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The Latest UPS Headlines
UPS: The Path To $300
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<blockquote data-quote="cheryl" data-source="post: 4732139" data-attributes="member: 1"><p><a href="https://seekingalpha.com/article/4397207-ups-path-to-300" target="_blank"><strong>UPS: The Path To $300 - Seeking Alpha</strong></a></p><p><strong></strong></p><p><strong>Summary</strong></p><ul> <li data-xf-list-type="ul">After 7 years of stagnation, the recent bounce in UPS is the start of structurally higher Free Cash Flow and not simply a Covid bounce.</li> <li data-xf-list-type="ul">A new CEO, pricing and Capex discipline at both UPS and FedEx, and Covid demand pull-forward are a trifecta of positive catalysts that did not exist one year ago.</li> <li data-xf-list-type="ul">Despite these positive catalysts neither sell-side estimates nor the stock's valuation are pricing in nearly enough improvement in Operating Margin or Free Cash Flow.</li> <li data-xf-list-type="ul">Looking forward UPS has the potential to generate over $11 billion of Free Cash Flow by 2023 implying UPS shares are headed to $300 in the next 1-2 years.</li> </ul></blockquote><p></p>
[QUOTE="cheryl, post: 4732139, member: 1"] [URL='https://seekingalpha.com/article/4397207-ups-path-to-300'][B]UPS: The Path To $300 - Seeking Alpha[/B][/URL] [B] Summary[/B] [LIST] [*]After 7 years of stagnation, the recent bounce in UPS is the start of structurally higher Free Cash Flow and not simply a Covid bounce. [*]A new CEO, pricing and Capex discipline at both UPS and FedEx, and Covid demand pull-forward are a trifecta of positive catalysts that did not exist one year ago. [*]Despite these positive catalysts neither sell-side estimates nor the stock's valuation are pricing in nearly enough improvement in Operating Margin or Free Cash Flow. [*]Looking forward UPS has the potential to generate over $11 billion of Free Cash Flow by 2023 implying UPS shares are headed to $300 in the next 1-2 years. [/LIST] [/QUOTE]
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UPS: The Path To $300
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