FedEx (FDX-N) Stock Predictions - Stockchase
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FedEx (FDX-N)

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FDX-N

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FedEx (FDX-N) SAVE Jan, 23, 2019, 11:31 pm

173.68 2.22 (1.26%)

About FedEx (FDX-N)

FedEx Corporation is an American multinational courier delivery services company headquartered in Memphis, Tennessee. More at Wikipedia

What the experts are saying about FDX-N



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DON'T BUY
FedEx(FDX-N) 

January 23, 2019

He's owned this in the past. It's gone sideways and below its 200-day moving average. It mirrors the health of the economy and there are concerns. Beta of 1.3x of S&P. Not a stock he will accumulate moving forward deeper into the cycle.
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He's owned this in the past. It's gone sideways and below its 200-day moving average. It mirrors the health of the economy and there are concerns. Beta of 1.3x of S&P. Not a stock he will accumulate moving forward deeper into the cycle.
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Stan Wong

Director &, Private Wealth Manag...

Price Price
$0.000
Owned Owned
No

DON'T BUY
FedEx(FDX-N) 

January 18, 2019

UPS or Fedex? Fedex gave an earnings warning late last year and that hurt the value. The two stocks trade similarly. Amazon is an issue for both, who is developing their own delivery service. He wouldn't own either stock.
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UPS or Fedex? Fedex gave an earnings warning late last year and that hurt the value. The two stocks trade similarly. Amazon is an issue for both, who is developing their own delivery service. He wouldn't own either stock.
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Norman Levine

Managing D, Portfolio Management...

Price Price
$176.910
Owned Owned
No

DON'T BUY
FedEx(FDX-N) 

January 10, 2019

They had to reduce guidance. They are seeing a global slowdown particularly in Europe. A couple of years ago they invested in an express delivery company in Europe. They lower their operating profits target for this company. Another overhang on the stock is Amazon (AMZN-Q) that is trying to build their own delivery network. Stay on the sidelines.
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They had to reduce guidance. They are seeing a global slowdown particularly in Europe. A couple of years ago they invested in an express delivery company in Europe. They lower their operating profits target for this company. Another overhang on the stock is Amazon (AMZN-Q) that is trying to build their own delivery network. Stay on the sidelines.
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$170.120
Owned Owned
No

PAST TOP PICK
FedEx(FDX-N) 

January 8, 2019

(A Top Pick Jan 11/18, Down 38%) Probably one of his worst pick to date. The stock got pummeled after they highlighted that the macro uncertainty and trade tension with China was problematic. Sold it.
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(A Top Pick Jan 11/18, Down 38%) Probably one of his worst pick to date. The stock got pummeled after they highlighted that the macro uncertainty and trade tension with China was problematic. Sold it.
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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$167.020
Owned Owned
No

DON'T BUY
FedEx(FDX-N) 

January 7, 2019

Guidance totally shocked the street, and in this market if you do that, you're done. An amazing business, but everyone's worried about Amazon. Pullback was just a concern about a recession, which he doesn't see. So the stock has some rallying to go, but not one of his best ideas.
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Guidance totally shocked the street, and in this market if you do that, you're done. An amazing business, but everyone's worried about Amazon. Pullback was just a concern about a recession, which he doesn't see. So the stock has some rallying to go, but not one of his best ideas.
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$166.730
Owned Owned
No

TOP PICK
FedEx(FDX-N) 

January 3, 2019

It struggled as the concerns about China trade fell into the stock. Their mid-December results said that things were slowing in China. They have already been hit. It is discounting a big pain in China. It is a great company at a cheap price and the multiple has come down. He owns it for multiple correction. (Analysts’ price target is $227.21)
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It struggled as the concerns about China trade fell into the stock. Their mid-December results said that things were slowing in China. They have already been hit. It is discounting a big pain in China. It is a great company at a cheap price and the multiple has come down. He owns it for multiple correction. (Analysts’ price target is $227.21)
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Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$157.190
Owned Owned
Yes

TOP PICK
FedEx(FDX-N) 

December 31, 2018

It has come down such a long way yet is a good growth story. It trades at 10 times forward earnings. Everyone is worried about AMZN-Q coming in but he thinks it is overdone on the downside. (Analysts’ price target is $227.21)
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It has come down such a long way yet is a good growth story. It trades at 10 times forward earnings. Everyone is worried about AMZN-Q coming in but he thinks it is overdone on the downside. (Analysts’ price target is $227.21)
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John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$161.330
Owned Owned
Yes

TOP PICK
FedEx(FDX-N) 

December 19, 2018

Latest earnings were not pleasing to the market. Their future will depend on e-commerce, drone delivery, etc. Countries working against globalization will create headwinds. These include China, Brexit, etc. He likes it now, because it trades at only 10 times earnings -- great value. Yield 1.6%. (Analysts’ price target is $241.88)
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Latest earnings were not pleasing to the market. Their future will depend on e-commerce, drone delivery, etc. Countries working against globalization will create headwinds. These include China, Brexit, etc. He likes it now, because it trades at only 10 times earnings -- great value. Yield 1.6%. (Analysts’ price target is $241.88)
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Gordon Reid

President, GoodReid Investment ...

Price Price
$162.510
Owned Owned
Yes

STRONG BUY
FedEx(FDX-N) 

November 13, 2018

How important is the holiday season? Very. They compete against UPS. Great at execution. Shipping/transportation is now an e-commerce story including international and express deliveries. People expect things to arrive instantly now. FedEx boasts 150,000 trucks and 650 airplanes. Trade at 14x earnings, not expensive. they have pricing power. This is a jewel. He'd add to it.
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How important is the holiday season? Very. They compete against UPS. Great at execution. Shipping/transportation is now an e-commerce story including international and express deliveries. People expect things to arrive instantly now. FedEx boasts 150,000 trucks and 650 airplanes. Trade at 14x earnings, not expensive. they have pricing power. This is a jewel. He'd add to it.
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Gordon Reid

President, GoodReid Investment ...

Price Price
$222.510
Owned Owned
Yes

WATCH
FedEx(FDX-N) 

November 8, 2018

He was watching until recently. It has not been a winner this year. Their biggest cost is fuel, and oil went up. AMZN-Q is developing their own transportation infrastructure so competing with them. He is just going to watch it for now.
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He was watching until recently. It has not been a winner this year. Their biggest cost is fuel, and oil went up. AMZN-Q is developing their own transportation infrastructure so competing with them. He is just going to watch it for now.
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Norman Levine

Managing D, Portfolio Management...

Price Price
$229.400
Owned Owned
No

BUY on WEAKNESS
FedEx(FDX-N) 

November 2, 2018

His model price is $273.75. He would prefer to be a buyer near $209. He thinks there is better value elsewhere at the moment. (Analysts’ price target is $288)
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His model price is $273.75. He would prefer to be a buyer near $209. He thinks there is better value elsewhere at the moment. (Analysts’ price target is $288)
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$221.660
Owned Owned
No

BUY
FedEx(FDX-N) 

September 25, 2018

Disappointed him when it recently fell 5% in one day. But he's not spooked and would even suggest buying it now with this pullback. It's also entering seasonality.

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Disappointed him when it recently fell 5% in one day. But he's not spooked and would even suggest buying it now with this pullback. It's also entering seasonality.

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Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$239.200
Owned Owned
Yes

TOP PICK
FedEx(FDX-N) 

September 20, 2018

Express and ground are 80% of their business and are doing exceptionally well in terms of growth prospects.  They are expanding in advance of the holiday season.  They are starting a pilot of 50 stores inside of Wal-Marts.  Trades at 14 times forward earnings.  (Analysts’ target: $288.15).

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Express and ground are 80% of their business and are doing exceptionally well in terms of growth prospects.  They are expanding in advance of the holiday season.  They are starting a pilot of 50 stores inside of Wal-Marts.  Trades at 14 times forward earnings.  (Analysts’ target: $288.15).

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Mohsin Bashir

VP Investm, Stone Asset Manageme...

Price Price
$246.810
Owned Owned
Yes

COMMENT
FedEx(FDX-N) 

September 20, 2018

Is has the best part of the business. The cargo. The problem is that they have to reinvest so much in their infrastructure and they are never generating enough free cash flow. Everybody is concern about Amazon (AMZN-Q) building their own logistics. Benefiting from the growth in the US economy. 

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Is has the best part of the business. The cargo. The problem is that they have to reinvest so much in their infrastructure and they are never generating enough free cash flow. Everybody is concern about Amazon (AMZN-Q) building their own logistics. Benefiting from the growth in the US economy. 

