Market Mad House

In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche

UPS (NYSE: UPS)

Uncategorized

How UPS profits from the Coronavirus Pandemic

In 2020, UPS’s quarterly revenues grew from $20.568 billion on 31 December 2019 to $21.238 billion on 30 September 2020. Impressively, UPS’s quarterly revenues rose from $18.318 billion on 30 September 2020. Thus, UPS’s quarterly revenues rose by nearly $2 billion in a year.

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Long Ideas

The Battle of the Delivery Giants: UPS vs FedEx

The UPS vs FedEx battle is confusing for investors because both delivery giants are decent value stocks. For example, UPS

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Grocery Wars

Is GrubHub Making Money?

All this points to a potential value investment because GrubHub is capable of covering its operating expenses with the cash it takes in. That points to a solution; which would be a fantastic value investment if it can be implemented a large scale.

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Crazy Stocks

Is UPS Making Money?

Currently, I’m leery of both UPS and FedEx because of the danger they are in, in a changing retail market. Threats to these companies abound from both new businesses and new technologies.

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Opportunities

FedEx in the Brave, New, World of Retail

FedEx benefits because it is still Walmart’s delivery service of choice for online orders. Walmart’s push to attract new rural, middle-class and upper-class customers will benefit FedEx because those customers rarely go near Walmart stores. An example of this push was the purchase of the men’s clothing site Bonobos which sells mostly online to males that hate to shop.

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Opportunities

UPS Deploys First Daimler Electric Trucks

The eCanter trucks can move 62 miles (100 kilometers) on a charge of juice, which makes them an ideal urban delivery solution. The price of that power is still pretty high – it will cost around $180 to $200 a kilowatt hour to keep the eCanters on the road. 

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Grocery Wars

Walmart Expands Uber Delivery to Dallas and Orlando

It looks as if Walmart is actually beating Amazon in the delivery wars.

The discount giant has expanded its same-day service which was only available in Tampa and Phoenix to those cities, CNBC reported. Walmart customers in Denver are able to get orders delivered by Lyft, the article did not say if that service will be expanded.

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Long Ideas

Boeing is a Great Value Investment for Ecommerce

If you are looking for a company to invest to take advantage of the ecommerce boom; Boeing is a far better deal than Amazon. Even if Amazon’s air force fails to fly; Boeing is still going to make a lot of money from online retail.

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Opportunities

FedEx and the Murky Future of Delivery

My prediction is that both of the big delivery services are on shaky ground, because two of their major customers; Walmart and Amazon want to severe that relationship. The situation is made worse by Uber; a company that has demonstrated it can quickly build a widespread transportation network with limited resources.

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