NYSE:FDX

163.25
1.66 (1.01%)
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
DON'T BUY
DON'T BUY
January 18, 2019
UPS or Fedex? Fedex gave an earnings warning late last year and that hurt the value. The two stocks trade similarly. Amazon is an issue for both, who is developing their own delivery service. He wouldn't own either stock.
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FedEx (FDX-N)
January 18, 2019
UPS or Fedex? Fedex gave an earnings warning late last year and that hurt the value. The two stocks trade similarly. Amazon is an issue for both, who is developing their own delivery service. He wouldn't own either stock.
DON'T BUY
DON'T BUY
January 10, 2019
They had to reduce guidance. They are seeing a global slowdown particularly in Europe. A couple of years ago they invested in an express delivery company in Europe. They lower their operating profits target for this company. Another overhang on the stock is Amazon (AMZN-Q) that is trying to build their own delivery network. Stay on the sidelines.
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FedEx (FDX-N)
January 10, 2019
They had to reduce guidance. They are seeing a global slowdown particularly in Europe. A couple of years ago they invested in an express delivery company in Europe. They lower their operating profits target for this company. Another overhang on the stock is Amazon (AMZN-Q) that is trying to build their own delivery network. Stay on the sidelines.
PAST TOP PICK
PAST TOP PICK
January 8, 2019
(A Top Pick Jan 11/18, Down 38%) Probably one of his worst pick to date. The stock got pummeled after they highlighted that the macro uncertainty and trade tension with China was problematic. Sold it.
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FedEx (FDX-N)
January 8, 2019
(A Top Pick Jan 11/18, Down 38%) Probably one of his worst pick to date. The stock got pummeled after they highlighted that the macro uncertainty and trade tension with China was problematic. Sold it.
DON'T BUY
DON'T BUY
January 7, 2019
Guidance totally shocked the street, and in this market if you do that, you're done. An amazing business, but everyone's worried about Amazon. Pullback was just a concern about a recession, which he doesn't see. So the stock has some rallying to go, but not one of his best ideas.
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FedEx (FDX-N)
January 7, 2019
Guidance totally shocked the street, and in this market if you do that, you're done. An amazing business, but everyone's worried about Amazon. Pullback was just a concern about a recession, which he doesn't see. So the stock has some rallying to go, but not one of his best ideas.
TOP PICK
TOP PICK
January 3, 2019
It struggled as the concerns about China trade fell into the stock. Their mid-December results said that things were slowing in China. They have already been hit. It is discounting a big pain in China. It is a great company at a cheap price and the multiple has come down. He owns it for multiple correction. (Analysts’ price target is $227.21)
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FedEx (FDX-N)
January 3, 2019
It struggled as the concerns about China trade fell into the stock. Their mid-December results said that things were slowing in China. They have already been hit. It is discounting a big pain in China. It is a great company at a cheap price and the multiple has come down. He owns it for multiple correction. (Analysts’ price target is $227.21)
TOP PICK
TOP PICK
December 31, 2018
It has come down such a long way yet is a good growth story. It trades at 10 times forward earnings. Everyone is worried about AMZN-Q coming in but he thinks it is overdone on the downside. (Analysts’ price target is $227.21)
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FedEx (FDX-N)
December 31, 2018
It has come down such a long way yet is a good growth story. It trades at 10 times forward earnings. Everyone is worried about AMZN-Q coming in but he thinks it is overdone on the downside. (Analysts’ price target is $227.21)
TOP PICK
TOP PICK
December 19, 2018
Latest earnings were not pleasing to the market. Their future will depend on e-commerce, drone delivery, etc. Countries working against globalization will create headwinds. These include China, Brexit, etc. He likes it now, because it trades at only 10 times earnings -- great value. Yield 1.6%. (Analysts’ price target is $241.88)
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FedEx (FDX-N)
December 19, 2018
Latest earnings were not pleasing to the market. Their future will depend on e-commerce, drone delivery, etc. Countries working against globalization will create headwinds. These include China, Brexit, etc. He likes it now, because it trades at only 10 times earnings -- great value. Yield 1.6%. (Analysts’ price target is $241.88)
STRONG BUY
STRONG BUY
November 13, 2018
How important is the holiday season? Very. They compete against UPS. Great at execution. Shipping/transportation is now an e-commerce story including international and express deliveries. People expect things to arrive instantly now. FedEx boasts 150,000 trucks and 650 airplanes. Trade at 14x earnings, not expensive. they have pricing power. This is a jewel. He'd add to it.
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FedEx (FDX-N)
November 13, 2018
How important is the holiday season? Very. They compete against UPS. Great at execution. Shipping/transportation is now an e-commerce story including international and express deliveries. People expect things to arrive instantly now. FedEx boasts 150,000 trucks and 650 airplanes. Trade at 14x earnings, not expensive. they have pricing power. This is a jewel. He'd add to it.
WATCH
WATCH
November 8, 2018
He was watching until recently. It has not been a winner this year. Their biggest cost is fuel, and oil went up. AMZN-Q is developing their own transportation infrastructure so competing with them. He is just going to watch it for now.
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FedEx (FDX-N)
November 8, 2018
He was watching until recently. It has not been a winner this year. Their biggest cost is fuel, and oil went up. AMZN-Q is developing their own transportation infrastructure so competing with them. He is just going to watch it for now.
BUY WEAKNESS
BUY WEAKNESS
November 2, 2018
His model price is $273.75. He would prefer to be a buyer near $209. He thinks there is better value elsewhere at the moment. (Analysts’ price target is $288)
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FedEx (FDX-N)
November 2, 2018
His model price is $273.75. He would prefer to be a buyer near $209. He thinks there is better value elsewhere at the moment. (Analysts’ price target is $288)
BUY
BUY
September 25, 2018