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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$246.810
Owned Owned
No

DON'T BUY
FedEx(FDX-N) 

September 19, 2018

He likes transports, which have recently made new highs. He would prefer a rail stock like CP or CSX or KSU. They benefit from North American strength. Look there instead of FedEx or UPS.

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He likes transports, which have recently made new highs. He would prefer a rail stock like CP or CSX or KSU. They benefit from North American strength. Look there instead of FedEx or UPS.

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David Burrows

President , Barometer Capital Ma...

Price Price
$242.880
Owned Owned
Unknown

BUY
FedEx(FDX-N) 

September 18, 2018

They published results today that surprised negatively on earnings but their growth is very strong and the company is well managed. E-commerce will continue to grow. He thinks FedEx and UPS will continue to benefit from that and their future is fine. The lower earnings come from paying their employees more, which is probably a good investment in the future of the company. He sees today’s drop as a buying opportunity.

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They published results today that surprised negatively on earnings but their growth is very strong and the company is well managed. E-commerce will continue to grow. He thinks FedEx and UPS will continue to benefit from that and their future is fine. The lower earnings come from paying their employees more, which is probably a good investment in the future of the company. He sees today’s drop as a buying opportunity.

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Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$241.580
Owned Owned
Unknown

COMMENT
FedEx(FDX-N) 

September 12, 2018

One of the stronger industrial names out there. Does move around quite a bit, but no one can create the same infrastructure and fleet that Fedex has. Price is above the 200-day moving average. When the economy turns or slows down, he’ll probably exit the name.

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One of the stronger industrial names out there. Does move around quite a bit, but no one can create the same infrastructure and fleet that Fedex has. Price is above the 200-day moving average. When the economy turns or slows down, he’ll probably exit the name.

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Stan Wong

Director &, Private Wealth Manag...

Price Price
$252.980
Owned Owned
Yes

DON'T BUY
FedEx(FDX-N) 

September 4, 2018

This has had a great run, driven by electronic commerce. It is the best in the business but is not a cheap stock and he would look elsewhere. The e-commerce trend won’t go away, but companies like Amazon and WalMart are talking about other forms of delivery to the door, which could take business away from FedEx. Even if these don’t become significant right away, the company is subject to competition. There is too much disruption in the established industries and this doesn’t offer a margin of safety.

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This has had a great run, driven by electronic commerce. It is the best in the business but is not a cheap stock and he would look elsewhere. The e-commerce trend won’t go away, but companies like Amazon and WalMart are talking about other forms of delivery to the door, which could take business away from FedEx. Even if these don’t become significant right away, the company is subject to competition. There is too much disruption in the established industries and this doesn’t offer a margin of safety.

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Lorne Steinberg

President , Lorne Steinberg Weal...

Price Price
$241.290
Owned Owned
No

DON'T BUY
FedEx(FDX-N) 

July 23, 2018

Seasonality is mid-October through Christmas, not the summer which has no catalyst to move the stock. It's been rising since start-2016 to start-2018, but since then has broken that uptrend and fallen off highs. Don't look at it now.

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Seasonality is mid-October through Christmas, not the summer which has no catalyst to move the stock. It's been rising since start-2016 to start-2018, but since then has broken that uptrend and fallen off highs. Don't look at it now.

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Brooke Thackray

Research A, Horizons ETFs (Canad...

Price Price
$236.400
Owned Owned
Unknown

HOLD
FedEx(FDX-N) 

July 18, 2018

This stock has been coloured by the pullback in the transports sector.  However, the group is still making higher lows.  I would prefer XPO-N that sells its technology to all sorts of transport companies.  He would like to see more upside on price before jumping back in.      

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This stock has been coloured by the pullback in the transports sector.  However, the group is still making higher lows.  I would prefer XPO-N that sells its technology to all sorts of transport companies.  He would like to see more upside on price before jumping back in.      

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David Burrows

President , Barometer Capital Ma...

Price Price
$236.190
Owned Owned
No

BUY
FedEx(FDX-N) 

July 17, 2018

A good play on e-commerce, and FedEx is in a great position. They have a huge fleet of trucks and airplanes, and recently bought a Dutch company to move into European delivery. Well-managed. It trades at 15x, a reasonable multiple. An opportunity to participate in e-commerce as well as transportation.

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A good play on e-commerce, and FedEx is in a great position. They have a huge fleet of trucks and airplanes, and recently bought a Dutch company to move into European delivery. Well-managed. It trades at 15x, a reasonable multiple. An opportunity to participate in e-commerce as well as transportation.

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Gordon Reid

President, GoodReid Investment ...

Price Price
$231.150
Owned Owned
Unknown

BUY
FedEx(FDX-N) 

July 11, 2018

It shouldn't fear Amazon and in fact work together. It's down 7% this year. Buy this current dip. Fedex will be a huge beneficiary on blockchain--they are investing in this.

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It shouldn't fear Amazon and in fact work together. It's down 7% this year. Buy this current dip. Fedex will be a huge beneficiary on blockchain--they are investing in this.

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Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$230.220
Owned Owned
Yes

PAST TOP PICK
FedEx(FDX-N) 

July 11, 2018

(A Top Pick July 7/17 Up 7%). At this point, trade war uncertainty is a signal to exit this position now. Their capex spending for plane orders could cause some additional headwinds.

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(A Top Pick July 7/17 Up 7%). At this point, trade war uncertainty is a signal to exit this position now. Their capex spending for plane orders could cause some additional headwinds.

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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$230.220
Owned Owned
Yes

TOP PICK
FedEx(FDX-N) 

July 5, 2018

They dropped on fears of AMZN-Q getting into local delivery.  There is a lot of internal momentum this stock can have.  They acquired TNT.  It is a cheap way to play logistics companies.  (Analysts’ target: $284.92).

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They dropped on fears of AMZN-Q getting into local delivery.  There is a lot of internal momentum this stock can have.  They acquired TNT.  It is a cheap way to play logistics companies.  (Analysts’ target: $284.92).

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Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$228.580
Owned Owned
Yes

DON'T BUY
FedEx(FDX-N) 

June 28, 2018

Great company. Well run. Biggest risk is Amazon.com, Inc (AMZN-O) coming to the business. Trading at a 15 multiple. He traded out of it. 

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Great company. Well run. Biggest risk is Amazon.com, Inc (AMZN-O) coming to the business. Trading at a 15 multiple. He traded out of it. 

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John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$226.670
Owned Owned
No

WEAK BUY
FedEx(FDX-N) 

June 27, 2018

He likes the company since the recent TNT acquisition, which made them a more global competitor.  The challenge will be the concerns around capex spending into 2020.  The stock has pulled back and the market is trying to price in the capex requirements.  The stock is trading at 13 times earnings.  

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He likes the company since the recent TNT acquisition, which made them a more global competitor.  The challenge will be the concerns around capex spending into 2020.  The stock has pulled back and the market is trying to price in the capex requirements.  The stock is trading at 13 times earnings.  

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Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$229.750
Owned Owned
No

PAST TOP PICK
FedEx(FDX-N) 

June 8, 2018

(A Top Pick July 7/17 Up 19%) This captures the themes of global economic growth and e-commerce.  This continues to grow with these secular trends.  He thinks it may be getting close to the business cycle peak as it is linked to consumer spending. 

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(A Top Pick July 7/17 Up 19%) This captures the themes of global economic growth and e-commerce.  This continues to grow with these secular trends.  He thinks it may be getting close to the business cycle peak as it is linked to consumer spending. 

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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$260.150
Owned Owned
Yes

STRONG BUY
FedEx(FDX-N) 

June 7, 2018

It is a great e-commerce play.  They are one of the premier deliver options.  They are not expensive at 15 times earnings.  They just bought TNT last year, giving them international exposure.

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It is a great e-commerce play.  They are one of the premier deliver options.  They are not expensive at 15 times earnings.  They just bought TNT last year, giving them international exposure.

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Gordon Reid

President, GoodReid Investment ...

Price Price
$257.250
Owned Owned
Yes

PAST TOP PICK
FedEx(FDX-N) 

April 25, 2018

(A Past Top Pick on May 2, 2017, Up 32%) Likes this space. Well-run company. E-commerce is a huge catalyst to FedEx's business as more and more people buy online, so FedEx delivers those packages. Also, they expanded their footprint last year by buying a European delivery company, though it suffered a costly cyberattack. FedEx will be a strong name going forward.

