4Semana·

Investment in the logistics sector

Largest CEP service provider in the world. I've wanted to finally have a share in the logistics sector for some time now, and $UPS (+0,29 %) is currently really attractive with this low P/E ratio. E-commerce is also becoming more and more😁📦

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24.01
UPS logo
Compró 12 a 133,72 US$
1604,63 US$
19
11 Comentarios

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& additionally with a nice dividend.💶
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In my opinion, not a good decision my dear. There are much better companies that make logistics much more profitable. Here are a few examples, odfl, tfii, saia...
I advise you to check your pick again ❤️
A low kgv means absolutely nothing in this case. I've fallen for this kind of thing more than once. Just because you got the banana peel cheap doesn't mean there really is a banana in it😁
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Good buy. However, I find $IDL more interesting at the moment. Just doesn't pay a dividend
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You got in too early. You should have waited for the figures
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@ScorpionfromBW Yes, unfortunately I sometimes make the mistake of not waiting for the quarterly figures. But if you invest for the long term, it's not so tragic.
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@Alumdria I hope so for you 😉
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@ScorpionfromBW I am waiting for the quarterly figures for realty Income. They are on February 24. I would like to have an initial position in the real estate sector😄
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I don't see a case with UPS. USA has so many providers, especially Amazon is a huge problem, that's why I sold. I still see a better case with Fed Ex and DHL
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@topicswithhead Yes, FedEx is also great. I had to think long and hard about which company I would choose. And I don't see Amazon as a CEP service provider at all, as it's not their core business. UPS has much more experience there.
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@Alumdria Amazon has no experience? Amazon has been delivering for over 5 years in some cases, has the widest bag and, due to the "novelty", also more modern logistics houses. They have also been delivering for others for 2 years. I think you massively underestimate how big their logistics area already is.
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95% payout ratio :(
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