Disappointed him when it recently fell 5% in one day. But he's not spooked and would even suggest buying it now with this pullback. It's also entering seasonality.

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FedEx (FDX-N)
September 25, 2018

Disappointed him when it recently fell 5% in one day. But he's not spooked and would even suggest buying it now with this pullback. It's also entering seasonality.

TOP PICK
TOP PICK
September 20, 2018

Express and ground are 80% of their business and are doing exceptionally well in terms of growth prospects. They are expanding in advance of the holiday season. They are starting a pilot of 50 stores inside of Wal-Marts. Trades at 14 times forward earnings. (Analysts’ target: $288.15).

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FedEx (FDX-N)
September 20, 2018

Express and ground are 80% of their business and are doing exceptionally well in terms of growth prospects. They are expanding in advance of the holiday season. They are starting a pilot of 50 stores inside of Wal-Marts. Trades at 14 times forward earnings. (Analysts’ target: $288.15).

COMMENT
COMMENT
September 20, 2018

Is has the best part of the business. The cargo. The problem is that they have to reinvest so much in their infrastructure and they are never generating enough free cash flow. Everybody is concern about Amazon (AMZN-Q) building their own logistics. Benefiting from the growth in the US economy.

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FedEx (FDX-N)
September 20, 2018

Is has the best part of the business. The cargo. The problem is that they have to reinvest so much in their infrastructure and they are never generating enough free cash flow. Everybody is concern about Amazon (AMZN-Q) building their own logistics. Benefiting from the growth in the US economy.

DON'T BUY
DON'T BUY
September 19, 2018

He likes transports, which have recently made new highs. He would prefer a rail stock like CP or CSX or KSU. They benefit from North American strength. Look there instead of FedEx or UPS.

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FedEx (FDX-N)
September 19, 2018

He likes transports, which have recently made new highs. He would prefer a rail stock like CP or CSX or KSU. They benefit from North American strength. Look there instead of FedEx or UPS.

BUY
BUY
September 18, 2018

They published results today that surprised negatively on earnings but their growth is very strong and the company is well managed. E-commerce will continue to grow. He thinks FedEx and UPS will continue to benefit from that and their future is fine. The lower earnings come from paying their employees more, which is probably a good investment in the future of the company. He sees today’s drop as a buying opportunity.

