FedEx
FDX-N
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About FedEx (FDX-N)
FedEx Corporation is an American multinational courier delivery services company headquartered in Memphis, Tennessee.
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Expert
BUY
BUY
June 6, 2019
The lower price is not due to competition from AMZN-N. AMZN-N is 1 to 2 percent of revenues for FDX-N. Most of the headwinds have been trade related which are unwarranted because the US revenue from Chin is only 2%. They are having issues integrating their TNT express acquisition in Europe. If you ignore Ecommerce, and just consider business to business deliveries, it is very meaningful for companies. If anyone can use drones to make household deliveries, AMZN-Q can do it but it is very early days.
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BUY
BUY
June 6, 2019
They've had a round trip since October 2015, rising high then falling back to that 2015 level all because of the Amazon effect (Amazon using other forms of delivery). That said, FedEx's earnings forecasts have held up beautifully. Fair market value upside could be as much as 90%. Historically, their shares peak right at fair market value. There's good technical support at $146, so you can buy at that level. PE is only 9.5x. What's not to like?
They've had a round trip since October 2015, rising high then falling back to that 2015 level all because of the Amazon effect (Amazon using other forms of delivery). That said, FedEx's earnings forecasts have held up beautifully. Fair market value upside could be as much as 90%. Historically, their shares peak right at fair market value. There's good technical support at $146, so you can buy at that level. PE is only 9.5x. What's not to like?
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WAIT
WAIT
May 28, 2019
This stock has been hammered and is cheap at these levels. Yield is very small. This good be a good entry point. However, the stock has been in free fall. Could there be more bad news to come. He would be cautious on this name and wait for stability.
This stock has been hammered and is cheap at these levels. Yield is very small. This good be a good entry point. However, the stock has been in free fall. Could there be more bad news to come. He would be cautious on this name and wait for stability.
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BUY
BUY
May 23, 2019
They recently decided to do more work on it. The China-US trade affair is impacting them. European volumes are down and are having some integration issues. He believes it will turn around. This things will pass. He is just doing homework on what price to buy it at. He will be more inclined to wait 1 or 2 quarters.
They recently decided to do more work on it. The China-US trade affair is impacting them. European volumes are down and are having some integration issues. He believes it will turn around. This things will pass. He is just doing homework on what price to buy it at. He will be more inclined to wait 1 or 2 quarters.
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DON'T BUY
DON'T BUY
May 22, 2019
The space reflects the health of the US economy. It is not a good sign when this stock is not doing well. Amazon is taking more away, but getting into delivery directly. (Analysts’ price target is $208.00)
The space reflects the health of the US economy. It is not a good sign when this stock is not doing well. Amazon is taking more away, but getting into delivery directly. (Analysts’ price target is $208.00)
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TOP PICK
TOP PICK
May 13, 2019
Play on global trade. Trades at 10x earnings. Wonderfully well run. It's down a ton. Decent dividend yield, strong balance sheet. Exposure to China and Asia. Opportunity to buy well run companies. If it gets cheaper, he'll buy more. Global trade is not going away. Yield is 1.51%. (Analysts’ price target is $207.96)
Play on global trade. Trades at 10x earnings. Wonderfully well run. It's down a ton. Decent dividend yield, strong balance sheet. Exposure to China and Asia. Opportunity to buy well run companies. If it gets cheaper, he'll buy more. Global trade is not going away. Yield is 1.51%. (Analysts’ price target is $207.96)
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BUY
BUY
May 2, 2019
Amazon is a threat. He models no growth for 2019. That said it has a very low bar here trading at 12 times 2019. They have cost levers. They are finding ways to compete with Amazon. He is modeling now 20% for 2019-2021.
Amazon is a threat. He models no growth for 2019. That said it has a very low bar here trading at 12 times 2019. They have cost levers. They are finding ways to compete with Amazon. He is modeling now 20% for 2019-2021.
