NYSE:FDX

109.22
7.42 (6.36%)
FedEx Corporation is an American multinational courier delivery services company headquartered in Memphis, Tennessee.
More at Wikipedia

Analysis and Opinions about FDX-N

Signal
Opinion
Expert
BUY
BUY
September 6, 2019
Would be a rare chance to buy Fedex. The stock price has been hit by tariff fears. Would be a buyer here at these levels, and they are experiencing good support here.
Show full opinionHide full opinion
FedEx (FDX-N)
September 6, 2019
Would be a rare chance to buy Fedex. The stock price has been hit by tariff fears. Would be a buyer here at these levels, and they are experiencing good support here.
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.
Show full opinionHide full opinion
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.

Show full opinionHide full opinion
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?

Show full opinionHide full opinion
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.

Show full opinionHide full opinion
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.

Show full opinionHide full opinion
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.

Show full opinionHide full opinion
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

Unlock Ratings

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)

Show full opinionHide full opinion
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.
Show full opinionHide full opinion
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.

Show full opinionHide full opinion
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)
Show full opinionHide full opinion
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.

Show full opinionHide full opinion
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.

Show full opinionHide full opinion
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.

Show full opinionHide full opinion
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.

Show full opinionHide full opinion
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.

Showing 31 to 45 of 175 entries