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
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.

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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.

PAST TOP PICK
PAST TOP PICK
September 29, 2015

(Top Pick Oct 9/14, Down 9.2%) Rails rolled over and this one went along for the ride.

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FedEx (FDX-N)
September 29, 2015

(Top Pick Oct 9/14, Down 9.2%) Rails rolled over and this one went along for the ride.

BUY
BUY
July 22, 2015

UPS (UPS-N) versus FedEx (FDX-N)? Of the 2, he would buy this. This is in the middle of a reorganization that is saving them about $1.6 billion a year, which is pretty meaningful. A lower fuel cost is also very important.

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FedEx (FDX-N)
July 22, 2015

UPS (UPS-N) versus FedEx (FDX-N)? Of the 2, he would buy this. This is in the middle of a reorganization that is saving them about $1.6 billion a year, which is pretty meaningful. A lower fuel cost is also very important.

Gordon Reid

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Price
$168.500
Owned
Unknown
DON'T BUY
DON'T BUY
July 15, 2015

A fantastic story. Several years ago they invested very heavily in global expansion to create global hubs abroad, and have been reaping the rewards. However, the stock trades in the mid-20 earnings multiples. Growth outlook, although still good and e-commerce will grow its share against bricks and mortar, which he thinks is going to slow. Prefers above market growers/below market valuation. Wouldn’t recommend buying this given the valuation.

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FedEx (FDX-N)
July 15, 2015

A fantastic story. Several years ago they invested very heavily in global expansion to create global hubs abroad, and have been reaping the rewards. However, the stock trades in the mid-20 earnings multiples. Growth outlook, although still good and e-commerce will grow its share against bricks and mortar, which he thinks is going to slow. Prefers above market growers/below market valuation. Wouldn’t recommend buying this given the valuation.

PAST TOP PICK
PAST TOP PICK
July 3, 2015

(A Top Pick August 13/14. Up 15.15%.) This is a name that he wants to own for a long time. It is Best in Breed.

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FedEx (FDX-N)
July 3, 2015

(A Top Pick August 13/14. Up 15.15%.) This is a name that he wants to own for a long time. It is Best in Breed.

COMMENT
COMMENT
June 5, 2015

Had a great year being up over 20% last year. It was a perfect storm for them. They are benefiting from e-commerce with more and more consumers buying online as opposed to going into stores. They also increased shipping rates in January by about 5% right across the board. All of this happened in an environment where fuel costs were going down. Still thinks there is upside here, and we are in the early days of what is going to play out in the e-commerce space. Dividend yield of 0.5%.

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FedEx (FDX-N)
June 5, 2015

Had a great year being up over 20% last year. It was a perfect storm for them. They are benefiting from e-commerce with more and more consumers buying online as opposed to going into stores. They also increased shipping rates in January by about 5% right across the board. All of this happened in an environment where fuel costs were going down. Still thinks there is upside here, and we are in the early days of what is going to play out in the e-commerce space. Dividend yield of 0.5%.

TOP PICK
TOP PICK
June 4, 2015

Businesses are doing exceedingly well. They have been cutting costs. 25% is their ground, or consumer, business. It is growing at 3 times retail businesses. Everyone has a ‘buy’ button on their web site and FDX-N benefits from these.

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FedEx (FDX-N)
June 4, 2015

Businesses are doing exceedingly well. They have been cutting costs. 25% is their ground, or consumer, business. It is growing at 3 times retail businesses. Everyone has a ‘buy’ button on their web site and FDX-N benefits from these.

COMMENT
COMMENT
February 20, 2015

FedEx (FDX-N) or UPS (UPS-N)? Both are decent early cycle industrial stocks. If the global economy suddenly improved, both should do quite well and quite quickly. They are huge beneficiaries of lower oil prices. Historically this one has been thought of as the better operator, better return figures and better margin figures. There is a huge sweet spot in transportation in North America, and that is the rails.

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FedEx (FDX-N)
February 20, 2015

FedEx (FDX-N) or UPS (UPS-N)? Both are decent early cycle industrial stocks. If the global economy suddenly improved, both should do quite well and quite quickly. They are huge beneficiaries of lower oil prices. Historically this one has been thought of as the better operator, better return figures and better margin figures. There is a huge sweet spot in transportation in North America, and that is the rails.

HOLD
HOLD
January 22, 2015

A fine name to own. In the packaging/shipping space and will do well. Gasoline prices are dropping in the US. You are paying 18X earnings for stock that will probably grow EPS at 15%. The only concern he has is that 28% of its revenues still comes from overseas. With the US$ going up, that is a bit of a headwind.