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TOP PICK
TOP PICK
April 23, 2019
The share price from its $270 peak last year due to fears of slowing global growth, but long-term they are well-positioned to benefit from increasing global trade and e-commerce. It trades at only 12.5x earnings. The US postal service is struggling, so e-commerce companies like Amazon will need to look elsewhere like to FedEx. (Analysts’ price target is $208.54)
The share price from its $270 peak last year due to fears of slowing global growth, but long-term they are well-positioned to benefit from increasing global trade and e-commerce. It trades at only 12.5x earnings. The US postal service is struggling, so e-commerce companies like Amazon will need to look elsewhere like to FedEx. (Analysts’ price target is $208.54)
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PAST TOP PICK
PAST TOP PICK
April 22, 2019
(A Top Pick Apr 25/18, Down 20%) They got hurt badly in the fall with weak European results, but it remains a core holding for him. It's a proxy for economic growth around the world and he expects it to bounce back quickly. He believes in it long-term. It's recovered very well since December after hitting all-time highs in September. Now, it's trading at an attractive valuation at 10-11x earnings.
(A Top Pick Apr 25/18, Down 20%) They got hurt badly in the fall with weak European results, but it remains a core holding for him. It's a proxy for economic growth around the world and he expects it to bounce back quickly. He believes in it long-term. It's recovered very well since December after hitting all-time highs in September. Now, it's trading at an attractive valuation at 10-11x earnings.
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DON'T BUY
DON'T BUY
April 10, 2019
He stays away from single stock exposure and would prefer an ETF instead. Transports are not looking good right now. (Analysts’ price target is $209.00)
He stays away from single stock exposure and would prefer an ETF instead. Transports are not looking good right now. (Analysts’ price target is $209.00)
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BUY
BUY
April 9, 2019
It has to break $200 ($10 away), then $220-230. Transports are improving across the board, based on the start of a new 4-year economic view. He would add at these levels. He likes it here.
It has to break $200 ($10 away), then $220-230. Transports are improving across the board, based on the start of a new 4-year economic view. He would add at these levels. He likes it here.
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WATCH
WATCH
March 28, 2019
Sold it in last September. He feels a little naked without it. But it hasn't recovered as much as the rest of the market. First time in over 3 years that they miss top line and bottom line estimates. There has been some problems with the integration with their dutch-based company. The general thesis for the business is still intact. He would like to own again.
Sold it in last September. He feels a little naked without it. But it hasn't recovered as much as the rest of the market. First time in over 3 years that they miss top line and bottom line estimates. There has been some problems with the integration with their dutch-based company. The general thesis for the business is still intact. He would like to own again.
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PAST TOP PICK
PAST TOP PICK
February 28, 2019
(A Top Pick Mar 13/18, Down 27%) Sold it in September at around $244. The writing was in the wall. The perspective from a technical perspective is negative now. Long term probably OK.
(A Top Pick Mar 13/18, Down 27%) Sold it in September at around $244. The writing was in the wall. The perspective from a technical perspective is negative now. Long term probably OK.
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TOP PICK
TOP PICK
February 21, 2019
It came down a lot after they reduced their 2019 blaming it on macro and tariffs and those kind of things. The bad news is that growth for 2019 is sluggish. Cheap at 10 times 2020 earnings. Well positioned for growth in global commerce. All in he models 16% earning 2019-2020. Quality name on sale. you want to own it when there is doubt. (Analysts’ price target is $221.29)
It came down a lot after they reduced their 2019 blaming it on macro and tariffs and those kind of things. The bad news is that growth for 2019 is sluggish. Cheap at 10 times 2020 earnings. Well positioned for growth in global commerce. All in he models 16% earning 2019-2020. Quality name on sale. you want to own it when there is doubt. (Analysts’ price target is $221.29)
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BUY
BUY
February 13, 2019
Trades at 16x earnings and pays a good dividend. This is a good long-term buy. There's only them and UPS in this space. They are very good operators in a tough business. They've partnered with other parties, like smaller couriers, which he likes.
Trades at 16x earnings and pays a good dividend. This is a good long-term buy. There's only them and UPS in this space. They are very good operators in a tough business. They've partnered with other parties, like smaller couriers, which he likes.
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The lower price is not due to competition from AMZN-N. AMZN-N is 1 to 2 percent of revenues for FDX-N. Most of the headwinds have been trade related which are unwarranted because the US revenue from Chin is only 2%. They are having issues integrating their TNT express acquisition in Europe. If you ignore Ecommerce, and just consider business to business deliveries, it is very meaningful for companies. If anyone can use drones to make household deliveries, AMZN-Q can do it but it is very early days.