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There was a feature on these and UPS's purchase on CNBC one morning last week, including extensive video, etc.
Likely why UPS stock is hot this week:
"Electric Vertical Aircraft Gain Momentum After UPS Order"
"Vermont-based Beta Technologies has announced a second order within a week for its electric vertical takeoff and landing (eVTOL) aircraft. Last week, an order from United Parcel Service (NYSE:UPS) helped to validate the technology, according to Beta founder Kyle Clark. Today, Blade Urban Air Mobility announced plans to become the first to use the technology for passenger transport.
Blade is an urban air mobility platform that currently offers helicopter, seaplane, and executive jet service in select locations including New York City, Los Angeles, South Florida, and vacation destinations like Aspen, Colorado. The companies announced that Blade has ordered up to 20 of Beta's passenger-designed Electric Vertical Aircraft (EVA) with delivery beginning in late 2024. Last week, UPS agreed to take 10 cargo models of the aircraft, also scheduled to begin arriving in 2024, with an option to purchase up to 150 in total. "
https://www.fool.com/investing/2021/04/13/electric-vertical-aircraft-gain-momentum-after-ups/
I haven't seen anything in particular either. The Annual Report and Proxy materials came from UPS a few days ago, and I am looking forward to reading everything in detail this week.
$178, a surprise record high! Don't see any news on UPS.
Ha! For that moment I forgot about BRK's tiny UPS holding. $10,168,000 or less than 1/10th of a percent. UPS's All-time high IS around $175.
And these will continue to grow and increase going forward, much to the delight of us and Warren Buffett, Todd Combs and Ted Weschler
UPS Q Dividends Past 5-years
Date Dividends
Feb 19, 2021 1.02 Dividend
Nov 12, 2020 1.01 Dividend
Aug 21, 2020 1.01 Dividend
May 22, 2020 1.01 Dividend
Feb 24, 2020 1.01 Dividend
Nov 15, 2019 0.96 Dividend
Aug 16, 2019 0.96 Dividend
May 17, 2019 0.96 Dividend
Feb 25, 2019 0.96 Dividend
Nov 16, 2018 0.91 Dividend
Aug 17, 2018 0.91 Dividend
May 18, 2018 0.91 Dividend
Feb 16, 2018 0.91 Dividend
Nov 10, 2017 0.83 Dividend
Aug 10, 2017 0.83 Dividend
May 11, 2017 0.83 Dividend
Feb 16, 2017 0.83 Dividend
Nov 09, 2016 0.78 Dividend
Aug 12, 2016 0.78 Dividend
May 12, 2016 0.78 Dividend
Making another run at $175. We'll see...
UPS has been inspiring lately. Since the big move last summer, it's basically been range-bound between $155 and $175. I'm dubious of it breaking above $175 at this time.
She doesn't tell how UPS raises their rates ~5% EVERY year when inflation is about 1%. My company uses the US mail more and more for deliveries.
I still own a small amount of UPS stock but haven't added since my first buy a decade ago.
I watched our CEO, Carol Tome, on Mad Money last week, and she did a great job. made me want to mortgage the home again to load up on UPS. Here is a clip I found on a portion of her appearance:
https://www.bing.com/videos/search?q=carol+tome&docid=13894455491179&mid=93D08566AF9277DBA80993D08566AF9277DBA809&view=detail&FORM=VIRE
Ditto on long-term. Still annoys me even though it shouldn't.
You might be interested to know the CEO is scheduled to be on Mad Money on CNBC tonight.
She might shed some light on the company unknown to us. I'm in this for the long term, which I feel is very good.
I find the daily price action strange.
Given the macro-environment (hyper bullish), the shares were never "darlings" of this pandemic, and they should have been IMO. The day I bought UPS, it was a choice between UPS and FDX. I figured FDX might have more short-term upside (boy, did they) but over the long-haul, it was UPS each and every day. Now, UPS beat earnings and the market is still pretty much yawning. I don't get it.
It's time for a new post.
UPS is the top of the line. They are the best run operation of all the delivery carriers.
Their latest financials show just how well run of a company they are. Take it from someone who used then and others in my working years.
Just say'n
Agreed. All I see around my neighborhood at night are Amazon, FedEx, UPS, and USPS trucks. Long-term trend toward e-commerce has been accelerated.
Not sure why I've been sweating the small stuff. It's golden long-term even if CoVid gets "solved". Didn't expect this consolidation leg to take so long.
With reports of widespread shipping gridlock and a backlog of packages to pick up from shippers, UPS has to be literally printing $$$$$ right now.
UPS is sitting on top of the 50-day moving average.
Time to stop trading sideways and pick a direction.
Is UPS gonna behave like Zoom today?
Stock market going crazy but the stocks helped by CoVid get dinged? That's okay. The trend toward e-commerce is going to remain strong and unbroken. Give it a couple days, maybe let a few runners, run, and then rebalance toward UPS for longer-term horizon.
Rebounding strongly today. The sell down yesterday made no sense given the stellar earnings report.
Off 9%. Extraordinary.
Unexpected. Market is getting a beat down. UPS is getting a more severe beat down. Obviously it's short-term but unexpectedly nonetheless.
Very positive "beats" in the report, but unfortunately it came out on a day where the overall markets are down hard, and there are significant worries over the spike in coronavirus cases. But, UPS thrives in this environment.
"UPS EPS beats by $0.39, beats on revenue"
* UPS (NYSE:UPS): Q3 Non-GAAP EPS of $2.28 beats by $0.39; GAAP EPS of $2.24 beats by $0.40.
* Revenue of $21.24B (+15.9% Y/Y) beats by $980M.
