NYSE:FDX

120.58
5.02 (4.00%)
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
November 22, 2019
People are worried about trade. Currently trading at 10x earnings. They bought a company to dominate in Europe which should go well.
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FedEx (FDX-N)
November 22, 2019
People are worried about trade. Currently trading at 10x earnings. They bought a company to dominate in Europe which should go well.
HOLD
HOLD
November 7, 2019
Acquisition in Europe is the reason for downturn. Overall, online shopping and delivery should grow. Hiccups of the acquisition will be resolved. Monitor it going forward for positive news about the acquisition.
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FedEx (FDX-N)
November 7, 2019
Acquisition in Europe is the reason for downturn. Overall, online shopping and delivery should grow. Hiccups of the acquisition will be resolved. Monitor it going forward for positive news about the acquisition.
BUY WEAKNESS
BUY WEAKNESS
November 5, 2019

Buy now ahead of the holiday shopping season? It's cheap, trading at 10x earnings. They have 3 issues: they're losing revenues from losing Amazon; the TNT Express acquisition has been really difficult to absorb; and they are going to 7 days of ground delivery which raises their costs. That said, you can wait and buy FedEx when it's cheaper.

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FedEx (FDX-N)
November 5, 2019

Buy now ahead of the holiday shopping season? It's cheap, trading at 10x earnings. They have 3 issues: they're losing revenues from losing Amazon; the TNT Express acquisition has been really difficult to absorb; and they are going to 7 days of ground delivery which raises their costs. That said, you can wait and buy FedEx when it's cheaper.

WATCH
WATCH
October 18, 2019
The relative performance to the S&P has been in decline for the past two years. The floor at $138 would be key support -- after that $120 is the next level of support. He would sell half if it fails at $138.
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FedEx (FDX-N)
October 18, 2019
The relative performance to the S&P has been in decline for the past two years. The floor at $138 would be key support -- after that $120 is the next level of support. He would sell half if it fails at $138.
PAST TOP PICK
PAST TOP PICK
October 18, 2019

(A Top Pick Dec 28/18, Down 5%) A surprise is that Fedex became a poster child for the impact of the trade war. Amazon represented 2% of the business and even with them entering the space, it will take some time to build out the infrastructure. The valuation is very cheap right now and there is still some growth. They've recently added to the position.

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FedEx (FDX-N)
October 18, 2019

(A Top Pick Dec 28/18, Down 5%) A surprise is that Fedex became a poster child for the impact of the trade war. Amazon represented 2% of the business and even with them entering the space, it will take some time to build out the infrastructure. The valuation is very cheap right now and there is still some growth. They've recently added to the position.

DON'T BUY
DON'T BUY
October 16, 2019

Buy during negative sentiment? Moodys just upgraded FedEx. Global trade is under pressure, so that's a headwind. Also, Amazon could very well build their own delivery network for certain parts of their operation. They manage to build AWS, in comparison. So, Amazon is a greater worry to FedEx. So, he's cautious about FedEx.

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FedEx (FDX-N)
October 16, 2019

Buy during negative sentiment? Moodys just upgraded FedEx. Global trade is under pressure, so that's a headwind. Also, Amazon could very well build their own delivery network for certain parts of their operation. They manage to build AWS, in comparison. So, Amazon is a greater worry to FedEx. So, he's cautious about FedEx.

DON'T BUY
DON'T BUY
October 4, 2019
He is on the fence on this one. Fred Smith is not getting any younger. They have high fixed cost requirement as it holds as many airplanes as the major airlines. It has depots and trucks all over the world. The stock went down when Amazon announced they would begin their own shipping. He thinks they are a good company with a large moat around it. He would not jump in right now --it may be too late in the business cycle.
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FedEx (FDX-N)
October 4, 2019
He is on the fence on this one. Fred Smith is not getting any younger. They have high fixed cost requirement as it holds as many airplanes as the major airlines. It has depots and trucks all over the world. The stock went down when Amazon announced they would begin their own shipping. He thinks they are a good company with a large moat around it. He would not jump in right now --it may be too late in the business cycle.
DON'T BUY
DON'T BUY
October 3, 2019
UPS-N had some interesting news with the FFA approval of their drone delivery business. FDX-N is a few PE multiple points cheaper. UPS has had a positive trend change. FDX has been pulling back again. He prefers UPS if you had to. But neither one is really doing well. Global growth is the most important indicator for both companies and it is not favourable.
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FedEx (FDX-N)
October 3, 2019
UPS-N had some interesting news with the FFA approval of their drone delivery business. FDX-N is a few PE multiple points cheaper. UPS has had a positive trend change. FDX has been pulling back again. He prefers UPS if you had to. But neither one is really doing well. Global growth is the most important indicator for both companies and it is not favourable.
DON'T BUY
DON'T BUY
October 3, 2019
Fedex vs. UPS Fedex got clobbered based on past earnings, so they've diverged from UPS. Positive seasonality all the way to Thanksgiving. UPS has a trend of higher highs, higher lows, but Fedex is the reverse. He'd stay away from all transportation altogether because shipping metrics on the economy are pathetic. Better places to be.
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FedEx (FDX-N)
October 3, 2019
Fedex vs. UPS Fedex got clobbered based on past earnings, so they've diverged from UPS. Positive seasonality all the way to Thanksgiving. UPS has a trend of higher highs, higher lows, but Fedex is the reverse. He'd stay away from all transportation altogether because shipping metrics on the economy are pathetic. Better places to be.
Jon Vialoux

