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The Latest UPS Headlines
Time to Think Differently About Investing in UPS and FedEx Stock?
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<blockquote data-quote="cheryl" data-source="post: 2643414" data-attributes="member: 1"><p><a href="http://www.foxbusiness.com/markets/2017/02/09/time-to-think-differently-about-investing-in-ups-and-fedex-stock.html" target="_blank"><strong>Time to Think Differently About Investing in UPS and FedEx Stock? - Fox Business</strong></a></p><p></p><p><em>Has the investment thesis changed?</em></p><p></p><p>FedEx and UPS are proactively taking measures to improve profitability Opens a New Window. (dimensional-weight pricing, adjusted oversize package surcharges, and so on), but it's proving harder than anticipated to grow margin with e-commerce deliveries. In a nutshell, we know capital expenditures are likely to go up, but we can't be clear on whether FedEx and UPS have a handle on increasing profitability with e-commerce deliveries.</p><p></p><p>All told, investors should feel a little less comfortable holding UPS and FedEx, particularly at these valuation levels. E-commerce growth is creating challenges, and it's not clear yet that both companies are overcoming them in terms of margin and cash flow generation.</p></blockquote><p></p>
[QUOTE="cheryl, post: 2643414, member: 1"] [URL='http://www.foxbusiness.com/markets/2017/02/09/time-to-think-differently-about-investing-in-ups-and-fedex-stock.html'][B]Time to Think Differently About Investing in UPS and FedEx Stock? - Fox Business[/B][/URL] [I]Has the investment thesis changed?[/I] FedEx and UPS are proactively taking measures to improve profitability Opens a New Window. (dimensional-weight pricing, adjusted oversize package surcharges, and so on), but it's proving harder than anticipated to grow margin with e-commerce deliveries. In a nutshell, we know capital expenditures are likely to go up, but we can't be clear on whether FedEx and UPS have a handle on increasing profitability with e-commerce deliveries. All told, investors should feel a little less comfortable holding UPS and FedEx, particularly at these valuation levels. E-commerce growth is creating challenges, and it's not clear yet that both companies are overcoming them in terms of margin and cash flow generation. [/QUOTE]
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