Investors in transportation and logistics companies have been fearing the worst about e-commerce trends. One worry is that (AMZN) will deliver more of its own packages, stealing volume from traditional shipping companies. United Parcel Service (UPS) shares have fared better, up more than 24% year to date, but UPS stock is still down 1% over the past 12 months versus a 3% gain of the Dow.
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