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Price
$141.710
Owned
Unknown
DON'T BUY
DON'T BUY
September 26, 2019

They missed their numbers but issued downbeat guidance. They also divorced from Amazon, who are now competing against them. Third, the trade war is impacting their earnings. FedEx is basically saying that the global economy is slowing. They need to make up for the Amazon loss, perhaps dealing with Shopify or something. The DHL acquisition didn't integrate well.

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FedEx (FDX-N)
September 26, 2019

They missed their numbers but issued downbeat guidance. They also divorced from Amazon, who are now competing against them. Third, the trade war is impacting their earnings. FedEx is basically saying that the global economy is slowing. They need to make up for the Amazon loss, perhaps dealing with Shopify or something. The DHL acquisition didn't integrate well.

PAST TOP PICK
PAST TOP PICK
September 25, 2019
(A Top Pick Aug 09/19, Down 10%) They had an earnings call where they missed guidance and dropped their expectations. Asia-Pac economic slowing was to blame. However, there is only a handful of global shipping companies and this is on sale right now -- a rare opportunity.
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FedEx (FDX-N)
September 25, 2019
(A Top Pick Aug 09/19, Down 10%) They had an earnings call where they missed guidance and dropped their expectations. Asia-Pac economic slowing was to blame. However, there is only a handful of global shipping companies and this is on sale right now -- a rare opportunity.
TOP PICK
TOP PICK
September 25, 2019
On sale right now. They are doing cost reductions and he expects margins to grow as benefits of 7 day delivery begins. Yield 2.79% (Analysts’ price target is $177.28)
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FedEx (FDX-N)
September 25, 2019
On sale right now. They are doing cost reductions and he expects margins to grow as benefits of 7 day delivery begins. Yield 2.79% (Analysts’ price target is $177.28)
WAIT
WAIT
September 24, 2019
Should I look at their recent guidance down or their seasonality (Christmas season)? The courier do very well from early-October to early-December. FedEx has fallen back to its late-2018 low. Look at technicals. We need to see positive momentum. It's been hitting lower highs and has broken a key support level. Wait and watch.
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FedEx (FDX-N)
September 24, 2019
Should I look at their recent guidance down or their seasonality (Christmas season)? The courier do very well from early-October to early-December. FedEx has fallen back to its late-2018 low. Look at technicals. We need to see positive momentum. It's been hitting lower highs and has broken a key support level. Wait and watch.
WAIT
WAIT
September 18, 2019
Earnings last night were a little short, though bang on on revenues, but their 2020 guidance was sharply down. The stock got hammered today, so feels the pain. It's a really good company suffering from 1) they haven't executed as well and had bad luck (a European cyber attack); and 2) their express division had missteps as well as upper management turnover. Also, the trade war hurts FedEx. Eventually, all these clouds will pass and things will be good at FedEx.
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FedEx (FDX-N)
September 18, 2019
Earnings last night were a little short, though bang on on revenues, but their 2020 guidance was sharply down. The stock got hammered today, so feels the pain. It's a really good company suffering from 1) they haven't executed as well and had bad luck (a European cyber attack); and 2) their express division had missteps as well as upper management turnover. Also, the trade war hurts FedEx. Eventually, all these clouds will pass and things will be good at FedEx.
TOP PICK
TOP PICK
September 10, 2019

He owned it for a decade, but got stopped out last year. It's down 30% off its highs, but 70% of their business is NOT e-commerce. They have lots of room to grow into e-commerce. Some individual brands are bypassing Amazon and using FedEx directly to deliver. 50-60% of Walmart deliveries use FedEx who are putting 500 stores into Walmarts. Good brand and valuation. (Analysts’ price target is $188.42)

Show full opinionHide full opinion
FedEx (FDX-N)
September 10, 2019

He owned it for a decade, but got stopped out last year. It's down 30% off its highs, but 70% of their business is NOT e-commerce. They have lots of room to grow into e-commerce. Some individual brands are bypassing Amazon and using FedEx directly to deliver. 50-60% of Walmart deliveries use FedEx who are putting 500 stores into Walmarts. Good brand and valuation. (Analysts’ price target is $188.42)

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