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(A Past Top Pick on May 2, 2017, Up 32%) Likes this space. Well-run company. E-commerce is a huge catalyst to FedEx's business as more and more people buy online, so FedEx delivers those packages. Also, they expanded their footprint last year by buying a European delivery company, though it suffered a costly cyberattack. FedEx will be a strong name going forward.

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Gordon Reid

President, GoodReid Investment ...

Price Price
$246.900
Owned Owned
Yes

TOP PICK
FedEx(FDX-N) 

April 25, 2018

Boasts $65 billion in revenues and a massive fleet of 150,000 trucks. It's currently affordable at less than 15x earnings. Going forward, technology will impact FedEx positively with drone delivery and self-driving cars. (Analysts' price target $284.96)

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Boasts $65 billion in revenues and a massive fleet of 150,000 trucks. It's currently affordable at less than 15x earnings. Going forward, technology will impact FedEx positively with drone delivery and self-driving cars. (Analysts' price target $284.96)

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Gordon Reid

President, GoodReid Investment ...

Price Price
$246.930
Owned Owned
Yes

WEAK BUY
FedEx(FDX-N) 

April 5, 2018

There is a chance that AMZN-Q shifts some of it business away from USPS.  Solid return on equity.  Reasonable valuations.  But there are other stocks that score better for him.

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There is a chance that AMZN-Q shifts some of it business away from USPS.  Solid return on equity.  Reasonable valuations.  But there are other stocks that score better for him.

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Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$241.070
Owned Owned
No

STRONG BUY
FedEx(FDX-N) 

March 14, 2018

A great performer in competition with Amazon. It won't rollover against Amazon, but compete. FedEx's e-commerce business is propelling its growth. Also, we're on the verge of the driverless car, which will greatly save costs for FedEx. Good earnings. Well-managed. Expanding internationally, though a cyber attack last year cost them, Overall, great opportunity here.

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A great performer in competition with Amazon. It won't rollover against Amazon, but compete. FedEx's e-commerce business is propelling its growth. Also, we're on the verge of the driverless car, which will greatly save costs for FedEx. Good earnings. Well-managed. Expanding internationally, though a cyber attack last year cost them, Overall, great opportunity here.

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Gordon Reid

President, GoodReid Investment ...

Price Price
$246.910
Owned Owned
Yes

TOP PICK
FedEx(FDX-N) 

March 13, 2018

Fears of Amazon entering their space pressured their stock price, but it's hard to duplicate FedEx which has a massive army of vans, planes and couriers. They're still a duopoly with UPS. Guidance was just raised against a backdrop of global economic recovery. Trading at 16x forward earnings. 14% longterm growth rate. (Analysts price target: $286.56)

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Fears of Amazon entering their space pressured their stock price, but it's hard to duplicate FedEx which has a massive army of vans, planes and couriers. They're still a duopoly with UPS. Guidance was just raised against a backdrop of global economic recovery. Trading at 16x forward earnings. 14% longterm growth rate. (Analysts price target: $286.56)

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Stan Wong

Director &, Private Wealth Manag...

Price Price
$250.770
Owned Owned
Yes

WATCH
FedEx(FDX-N) 

February 21, 2018

He thinks this is a very good company, but is not something he owns.  Amazon has made a huge investment in this space and the competition is too great.  He prefers Amazon (AMZN-N).

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He thinks this is a very good company, but is not something he owns.  Amazon has made a huge investment in this space and the competition is too great.  He prefers Amazon (AMZN-N).

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David Fingold

VP and Por, Dynamic Funds...

Price Price
$243.300
Owned Owned
No

PAST TOP PICK
FedEx(FDX-N) 

February 5, 2018

(A Top Pick December 1/17. Up 7.8%.) This is a higher-beta stock, has participated in this rapidly rising market, which is in the midst of a correction. Fundamental basis for the purchase is the amount of online purchasing. Technical trigger for the purchase: a successful test of a trend line. When the stock pulls back and then the trend line starts to move back up, he buys it.

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(A Top Pick December 1/17. Up 7.8%.) This is a higher-beta stock, has participated in this rapidly rising market, which is in the midst of a correction. Fundamental basis for the purchase is the amount of online purchasing. Technical trigger for the purchase: a successful test of a trend line. When the stock pulls back and then the trend line starts to move back up, he buys it.

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Keith Richards

Portfolio , ValueTrend Wealth Ma...

Price Price
$248.500
Owned Owned
Yes

COMMENT
FedEx(FDX-N) 

January 30, 2018

Looking at a long-term chart, this company has done extremely well, and has certainly participated in this broader rally. It’s doing very well and is a beneficiary of a very good market. Also, they are very well-managed and there is a lot to look forward to. Look at the costs embedded in in their P&L, delivery costs, labour, fuel costs, equipment costs, 150,000 vehicles and 800 airplanes. All this is changing. We are going to autonomous driving and drone delivery at some point. That is going to change the whole model in their favour. Trades at a very reasonable multiple, about 15 or 16 times earnings.

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Looking at a long-term chart, this company has done extremely well, and has certainly participated in this broader rally. It’s doing very well and is a beneficiary of a very good market. Also, they are very well-managed and there is a lot to look forward to. Look at the costs embedded in in their P&L, delivery costs, labour, fuel costs, equipment costs, 150,000 vehicles and 800 airplanes. All this is changing. We are going to autonomous driving and drone delivery at some point. That is going to change the whole model in their favour. Trades at a very reasonable multiple, about 15 or 16 times earnings.

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Gordon Reid

President, GoodReid Investment ...

Price Price
$261.460
Owned Owned
Yes

PAST TOP PICK
FedEx(FDX-N) 

January 11, 2018

(A Top Pick Jul 7/17, Up 24%)  Consumer spending growth has been an absolute hero.  The company is being operated well.  Management is following through so you should stick with this.  He likes logistics.

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(A Top Pick Jul 7/17, Up 24%)  Consumer spending growth has been an absolute hero.  The company is being operated well.  Management is following through so you should stick with this.  He likes logistics.

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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$271.190
Owned Owned
Yes

COMMENT
FedEx(FDX-N) 

December 19, 2017

Trades at a relatively good valuation, about 15X operating. Also, this is more of an e-commerce play. Volumes are rising and the cost structure is changing dramatically in their favour. A great hold just from an operating standpoint, but there is also a catalyst for higher growth rates into the future, because of cost containment.

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Trades at a relatively good valuation, about 15X operating. Also, this is more of an e-commerce play. Volumes are rising and the cost structure is changing dramatically in their favour. A great hold just from an operating standpoint, but there is also a catalyst for higher growth rates into the future, because of cost containment.

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Gordon Reid

President, GoodReid Investment ...

Price Price
$242.540
Owned Owned
Yes

TOP PICK
FedEx(FDX-N) 

December 1, 2017

Moved up, consolidated, and just moved up again. It crossed the trend line about 2 weeks ago so they bought it and plans to keep it as long as the trend line keeps up. (Analysts’ target:  $240.00)

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Moved up, consolidated, and just moved up again. It crossed the trend line about 2 weeks ago so they bought it and plans to keep it as long as the trend line keeps up. (Analysts’ target:  $240.00)

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Keith Richards

Portfolio , ValueTrend Wealth Ma...

Price Price
$230.840
Owned Owned
Yes

TOP PICK
FedEx(FDX-N) 

October 18, 2017

This is very sensitive to the global economy. They bought TNT and have been integrating that and reducing costs. As economic activity picks up, these quick deliveries accelerate and the pricing power improves. This is not just the US. Every major developed economy is accelerating at the same time. Dividend yield of 0.9%. (Analysts’ price target is $239.)

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This is very sensitive to the global economy. They bought TNT and have been integrating that and reducing costs. As economic activity picks up, these quick deliveries accelerate and the pricing power improves. This is not just the US. Every major developed economy is accelerating at the same time. Dividend yield of 0.9%. (Analysts’ price target is $239.)

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David Burrows

President , Barometer Capital Ma...

Price Price
$222.300
Owned Owned
Yes

PAST TOP PICK
FedEx(FDX-N) 

September 29, 2017

(A Top Pick Aug 18/17. Up 10%.) This tends to have a seasonal run between Aug 27 to Nov 29, which is pretty much your US Thanksgiving. This is really a movement on the play of people and things ahead of the holiday season. Shipping activity has been very strong this year. Online retailers are doing great, and this is a beneficiary of that. This broke out of a level of resistance, came back and tested it as a level of support.

