I parked a lot of my cash (dry powder) in UPS this week. I am doing this as a dividend play and I am counting on UPS's currency risk-off operations in international shipping revenue management to mitigate any global currency crisis. I am debating a stop-loss point and whether this is a permanent holding? I am watching Geo-political developments as well as signs the bubble will pop pre-taper. 2015 is looking to be a scary year.
Disclosure: I am long UPS.