Buy UPS for Value/Durable Shipping Exposure
about 2 months ago
Chris Irons
"I look at a name like UPS right now, which trades at 12 times earnings, pays a dividend. It's a company that I am certain is going to be around in 20 years. Shipping is not going away. UPS and FedEx basically have a duopoly right now. So I would much prefer to look at a name like that than to speculate at 50 times sales on NVIDIA or whatever."
The speaker explicitly favors buying UPS due to its low valuation (12x earnings) and dividends, arguing that its durable shipping business provides long‐term value and stability relative to overvalued tech names. This acts as a defensive, long-term portfolio holding in a sector with structural demand.
Scores
Alpha Potential
7.5/10
Novelty
7.0/10
Credibility
7.5/10
Timeliness
7.0/10
Overall
7.3/10
Sentiment
Bullish
Conviction
High
Tier
Market Context
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Episode Information
Episode:
Use Common Sense and Avoid the Echo Chamber
Source:Stansberry Investor Hour
Published:
September 8, 2025
Idea Type:
Stock Idea