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FedEx (FDX-N)
January 22, 2015

A fine name to own. In the packaging/shipping space and will do well. Gasoline prices are dropping in the US. You are paying 18X earnings for stock that will probably grow EPS at 15%. The only concern he has is that 28% of its revenues still comes from overseas. With the US$ going up, that is a bit of a headwind.

BUY
BUY
January 8, 2015

This has a really good long-term chart. It was a little bit flatter through 2012, and then had a nice little run from early 2013. Unless it breaks that trendline significantly, you can probably let this one come back as far as $150.

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FedEx (FDX-N)
January 8, 2015

This has a really good long-term chart. It was a little bit flatter through 2012, and then had a nice little run from early 2013. Unless it breaks that trendline significantly, you can probably let this one come back as far as $150.

COMMENT
COMMENT
November 24, 2014

Have a program of cost-cutting and are aiming at $1.6 billion per year in cost savings. The stock has built this in, but he feels there is of a bit more room to go. One of the things that will help this company is jet fuel prices.

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FedEx (FDX-N)
November 24, 2014

Have a program of cost-cutting and are aiming at $1.6 billion per year in cost savings. The stock has built this in, but he feels there is of a bit more room to go. One of the things that will help this company is jet fuel prices.

Gordon Reid

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Price
$175.530
Owned
Unknown
BUY
BUY
October 29, 2014

FedEx (FDX-N) or UPS (UPS-N)? Right now would be a good time to buy either of these as you have the holiday season coming up, which is usually a good time for delivery companies. Fuel is a huge component going forward, and the current correction in fuel costs will be good, so this would be an attractive time. He would probably rank UPS over FedEx as he expects it would have a little more upside at this point.

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FedEx (FDX-N)
October 29, 2014

FedEx (FDX-N) or UPS (UPS-N)? Right now would be a good time to buy either of these as you have the holiday season coming up, which is usually a good time for delivery companies. Fuel is a huge component going forward, and the current correction in fuel costs will be good, so this would be an attractive time. He would probably rank UPS over FedEx as he expects it would have a little more upside at this point.

TOP PICK
TOP PICK
October 9, 2014

The big tailwind is falling energy costs. They have been taking costs out of the business and he thinks there is another $billion further to take out. Christmas looks good for them.

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FedEx (FDX-N)
October 9, 2014

The big tailwind is falling energy costs. They have been taking costs out of the business and he thinks there is another $billion further to take out. Christmas looks good for them.

BUY
BUY
September 24, 2014

Great proxy for the global economy. 18.5 times earnings. There is express and freight. Express did reasonably well, but freight did very well. You are going into a very seasonally strong time for them. You aren’t paying a lot for it, although it pays only a half percent dividend.

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FedEx (FDX-N)
September 24, 2014

Great proxy for the global economy. 18.5 times earnings. There is express and freight. Express did reasonably well, but freight did very well. You are going into a very seasonally strong time for them. You aren’t paying a lot for it, although it pays only a half percent dividend.

PAST TOP PICK
PAST TOP PICK
August 29, 2014

(A Top Pick Sept 20/13. Up 27.26%.) Hit her valuation target, so she sold her holdings.

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FedEx (FDX-N)
August 29, 2014

(A Top Pick Sept 20/13. Up 27.26%.) Hit her valuation target, so she sold her holdings.

TOP PICK
TOP PICK
August 13, 2014

This is one of those great brands. Investors are warming up to logistics. They were the 4th largest airline and very levered into international freight shipments. That fell off precipitously in 2008. Coming out the other side, we are starting to see their ability to step dance their way through that difficulty. They have retooled and have less planes than they have ever had. The company is really lean and mean. Feels the real surprise is going to be a re-engagement on the high end of Chinese and Asian consumers.

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FedEx (FDX-N)
August 13, 2014

This is one of those great brands. Investors are warming up to logistics. They were the 4th largest airline and very levered into international freight shipments. That fell off precipitously in 2008. Coming out the other side, we are starting to see their ability to step dance their way through that difficulty. They have retooled and have less planes than they have ever had. The company is really lean and mean. Feels the real surprise is going to be a re-engagement on the high end of Chinese and Asian consumers.

DON'T BUY
DON'T BUY
July 24, 2014

United Parcel Service (UPS-N) or FedEx (FDX-N)? Both are doing well from a stock side, better than on a fundamental side. UPS is more of the ground transport play. This is an air play. This has been more proactive in terms of the management of their business and is trying to wring out about $1.6 billion annually by the beginning of 2016. For the time being he would pass on both of these as they are a little too expensive on the multiple and valuation side.

