2024: UPS, the juicy 5%-yielding loser, waiting for the FedEx spin
Value delivery on the radar
The chief speaker at Ryder System’s Investor Day held yesterday, 13 June, in New York…
… of course, was chairman and CEO Robert Sanchez, who immediately took the stage to explain the biggest strength of the company he leads: asset-based-asset-light portfolio diversification*.
(*What each unit does is neatly explained in the table below, please click to expand it.)
A Miami-based $5.3bn-market-cap trucking and supply chain darling…
… high on Premium’s radar ever since its stock traded at about half (when takeover rumours mounted) its current ...
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