Link says the stock is down 8% because the company decreased its full-year guidance, but she adds the shipper did so because there is more demand than it thought and it wants to be prepared for the holiday season.
Cramer says UPS had the wrong infrastructure during the most recent holiday season, which caused the company to spend more per package than it should have. He notes FedEx (FDX) has gotten ahead of UPS but maintains it is a great company with strong yield support.
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He also says UPS and Amazon (AMZN) are not head-to-head because the latter is using the former. Cramer thinks Wall Street hates UPS, and he notes he and Link have done well recently in buying stocks that Wall Street hates.
Link thinks UPS has pricing power and believes declining oil prices should help the company. They do not have a catalyst near-term, but Cramer says they do not want one because every company that decides to spend recently gets hit, while companies that cut spending have been rising.
Cramer says UPS will go to $80 if it delivers another holiday season like last year's. Link also points out the company's buyback, dividend and November analyst meeting, while Cramer calls it a "very pro-shareholder company."