NYSE:FDX

130.56
0.59 (0.45%)
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
TOP PICK
TOP PICK
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.

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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.

BUY WEAKNESS
BUY WEAKNESS
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.

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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.

TOP PICK
TOP PICK
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.

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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.

WEAK BUY
WEAK BUY
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.

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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.

TOP PICK
TOP PICK
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.

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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.

PARTIAL BUY
PARTIAL BUY
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.

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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.

BUY
BUY
March 15, 2013

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

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FedEx (FDX-N)
March 15, 2013

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

DON'T BUY
DON'T BUY
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.

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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.

WAIT
WAIT
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.

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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.

BUY
BUY
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.

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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.

BUY
BUY
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.
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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.
HOLD
HOLD
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.
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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.
DON'T BUY
DON'T BUY
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.
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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.
COMMENT
COMMENT
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.
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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.
BUY
BUY
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.
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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.
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