* Operating income $2.41 B vs. $1.96B consensus.
https://seekingalpha.com/news/3627017-ups-eps-beats-0_39-beats-on-revenue
UPS 5-year Q Div History
Aug 21, 2020 1.01 Dividend
May 22, 2020 1.01 Dividend
Feb 24, 2020 1.01 Dividend
Nov 15, 2019 0.96 Dividend
Aug 16, 2019 0.96 Dividend
May 17, 2019 0.96 Dividend
Feb 25, 2019 0.96 Dividend
Nov 16, 2018 0.91 Dividend
Aug 17, 2018 0.91 Dividend
May 18, 2018 0.91 Dividend
Feb 16, 2018 0.91 Dividend
Nov 10, 2017 0.83 Dividend
Aug 10, 2017 0.83 Dividend
May 11, 2017 0.83 Dividend
Feb 16, 2017 0.83 Dividend
Nov 09, 2016 0.78 Dividend
Aug 12, 2016 0.78 Dividend
May 12, 2016 0.78 Dividend
Feb 18, 2016 0.78 Dividend
Nov 12, 2015 0.73 Dividend
Lawyer. Should have guessed.
You've held UPS since ~$50 and for well over a decade. 3.5x banger on share appreciation alone. Throw in the divvies, call it a 5x banger. Add in the future is bright, the divvies are basically guaranteed into perpetuity... that's a great investment. But where's the fun in that?
I've had my positions in AMZN and AAPL (sold recently to buy UPS because of likely pending anti-trust) to buy UPS, et. al. but I got all those positions by buying Fannie & Freddie & Chinese trash. Life is much more interesting trading at the bottom.
Did you even read my post? You do realize I can see the junk, often Chinese pennies, you've owned. Those aren't things accredited investors buy. I'm a retired lawyer who has often posted about Chinese accounting deficiencies. Those stocks are the exact opposite of investments like UPS.
have a good day...
As a fellow accredited investor I'm shocked you didn't know what I was talking about when I said my hedgie makes 1%. Might be time to drop an email to both of your 2 brokers and see what fees they're gouging you with.
Yes, I know about the ludicrous 2/20 formula, common for hedge funds to charge. I'm an accredited investor so I could buy such investments but I don't because they usually do poorly. I do own Berkshire Hathaway which can be thought of as a hedge fund but with almost zero fees. Its top two execs, Buffett and Munger, are paid $100,000 a year each.
BRK has long owned a tiny amount of UPS and may be adding now.
As I recall, I'm eligible for some free trades from my two brokers. I've made one trade this year (to slightly trim a holding that had grown very large). Two years ago I made two stock purchases. Thus, free trading means nothing to me. Free or very low cost stock flipping is one of the worst things to happen to the masses of investors during this long bull market.
Prudent Capitalist is correct about UPS being a good buy/hold div-payer. I've owned it since about 2008 when it was about $50.
Typical fee structure of fund managers is 1%, regardless of performance. It wasn't that long ago that the fee structure was "2 and 20", 2% of your portfolio plus 20% of gains over a certain threshold, say, 20%.
Explain: "My hedgie lets me trade for free and gets it back, and then some, by charging 1% per annum." What is "your hedgie," and how is 1% a good deal. 1% of what?
Bingo! UPS is a buy and hold long term investment, and a good one for reinvestment of dividends. We have it in tax deferred retirement accounts.
There are still spreads.
This isn't 2007. Trades are free. My hedgie lets me trade for free and gets it back, and then some, by charging 1% per annum.
"Sell in the morning, buy before close." Yes, trade your brains out while making your broker rich. There's friction with every transaction and most slobbering addicts get the trading backwards.
But is there a Reverse Doji Death Cross? I read about that in a 16 page pamphlet years ago.
Robust!
Got a crossover on the MACD.
$174. All time high for UPS, although Fedex has generally been a better stock during the the Wuhan/Trump pandemic.
Sure appears to me this company will move much higher in pps. Why? More people are ordering from home, which makes UPS the go to carrier for package delivery.
Just think about this Christmas buying season.
Strong open. Let's see if she holds through end of day. If so, our consolidation period may be over and it's time for the next leg up.
UPS just touched $170, a record high.
Long-term, UPS is golden.
I'm just annoying with the high to low trading from morning to afternoon. It's been quite predictable and I've yet to trade it.
See if it happens again today, start out high and finish low. Got a positive press release on the status bar above. Should only help fuel this trading trend.
$192 Price target for UPS at Credit Suisse, and the divi is 2.5%. all is well. UPS holders will be well rewarded gong forward.
Green (currently) on a bloody red day is no small feat.
Annoying thing about UPS, up a couple bucks in the morning and then finish red. Almost considering trading it. Sell in the morning, buy before close.
Credit Suisse Upgrades to Positive
First Time in 5 Years
Explains why stock is up today while the general market is mired in a continued September slump.
https://www.cnbc.com/2020/09/21/credit-suisse-upgrades-ups-gets-positive-on-stock-for-first-time-in-5-years.html
This ticker just keeps on delivering profits for shareholders.
I've followed Buffett for years but have owned BRK only for just two years. My portfolio is 100% "Buffett-type" stocks: i.e. proven money makers with commanding presence in their sectors. Aside from a small amount of Boeing, I only own dividend payers. I never buy small cap stocks.
One thing I do just like Buffett/Munger: I rarely trade my stocks and, like the boys, I make no attempt to time the market. No one can do that. Bad market timing can be devastating.
However there is virtually no overlap between my stocks and BRK's. Buffett owns lots of banks while I own none. I haven't owned an airline in 35 years. My only current overlap is UPS and index funds. My holdings have done far better than Buffett's over the past decade.
Very eager to learn whether BRK is adding to his UPS.
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