NYSE:FDX

163.25
1.66 (1.01%)
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
STRONG BUY
STRONG BUY
March 14, 2018

A great performer in competition with Amazon. It won't rollover against Amazon, but compete. FedEx's e-commerce business is propelling its growth. Also, we're on the verge of the driverless car, which will greatly save costs for FedEx. Good earnings. Well-managed. Expanding internationally, though a cyber attack last year cost them, Overall, great opportunity here.

Show full opinionHide full opinion
FedEx (FDX-N)
March 14, 2018

A great performer in competition with Amazon. It won't rollover against Amazon, but compete. FedEx's e-commerce business is propelling its growth. Also, we're on the verge of the driverless car, which will greatly save costs for FedEx. Good earnings. Well-managed. Expanding internationally, though a cyber attack last year cost them, Overall, great opportunity here.

TOP PICK
TOP PICK
March 13, 2018

Fears of Amazon entering their space pressured their stock price, but it's hard to duplicate FedEx which has a massive army of vans, planes and couriers. They're still a duopoly with UPS. Guidance was just raised against a backdrop of global economic recovery. Trading at 16x forward earnings. 14% longterm growth rate. (Analysts price target: $286.56)

Show full opinionHide full opinion
FedEx (FDX-N)
March 13, 2018

Fears of Amazon entering their space pressured their stock price, but it's hard to duplicate FedEx which has a massive army of vans, planes and couriers. They're still a duopoly with UPS. Guidance was just raised against a backdrop of global economic recovery. Trading at 16x forward earnings. 14% longterm growth rate. (Analysts price target: $286.56)

WATCH
WATCH
February 21, 2018

He thinks this is a very good company, but is not something he owns. Amazon has made a huge investment in this space and the competition is too great. He prefers Amazon (AMZN-N).

Show full opinionHide full opinion
FedEx (FDX-N)
February 21, 2018

He thinks this is a very good company, but is not something he owns. Amazon has made a huge investment in this space and the competition is too great. He prefers Amazon (AMZN-N).

PAST TOP PICK
PAST TOP PICK
February 5, 2018

(A Top Pick December 1/17. Up 7.8%.) This is a higher-beta stock, has participated in this rapidly rising market, which is in the midst of a correction. Fundamental basis for the purchase is the amount of online purchasing. Technical trigger for the purchase: a successful test of a trend line. When the stock pulls back and then the trend line starts to move back up, he buys it.

Show full opinionHide full opinion
FedEx (FDX-N)
February 5, 2018

(A Top Pick December 1/17. Up 7.8%.) This is a higher-beta stock, has participated in this rapidly rising market, which is in the midst of a correction. Fundamental basis for the purchase is the amount of online purchasing. Technical trigger for the purchase: a successful test of a trend line. When the stock pulls back and then the trend line starts to move back up, he buys it.

COMMENT
COMMENT
January 30, 2018

Looking at a long-term chart, this company has done extremely well, and has certainly participated in this broader rally. It’s doing very well and is a beneficiary of a very good market. Also, they are very well-managed and there is a lot to look forward to. Look at the costs embedded in in their P&L, delivery costs, labour, fuel costs, equipment costs, 150,000 vehicles and 800 airplanes. All this is changing. We are going to autonomous driving and drone delivery at some point. That is going to change the whole model in their favour. Trades at a very reasonable multiple, about 15 or 16 times earnings.

Show full opinionHide full opinion
FedEx (FDX-N)
January 30, 2018

Looking at a long-term chart, this company has done extremely well, and has certainly participated in this broader rally. It’s doing very well and is a beneficiary of a very good market. Also, they are very well-managed and there is a lot to look forward to. Look at the costs embedded in in their P&L, delivery costs, labour, fuel costs, equipment costs, 150,000 vehicles and 800 airplanes. All this is changing. We are going to autonomous driving and drone delivery at some point. That is going to change the whole model in their favour. Trades at a very reasonable multiple, about 15 or 16 times earnings.

PAST TOP PICK
PAST TOP PICK
January 11, 2018

(A Top Pick Jul 7/17, Up 24%) Consumer spending growth has been an absolute hero. The company is being operated well. Management is following through so you should stick with this. He likes logistics.

Show full opinionHide full opinion
FedEx (FDX-N)
January 11, 2018

(A Top Pick Jul 7/17, Up 24%) Consumer spending growth has been an absolute hero. The company is being operated well. Management is following through so you should stick with this. He likes logistics.

COMMENT
COMMENT
December 19, 2017

Trades at a relatively good valuation, about 15X operating. Also, this is more of an e-commerce play. Volumes are rising and the cost structure is changing dramatically in their favour. A great hold just from an operating standpoint, but there is also a catalyst for higher growth rates into the future, because of cost containment.

