UPS: Good Business But No Margin Of Safety ...Middle East

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UPS: Good Business But No Margin Of Safety
Justin Sullivan Investment Thesis I believe United Parcel Service, Inc. (NYSE:UPS) stock is currently a hold. While the company has a strong business model and has made strategic investments in technology to improve efficiency, the short-term financial outlook is challenging due to macroeconomic factors like economic slowdown, high labor costs, and rising fuel prices. In my opinion, the projected 6% CAGR for the next five years doesn’t provide a sufficient margin of safety, especially when compared to the yield of the U.S. 5-year treasury bond, which is over 4%. Company Overview UPS operates in over 220 countries and provides services like package delivery and supply chain management. I

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