United Parcel Service Inc

May 13, 2020

Added to COF, UPS, VZ, CMCSA, INTC, and BRK.B

Jeremy Ryan Berkshire Hathaway, Berkshire Hathaway Inc., BRK.B, brkb, Capital One, Capital One Financial Corp, CMCSA, COF, Comcast, Comcast Corporation, geico, INTC, Intel, Intel Corporation, united parcel service, United Parcel Service Inc, ups, verizon, verizon communications inc, VZ 0

Added small amounts to existing positions today in COF at 53.8678, UPS at 90.7259, VZ at 54.5934, CMCSA at 34.7423, INTC at 57.2345, BRK.B at 170.26.

All except Comcast Corporation and Intel are in my top 15th largest positions.

Here is my previous analysis/trades for all positions:

May 4, 2020

United Parcel Service Inc (UPS) – Buy

Jeremy Ryan united parcel service, United Parcel Service Inc, ups 0

Added to my recent position today in United Parcel Service Inc (UPS) at $90.398. UPS is now my 6th largest holding.

Much of what I said in my previous UPS analysis still stands.

May 2, 2020

Added to Berkshire Hathaway Inc. (BRK-B), Verizon Communications Inc (VZ) and United Parcel Service Inc (UPS) – Buy

Jeremy Ryan Berkshire Hathaway, Berkshire Hathaway Inc., BRK.B, brkb, geico, united parcel service, United Parcel Service Inc, ups, verizon, verizon communications inc, VZ 0

Added to existing positions between 4/30/2020 and 5/1/2020 in Verizon Communications Inc (VZ) at 57.602, Berkshire Hathaway Inc. (BRK-B) at 187.369 and United Parcel Service Inc (UPS) at 91.9799.

Verizon, UPS and Berkshire are our 5th, 6th, and 12th largest positions respectively.

We had been waiting for a pullback in the recent rally to add more to these existing positions and will continue to resume adding to existing positions as these on more down days. We are attracted to the resilience and dividends of UPS and Verizon during the current environment and the book value/balance sheet of Berkshire Hathaway as well as Berkshire’s ability to excel during uncertain times such as these.

Here is my previous analysis/trades for all positions:

March 16, 2020

Verizon Communications Inc (VZ) and United Parcel Service Inc (UPS) – Buy

Jeremy Ryan united parcel service, United Parcel Service Inc, ups, verizon, verizon communications inc, VZ 0

I added to my recent positions today in United Parcel Service Inc (UPS) at $88.46 and Verizon Communications Inc (VZ) position at $51.115. UPS and Verizon are now my 5th and 6th largest holdings respectively.

Was happy to get more at these low prices, Verizon at a lower price. Much of what I said in my previous UPS analysis and Verizon analysis still stands.

March 9, 2020

United Parcel Service Inc (UPS) – Buy

Jeremy Ryan united parcel service, United Parcel Service Inc, ups 0

I added to my recent position on 3/9/2020 in United Parcel Service Inc (UPS) at $87.51. UPS is now my 7th largest holding.

Was happy to get more at less than my previous purchase. Much of what I said in my previous UPS analysis still stands.

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