Show full opinionHide full opinion
FedEx (FDX-N)
December 19, 2017

Trades at a relatively good valuation, about 15X operating. Also, this is more of an e-commerce play. Volumes are rising and the cost structure is changing dramatically in their favour. A great hold just from an operating standpoint, but there is also a catalyst for higher growth rates into the future, because of cost containment.

TOP PICK
TOP PICK
December 1, 2017

Moved up, consolidated, and just moved up again. It crossed the trend line about 2 weeks ago so they bought it and plans to keep it as long as the trend line keeps up. (Analysts’ target: $240.00)

Show full opinionHide full opinion
FedEx (FDX-N)
December 1, 2017

Moved up, consolidated, and just moved up again. It crossed the trend line about 2 weeks ago so they bought it and plans to keep it as long as the trend line keeps up. (Analysts’ target: $240.00)

TOP PICK
TOP PICK
October 18, 2017

This is very sensitive to the global economy. They bought TNT and have been integrating that and reducing costs. As economic activity picks up, these quick deliveries accelerate and the pricing power improves. This is not just the US. Every major developed economy is accelerating at the same time. Dividend yield of 0.9%. (Analysts’ price target is $239.)

Show full opinionHide full opinion
FedEx (FDX-N)
October 18, 2017

This is very sensitive to the global economy. They bought TNT and have been integrating that and reducing costs. As economic activity picks up, these quick deliveries accelerate and the pricing power improves. This is not just the US. Every major developed economy is accelerating at the same time. Dividend yield of 0.9%. (Analysts’ price target is $239.)

PAST TOP PICK
PAST TOP PICK
September 29, 2017

(A Top Pick Aug 18/17. Up 10%.) This tends to have a seasonal run between Aug 27 to Nov 29, which is pretty much your US Thanksgiving. This is really a movement on the play of people and things ahead of the holiday season. Shipping activity has been very strong this year. Online retailers are doing great, and this is a beneficiary of that. This broke out of a level of resistance, came back and tested it as a level of support.

Show full opinionHide full opinion
FedEx (FDX-N)
September 29, 2017

(A Top Pick Aug 18/17. Up 10%.) This tends to have a seasonal run between Aug 27 to Nov 29, which is pretty much your US Thanksgiving. This is really a movement on the play of people and things ahead of the holiday season. Shipping activity has been very strong this year. Online retailers are doing great, and this is a beneficiary of that. This broke out of a level of resistance, came back and tested it as a level of support.

COMMENT
COMMENT
September 22, 2017

You are going to see a very strong season coming because of Christmas. Not an expensive stock, trading at around 18X earnings. One of the premier companies in this space. As more and more people move to online e-commerce, this will really benefit.

Show full opinionHide full opinion
FedEx (FDX-N)
September 22, 2017

You are going to see a very strong season coming because of Christmas. Not an expensive stock, trading at around 18X earnings. One of the premier companies in this space. As more and more people move to online e-commerce, this will really benefit.

TOP PICK
TOP PICK
August 18, 2017

The high shipping season is end of year. Buy August 27th and sell November 29th. (Analysts’ target: $235.00).

Show full opinionHide full opinion
FedEx (FDX-N)
August 18, 2017

The high shipping season is end of year. Buy August 27th and sell November 29th. (Analysts’ target: $235.00).

HOLD
HOLD
August 3, 2017

The business mix has changed a little. There has been a real decline in the sort of “envelopes overnight” as well as international delivery. A lot of business is now done through email. They acquired TNT, so we have to see how that goes. It is a survivor and a good company.

Show full opinionHide full opinion
FedEx (FDX-N)
August 3, 2017

The business mix has changed a little. There has been a real decline in the sort of “envelopes overnight” as well as international delivery. A lot of business is now done through email. They acquired TNT, so we have to see how that goes. It is a survivor and a good company.

TOP PICK
TOP PICK
July 7, 2017

Online has really started to drive the stock, and it is a bigger and bigger share. This company has about 10% of their revenue, but are #1 in truckload delivery. Extremely well placed. Dividend yield of 0.9%. (Analysts’ price target is $235.)

Show full opinionHide full opinion
FedEx (FDX-N)
July 7, 2017

Online has really started to drive the stock, and it is a bigger and bigger share. This company has about 10% of their revenue, but are #1 in truckload delivery. Extremely well placed. Dividend yield of 0.9%. (Analysts’ price target is $235.)

SELL
SELL
May 8, 2017

Historically this has done very well right through until the end of April, then it goes through a period of seasonal “not doing much of anything”. Their period of seasonal strength is from October to around now. You may want to be a little cautious now. Currently this is in a trading range. At a time when markets are showing signs of being overbought, this is showing early signs of underperformance relative to the market. Technically, it looks like now is a good time to start taking profits.

