Buy Amazon And Sell UPS, And FedEx, Also Take Advantage And Buy Oil And NatGas
Summary
- An announcement that Amazon is opening its logistics and last-mile delivery to eCommerce outside of their fulfillment seems to have gone unnoticed.
- Amazon starts slow, and adds on more services. Bezos' Maxim "Your margin is my opportunity". Fedex and UPS will have a new and implacable competitor.
- Analysts will take notice sooner rather than later that Amazon was entering their market, and have to re-rate these oligopolies and lower the value of UPS and FedEx.
- We have to expect that stocks will continue to be pressured as the market now must discount the possibility that some raises will be 0.75%. I don't believe we are headed into a long-term bear market but it's possible that the next week or two will feel like it.
David H. Lerner is an analyst with a decade of experience utilizing his professional background in software consulting and technology to identify market trends and provide long and short trade ideas. David employs a combination of technical analysis and market psychology to capitalize on narratives for outsized returns. He also utilizes “Cash Management Discipline,” a simple trading style to hedge against the volatility of today’s market climate.
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Analyst’s Disclosure:I/we have a beneficial long position in the shares of PSX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
I own shares in DINO, MSFT, and UPST.
I have Puts on DWAC and SBUX.
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