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(A Top Pick Aug 18/17. Up 10%.) This tends to have a seasonal run between Aug 27 to Nov 29, which is pretty much your US Thanksgiving. This is really a movement on the play of people and things ahead of the holiday season. Shipping activity has been very strong this year. Online retailers are doing great, and this is a beneficiary of that. This broke out of a level of resistance, came back and tested it as a level of support.

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Jon Vialoux

Research A, CastleMoore Inc....

Price Price
$225.580
Owned Owned
No

COMMENT
FedEx(FDX-N) 

September 22, 2017

You are going to see a very strong season coming because of Christmas. Not an expensive stock, trading at around 18X earnings. One of the premier companies in this space. As more and more people move to online e-commerce, this will really benefit.

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You are going to see a very strong season coming because of Christmas. Not an expensive stock, trading at around 18X earnings. One of the premier companies in this space. As more and more people move to online e-commerce, this will really benefit.

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Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$220.000
Owned Owned
Unknown

TOP PICK
FedEx(FDX-N) 

August 18, 2017

The high shipping season is end of year.  Buy August 27th and sell November 29th(Analysts’ target: $235.00).

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The high shipping season is end of year.  Buy August 27th and sell November 29th(Analysts’ target: $235.00).

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Jon Vialoux

Research A, CastleMoore Inc....

Price Price
$206.000
Owned Owned
No

HOLD
FedEx(FDX-N) 

August 3, 2017

The business mix has changed a little. There has been a real decline in the sort of “envelopes overnight” as well as international delivery. A lot of business is now done through email. They acquired TNT, so we have to see how that goes. It is a survivor and a good company.

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The business mix has changed a little. There has been a real decline in the sort of “envelopes overnight” as well as international delivery. A lot of business is now done through email. They acquired TNT, so we have to see how that goes. It is a survivor and a good company.

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John Stephenson

President , Stephenson & Company...

Price Price
$209.360
Owned Owned
Unknown

TOP PICK
FedEx(FDX-N) 

July 7, 2017

Online has really started to drive the stock, and it is a bigger and bigger share. This company has about 10% of their revenue, but are #1 in truckload delivery. Extremely well placed. Dividend yield of 0.9%. (Analysts’ price target is $235.)

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Online has really started to drive the stock, and it is a bigger and bigger share. This company has about 10% of their revenue, but are #1 in truckload delivery. Extremely well placed. Dividend yield of 0.9%. (Analysts’ price target is $235.)

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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$218.510
Owned Owned
Yes

SELL
FedEx(FDX-N) 

May 8, 2017

Historically this has done very well right through until the end of April, then it goes through a period of seasonal “not doing much of anything”. Their period of seasonal strength is from October to around now. You may want to be a little cautious now. Currently this is in a trading range. At a time when markets are showing signs of being overbought, this is showing early signs of underperformance relative to the market. Technically, it looks like now is a good time to start taking profits.

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Historically this has done very well right through until the end of April, then it goes through a period of seasonal “not doing much of anything”. Their period of seasonal strength is from October to around now. You may want to be a little cautious now. Currently this is in a trading range. At a time when markets are showing signs of being overbought, this is showing early signs of underperformance relative to the market. Technically, it looks like now is a good time to start taking profits.

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Don Vialoux

Research A, TimingTheMarket.CA &...

Price Price
$191.110
Owned Owned
Unknown

TOP PICK
FedEx(FDX-N) 

May 2, 2017

(His theme today is economically sensitive stocks, and ones that have disappointed lately.) About a year ago, it acquired TNT, a European delivery company. They have a huge fleet of 150,000 vehicles, 650 airplanes, and are really getting involved in the e-commerce business. More and more deliveries are coming to our homes. This is going to benefit from changes in technology such as driverless FedEx trucks and drone technology. Dividend yield of 0.9%. (Analysts’ price target is $220.)

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(His theme today is economically sensitive stocks, and ones that have disappointed lately.) About a year ago, it acquired TNT, a European delivery company. They have a huge fleet of 150,000 vehicles, 650 airplanes, and are really getting involved in the e-commerce business. More and more deliveries are coming to our homes. This is going to benefit from changes in technology such as driverless FedEx trucks and drone technology. Dividend yield of 0.9%. (Analysts’ price target is $220.)

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Gordon Reid

President, GoodReid Investment ...

Price Price
$189.030
Owned Owned
Yes

PAST TOP PICK
FedEx(FDX-N) 

December 23, 2016

(A Top Pick Dec 7/15. Up 26.44%.) Just sold this. It had a decent run and is not especially expensive, but his only worry going forward is when Amazon (AMZ-N) started talking about getting their own fleet.

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(A Top Pick Dec 7/15. Up 26.44%.) Just sold this. It had a decent run and is not especially expensive, but his only worry going forward is when Amazon (AMZ-N) started talking about getting their own fleet.

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John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$191.860
Owned Owned
No

COMMENT
FedEx(FDX-N) 

November 3, 2016

Some have said e-commerce is only 10%-12% of retail sales in North America. It won’t get to 100%, but there is still a massive runway. The biggest is Amazon (AMZN-Q), and the question is, are they going to continue to use them and UPS (UPS-N) or will it build out its own infrastructure? Don’t buy this because of the e-commerce play alone, buy it because they are smart operators. Both Amazon and UPS are still quite attractive Holds.

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Some have said e-commerce is only 10%-12% of retail sales in North America. It won’t get to 100%, but there is still a massive runway. The biggest is Amazon (AMZN-Q), and the question is, are they going to continue to use them and UPS (UPS-N) or will it build out its own infrastructure? Don’t buy this because of the e-commerce play alone, buy it because they are smart operators. Both Amazon and UPS are still quite attractive Holds.

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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$173.650
Owned Owned
No

COMMENT
FedEx(FDX-N) 

September 26, 2016

She doesn’t know how it responds to the political climate.  She thinks we are getting to the end of an earnings recession.  She thinks this bodes well for this stock. It is not a particular buying opportunity.

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She doesn’t know how it responds to the political climate.  She thinks we are getting to the end of an earnings recession.  She thinks this bodes well for this stock. It is not a particular buying opportunity.

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Liz Miller

President, Summit Place Financi...

Price Price
$175.340
Owned Owned
Unknown

BUY on WEAKNESS
FedEx(FDX-N) 

September 23, 2016

An iconic global brand that is very levered to the new economy which is very important. This is one you can own that is really levered to online buying, which is where the volume is very much going. On any pullback or dip, you could add to this name.

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An iconic global brand that is very levered to the new economy which is very important. This is one you can own that is really levered to online buying, which is where the volume is very much going. On any pullback or dip, you could add to this name.

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$174.390
Owned Owned
Unknown

HOLD
FedEx(FDX-N) 

September 23, 2016

(Market Call Minute.) Shipping volumes are slowing. They did have very good earnings which is a positive, but in general the trend has been down

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(Market Call Minute.) Shipping volumes are slowing. They did have very good earnings which is a positive, but in general the trend has been down

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John Stephenson

President , Stephenson & Company...

Price Price
$174.390
Owned Owned
Unknown

COMMENT
FedEx(FDX-N) 

September 15, 2016

Not an expensive stock. Trading at 14X earnings. Made an acquisition of TNT Express and are integrating it. Initially people thought it would be earnings neutral, but it has had some issues and there is some restructuring going on. Another thing people are worried about is that their biggest growth area has been business to consumer. There is a lot of competition from small start-up companies in the last mile of dropping off packages. Because of that, there may be some price compression. However, we are going into a season where they should have very strong quarters, and there should be a huge uptick. Make sure that the TNT acquisition is not causing more problems than they expected.

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Not an expensive stock. Trading at 14X earnings. Made an acquisition of TNT Express and are integrating it. Initially people thought it would be earnings neutral, but it has had some issues and there is some restructuring going on. Another thing people are worried about is that their biggest growth area has been business to consumer. There is a lot of competition from small start-up companies in the last mile of dropping off packages. Because of that, there may be some price compression. However, we are going into a season where they should have very strong quarters, and there should be a huge uptick. Make sure that the TNT acquisition is not causing more problems than they expected.

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Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$160.070
Owned Owned
Unknown

HOLD
FedEx(FDX-N) 

June 13, 2016

(Market Call Minute.)

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(Market Call Minute.)

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John Stephenson

President , Stephenson & Company...

