UPS Archives - Market Mad House

daniel July 3, 2015April 20, 2016 Delivery, FDX, FedEx, GOOG, Is Delivery Still Profitable?, Uber, UberRUSh, UPS, UPS and FedEx Growth Slows, UPS Revenue Growth, UPS Revenue Growth Slows, Value Investing, Venmo, Wal-Mart, walgreen, Warren Buffett, WMT

Is Delivery Still Profitable? UPS and FedEx Growth Slows

One problem facing both FedEx and UPS is that future growth in online retail is going to come in areas outside their normal business.

Long Ideas

daniel May 7, 2015March 8, 2016 Alternative Energy, Chesapeake Energy, CHK, Devon Energy, DVN, Elon Musk, EOG, EOG Resources, Fuel Cells, Natural Gas, Natural Gas powered vehicles, Powerwall, UPS

UPS Leading Natural Gas Revolution

UPS’s moves show that natural gas is a serious vehicle fuel and that those looking for a long-term energy play should take a good look at natural producers.

Good Stocks

daniel March 20, 2015June 26, 2017 AAPL, Amazon, American Express, AMZN, Apple Pay, Berkshire Hathaway, GOOG, GOOGL, Google, Google Ad Sense, UPS

Ten Businesses That You Did Not Know Google Was In

Google (NASDAQ: GOOG) has been experimenting with Google Express, a delivery service that picks up orders from stores and takes them to customers, for some time. Google Express even offers a same-day delivery service in some U.S. cities, including San Francisco. Big name retailers participating in Google Express include Target (NYSE: TGT), Walgreens (NASDAQ: WBA), Whole Foods (NASDAQ: WFM), Costco (NASDAQ: COST), Staples (NASDAQ: SPLS), PetSmart (NASDAQ: PETM), REI, and Barnes & Noble (NYSE: BKS).

Long Ideas

daniel March 8, 2015March 12, 2016 AAPL, ABX, American Express, AMZN, Benjamin Graham, Berkshire Hathaway, Charley Munger, COST, Costco, Disruptive Technology, Mr. Market, Mr. Money Mustache, Solar City, UPS, Value Investing, Warren Buffett, WMT

Rise of the Value Shopper (and Costco)

The retail environment has changed dramatically because of the value shopper. Those investors that realize it and invest accordingly will profit.

You Missed It

daniel January 18, 2015March 9, 2016 Amazon, AMZN, Disruptive Technology, Dollar Tree, Elon Musk, FDX, FedEx, GOOG, High Seed Rail, Hyperloop, New Source of Electricity, Tesla, TSLA, United Parcel Service, UPS, Wal-Mart, WMT

Musk Is Still Involved in the Hyperloop Wants to Build Test Track

A high-speed ground transportation system like Hyperloop could be enormously profitable if somebody actually built it. A customer for it would be United Parcel Service (NYSE: UPS), which reported a TTM revenue of $57.31 billion on Sept. 30, 2014, a $2.28 billion increase over September 2013, when it posted a TTM revenue of $55.03 billion.

Long Ideas

daniel December 25, 2014March 22, 2016 Apple Stock, Benjamin Graham, Berkshire Hathaway, Disruptive Technology, FDX, FedEx, GOOG, Google, Google Express, Kroger, Mr. Money Mustache, PayPal, UPS, Value Investing

Same-Day Delivery War Heats Up

The same-day delivery war will be won by the company willing to stick it out, invest money, and spend several years slowly building up and rolling out its service. In that time, we’re liable to see consolidation and alliances Walmart or Amazon.com teaming up with Google Express, or Google contracting with Kroger or Uber to provide deliveries.