Paul Schlesinger Quotes
I think the hate to say it was a rude awaking with the fourth-quarter report, but there a sort of the recognition that old economy or new economy, this is a company tied to the economy. Here or there you can find flaws, but it's a pretty strong company. However, if the economy slows down, it slows down for them too. 
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I have a target price for UPS at 60. But sad to say, most transportation stocks are so far below what I think are fair target price, that it doesn't stand out as a bargain.
- Paul Schlesinger
The complexities of doing home deliveries are much greater than they are for commercial deliveries. It is far more difficult to get low costs. You still have the basic reality that you have to find someone at home. It gets awfully expensive if you have to make five stops in order to make four deliveries.
- Paul Schlesinger
I think the stocks all reflect concerns that the estimates won't hold up because the economy will weaken. If it becomes clear the estimates do hold up, I'm confident the stocks will do well. I've got fairly conservative estimates, below consensus, and the stocks are steals based on my estimates.
- Paul Schlesinger