NYSE:FDX

142.21
3.00 (2.16%)
FedEx Corporation is an American multinational courier delivery services company headquartered in Memphis, Tennessee.
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Analysis and Opinions about FDX-N

Signal
Opinion
Expert
COMMENT
COMMENT
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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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.

BUY
BUY
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)
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.

TOP PICK
TOP PICK
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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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.

BUY
BUY
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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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.

PAST TOP PICK
PAST TOP PICK
August 29, 2014

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

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FedEx (FDX-N)
August 29, 2014

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

TOP PICK
TOP PICK
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.

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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.

DON'T BUY
DON'T BUY
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.

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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.

BUY
BUY
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.

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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.

DON'T BUY
DON'T BUY
June 26, 2014

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

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FedEx (FDX-N)
June 26, 2014

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

TOP PICK
TOP PICK
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%.

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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%.

PAST TOP PICK
PAST TOP PICK
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.

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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.

BUY
BUY
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.

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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.

PAST TOP PICK
PAST TOP PICK
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.

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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.

BUY WEAKNESS
BUY WEAKNESS
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.

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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.

COMMENT
COMMENT
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.

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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.

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