Since President Trump was elected, transportation stocks have performed roughly in line with the broader market. BloombergBoth UPS and Fedex have underperformed both the index and have been laggards within the transportation sector as well. The two other big negatives to UPS and FedEx (and the entire transport sector) are capital expenditures and currency translation risks. Note, however, that these two risks are associated with UPS and FedEx no matter the investment or economic environment. Both company-specific and sector risks should be considered when analyzing companies like UPS and FedEx.

Source: Forbes March 24, 2017 22:07 UTC