NYSE:FDX

138.76
5.77 (3.99%)
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
HOLD
HOLD
August 22, 2019
It has been challenging. They had the challenges of the trade tensions. Their acquisition had a cyber attack that cost them a lot to address. It is an exciting industry because it is a whole new landscape. They estimate they will double their package delivery volume. They are challenged to make it profitable. It's a long term hold.
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FedEx (FDX-N)
August 22, 2019
It has been challenging. They had the challenges of the trade tensions. Their acquisition had a cyber attack that cost them a lot to address. It is an exciting industry because it is a whole new landscape. They estimate they will double their package delivery volume. They are challenged to make it profitable. It's a long term hold.
COMMENT
COMMENT
August 21, 2019

Would sell UPS and buy Fedex. Fedex is better managing headwinds from Amazon. They also have more areas that Amazon won' tackle. Wouldn't invest in either due to high cost in order to compete. Their current infrastructure is not ready to compete in the e-commerce world, and will eat up their free cashflow.

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FedEx (FDX-N)
August 21, 2019

Would sell UPS and buy Fedex. Fedex is better managing headwinds from Amazon. They also have more areas that Amazon won' tackle. Wouldn't invest in either due to high cost in order to compete. Their current infrastructure is not ready to compete in the e-commerce world, and will eat up their free cashflow.

BUY
BUY
August 20, 2019

Almost a top pick today. FedEx suffers from investors worried over Amazon's plans to go into shipping and the troubled world trade picture, but Amazon accounted for only 1% of FedEx's profits. Also, FedEx trades at 10x next year's earnings, so why not buy some and hold it for several years?

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FedEx (FDX-N)
August 20, 2019

Almost a top pick today. FedEx suffers from investors worried over Amazon's plans to go into shipping and the troubled world trade picture, but Amazon accounted for only 1% of FedEx's profits. Also, FedEx trades at 10x next year's earnings, so why not buy some and hold it for several years?

DON'T BUY
DON'T BUY
August 19, 2019

He looked at it. They still have a few issues in integrating recent European acquisitions. There is lots of cost pressure. Autonomous driving could be a huge boon to them. They are getting out of the AMZN-Q game. There is a lot of disruption in the sector right now and not in FDX-N's future.

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FedEx (FDX-N)
August 19, 2019

He looked at it. They still have a few issues in integrating recent European acquisitions. There is lots of cost pressure. Autonomous driving could be a huge boon to them. They are getting out of the AMZN-Q game. There is a lot of disruption in the sector right now and not in FDX-N's future.

HOLD
HOLD
August 14, 2019

This moves North America's goods. It really depends on the economy. Amazon is moving away from them, but the thinks they will do well.

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FedEx (FDX-N)
August 14, 2019

This moves North America's goods. It really depends on the economy. Amazon is moving away from them, but the thinks they will do well.

BUY
BUY
August 14, 2019

They just had earnings and warned that the US-China trade war is hurting them. He doesn't see growth this year. They are divorcing from Amazon and face higher costs with a recent integration. But beyond the 2020 hump (if the China-US trade war gets resolved) they will grow 10% EPS at 11.7x PE. It will grow again. Buy it when it's fumbling now. He likes it.

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FedEx (FDX-N)
August 14, 2019

They just had earnings and warned that the US-China trade war is hurting them. He doesn't see growth this year. They are divorcing from Amazon and face higher costs with a recent integration. But beyond the 2020 hump (if the China-US trade war gets resolved) they will grow 10% EPS at 11.7x PE. It will grow again. Buy it when it's fumbling now. He likes it.