Price Price
$160.430
Owned Owned
Unknown

COMMENT
FedEx(FDX-N) 

June 7, 2016

This is in the global courier business. Depending on the health of the global economy, that is what is going to drive the performance of the stock.

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This is in the global courier business. Depending on the health of the global economy, that is what is going to drive the performance of the stock.

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David Driscoll

President , Liberty Internationa...

Price Price
$164.830
Owned Owned
No

PAST TOP PICK
FedEx(FDX-N) 

May 25, 2016

(Top Pick Jun 4/15, Down 7.39%) They started the correction last spring.  They bottomed at $120 last February and are now at $160.  He would have no problem owning it right now.

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(Top Pick Jun 4/15, Down 7.39%) They started the correction last spring.  They bottomed at $120 last February and are now at $160.  He would have no problem owning it right now.

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David Burrows

President , Barometer Capital Ma...

Price Price
$164.220
Owned Owned
No

COMMENT
FedEx(FDX-N) 

March 29, 2016

Would suggest UPS (UPS-N) instead, as it has a better capital return profile, and is more of a freight company than an express or business company. FedEx Express is slowing down, still good growth, but not the same growth. Amazon (AMZ-N) is looking into delivering their own freight too, a potential competitor. Stuff is happening that are generally headwinds for them.

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Would suggest UPS (UPS-N) instead, as it has a better capital return profile, and is more of a freight company than an express or business company. FedEx Express is slowing down, still good growth, but not the same growth. Amazon (AMZ-N) is looking into delivering their own freight too, a potential competitor. Stuff is happening that are generally headwinds for them.

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John Stephenson

President , Stephenson & Company...

Price Price
$162.990
Owned Owned
Unknown

TOP PICK
FedEx(FDX-N) 

January 4, 2016

It is reasonably priced, coming a fair way off the peak.  They are benefiting from the growth in Internet sales.  They benefit from falling oil prices.  They are expanding globally.  They are the dominant player.  There is not a lot of downside.

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It is reasonably priced, coming a fair way off the peak.  They are benefiting from the growth in Internet sales.  They benefit from falling oil prices.  They are expanding globally.  They are the dominant player.  There is not a lot of downside.

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John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$143.430
Owned Owned
Yes

COMMENT
FedEx(FDX-N) 

December 11, 2015

FedEx (FDX-N) or UPS (UPS-N)? Both very good companies. Everybody is now buying online, and both companies are bulking up for the peak season. They have both equally increased prices. As an income investor, he has always preferred UPS. Feels it is a better run business with higher margins. Dividend yield of less than 1%.

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FedEx (FDX-N) or UPS (UPS-N)? Both very good companies. Everybody is now buying online, and both companies are bulking up for the peak season. They have both equally increased prices. As an income investor, he has always preferred UPS. Feels it is a better run business with higher margins. Dividend yield of less than 1%.

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Andrew Hamlin

VP & Portf, Aston Hill Financial...

Price Price
$144.260
Owned Owned
Unknown

COMMENT
FedEx(FDX-N) 

December 8, 2015

FedEx (FDX-N) or UPS (UPS-N)? His model price is $153.15. Of the 2, he would look at this one before he would look at UPS.

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FedEx (FDX-N) or UPS (UPS-N)? His model price is $153.15. Of the 2, he would look at this one before he would look at UPS.

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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$148.390
Owned Owned
Unknown

TOP PICK
FedEx(FDX-N) 

December 7, 2015

The valuation is 15 times earnings or less.  It benefits from falling energy prices.  It is tied to US growth. 

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The valuation is 15 times earnings or less.  It benefits from falling energy prices.  It is tied to US growth. 

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John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$152.570
Owned Owned
Yes

PAST TOP PICK
FedEx(FDX-N) 

September 29, 2015

(Top Pick Oct 9/14, Down 9.2%) Rails rolled over and this one went along for the ride.

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(Top Pick Oct 9/14, Down 9.2%) Rails rolled over and this one went along for the ride.

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David Burrows

President , Barometer Capital Ma...

Price Price
$141.930
Owned Owned
No

BUY
FedEx(FDX-N) 

July 22, 2015

UPS (UPS-N) versus FedEx (FDX-N)? Of the 2, he would buy this. This is in the middle of a reorganization that is saving them about $1.6 billion a year, which is pretty meaningful. A lower fuel cost is also very important.

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UPS (UPS-N) versus FedEx (FDX-N)? Of the 2, he would buy this. This is in the middle of a reorganization that is saving them about $1.6 billion a year, which is pretty meaningful. A lower fuel cost is also very important.

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Gordon Reid

President, GoodReid Investment ...

Price Price
$168.500
Owned Owned
Unknown

DON'T BUY
FedEx(FDX-N) 

July 15, 2015

A fantastic story. Several years ago they invested very heavily in global expansion to create global hubs abroad, and have been reaping the rewards. However, the stock trades in the mid-20 earnings multiples. Growth outlook, although still good and e-commerce will grow its share against bricks and mortar, which he thinks is going to slow.  Prefers above market growers/below market valuation. Wouldn’t recommend buying this given the valuation.

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A fantastic story. Several years ago they invested very heavily in global expansion to create global hubs abroad, and have been reaping the rewards. However, the stock trades in the mid-20 earnings multiples. Growth outlook, although still good and e-commerce will grow its share against bricks and mortar, which he thinks is going to slow.  Prefers above market growers/below market valuation. Wouldn’t recommend buying this given the valuation.

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Bruce Tatters

Founding P, Triumph Asset Manage...

Price Price
$169.130
Owned Owned
No

PAST TOP PICK
FedEx(FDX-N) 

July 3, 2015

(A Top Pick August 13/14. Up 15.15%.) This is a name that he wants to own for a long time. It is Best in Breed.

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(A Top Pick August 13/14. Up 15.15%.) This is a name that he wants to own for a long time. It is Best in Breed.

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Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$171.130
Owned Owned
Yes

COMMENT
FedEx(FDX-N) 

June 5, 2015

Had a great year being up over 20% last year. It was a perfect storm for them. They are benefiting from e-commerce with more and more consumers buying online as opposed to going into stores. They also increased shipping rates in January by about 5% right across the board. All of this happened in an environment where fuel costs were going down. Still thinks there is upside here, and we are in the early days of what is going to play out in the e-commerce space. Dividend yield of 0.5%.

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Had a great year being up over 20% last year. It was a perfect storm for them. They are benefiting from e-commerce with more and more consumers buying online as opposed to going into stores. They also increased shipping rates in January by about 5% right across the board. All of this happened in an environment where fuel costs were going down. Still thinks there is upside here, and we are in the early days of what is going to play out in the e-commerce space. Dividend yield of 0.5%.

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Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$182.240
Owned Owned
No

TOP PICK
FedEx(FDX-N) 

June 4, 2015

Businesses are doing exceedingly well.  They have been cutting costs.  25% is their ground, or consumer, business.  It is growing at 3 times retail businesses.  Everyone has a ‘buy’ button on their web site and FDX-N benefits from these.

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Businesses are doing exceedingly well.  They have been cutting costs.  25% is their ground, or consumer, business.  It is growing at 3 times retail businesses.  Everyone has a ‘buy’ button on their web site and FDX-N benefits from these.

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David Burrows

President , Barometer Capital Ma...

Price Price
$179.630
Owned Owned
Yes

COMMENT
FedEx(FDX-N) 

February 20, 2015

FedEx (FDX-N) or UPS (UPS-N)? Both are decent early cycle industrial stocks. If the global economy suddenly improved, both should do quite well and quite quickly. They are huge beneficiaries of lower oil prices. Historically this one has been thought of as the better operator, better return figures and better margin figures. There is a huge sweet spot in transportation in North America, and that is the rails.

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FedEx (FDX-N) or UPS (UPS-N)? Both are decent early cycle industrial stocks. If the global economy suddenly improved, both should do quite well and quite quickly. They are huge beneficiaries of lower oil prices. Historically this one has been thought of as the better operator, better return figures and better margin figures. There is a huge sweet spot in transportation in North America, and that is the rails.

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Charles Lannon

Director o, Toron Investment Man...

Price Price
$178.500
Owned Owned
No

HOLD
FedEx(FDX-N) 

January 22, 2015

A fine name to own. In the packaging/shipping space and will do well. Gasoline prices are dropping in the US. You are paying 18X earnings for stock that will probably grow EPS at 15%. The only concern he has is that 28% of its revenues still comes from overseas. With the US$ going up, that is a bit of a headwind.

