Today, analysts Brendan Byrnes and Austin Smith discuss the earnings miss from delivery services giant UPS. The company's domestic package shipments did well, but it continues to struggle worldwide and slightly missed EPS expectations. It also lowered growth estimates for the U.S. economy in 2012, bad news considering the company is a leading indicator. But with long-term revenue from changes in companies like Amazon, it could remain productive long-term.

UPS reflects the overall direction of the economy, but not all sectors are created equal. Investing is already difficult in today's uncertain economy. That's why we've published "Top Sectors of 2012" -- our guide to three favorable industries.