Greg Newman

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Price
$155.060
Owned
Unknown
TOP PICK
TOP PICK
August 9, 2019

A headwind is breaking off with air express contract and now the ground contract with Amazon, leaving just the international deal, but thost cuts amounted to only 1.5% of FedEx's revenues. The valation and stock price are down nearly 50% from its highs, and expectations have declined. Meanwhile, e-commerce is the only area that continues to grow. FedEx is going small small/medium businesses. FedEx has an advantage over Amazon, because FedEx has 30 years of overnight delivering, whereas Amazon is on a learning curve. (Analysts’ price target is $186.44)

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FedEx (FDX-N)
August 9, 2019

A headwind is breaking off with air express contract and now the ground contract with Amazon, leaving just the international deal, but thost cuts amounted to only 1.5% of FedEx's revenues. The valation and stock price are down nearly 50% from its highs, and expectations have declined. Meanwhile, e-commerce is the only area that continues to grow. FedEx is going small small/medium businesses. FedEx has an advantage over Amazon, because FedEx has 30 years of overnight delivering, whereas Amazon is on a learning curve. (Analysts’ price target is $186.44)

COMMENT
COMMENT
July 26, 2019
It has poor price momentum, but it's starting to turn up. Its valuation is mid-range, with good 22% ROE and 10x earnings. All reasonable valuation metrics. He's neutral on it. FDX has been suffering, caught up in the US-China trade war, so there's a risk to their Chinese business.
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FedEx (FDX-N)
July 26, 2019
It has poor price momentum, but it's starting to turn up. Its valuation is mid-range, with good 22% ROE and 10x earnings. All reasonable valuation metrics. He's neutral on it. FDX has been suffering, caught up in the US-China trade war, so there's a risk to their Chinese business.
PARTIAL BUY
PARTIAL BUY
July 15, 2019

The bullishness has come down, but he'd buy it. Good valuation. He didn't expect them to be in the crosshairs of the US-China war. They've made good acquisitions and expanded well internationally. But trades at a 13x forward multiple. Generates decent cash. He is adding more. Hold on, if you own. Amazon getting into shipping is an outside risk, but this portion of Amazon's business is so small.

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FedEx (FDX-N)
July 15, 2019

The bullishness has come down, but he'd buy it. Good valuation. He didn't expect them to be in the crosshairs of the US-China war. They've made good acquisitions and expanded well internationally. But trades at a 13x forward multiple. Generates decent cash. He is adding more. Hold on, if you own. Amazon getting into shipping is an outside risk, but this portion of Amazon's business is so small.

DON'T BUY
DON'T BUY
July 10, 2019
Goldman Sacks initiating coverage starting today. It has pulled back on a number of concerns. They have had to adjust to shipping from business to consumer, which is costly. They have seen weakness in Europe. They are using a lot of capital on their acquisition in TNT. She is not ready to make an investment in this one. (Analysts’ price target is $187.00)
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FedEx (FDX-N)
July 10, 2019
Goldman Sacks initiating coverage starting today. It has pulled back on a number of concerns. They have had to adjust to shipping from business to consumer, which is costly. They have seen weakness in Europe. They are using a lot of capital on their acquisition in TNT. She is not ready to make an investment in this one. (Analysts’ price target is $187.00)
DON'T BUY
DON'T BUY
July 3, 2019

In the old days this traded along with the US economy as they moved the goods that drove the country. Now that Amazon has come along, that has been disrupted, which as eaten into their business. He would stay away for now.

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FedEx (FDX-N)
July 3, 2019

In the old days this traded along with the US economy as they moved the goods that drove the country. Now that Amazon has come along, that has been disrupted, which as eaten into their business. He would stay away for now.

PARTIAL BUY
PARTIAL BUY
July 2, 2019

The volatility arose because China will have an issue with them. Mind you, there's only FedEx and UPS in this space. FedEx has been helped by the rise of e-commerce and will continue to benefit from that at times like Christmas. FedEx will also enjoy growth abroad. A caveat: This is a costly business/industry, though FedEx has wisely used technology. China won't be a big problem for them. FedEx will benefit greatly from global growth.