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A fine name to own. In the packaging/shipping space and will do well. Gasoline prices are dropping in the US. You are paying 18X earnings for stock that will probably grow EPS at 15%. The only concern he has is that 28% of its revenues still comes from overseas. With the US$ going up, that is a bit of a headwind.

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Stan Wong

Director &, Private Wealth Manag...

Price Price
$181.400
Owned Owned
No

BUY
FedEx(FDX-N) 

January 8, 2015

This has a really good long-term chart. It was a little bit flatter through 2012, and then had a nice little run from early 2013. Unless it breaks that trendline significantly, you can probably let this one come back as far as $150.

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This has a really good long-term chart. It was a little bit flatter through 2012, and then had a nice little run from early 2013. Unless it breaks that trendline significantly, you can probably let this one come back as far as $150.

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Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$175.040
Owned Owned
Unknown

COMMENT
FedEx(FDX-N) 

November 24, 2014

Have a program of cost-cutting and are aiming at $1.6 billion per year in cost savings. The stock has built this in, but he feels there is of a bit more room to go. One of the things that will help this company is jet fuel prices.

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Have a program of cost-cutting and are aiming at $1.6 billion per year in cost savings. The stock has built this in, but he feels there is of a bit more room to go. One of the things that will help this company is jet fuel prices.

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Gordon Reid

President, GoodReid Investment ...

Price Price
$175.530
Owned Owned
Unknown

BUY
FedEx(FDX-N) 

October 29, 2014

FedEx (FDX-N) or UPS (UPS-N)? Right now would be a good time to buy either of these as you have the holiday season coming up, which is usually a good time for delivery companies. Fuel is a huge component going forward, and the current correction in fuel costs will be good, so this would be an attractive time. He would probably rank UPS over FedEx as he expects it would have a little more upside at this point.

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FedEx (FDX-N) or UPS (UPS-N)? Right now would be a good time to buy either of these as you have the holiday season coming up, which is usually a good time for delivery companies. Fuel is a huge component going forward, and the current correction in fuel costs will be good, so this would be an attractive time. He would probably rank UPS over FedEx as he expects it would have a little more upside at this point.

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John Stephenson

President , Stephenson & Company...

Price Price
$165.770
Owned Owned
Unknown

TOP PICK
FedEx(FDX-N) 

October 9, 2014

The big tailwind is falling energy costs.  They have been taking costs out of the business and he thinks there is another $billion further to take out.  Christmas looks good for them.

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The big tailwind is falling energy costs.  They have been taking costs out of the business and he thinks there is another $billion further to take out.  Christmas looks good for them.

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David Burrows

President , Barometer Capital Ma...

Price Price
$156.510
Owned Owned
Yes

BUY
FedEx(FDX-N) 

September 24, 2014

Great proxy for the global economy.  18.5 times earnings.  There is express and freight.  Express did reasonably well, but freight did very well.  You are going into a very seasonally strong time for them.  You aren’t paying a lot for it, although it pays only a half percent dividend. 

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Great proxy for the global economy.  18.5 times earnings.  There is express and freight.  Express did reasonably well, but freight did very well.  You are going into a very seasonally strong time for them.  You aren’t paying a lot for it, although it pays only a half percent dividend. 

Transportation
0 0 0 0 0
0 comments
Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$159.310
Owned Owned
No

PAST TOP PICK
FedEx(FDX-N) 

August 29, 2014

(A Top Pick Sept 20/13. Up 27.26%.) Hit her valuation target, so she sold her holdings.

Transportation
0 0 0 0 0
0 comments

(A Top Pick Sept 20/13. Up 27.26%.) Hit her valuation target, so she sold her holdings.

Transportation
0 0 0 0 0
0 comments
Jennifer Radman

VP & Sr. P, Caldwell Investment ...

Price Price
$147.880
Owned Owned
No

TOP PICK
FedEx(FDX-N) 

August 13, 2014

This is one of those great brands. Investors are warming up to logistics. They were the 4th largest airline and very levered into international freight shipments. That fell off precipitously in 2008. Coming out the other side, we are starting to see their ability to step dance their way through that difficulty. They have retooled and have less planes than they have ever had. The company is really lean and mean. Feels the real surprise is going to be a re-engagement on the high end of Chinese and Asian consumers.

Transportation
0 0 0 0 0
0 comments

This is one of those great brands. Investors are warming up to logistics. They were the 4th largest airline and very levered into international freight shipments. That fell off precipitously in 2008. Coming out the other side, we are starting to see their ability to step dance their way through that difficulty. They have retooled and have less planes than they have ever had. The company is really lean and mean. Feels the real surprise is going to be a re-engagement on the high end of Chinese and Asian consumers.

Transportation
0 0 0 0 0
0 comments
Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$149.350
Owned Owned
Yes

DON'T BUY
FedEx(FDX-N) 

July 24, 2014

United Parcel Service (UPS-N) or FedEx (FDX-N)? Both are doing well from a stock side, better than on a fundamental side. UPS is more of the ground transport play. This is an air play. This has been more proactive in terms of the management of their business and is trying to wring out about $1.6 billion annually by the beginning of 2016. For the time being he would pass on both of these as they are a little too expensive on the multiple and valuation side.

Transportation
0 0 0 0 0
0 comments

United Parcel Service (UPS-N) or FedEx (FDX-N)? Both are doing well from a stock side, better than on a fundamental side. UPS is more of the ground transport play. This is an air play. This has been more proactive in terms of the management of their business and is trying to wring out about $1.6 billion annually by the beginning of 2016. For the time being he would pass on both of these as they are a little too expensive on the multiple and valuation side.

Transportation
0 0 0 0 0
0 comments
Gordon Reid

President, GoodReid Investment ...

Price Price
$152.500
Owned Owned
No

BUY
FedEx(FDX-N) 

July 10, 2014

His view on this company is pretty constructive. With Internet shopping, these types of companies will grow and will continue to grow. This company is quite focused on share buybacks.

Transportation
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His view on this company is pretty constructive. With Internet shopping, these types of companies will grow and will continue to grow. This company is quite focused on share buybacks.

Transportation
0 0 0 0 0
0 comments
Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$150.260
Owned Owned
No

DON'T BUY
FedEx(FDX-N) 

June 26, 2014

He has no direct exposure to US transportation.  Prefers CSX-N which he is researching.

Transportation
0 0 0 0 0
0 comments

He has no direct exposure to US transportation.  Prefers CSX-N which he is researching.

Transportation
0 0 0 0 0
0 comments
Gordon Reid

President, GoodReid Investment ...

Price Price
$151.500
Owned Owned
No

TOP PICK
FedEx(FDX-N) 

June 25, 2014

Restructured a little while ago, and did some cost-cutting along with some efficiency improvements. Isolated some different generating ideas. Earnings came in above consensus. As the US and worldwide recovery is moving along more, you’re going to find logistics companies doing extremely well. Yield of 0.53%.

Transportation
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Restructured a little while ago, and did some cost-cutting along with some efficiency improvements. Isolated some different generating ideas. Earnings came in above consensus. As the US and worldwide recovery is moving along more, you’re going to find logistics companies doing extremely well. Yield of 0.53%.

Transportation
0 0 0 0 0
0 comments
Michael Bowman

Portfolio , Wickham Investment M...

Price Price
$151.420
Owned Owned
No

PAST TOP PICK
FedEx(FDX-N) 

June 23, 2014

(Top Pick May 30/14, Up 36.02%) They came out with a big cost cutting initiative that she bought into.  It had a good run and hit her valuation target and then the stock continued moving last week after releasing earnings.  It is a little high on the valuation side.

Transportation
0 0 0 0 0
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(Top Pick May 30/14, Up 36.02%) They came out with a big cost cutting initiative that she bought into.  It had a good run and hit her valuation target and then the stock continued moving last week after releasing earnings.  It is a little high on the valuation side.

Transportation
0 0 0 0 0
0 comments
Jennifer Radman

VP & Sr. P, Caldwell Investment ...

Price Price
$148.880
Owned Owned
No

BUY
FedEx(FDX-N) 

June 6, 2014

If you have a position with this, he would continue to Hold. Feels it is better value than United Parcel Service (UPS-N). This is a play on the continued growth of the US economy, and particularly the online spending that seems to be increasing dramatically every year.

Transportation
0 0 0 0 0
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If you have a position with this, he would continue to Hold. Feels it is better value than United Parcel Service (UPS-N). This is a play on the continued growth of the US economy, and particularly the online spending that seems to be increasing dramatically every year.

