Who’s Afraid of the Big Bad Amazon? UPS, FedEx Set to Soar

Discussion in 'The Latest UPS Headlines' started by cheryl, Nov 17, 2017.

  1. cheryl

    cheryl I started this. Staff Member

    Who’s Afraid of the Big Bad Amazon? UPS, FedEx Set to Soar - Barrons

    Analyst Matt Reustle and his team write that the market is overlooking growing global trade, and the positive impact it will have on air freight and logistics companies, especially FedEx and UPS. While Reustle acknowledges that Amazon (AMZN) is a threat, and margins are a concern, he thinks investors are overly focused on these worries, and not realizing how great a factor the acceleration of international shipping will be.