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FedEx (FDX-N)
September 18, 2018

They published results today that surprised negatively on earnings but their growth is very strong and the company is well managed. E-commerce will continue to grow. He thinks FedEx and UPS will continue to benefit from that and their future is fine. The lower earnings come from paying their employees more, which is probably a good investment in the future of the company. He sees today’s drop as a buying opportunity.

COMMENT
COMMENT
September 12, 2018

One of the stronger industrial names out there. Does move around quite a bit, but no one can create the same infrastructure and fleet that Fedex has. Price is above the 200-day moving average. When the economy turns or slows down, he’ll probably exit the name.

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FedEx (FDX-N)
September 12, 2018

One of the stronger industrial names out there. Does move around quite a bit, but no one can create the same infrastructure and fleet that Fedex has. Price is above the 200-day moving average. When the economy turns or slows down, he’ll probably exit the name.

DON'T BUY
DON'T BUY
September 4, 2018

This has had a great run, driven by electronic commerce. It is the best in the business but is not a cheap stock and he would look elsewhere. The e-commerce trend won’t go away, but companies like Amazon and WalMart are talking about other forms of delivery to the door, which could take business away from FedEx. Even if these don’t become significant right away, the company is subject to competition. There is too much disruption in the established industries and this doesn’t offer a margin of safety.

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FedEx (FDX-N)
September 4, 2018

This has had a great run, driven by electronic commerce. It is the best in the business but is not a cheap stock and he would look elsewhere. The e-commerce trend won’t go away, but companies like Amazon and WalMart are talking about other forms of delivery to the door, which could take business away from FedEx. Even if these don’t become significant right away, the company is subject to competition. There is too much disruption in the established industries and this doesn’t offer a margin of safety.

DON'T BUY
DON'T BUY
July 23, 2018

Seasonality is mid-October through Christmas, not the summer which has no catalyst to move the stock. It's been rising since start-2016 to start-2018, but since then has broken that uptrend and fallen off highs. Don't look at it now.

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FedEx (FDX-N)
July 23, 2018

Seasonality is mid-October through Christmas, not the summer which has no catalyst to move the stock. It's been rising since start-2016 to start-2018, but since then has broken that uptrend and fallen off highs. Don't look at it now.

HOLD
HOLD
July 18, 2018

This stock has been coloured by the pullback in the transports sector. However, the group is still making higher lows. I would prefer XPO-N that sells its technology to all sorts of transport companies. He would like to see more upside on price before jumping back in.

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FedEx (FDX-N)
July 18, 2018

This stock has been coloured by the pullback in the transports sector. However, the group is still making higher lows. I would prefer XPO-N that sells its technology to all sorts of transport companies. He would like to see more upside on price before jumping back in.

BUY
BUY
July 17, 2018

A good play on e-commerce, and FedEx is in a great position. They have a huge fleet of trucks and airplanes, and recently bought a Dutch company to move into European delivery. Well-managed. It trades at 15x, a reasonable multiple. An opportunity to participate in e-commerce as well as transportation.

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FedEx (FDX-N)
July 17, 2018

A good play on e-commerce, and FedEx is in a great position. They have a huge fleet of trucks and airplanes, and recently bought a Dutch company to move into European delivery. Well-managed. It trades at 15x, a reasonable multiple. An opportunity to participate in e-commerce as well as transportation.

Gordon Reid

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Price
$231.150
Owned
Unknown
BUY
BUY
July 11, 2018

It shouldn't fear Amazon and in fact work together. It's down 7% this year. Buy this current dip. Fedex will be a huge beneficiary on blockchain--they are investing in this.

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FedEx (FDX-N)
July 11, 2018

It shouldn't fear Amazon and in fact work together. It's down 7% this year. Buy this current dip. Fedex will be a huge beneficiary on blockchain--they are investing in this.

PAST TOP PICK
PAST TOP PICK
July 11, 2018

(A Top Pick July 7/17 Up 7%). At this point, trade war uncertainty is a signal to exit this position now. Their capex spending for plane orders could cause some additional headwinds.

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FedEx (FDX-N)
July 11, 2018

(A Top Pick July 7/17 Up 7%). At this point, trade war uncertainty is a signal to exit this position now. Their capex spending for plane orders could cause some additional headwinds.

