and Iran have stopped strikes against each other for the time being. Trump was supposed to strike on Friday but ordered the military not to, and as a result Iran's retaliation was stopped because there wasn't anything to retaliate to. I am not sure if this is a sign of actual progress that can lead to something meaningful, but if there was ever a time for some type of ceasefire, it would be when... - The 10-yr passed 4.7% - Oil was up 25% in a month - The sector responsible for the majority of the S&P 500's earnings growth (SMH) was down 16% - Rate hike probabilities passed 75% for October - US national gas prices passed $4/gallon again Any escalation would just lead to more inflation and uncertainty for stocks which obviously wouldn't be the best for the broader economy. The big headline on Friday was that China talked to Trump and assured him they would never sell weapons to Iran while others reported that China is actually trying to secure a peace deal between Iran and the US. Maybe there is some truth to this given Trump responded to a reporter on Friday and said, "we are talking to them, maybe there won't be a tipping point, maybe there will be," implying that there might be more talks happening that are positive even though every set of talks recently has not resulted in anything closer to peace. Big earnings this week with $MSFT $META $HOOD $AAPL $AMZN $SOFI $RDDT $V $UPS $MA and more along with the FOMC meeting on Wednesday. It will be Kevin Warsh's second meeting as Fed Chair. Hoping we get some relief as more escalation would really just create an ugly environment for inflation, risk on assets, and the potential for rate cuts.

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• @wallstengine neutral 149 eng

  Amazon Shipping is reportedly targeting FedEx and UPS customers with lower parcel pricing, per Supply Chain Dive. Experts say $AMZN has been offering rates competitive with or below FedEx $FDX and $UPS, with fewer surcharges, no residential surcharge, and no weekend delivery fees. Logistics data platform Loop said some clients are saving up to $6 per package, and one large retail client could save 33%+ annually by shifting eligible volume from FedEx to Amazon.

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• @WOLF_Financial neutral 105 eng

  HERE ARE AMERICA'S 🇺🇸 50 LARGEST COMPANIES BY REVENUE IN 2026 RETAIL: 👑 Amazon $AMZN: $717B Walmart $WMT: $713B Costco $COST: $275B Home Depot $HD: $165B Walgreens: $148B Kroger $KR: $148B Target $TGT: $105B Lowe's $LOW: $86B HEALTH CARE: UnitedHealth $UNH: $448B McKesson $MCK: $403B CVS Health $CVS: $402B Cencora $COR: $321B Cigna $CI: $275B Cardinal Health $CAH: $223B Elevance Health $ELV: $199B Centene $CNC: $195B Humana $HUM: $130B Johnson & Johnson $JNJ: $94B TECHNOLOGY: Apple $AAPL: $416B Alphabet $GOOGL: $403B Microsoft $MSFT: $282B Meta $META: $201B NVIDIA $NVDA: $216B Dell $DELL: $114B FINANCIALS: Berkshire Hathaway $BRK: $371B JPMorgan Chase $JPM: $182B Fannie Mae: $153B StoneX $SNEX: $132B Freddie Mac: $122B Bank of America $BAC: $113B State Farm: $123B Progressive $PGR: $88B AUTOMOTIVE: ExxonMobil $XOM: $332B Ford $F: $187B GM $GM: $185B Tesla $TSLA: $95B ENERGY: Chevron $CVX: $189B Marathon $MPC: $133B Phillips 66 $PSX: $132B Valero $VLO: $123B Energy Transfer $ET: $86B MEDIA & TELECOM: Verizon $VZ: $138B AT&T $T: $126B Comcast $CMCSA: $124B Walt Disney $DIS: $94B INDUSTRIALS & LOGISTICS: PepsiCo $PEP: $94B Boeing $BA: $90B UPS $UPS: $89B RTX $RTX: $89B FedEx $FDX: $88B

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• @Ashton_1nvests bullish 50 eng

  I almost never talk about dividend stocks. But there are actually a few getting interesting right now. Higher yield / more value: $UPS — ~7.0% yield | ~12x forward earnings $VZ — ~6.1% yield | ~9x forward earnings $PFE — ~6.0% yield | ~10x forward earnings $BMY — ~4.0% yield | ~10x forward earnings Lower yield / more growth: $NKE — ~4.5% yield | ~21x forward earnings $MCD — ~3.3% yield | ~18x forward earnings $LOW — ~2.7% yield | ~15x forward earnings $QCOM — ~2.0% yield | ~22x forward earnings I still wouldn’t buy any of these just for the dividend. I’d rather own a business where the yield is just one part of the return. Which side are you taking?

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• @cevikfinance bearish 46 eng

  $FDX ve $UPS short için güzel fikir. 🙂

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• @Ashton_1nvests bullish 6 eng

  Some of my favorite value stocks in the market right now: $GM $CMCSA $CVS $BMY $PFE $C $LULU $UPS $FDX $DIS $PEP $TGT $NFLX $UBER Built around valuation, free cash flow, balance sheet quality and how much pessimism I think is already priced in. What am I missing?

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• @Ashton_1nvests bullish 1 eng

  5/5 — $UPS The risk: Can UPS come out stronger after intentionally shrinking volume? UPS has spent the last 18 months reducing Amazon volume and restructuring its network around that change. And there are signs the strategy is working. Q2 U.S. Domestic revenue grew 6% while revenue per piece increased 9.3%. International revenue per piece jumped 18.9%. UPS is essentially choosing higher-quality revenue over chasing every package. Now the question is whether better pricing, healthcare, SMB and premium volume can create enough earnings growth to offset the volume it intentionally walked away from.

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