Transportation
0 0 0 0 0
0 comments
Don Lato

President, Padlock Investment M...

Price Price
$142.700
Owned Owned
Unknown

PAST TOP PICK
FedEx(FDX-N) 

April 15, 2014

(Top Pick April 18’13, Up 43.60%) It hit a target so she sold.  A great franchise.  Some cost cutting still coming into the numbers, but reflected in the numbers.  People are still cautiously optimistic on this one.

Transportation
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(Top Pick April 18’13, Up 43.60%) It hit a target so she sold.  A great franchise.  Some cost cutting still coming into the numbers, but reflected in the numbers.  People are still cautiously optimistic on this one.

Transportation
0 0 0 0 0
0 comments
Jennifer Radman

VP & Sr. P, Caldwell Investment ...

Price Price
$132.170
Owned Owned
No

BUY on WEAKNESS
FedEx(FDX-N) 

April 7, 2014

Likes the sector.  It is a question on when he pulls the trigger.  Amazon is delivering more and more.  It is a question of valuation.  If there are any jitters about global growth it will come down and this would be a trigger to buy it.

Transportation
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Likes the sector.  It is a question on when he pulls the trigger.  Amazon is delivering more and more.  It is a question of valuation.  If there are any jitters about global growth it will come down and this would be a trigger to buy it.

Transportation
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0 comments
Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$132.980
Owned Owned
Unknown

COMMENT
FedEx(FDX-N) 

March 26, 2014

A problem he has with this is that its competitor UPS (UPS-N) trades at a much lower PE, has a higher dividend, trades at a higher price to free cash flow and has higher net margins. You are paying for a higher multiple for a company that is not as good. Regardless, the company will do well because the economy is improving globally. Consider rotating into UPS.

Transportation
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A problem he has with this is that its competitor UPS (UPS-N) trades at a much lower PE, has a higher dividend, trades at a higher price to free cash flow and has higher net margins. You are paying for a higher multiple for a company that is not as good. Regardless, the company will do well because the economy is improving globally. Consider rotating into UPS.

Transportation
0 0 0 0 0
0 comments
Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$132.120
Owned Owned
No

TOP PICK
FedEx(FDX-N) 

September 20, 2013

Have the ability to grow without much help from the economy.  Have big cost cutting initiative that will take hold in 2015.  A fleet update, voluntary retirement.  Have been profitable even in tough economies.

Transportation
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Have the ability to grow without much help from the economy.  Have big cost cutting initiative that will take hold in 2015.  A fleet update, voluntary retirement.  Have been profitable even in tough economies.

Transportation
0 0 0 0 0
0 comments
Jennifer Radman

VP & Sr. P, Caldwell Investment ...

Price Price
$116.830
Owned Owned
Yes

BUY on WEAKNESS
FedEx(FDX-N) 

August 21, 2013

Generally likes shippers. Long-term view is positive in that e-commerce is a developing theme that will continue on and on. Shipping times keep getting less and this company and UPS (UPS-N) will benefit. He would watch fuel prices as this is a headwind that is a big component of shippers. Would look to take advantage of any kind of price weakness on either of these names.

Transportation
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Generally likes shippers. Long-term view is positive in that e-commerce is a developing theme that will continue on and on. Shipping times keep getting less and this company and UPS (UPS-N) will benefit. He would watch fuel prices as this is a headwind that is a big component of shippers. Would look to take advantage of any kind of price weakness on either of these names.

Transportation
0 0 0 0 0
0 comments
Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$108.070
Owned Owned
No

TOP PICK
FedEx(FDX-N) 

August 1, 2013

(A Top Pick April 18/13. Up 19.83%.) One of the more economically tied stocks. Really likes their cost cutting program which allows them to grow their earnings without having to have the GDP growth and top line growth behind it. With fuel costs and global demand people have been changing their shipping patterns. Launched a $1.7 billion cost-cutting initiative that starts in 2015. A 3rd of that is new, more efficient airplanes and another 3rd is voluntary retirement with the balance being just general overall expenses.

Transportation
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(A Top Pick April 18/13. Up 19.83%.) One of the more economically tied stocks. Really likes their cost cutting program which allows them to grow their earnings without having to have the GDP growth and top line growth behind it. With fuel costs and global demand people have been changing their shipping patterns. Launched a $1.7 billion cost-cutting initiative that starts in 2015. A 3rd of that is new, more efficient airplanes and another 3rd is voluntary retirement with the balance being just general overall expenses.

Transportation
0 0 0 0 0
0 comments
Jennifer Radman

VP & Sr. P, Caldwell Investment ...

Price Price
$110.000
Owned Owned
Yes

WEAK BUY
FedEx(FDX-N) 

June 20, 2013

Valuations are compelling.  They missed a bit on the shorter haul side.  Trading a little bit off here.  A well run company but they have to do a few tweaks here.  His preference is trucking companies and rails and likes TransForce and the CN/CP rails. 

Transportation
0 0 0 0 0
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Valuations are compelling.  They missed a bit on the shorter haul side.  Trading a little bit off here.  A well run company but they have to do a few tweaks here.  His preference is trucking companies and rails and likes TransForce and the CN/CP rails. 

Transportation
0 0 0 0 0
0 comments
Mohsin Bashir

VP Investm, Stone Asset Manageme...

Price Price
$95.710
Owned Owned
Unknown

TOP PICK
FedEx(FDX-N) 

April 18, 2013

Fabulous entry point here.  They had a weak quarter and stock sold off.  Reason was they missed on margins from international priority and it was capacity issues which traditionally they are able to manage.  They even make money in recessions.  Thinks there is support in the stock.

Transportation
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Fabulous entry point here.  They had a weak quarter and stock sold off.  Reason was they missed on margins from international priority and it was capacity issues which traditionally they are able to manage.  They even make money in recessions.  Thinks there is support in the stock.

Transportation
0 0 0 0 0
0 comments
Jennifer Radman

VP & Sr. P, Caldwell Investment ...

Price Price
$91.870
Owned Owned
Yes

PARTIAL BUY
FedEx(FDX-N) 

March 27, 2013

Pretty good valuation here but is currently flirting with the 200 day moving average. He’d like to see it flatten out a little bit. Valuation is good, so perhaps you buy a half position and watch it.

Transportation
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Pretty good valuation here but is currently flirting with the 200 day moving average. He’d like to see it flatten out a little bit. Valuation is good, so perhaps you buy a half position and watch it.

Transportation
0 0 0 0 0
0 comments
Don Lato

President, Padlock Investment M...

Price Price
$97.650
Owned Owned
No

BUY
FedEx(FDX-N) 

March 15, 2013

The transports are the US economy. Good one to own.

Transportation
0 0 0 0 0
0 comments

The transports are the US economy. Good one to own.

Transportation
0 0 0 0 0
0 comments
Norman Levine

Managing D, Portfolio Management...

Price Price
$109.070
Owned Owned
No

DON'T BUY
FedEx(FDX-N) 

September 20, 2012

Turning into a serial disappointer. Just can’t seem to get a lot of traction. Part of it is that they are really a proxy for the economy, which has been struggling. Has some real good potential and a lot of it is built on the new economy of the practice of buying online.

Transportation
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Turning into a serial disappointer. Just can’t seem to get a lot of traction. Part of it is that they are really a proxy for the economy, which has been struggling. Has some real good potential and a lot of it is built on the new economy of the practice of buying online.

Transportation
0 0 0 0 0
0 comments
Gordon Reid

President, GoodReid Investment ...

Price Price
$85.170
Owned Owned
Unknown

WAIT
FedEx(FDX-N) 

August 22, 2012

This is a proxy for the world market and the economy and things are certainly not stable. Long-term this is a great company that has been a frustrating hold for some time. If you wait for a correction in the market you will be able to buy at a lower price.

Transportation
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This is a proxy for the world market and the economy and things are certainly not stable. Long-term this is a great company that has been a frustrating hold for some time. If you wait for a correction in the market you will be able to buy at a lower price.

Transportation
0 0 0 0 0
0 comments
Gordon Reid

President, GoodReid Investment ...

Price Price
$89.540
Owned Owned
Unknown

BUY
FedEx(FDX-N) 

August 13, 2012

Just announced some cost reductions with more details coming out in October. Pretty decent company. Decent multiple at about 14X this year’s earnings and 12X next year’s. Seeing the US economy slowly starting to pick up should bode well.

