3D·

Today, UPS not only delivers parcels, but also dividends!

The dividend is ringing today, but if you look at the share price over the last few months, it looks less like a delivery and more like a "package lost". The share price has lost a lot of weight.


👉 BUT: Anyone who collects dividends knows the game. Short-term dips in the share price are sometimes just opportunities to cash in further in the long term. UPS remains a cash flow monster, and as long as the world stores online, the brown trucks will keep rolling.


🔥 Question for you: Buy the dip or "return to sender"?


Thanks for your assessment for $UPS (+0,14%) in the comments.

04.09
UPS logo
Recebido x5 Dividendos em US$ 1,64
US$ 8,20
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11 Comentários

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The share is on a sustained downward trend (-40% YTD), so it's a waste of money! For me a total bad investment!
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@Cato_Bamboo but it has NUN Value properties 🤪
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@Cato_Bamboo but then it's time to buy more and collect them on offer 👋🏾🥳
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@felipeestupendo Exactly, would take out another loan and buy a lot more (because it's so cheap)
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@Cato_Bamboo Well, loans are of course nonsense for buying shares. You can only do that when you have money again. But fortunately, dividends also keep you liquid. It's an extra few hundred euros a month. At some point, the snowball rolls and gets bigger and bigger... 😊
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The payuot ratio is close to 100%.
The dividend is barely sustainable at this point, a dividend cut will likely happen in the near future.
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I work there and am building up a small "company pension" with the share, so the share price weakness is very convenient for me. Yes, it doesn't look so good at the moment, parcel volumes are crumbling, Amazon is almost gone, but UPS is a company that the world needs, about 3% of global GDP and 6% of U.S. GDP pass through the UPS network every year. Even in times of crisis, the store is running, I have experienced 2 world crises there, financial crisis and Corona.
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I didn't realize that the share had been punished to such an extent.

Will be added to the watch list.
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I think that the fundamentals of this society are solid and robust, and in this period of history it is experiencing difficult times because of the potential effect of tariffs. In fundamentals, society has very good data. Many argue that there may be an upside. The stock now trades at a price years ago when profits and revenues were much lower.
What do you think of the fundamentals?
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$UPS looks catastrophic. Even the dividend doesn't help. 28% "share price growth" in 26 years is a revelation. Especially compared to $DSV or $ODFL. No matter how the trucks roll.
I wouldn't even accept the package for my neighbor.
Moreover, collecting dividences is no excuse for buying and holding poorly performing shares. Even as a cash flow stock... Especially considering the opportunity cost. It would break me.

That said, $UPS is now in an exciting zone for a turnaround.
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