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FedEx (FDX-N)
July 2, 2019

The volatility arose because China will have an issue with them. Mind you, there's only FedEx and UPS in this space. FedEx has been helped by the rise of e-commerce and will continue to benefit from that at times like Christmas. FedEx will also enjoy growth abroad. A caveat: This is a costly business/industry, though FedEx has wisely used technology. China won't be a big problem for them. FedEx will benefit greatly from global growth.

HOLD
HOLD
June 26, 2019

Write downs caused by Amazon? He holds this in the large cap portfolio. The macro issues surrounding trade issues with China has impacted them. They will no longer be shipping for Amazon, but it was only a couple of percentages points of their business. He is excited about their involvement in e-commerce. Their cost model is highly adjustable to new technology -- like autonomous vehicles. It is trading at the lowest valuation metrics in the past two decades. He thinks this is transitory for the most part.

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FedEx (FDX-N)
June 26, 2019

Write downs caused by Amazon? He holds this in the large cap portfolio. The macro issues surrounding trade issues with China has impacted them. They will no longer be shipping for Amazon, but it was only a couple of percentages points of their business. He is excited about their involvement in e-commerce. Their cost model is highly adjustable to new technology -- like autonomous vehicles. It is trading at the lowest valuation metrics in the past two decades. He thinks this is transitory for the most part.

BUY
BUY
June 6, 2019

The lower price is not due to competition from AMZN-N. AMZN-N is 1 to 2 percent of revenues for FDX-N. Most of the headwinds have been trade related which are unwarranted because the US revenue from Chin is only 2%. They are having issues integrating their TNT express acquisition in Europe. If you ignore Ecommerce, and just consider business to business deliveries, it is very meaningful for companies. If anyone can use drones to make household deliveries, AMZN-Q can do it but it is very early days.

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FedEx (FDX-N)
June 6, 2019

The lower price is not due to competition from AMZN-N. AMZN-N is 1 to 2 percent of revenues for FDX-N. Most of the headwinds have been trade related which are unwarranted because the US revenue from Chin is only 2%. They are having issues integrating their TNT express acquisition in Europe. If you ignore Ecommerce, and just consider business to business deliveries, it is very meaningful for companies. If anyone can use drones to make household deliveries, AMZN-Q can do it but it is very early days.

BUY
BUY
June 6, 2019

They've had a round trip since October 2015, rising high then falling back to that 2015 level all because of the Amazon effect (Amazon using other forms of delivery). That said, FedEx's earnings forecasts have held up beautifully. Fair market value upside could be as much as 90%. Historically, their shares peak right at fair market value. There's good technical support at $146, so you can buy at that level. PE is only 9.5x. What's not to like?

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FedEx (FDX-N)
June 6, 2019

They've had a round trip since October 2015, rising high then falling back to that 2015 level all because of the Amazon effect (Amazon using other forms of delivery). That said, FedEx's earnings forecasts have held up beautifully. Fair market value upside could be as much as 90%. Historically, their shares peak right at fair market value. There's good technical support at $146, so you can buy at that level. PE is only 9.5x. What's not to like?