Show full opinionHide full opinion
FedEx (FDX-N)
May 8, 2017

Historically this has done very well right through until the end of April, then it goes through a period of seasonal “not doing much of anything”. Their period of seasonal strength is from October to around now. You may want to be a little cautious now. Currently this is in a trading range. At a time when markets are showing signs of being overbought, this is showing early signs of underperformance relative to the market. Technically, it looks like now is a good time to start taking profits.

Don Vialoux

Unlock Ratings

Price
$191.110
Owned
Unknown
TOP PICK
TOP PICK
May 2, 2017

(His theme today is economically sensitive stocks, and ones that have disappointed lately.) About a year ago, it acquired TNT, a European delivery company. They have a huge fleet of 150,000 vehicles, 650 airplanes, and are really getting involved in the e-commerce business. More and more deliveries are coming to our homes. This is going to benefit from changes in technology such as driverless FedEx trucks and drone technology. Dividend yield of 0.9%. (Analysts’ price target is $220.)

Show full opinionHide full opinion
FedEx (FDX-N)
May 2, 2017

(His theme today is economically sensitive stocks, and ones that have disappointed lately.) About a year ago, it acquired TNT, a European delivery company. They have a huge fleet of 150,000 vehicles, 650 airplanes, and are really getting involved in the e-commerce business. More and more deliveries are coming to our homes. This is going to benefit from changes in technology such as driverless FedEx trucks and drone technology. Dividend yield of 0.9%. (Analysts’ price target is $220.)

PAST TOP PICK
PAST TOP PICK
December 23, 2016

(A Top Pick Dec 7/15. Up 26.44%.) Just sold this. It had a decent run and is not especially expensive, but his only worry going forward is when Amazon (AMZ-N) started talking about getting their own fleet.

Show full opinionHide full opinion
FedEx (FDX-N)
December 23, 2016

(A Top Pick Dec 7/15. Up 26.44%.) Just sold this. It had a decent run and is not especially expensive, but his only worry going forward is when Amazon (AMZ-N) started talking about getting their own fleet.

COMMENT
COMMENT
November 3, 2016

Some have said e-commerce is only 10%-12% of retail sales in North America. It won’t get to 100%, but there is still a massive runway. The biggest is Amazon (AMZN-Q), and the question is, are they going to continue to use them and UPS (UPS-N) or will it build out its own infrastructure? Don’t buy this because of the e-commerce play alone, buy it because they are smart operators. Both Amazon and UPS are still quite attractive Holds.

Show full opinionHide full opinion
FedEx (FDX-N)
November 3, 2016

Some have said e-commerce is only 10%-12% of retail sales in North America. It won’t get to 100%, but there is still a massive runway. The biggest is Amazon (AMZN-Q), and the question is, are they going to continue to use them and UPS (UPS-N) or will it build out its own infrastructure? Don’t buy this because of the e-commerce play alone, buy it because they are smart operators. Both Amazon and UPS are still quite attractive Holds.

COMMENT
COMMENT
September 26, 2016

She doesn’t know how it responds to the political climate. She thinks we are getting to the end of an earnings recession. She thinks this bodes well for this stock. It is not a particular buying opportunity.

Show full opinionHide full opinion
FedEx (FDX-N)
September 26, 2016

She doesn’t know how it responds to the political climate. She thinks we are getting to the end of an earnings recession. She thinks this bodes well for this stock. It is not a particular buying opportunity.

Liz Miller

Unlock Ratings

Price
$175.340
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
September 23, 2016

An iconic global brand that is very levered to the new economy which is very important. This is one you can own that is really levered to online buying, which is where the volume is very much going. On any pullback or dip, you could add to this name.

Show full opinionHide full opinion
FedEx (FDX-N)
September 23, 2016

An iconic global brand that is very levered to the new economy which is very important. This is one you can own that is really levered to online buying, which is where the volume is very much going. On any pullback or dip, you could add to this name.

Greg Newman

Unlock Ratings

Price
$174.390
Owned
Unknown
HOLD
HOLD
September 23, 2016

(Market Call Minute.) Shipping volumes are slowing. They did have very good earnings which is a positive, but in general the trend has been down

Show full opinionHide full opinion
FedEx (FDX-N)
September 23, 2016

(Market Call Minute.) Shipping volumes are slowing. They did have very good earnings which is a positive, but in general the trend has been down

COMMENT
COMMENT
September 15, 2016

Not an expensive stock. Trading at 14X earnings. Made an acquisition of TNT Express and are integrating it. Initially people thought it would be earnings neutral, but it has had some issues and there is some restructuring going on. Another thing people are worried about is that their biggest growth area has been business to consumer. There is a lot of competition from small start-up companies in the last mile of dropping off packages. Because of that, there may be some price compression. However, we are going into a season where they should have very strong quarters, and there should be a huge uptick. Make sure that the TNT acquisition is not causing more problems than they expected.

