Link says the delivery company is "a clear beneficiary" of lower oil prices, but she adds the company has done some good things internally that should lead to positive operating leverage in 2015.
Cramer notes everyone is enamored with FedEx (FDX) , and Merrill Lynch put out a note yesterday encouraging investors to buy it. But he says UPS took some very hard choices in order to not be overwhelmed in the packing days right before Christmas. He adds these choices hurt the company, and he sees a lot of upside.
Cramer says "UPS is just not as bad as the stock indicates" and "FedEx is not as good as the stock indicates." He says FedEx is good, and UPS is playing catch-up.
Link notes UPS has lagged FedEx in a big way and believes FedEx is the favorite on Wall Street. She says FedEx has been more inconsistent than UPS, which has already "taken the medicine" at this time.
Cramer says UPS spent a fortune so that last year's shortfall would not happen again this year.