TOP PICK
TOP PICK
July 5, 2018

They dropped on fears of AMZN-Q getting into local delivery. There is a lot of internal momentum this stock can have. They acquired TNT. It is a cheap way to play logistics companies. (Analysts’ target: $284.92).

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FedEx (FDX-N)
July 5, 2018

They dropped on fears of AMZN-Q getting into local delivery. There is a lot of internal momentum this stock can have. They acquired TNT. It is a cheap way to play logistics companies. (Analysts’ target: $284.92).

DON'T BUY
DON'T BUY
June 28, 2018

Great company. Well run. Biggest risk is Amazon.com, Inc (AMZN-O) coming to the business. Trading at a 15 multiple. He traded out of it.

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FedEx (FDX-N)
June 28, 2018

Great company. Well run. Biggest risk is Amazon.com, Inc (AMZN-O) coming to the business. Trading at a 15 multiple. He traded out of it.

WEAK BUY
WEAK BUY
June 27, 2018

He likes the company since the recent TNT acquisition, which made them a more global competitor. The challenge will be the concerns around capex spending into 2020. The stock has pulled back and the market is trying to price in the capex requirements. The stock is trading at 13 times earnings.

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FedEx (FDX-N)
June 27, 2018

He likes the company since the recent TNT acquisition, which made them a more global competitor. The challenge will be the concerns around capex spending into 2020. The stock has pulled back and the market is trying to price in the capex requirements. The stock is trading at 13 times earnings.

PAST TOP PICK
PAST TOP PICK
June 8, 2018

(A Top Pick July 7/17 Up 19%) This captures the themes of global economic growth and e-commerce. This continues to grow with these secular trends. He thinks it may be getting close to the business cycle peak as it is linked to consumer spending.

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FedEx (FDX-N)
June 8, 2018

(A Top Pick July 7/17 Up 19%) This captures the themes of global economic growth and e-commerce. This continues to grow with these secular trends. He thinks it may be getting close to the business cycle peak as it is linked to consumer spending.

STRONG BUY
STRONG BUY
June 7, 2018

It is a great e-commerce play. They are one of the premier deliver options. They are not expensive at 15 times earnings. They just bought TNT last year, giving them international exposure.

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FedEx (FDX-N)
June 7, 2018

It is a great e-commerce play. They are one of the premier deliver options. They are not expensive at 15 times earnings. They just bought TNT last year, giving them international exposure.

PAST TOP PICK
PAST TOP PICK
April 25, 2018

(A Past Top Pick on May 2, 2017, Up 32%) Likes this space. Well-run company. E-commerce is a huge catalyst to FedEx's business as more and more people buy online, so FedEx delivers those packages. Also, they expanded their footprint last year by buying a European delivery company, though it suffered a costly cyberattack. FedEx will be a strong name going forward.

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FedEx (FDX-N)
April 25, 2018

(A Past Top Pick on May 2, 2017, Up 32%) Likes this space. Well-run company. E-commerce is a huge catalyst to FedEx's business as more and more people buy online, so FedEx delivers those packages. Also, they expanded their footprint last year by buying a European delivery company, though it suffered a costly cyberattack. FedEx will be a strong name going forward.

TOP PICK
TOP PICK
April 25, 2018

Boasts $65 billion in revenues and a massive fleet of 150,000 trucks. It's currently affordable at less than 15x earnings. Going forward, technology will impact FedEx positively with drone delivery and self-driving cars. (Analysts' price target $284.96)

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FedEx (FDX-N)
April 25, 2018

Boasts $65 billion in revenues and a massive fleet of 150,000 trucks. It's currently affordable at less than 15x earnings. Going forward, technology will impact FedEx positively with drone delivery and self-driving cars. (Analysts' price target $284.96)

WEAK BUY
WEAK BUY
April 5, 2018

There is a chance that AMZN-Q shifts some of it business away from USPS. Solid return on equity. Reasonable valuations. But there are other stocks that score better for him.

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FedEx (FDX-N)
April 5, 2018

There is a chance that AMZN-Q shifts some of it business away from USPS. Solid return on equity. Reasonable valuations. But there are other stocks that score better for him.

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