We continue to believe that the President is under some pressure to not appear anti-labor, and thus will probably not intervene until some time next week at the earliest, … But despite his recent popularity...

We’ve never seen a beast like UPS, … It’s best in class, six times bigger than its next largest competitor. They set pricing. They have best returns in the integrated (freight transportation) sector.

We expect the company to continue to pick up momentum through the fourth quarter and 2003 with the Teamster contract further behind them and as the economy improves, … We expect consensus EPS for 2003...

We are rating UPS ‘attractive,’ … Our price target on this stock is $70; it’s at about $56 right now.

If volumes are flat, which is what both FedEx and UPS warned a couple of weeks ago, there’s no way shippers are going to pay it, … It’s very pie in the sky. Unless they’re...

Although cats have nine lives, we believe Kitty may be running out of time. If no one extends a life line to Kitty Hawk, there is a real possibility that Kitty Hawk, in its present...

The upside to the quarter was driven by strong cost control and benefit from its fuel surcharge,

The earnings implications are probably immaterial, but perception of UPS as a new economy supply chain information provider is real.

We expect the stock to rally on the unexpected fuel surcharge announcement, … Back of the envelope fuel surcharge could equate to 1 to 2 cents upside in the third quarter, 4 to 5 cents...

The driver (for beating the estimate) is the additional revenue falling to the bottom line from the fuel surcharge, … It (earnings per share) is a strong number any way you look at it.

Clearly, further weakening in domestic express and international volumes is not a good sign for UPS as well.

This will be very positive for UPS over the long term, … This is not material to earnings per share during the next few years, but over time it will be an important growth engine....

There will be relatively few shares sold, … And UPS still has $1 billion left over from the IPO to repurchase shares on the open market to support the price if need be.

I like where we are in the cycle. You don’t buy them when things are good. You buy them when things are bad, in front of Fed easing and fuel coming down, that’s when you...

Slowing growth is looming for the parcel carriers, in our view, … Evidence of the slowing U.S. economy is abundant. Although the parcel carriers have reported a slowdown in growth, we are convinced that they...

In the past, Cam’s outgoing personality occasionally stirred the passions of investors, … We believe that a new, less opinionated voice may put some investors at ease.

We don’t anticipate any impact on the stock. While Kelly has been both an important and strong leader as well as a terrific man, UPS is a large company with great management depth run by...

We continue to believe that while domestic express volumes may be close to a bottom, ground volumes, (international express shipments) and especially yields are several quarters away from bottoming,

We generally see exposure of less than 10 percent of earnings if a strike lasted an entire quarter, which we believe is highly unlikely.

Our sense is that the rejection was more a statement of employee sentiment in the airline industry rather than a statement regarding overall labor relations between UPS and the Teamsters, … However, we believe UPS...

It is still too early to own ground transportation names.

We continue to believe that the President will invoke his authority under the Taft-Hartley Act and order union members back to work in the event for a strike, … Individual members of Congress from West...

Our conclusion is that despite some of the positive remarks from Roadway, actual performance and guidance lead us to believe that it is still too early to own ground transportation names and that we may...

We have noted in the past that our third-quarter earnings per share estimate of 47 cents (versus First Call consensus of 57 cents) would probably be too low if UPS settled early and a second...

If after the report on Wednesday investors believe that FedEx will be able to post double-digit (earnings per share) growth during the first half of the fiscal year 2001, we believe the stock should begin...