Transportation
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Just announced some cost reductions with more details coming out in October. Pretty decent company. Decent multiple at about 14X this year’s earnings and 12X next year’s. Seeing the US economy slowly starting to pick up should bode well.

Transportation
0 0 0 0 0
0 comments
Don Lato

President, Padlock Investment M...

Price Price
$87.770
Owned Owned
No

BUY
FedEx(FDX-N) 

May 9, 2012

More and more of our economy is about online purchases and moving those purchases quickly and efficiently in a cost effective way. This company is right in the middle of that.
Transportation
0 0 0 0 0
0 comments
More and more of our economy is about online purchases and moving those purchases quickly and efficiently in a cost effective way. This company is right in the middle of that.
Transportation
0 0 0 0 0
0 comments
Gordon Reid

President, GoodReid Investment ...

Price Price
$87.130
Owned Owned
No

HOLD
FedEx(FDX-N) 

April 18, 2012

A barometer of the economy and it hasn't done much over the last 4 or 5 years. Earnings are not much different than they were 5 years ago. If you are looking for a catalyst for a company like this, it is probably e-commerce and purchasing more from Internet sites. Opportunity for volume growth is definitely there. Well-managed.
Transportation
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A barometer of the economy and it hasn't done much over the last 4 or 5 years. Earnings are not much different than they were 5 years ago. If you are looking for a catalyst for a company like this, it is probably e-commerce and purchasing more from Internet sites. Opportunity for volume growth is definitely there. Well-managed.
Transportation
0 0 0 0 0
0 comments
Gordon Reid

President, GoodReid Investment ...

Price Price
$90.390
Owned Owned
No

DON'T BUY
FedEx(FDX-N) 

January 13, 2011

Ranks in the middle of his model on industrial space. Can they pass on the rising energy costs? Prefers others in the industrial space. Missed earnings in the last quarter.
Transportation
0 0 0 0 0
0 comments
Ranks in the middle of his model on industrial space. Can they pass on the rising energy costs? Prefers others in the industrial space. Missed earnings in the last quarter.
Transportation
0 0 0 0 0
0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$95.630
Owned Owned
No

COMMENT
FedEx(FDX-N) 

August 20, 2010

Very profitable company with a strong franchise. Global distribution network is very hard for competition to replicate. Highly cyclical and depends on the level of shipments, which is dependent on the economy.
Transportation
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Very profitable company with a strong franchise. Global distribution network is very hard for competition to replicate. Highly cyclical and depends on the level of shipments, which is dependent on the economy.
Transportation
0 0 0 0 0
0 comments
Philip Doyle

Portfolio , Artemis Investment M...

Price Price
$81.230
Owned Owned
Unknown

BUY
FedEx(FDX-N) 

May 10, 2010

FedEx (FEX-N) and United Parcel Service (UPS-N) are both viewed as barometers for the general economy. He prefers FedEx of the two. Gross margins and expense ratios indicate they are better run company.
Transportation
0 0 0 0 0
0 comments
FedEx (FEX-N) and United Parcel Service (UPS-N) are both viewed as barometers for the general economy. He prefers FedEx of the two. Gross margins and expense ratios indicate they are better run company.
Transportation
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$87.720
Owned Owned
Unknown

DON'T BUY
FedEx(FDX-N) 

December 29, 2009

PE multiple is way too high. Any time the consumer falls back, Fedex will have a problem. 15 times or less would make it a buy.
Transportation
0 0 0 0 0
0 comments
PE multiple is way too high. Any time the consumer falls back, Fedex will have a problem. 15 times or less would make it a buy.
Transportation
0 0 0 0 0
0 comments
David Driscoll

President , Liberty Internationa...

Price Price
$85.170
Owned Owned
Unknown

BUY
FedEx(FDX-N) 

March 19, 2009

If you buy this, you are buying the US economy. Have as good an outlook on the economy as the treasury. CEO was signalling that he is seeing more of the bottom of the market.
Transportation
0 0 0 0 0
0 comments
If you buy this, you are buying the US economy. Have as good an outlook on the economy as the treasury. CEO was signalling that he is seeing more of the bottom of the market.
Transportation
0 0 0 0 0
0 comments
Greg A. Taylor,

Portfolio , Aurion Capital Manag...

Price Price
$45.100
Owned Owned
No

COMMENT
FedEx(FDX-N) 

September 10, 2008

Just raised their earnings estimate from $.95 to $1.25 based solely on jet fuel prices.
Transportation
0 0 0 0 0
0 comments
Just raised their earnings estimate from $.95 to $1.25 based solely on jet fuel prices.
Transportation
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0 comments
Gordon Reid

President, GoodReid Investment ...

Price Price
$87.860
Owned Owned
No

BUY
FedEx(FDX-N) 

January 30, 2008

This is really a proxy for the US economy. Good value here. Longer-term fundamentals are very good. Growing at about 15% a year. Trading at 13X earnings. Have been able to pass on fuel surcharges. Have an operation in China, which has huge potential.
Transportation
0 0 0 0 0
0 comments
This is really a proxy for the US economy. Good value here. Longer-term fundamentals are very good. Growing at about 15% a year. Trading at 13X earnings. Have been able to pass on fuel surcharges. Have an operation in China, which has huge potential.
Transportation
0 0 0 0 0
0 comments
Gordon Reid

President, GoodReid Investment ...

Price Price
$92.040
Owned Owned
Unknown

DON'T BUY
FedEx(FDX-N) 

October 10, 2007

His model price is $101, a 6% negative differential.
Transportation
0 0 0 0 0
0 comments
His model price is $101, a 6% negative differential.
Transportation
0 0 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$107.290
Owned Owned
No

PARTIAL BUY
FedEx(FDX-N) 

July 17, 2007

Outstanding franchise. Only 2 global companies, FedEx (FDX-N) and UPS (UPS-N) that dominate the movement of goods. These are companies that you want to continually buy on a regular basis.
Transportation
0 0 0 0 0
0 comments
Outstanding franchise. Only 2 global companies, FedEx (FDX-N) and UPS (UPS-N) that dominate the movement of goods. These are companies that you want to continually buy on a regular basis.
Transportation
0 0 0 0 0
0 comments
Pat Naccarato

Vice Presi, AIC Limited...

Price Price
$116.420
Owned Owned
Yes

BUY
FedEx(FDX-N) 

February 20, 2007

Transport group is performing quite well which is a great indicator for the global economy. This is a leader in the group.
Transportation
0 0 0 0 0
0 comments
Transport group is performing quite well which is a great indicator for the global economy. This is a leader in the group.
Transportation
0 0 0 0 0
0 comments
David Burrows

President , Barometer Capital Ma...

Price Price
$118.290
Owned Owned
No

TOP PICK
FedEx(FDX-N) 

February 9, 2007

Companies like this, United Parcel (UPS-N) and DHL continue to control a larger and larger portion of goods around the world. This one has a huge global imprint. A good way to play the retail market. 15 X earnings. Big cash flow generator.
Transportation
0 0 0 0 0
0 comments
Companies like this, United Parcel (UPS-N) and DHL continue to control a larger and larger portion of goods around the world. This one has a huge global imprint. A good way to play the retail market. 15 X earnings. Big cash flow generator.
Transportation
0 0 0 0 0
0 comments
Jonathen Wellum

Chief Exec, AIC Limited...

Price Price
$113.390
Owned Owned
Yes

BUY
FedEx(FDX-N) 

January 10, 2007

This is a terrific company. Management has been great. With the global expansion, he feels is company will do well.
Transportation
0 0 0 0 0
0 comments
This is a terrific company. Management has been great. With the global expansion, he feels is company will do well.
Transportation
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$107.590
Owned Owned
Unknown

DON'T BUY
FedEx(FDX-N) 

January 17, 2006

The global growth and trade is driving the success of a lot of industries. Doesn't feel the company was being candid about their stock option expensing so didn't buy the stock last year. At the current price, thinks you can get better value elsewhere. An outstanding business.
Transportation
0 0 0 0 0
0 comments
The global growth and trade is driving the success of a lot of industries. Doesn't feel the company was being candid about their stock option expensing so didn't buy the stock last year. At the current price, thinks you can get better value elsewhere. An outstanding business.
Transportation
0 0 0 0 0
0 comments
James Cole, BA,

Senior Vic, AIC Limited...

Price Price
$98.190
Owned Owned
No

TOP PICK
FedEx(FDX-N) 

October 29, 2004

Looking for slower growth in 2005, so fundamentals become crucially important. China's growth may slow, but will still do a huge amount of export.
Transportation