Our bullish views stem from how the surge in e-commerce activity is creating opportunities for UPS to flex pricing power, which should result in strong margin opportunities in the future. We are also huge fans of new CEO Carol Tomé. Throughout her time as CFO of Home Depot, Tomé built an impressive reputation as a turnaround artist, and we think her fresh perspective and intense focus on efficiencies will create a better UPS. Indeed, ever since Tome' joined UPS, shares have doubled, however we do not believe this turnaround is done. Lastly, we appreciate UPS's nearly 50 years of stability and growth in dividends, which management calls the "hallmark" of the company's financial strength.