NYSE:FDX

158.56
0.06 (0.04%)
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
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.
DON'T BUY
DON'T BUY
January 23, 2019
He's owned this in the past. It's gone sideways and below its 200-day moving average. It mirrors the health of the economy and there are concerns. Beta of 1.3x of S&P. Not a stock he will accumulate moving forward deeper into the cycle.
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FedEx (FDX-N)
January 23, 2019
He's owned this in the past. It's gone sideways and below its 200-day moving average. It mirrors the health of the economy and there are concerns. Beta of 1.3x of S&P. Not a stock he will accumulate moving forward deeper into the cycle.
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.
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