Show full opinionHide full opinion
FedEx (FDX-N)
September 15, 2016

Not an expensive stock. Trading at 14X earnings. Made an acquisition of TNT Express and are integrating it. Initially people thought it would be earnings neutral, but it has had some issues and there is some restructuring going on. Another thing people are worried about is that their biggest growth area has been business to consumer. There is a lot of competition from small start-up companies in the last mile of dropping off packages. Because of that, there may be some price compression. However, we are going into a season where they should have very strong quarters, and there should be a huge uptick. Make sure that the TNT acquisition is not causing more problems than they expected.

HOLD
HOLD
June 13, 2016

(Market Call Minute.)

Show full opinionHide full opinion
FedEx (FDX-N)
June 13, 2016

(Market Call Minute.)

COMMENT
COMMENT
June 7, 2016

This is in the global courier business. Depending on the health of the global economy, that is what is going to drive the performance of the stock.

Show full opinionHide full opinion
FedEx (FDX-N)
June 7, 2016

This is in the global courier business. Depending on the health of the global economy, that is what is going to drive the performance of the stock.

PAST TOP PICK
PAST TOP PICK
May 25, 2016

(Top Pick Jun 4/15, Down 7.39%) They started the correction last spring. They bottomed at $120 last February and are now at $160. He would have no problem owning it right now.

Show full opinionHide full opinion
FedEx (FDX-N)
May 25, 2016

(Top Pick Jun 4/15, Down 7.39%) They started the correction last spring. They bottomed at $120 last February and are now at $160. He would have no problem owning it right now.

COMMENT
COMMENT
March 29, 2016

Would suggest UPS (UPS-N) instead, as it has a better capital return profile, and is more of a freight company than an express or business company. FedEx Express is slowing down, still good growth, but not the same growth. Amazon (AMZ-N) is looking into delivering their own freight too, a potential competitor. Stuff is happening that are generally headwinds for them.

Show full opinionHide full opinion
FedEx (FDX-N)
March 29, 2016

Would suggest UPS (UPS-N) instead, as it has a better capital return profile, and is more of a freight company than an express or business company. FedEx Express is slowing down, still good growth, but not the same growth. Amazon (AMZ-N) is looking into delivering their own freight too, a potential competitor. Stuff is happening that are generally headwinds for them.

TOP PICK
TOP PICK
January 4, 2016

It is reasonably priced, coming a fair way off the peak. They are benefiting from the growth in Internet sales. They benefit from falling oil prices. They are expanding globally. They are the dominant player. There is not a lot of downside.

Show full opinionHide full opinion
FedEx (FDX-N)
January 4, 2016

It is reasonably priced, coming a fair way off the peak. They are benefiting from the growth in Internet sales. They benefit from falling oil prices. They are expanding globally. They are the dominant player. There is not a lot of downside.

COMMENT
COMMENT
December 11, 2015

FedEx (FDX-N) or UPS (UPS-N)? Both very good companies. Everybody is now buying online, and both companies are bulking up for the peak season. They have both equally increased prices. As an income investor, he has always preferred UPS. Feels it is a better run business with higher margins. Dividend yield of less than 1%.

Show full opinionHide full opinion
FedEx (FDX-N)
December 11, 2015

FedEx (FDX-N) or UPS (UPS-N)? Both very good companies. Everybody is now buying online, and both companies are bulking up for the peak season. They have both equally increased prices. As an income investor, he has always preferred UPS. Feels it is a better run business with higher margins. Dividend yield of less than 1%.

COMMENT
COMMENT
December 8, 2015

FedEx (FDX-N) or UPS (UPS-N)? His model price is $153.15. Of the 2, he would look at this one before he would look at UPS.

Show full opinionHide full opinion
FedEx (FDX-N)
December 8, 2015

FedEx (FDX-N) or UPS (UPS-N)? His model price is $153.15. Of the 2, he would look at this one before he would look at UPS.

TOP PICK
TOP PICK
December 7, 2015

The valuation is 15 times earnings or less. It benefits from falling energy prices. It is tied to US growth.

Show full opinionHide full opinion
FedEx (FDX-N)
December 7, 2015

The valuation is 15 times earnings or less. It benefits from falling energy prices. It is tied to US growth.

Showing 91 to 120 of 173 entries