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Buckle up - July & 3rd quarter
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<blockquote data-quote="jeepguy63" data-source="post: 1170386" data-attributes="member: 4863"><p>So how about that announcement yesterday. $1.13 eps, under last year, well under expectations (which were too high anyway). Full year lowered 15 cents on the bottom side, 21 cents on the top side. 3-7% epas growth YOY. </p><p></p><p>Its the economy stupid!</p><p></p><p>The stock market is up for two reasons....one - listed companies continue to find ways to cut costs in order to have higher earnings per share with less revenue. And, two, the governments around the world continue to print money, making each existing dollar worth less, day after day. </p><p></p><p>Ups's 3-7% eps growth YOY - assumes a built in 2% growth due to the share buy backs. The powers to be at 55 glen lake cannot find ways to invest the cash from operations that will generate a return better than 2%, so they continue to purchase shares of stock and retire them. Meanwhile, the competitors, FedEx and amazon, are investing in their infrastructure, both at home and abroad. </p><p></p><p>If you have a child in the 5-8 year old range, start saving all the ups, FedEx, and amazon press releases and news articles. When they are a senior in college, you will be able to give them the research for their case study on how a 120 year old company collapses under its own weight. </p><p></p><p>Think I'm crazy? Lay 2006 balance sheet, income statement, and pension obligations beside 2012. This isn't the same organization it was 20 years ago. (and to be fair, it wouldn't have survived all 20 years without the ipo, long term debt, etc. this post is about the future.)</p><p></p><p>So how long before the posts about 2013-14 MIP factor? The EPS element has a 9% target. The first quarter was below 9%, but it was listed as on target. The second quarter can't be on target and we told the street it would be in the 3 - 7% range....... Welcome to 50-60% MIP factor!</p></blockquote><p></p>
[QUOTE="jeepguy63, post: 1170386, member: 4863"] So how about that announcement yesterday. $1.13 eps, under last year, well under expectations (which were too high anyway). Full year lowered 15 cents on the bottom side, 21 cents on the top side. 3-7% epas growth YOY. Its the economy stupid! The stock market is up for two reasons....one - listed companies continue to find ways to cut costs in order to have higher earnings per share with less revenue. And, two, the governments around the world continue to print money, making each existing dollar worth less, day after day. Ups's 3-7% eps growth YOY - assumes a built in 2% growth due to the share buy backs. The powers to be at 55 glen lake cannot find ways to invest the cash from operations that will generate a return better than 2%, so they continue to purchase shares of stock and retire them. Meanwhile, the competitors, FedEx and amazon, are investing in their infrastructure, both at home and abroad. If you have a child in the 5-8 year old range, start saving all the ups, FedEx, and amazon press releases and news articles. When they are a senior in college, you will be able to give them the research for their case study on how a 120 year old company collapses under its own weight. Think I'm crazy? Lay 2006 balance sheet, income statement, and pension obligations beside 2012. This isn't the same organization it was 20 years ago. (and to be fair, it wouldn't have survived all 20 years without the ipo, long term debt, etc. this post is about the future.) So how long before the posts about 2013-14 MIP factor? The EPS element has a 9% target. The first quarter was below 9%, but it was listed as on target. The second quarter can't be on target and we told the street it would be in the 3 - 7% range....... Welcome to 50-60% MIP factor! [/QUOTE]
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Buckle up - July & 3rd quarter
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