Ross Healy

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Price
$156.850
Owned
Unknown
WAIT
WAIT
May 28, 2019
This stock has been hammered and is cheap at these levels. Yield is very small. This good be a good entry point. However, the stock has been in free fall. Could there be more bad news to come. He would be cautious on this name and wait for stability.
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FedEx (FDX-N)
May 28, 2019
This stock has been hammered and is cheap at these levels. Yield is very small. This good be a good entry point. However, the stock has been in free fall. Could there be more bad news to come. He would be cautious on this name and wait for stability.
BUY
BUY
May 23, 2019
They recently decided to do more work on it. The China-US trade affair is impacting them. European volumes are down and are having some integration issues. He believes it will turn around. This things will pass. He is just doing homework on what price to buy it at. He will be more inclined to wait 1 or 2 quarters.
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FedEx (FDX-N)
May 23, 2019
They recently decided to do more work on it. The China-US trade affair is impacting them. European volumes are down and are having some integration issues. He believes it will turn around. This things will pass. He is just doing homework on what price to buy it at. He will be more inclined to wait 1 or 2 quarters.
DON'T BUY
DON'T BUY
May 22, 2019
The space reflects the health of the US economy. It is not a good sign when this stock is not doing well. Amazon is taking more away, but getting into delivery directly. (Analysts’ price target is $208.00)
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FedEx (FDX-N)
May 22, 2019
The space reflects the health of the US economy. It is not a good sign when this stock is not doing well. Amazon is taking more away, but getting into delivery directly. (Analysts’ price target is $208.00)
TOP PICK
TOP PICK
May 13, 2019
Play on global trade. Trades at 10x earnings. Wonderfully well run. It's down a ton. Decent dividend yield, strong balance sheet. Exposure to China and Asia. Opportunity to buy well run companies. If it gets cheaper, he'll buy more. Global trade is not going away. Yield is 1.51%. (Analysts’ price target is $207.96)
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FedEx (FDX-N)
May 13, 2019
Play on global trade. Trades at 10x earnings. Wonderfully well run. It's down a ton. Decent dividend yield, strong balance sheet. Exposure to China and Asia. Opportunity to buy well run companies. If it gets cheaper, he'll buy more. Global trade is not going away. Yield is 1.51%. (Analysts’ price target is $207.96)
BUY
BUY
May 2, 2019
Amazon is a threat. He models no growth for 2019. That said it has a very low bar here trading at 12 times 2019. They have cost levers. They are finding ways to compete with Amazon. He is modeling now 20% for 2019-2021.
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FedEx (FDX-N)
May 2, 2019
Amazon is a threat. He models no growth for 2019. That said it has a very low bar here trading at 12 times 2019. They have cost levers. They are finding ways to compete with Amazon. He is modeling now 20% for 2019-2021.
Greg Newman

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Price
$187.040
Owned
Unknown
TOP PICK
TOP PICK
April 23, 2019
The share price from its $270 peak last year due to fears of slowing global growth, but long-term they are well-positioned to benefit from increasing global trade and e-commerce. It trades at only 12.5x earnings. The US postal service is struggling, so e-commerce companies like Amazon will need to look elsewhere like to FedEx. (Analysts’ price target is $208.54)
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FedEx (FDX-N)
April 23, 2019
The share price from its $270 peak last year due to fears of slowing global growth, but long-term they are well-positioned to benefit from increasing global trade and e-commerce. It trades at only 12.5x earnings. The US postal service is struggling, so e-commerce companies like Amazon will need to look elsewhere like to FedEx. (Analysts’ price target is $208.54)
PAST TOP PICK
PAST TOP PICK
April 22, 2019
(A Top Pick Apr 25/18, Down 20%) They got hurt badly in the fall with weak European results, but it remains a core holding for him. It's a proxy for economic growth around the world and he expects it to bounce back quickly. He believes in it long-term. It's recovered very well since December after hitting all-time highs in September. Now, it's trading at an attractive valuation at 10-11x earnings.
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FedEx (FDX-N)
April 22, 2019
(A Top Pick Apr 25/18, Down 20%) They got hurt badly in the fall with weak European results, but it remains a core holding for him. It's a proxy for economic growth around the world and he expects it to bounce back quickly. He believes in it long-term. It's recovered very well since December after hitting all-time highs in September. Now, it's trading at an attractive valuation at 10-11x earnings.
DON'T BUY
DON'T BUY
April 10, 2019
He stays away from single stock exposure and would prefer an ETF instead. Transports are not looking good right now. (Analysts’ price target is $209.00)
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FedEx (FDX-N)
April 10, 2019
He stays away from single stock exposure and would prefer an ETF instead. Transports are not looking good right now. (Analysts’ price target is $209.00)
BUY
BUY
April 9, 2019
It has to break $200 ($10 away), then $220-230. Transports are improving across the board, based on the start of a new 4-year economic view. He would add at these levels. He likes it here.
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FedEx (FDX-N)
April 9, 2019
It has to break $200 ($10 away), then $220-230. Transports are improving across the board, based on the start of a new 4-year economic view. He would add at these levels. He likes it here.
Javed Mirza

