The Long Investor
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$UPS
🕑 Added 2025-04-15 11:29:32 +0000 UTCI am sharing a lot of deep value positions this morning because we need to remember what we are here for
We are long term investors and should be taking advantage of strong companies that are completing their economic cycle and offering value again with a margin of safety and there are a lot of them right now.
$DIS $TGT $NKE $EL $INTC $PFE $MGM $UPS $VZ $AAL $WYNN
$UPS has strong and healthy fundamentals and now offering value deep under the 200 WMA too.
Price has broken down out of the channel too so support will need to be found first before considering a position but the 0.78 Fib at $80, which is also the Covid Low does look attractive.
Comments
Rich Morris
I feel like im not gonna stop buying stuff online.... I like this one
DC
All companies that used to grow at low teens which justified high P/E multiples. They now have no growth and multiples are adjusting. Will focus on those I believe will return to growth.
Jordan
VTV
Brandon
Their margins on Amazon packages were terrible. Sales will drop but profitability should improve
Aharon Modlin
Is there a good etf that holds these value stocks
Riv
One reason UPS has been taking a beating is they're dropping AMZN shippiing volume by 50% by 2026... AMZN is (was) > 10% of their annual revenue. https://www.supplychaindive.com/news/ups-amazon-volume-reduction-q4-2024-earnings/738749/
