UPS: What Brown Can't Do For You - Seeking Alpha
When it comes to the United Parcel Service investors love talking about the threat of Amazon. There's constant chatter that Amazon is creating a delivery network to crush UPS. And that's why you should sell.
Yes, it's true. You should sell UPS. But not because of Amazon. Amazon may be a long-term threat, but investors are blowing it out of proportion. The real reason you should sell is because of massive macroeconomic headwinds. These macro drivers trump any problems Amazon may cause.
When it comes to the United Parcel Service investors love talking about the threat of Amazon. There's constant chatter that Amazon is creating a delivery network to crush UPS. And that's why you should sell.
Yes, it's true. You should sell UPS. But not because of Amazon. Amazon may be a long-term threat, but investors are blowing it out of proportion. The real reason you should sell is because of massive macroeconomic headwinds. These macro drivers trump any problems Amazon may cause.