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 going to shrink their business, there's no way they'll get that rate. - Ed Wolfe Quotes
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 going to shrink their business, there's no way they'll get that rate. Ed Wolfe
 

More - Ed Wolfe Quotes

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

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

Ed Wolfe

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

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

Ed Wolfe

 
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 buy them. - Ed Wolfe Quotes

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 buy them.

Ed Wolfe

 
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 committee. - Ed Wolfe Quotes

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 committee.

Ed Wolfe

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

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

Ed Wolfe

 Earnings
It is still too early to own ground transportation names. - Ed Wolfe Quotes

It is still too early to own ground transportation names.

Ed Wolfe

 
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 continue to see additional signs of slowing and operating ratio deterioration before the economy begins to turn, - Ed Wolfe Quotes

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 continue to see additional signs of slowing and operating ratio deterioration before the economy begins to turn,

Ed Wolfe

 Guidance
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 to act a bit better. If FedEx management guides the street downward, we believe the stock will be dead money for some time. - Ed Wolfe Quotes

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 to act a bit better. If FedEx management guides the street downward, we believe the stock will be dead money for some time.

Ed Wolfe

 
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. - Ed Wolfe Quotes

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.

Ed Wolfe

 Class
We are rating UPS 'attractive,' ... Our price target on this stock is $70; it's at about $56 right now. - Ed Wolfe Quotes

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

Ed Wolfe

 
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