Comment / 2024: UPS, the juicy 5%-yielding loser, waiting for the FedEx spin

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It’s widespread.

A growing number of investors are getting tired of both FedEx and UPS, despite their diverging fortunes on the stock market this year.

What the bears question is whether either firm has more value to deliver in the current cycle rather than “often being in the news for aggressive pricing strategies” that, in the view of the two integrators, serve the purpose of offering outstanding, reliable shipping services over time.

(The latest ’fee hike’ headline is here; more background here.)

We’ll find ...