SamSuka
The Long Investor
The Long Investor

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$UPS

I 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.

$UPS

Comments

I feel like im not gonna stop buying stuff online.... I like this one

Rich Morris

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.

DC

VTV

Jordan

Their margins on Amazon packages were terrible. Sales will drop but profitability should improve

Brandon

Is there a good etf that holds these value stocks

Aharon Modlin

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/

Riv


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