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Price
$189.665
Owned
Unknown
WATCH
WATCH
March 28, 2019
Sold it in last September. He feels a little naked without it. But it hasn't recovered as much as the rest of the market. First time in over 3 years that they miss top line and bottom line estimates. There has been some problems with the integration with their dutch-based company. The general thesis for the business is still intact. He would like to own again.
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FedEx (FDX-N)
March 28, 2019
Sold it in last September. He feels a little naked without it. But it hasn't recovered as much as the rest of the market. First time in over 3 years that they miss top line and bottom line estimates. There has been some problems with the integration with their dutch-based company. The general thesis for the business is still intact. He would like to own again.
PAST TOP PICK
PAST TOP PICK
February 28, 2019
(A Top Pick Mar 13/18, Down 27%) Sold it in September at around $244. The writing was in the wall. The perspective from a technical perspective is negative now. Long term probably OK.
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FedEx (FDX-N)
February 28, 2019
(A Top Pick Mar 13/18, Down 27%) Sold it in September at around $244. The writing was in the wall. The perspective from a technical perspective is negative now. Long term probably OK.
TOP PICK
TOP PICK
February 21, 2019
It came down a lot after they reduced their 2019 blaming it on macro and tariffs and those kind of things. The bad news is that growth for 2019 is sluggish. Cheap at 10 times 2020 earnings. Well positioned for growth in global commerce. All in he models 16% earning 2019-2020. Quality name on sale. you want to own it when there is doubt. (Analysts’ price target is $221.29)
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FedEx (FDX-N)
February 21, 2019
It came down a lot after they reduced their 2019 blaming it on macro and tariffs and those kind of things. The bad news is that growth for 2019 is sluggish. Cheap at 10 times 2020 earnings. Well positioned for growth in global commerce. All in he models 16% earning 2019-2020. Quality name on sale. you want to own it when there is doubt. (Analysts’ price target is $221.29)
BUY
BUY
February 13, 2019
Trades at 16x earnings and pays a good dividend. This is a good long-term buy. There's only them and UPS in this space. They are very good operators in a tough business. They've partnered with other parties, like smaller couriers, which he likes.
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FedEx (FDX-N)
February 13, 2019
Trades at 16x earnings and pays a good dividend. This is a good long-term buy. There's only them and UPS in this space. They are very good operators in a tough business. They've partnered with other parties, like smaller couriers, which he likes.
WATCH
WATCH
January 31, 2019
Very tied to online sales. Wondering if the lower guidance of Amazon.com (AMZN-Q) wouldn't be an indication of what is going to affect them.
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FedEx (FDX-N)
January 31, 2019
Very tied to online sales. Wondering if the lower guidance of Amazon.com (AMZN-Q) wouldn't be an indication of what is going to affect them.
BUY
BUY
January 25, 2019
5-10-year projection He's nervous like many others about the Amazon threat, but don't wait for the Amazon storm clouds to pass. Put capital to work on a good company long term and ignore the daily volatility. FedEx lowered volatility recently and got hammered--and that was the time to buy. Headlines about Amazon taking over shipping are unfounded, he feels; it won't happen. FedEx is trading at a reasonable valuation. He has no problem owning FedEx now.
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FedEx (FDX-N)
January 25, 2019
5-10-year projection He's nervous like many others about the Amazon threat, but don't wait for the Amazon storm clouds to pass. Put capital to work on a good company long term and ignore the daily volatility. FedEx lowered volatility recently and got hammered--and that was the time to buy. Headlines about Amazon taking over shipping are unfounded, he feels; it won't happen. FedEx is trading at a reasonable valuation. He has no problem owning FedEx now.
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