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FedEx (FDX-N)
July 24, 2014

United Parcel Service (UPS-N) or FedEx (FDX-N)? Both are doing well from a stock side, better than on a fundamental side. UPS is more of the ground transport play. This is an air play. This has been more proactive in terms of the management of their business and is trying to wring out about $1.6 billion annually by the beginning of 2016. For the time being he would pass on both of these as they are a little too expensive on the multiple and valuation side.

BUY
BUY
July 10, 2014

His view on this company is pretty constructive. With Internet shopping, these types of companies will grow and will continue to grow. This company is quite focused on share buybacks.

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FedEx (FDX-N)
July 10, 2014

His view on this company is pretty constructive. With Internet shopping, these types of companies will grow and will continue to grow. This company is quite focused on share buybacks.

DON'T BUY
DON'T BUY
June 26, 2014

He has no direct exposure to US transportation. Prefers CSX-N which he is researching.

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FedEx (FDX-N)
June 26, 2014

He has no direct exposure to US transportation. Prefers CSX-N which he is researching.

TOP PICK
TOP PICK
June 25, 2014

Restructured a little while ago, and did some cost-cutting along with some efficiency improvements. Isolated some different generating ideas. Earnings came in above consensus. As the US and worldwide recovery is moving along more, you’re going to find logistics companies doing extremely well. Yield of 0.53%.

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FedEx (FDX-N)
June 25, 2014

Restructured a little while ago, and did some cost-cutting along with some efficiency improvements. Isolated some different generating ideas. Earnings came in above consensus. As the US and worldwide recovery is moving along more, you’re going to find logistics companies doing extremely well. Yield of 0.53%.

PAST TOP PICK
PAST TOP PICK
June 23, 2014

(Top Pick May 30/14, Up 36.02%) They came out with a big cost cutting initiative that she bought into. It had a good run and hit her valuation target and then the stock continued moving last week after releasing earnings. It is a little high on the valuation side.

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FedEx (FDX-N)
June 23, 2014

(Top Pick May 30/14, Up 36.02%) They came out with a big cost cutting initiative that she bought into. It had a good run and hit her valuation target and then the stock continued moving last week after releasing earnings. It is a little high on the valuation side.

BUY
BUY
June 6, 2014

If you have a position with this, he would continue to Hold. Feels it is better value than United Parcel Service (UPS-N). This is a play on the continued growth of the US economy, and particularly the online spending that seems to be increasing dramatically every year.

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FedEx (FDX-N)
June 6, 2014

If you have a position with this, he would continue to Hold. Feels it is better value than United Parcel Service (UPS-N). This is a play on the continued growth of the US economy, and particularly the online spending that seems to be increasing dramatically every year.

Don Lato

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Price
$142.700
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
April 15, 2014

(Top Pick April 18’13, Up 43.60%) It hit a target so she sold. A great franchise. Some cost cutting still coming into the numbers, but reflected in the numbers. People are still cautiously optimistic on this one.

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FedEx (FDX-N)
April 15, 2014

(Top Pick April 18’13, Up 43.60%) It hit a target so she sold. A great franchise. Some cost cutting still coming into the numbers, but reflected in the numbers. People are still cautiously optimistic on this one.

BUY WEAKNESS
BUY WEAKNESS
April 7, 2014

Likes the sector. It is a question on when he pulls the trigger. Amazon is delivering more and more. It is a question of valuation. If there are any jitters about global growth it will come down and this would be a trigger to buy it.

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FedEx (FDX-N)
April 7, 2014

Likes the sector. It is a question on when he pulls the trigger. Amazon is delivering more and more. It is a question of valuation. If there are any jitters about global growth it will come down and this would be a trigger to buy it.

COMMENT
COMMENT
March 26, 2014

A problem he has with this is that its competitor UPS (UPS-N) trades at a much lower PE, has a higher dividend, trades at a higher price to free cash flow and has higher net margins. You are paying for a higher multiple for a company that is not as good. Regardless, the company will do well because the economy is improving globally. Consider rotating into UPS.

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FedEx (FDX-N)
March 26, 2014

A problem he has with this is that its competitor UPS (UPS-N) trades at a much lower PE, has a higher dividend, trades at a higher price to free cash flow and has higher net margins. You are paying for a higher multiple for a company that is not as good. Regardless, the company will do well because the economy is improving globally. Consider rotating into UPS.

TOP PICK
TOP PICK
September 20, 2013

Have the ability to grow without much help from the economy. Have big cost cutting initiative that will take hold in 2015. A fleet update, voluntary retirement. Have been profitable even in tough economies.

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FedEx (FDX-N)
September 20, 2013

Have the ability to grow without much help from the economy. Have big cost cutting initiative that will take hold in 2015. A fleet update, voluntary retirement. Have been profitable even in tough economies.

BUY WEAKNESS
BUY WEAKNESS
August 21, 2013

Generally likes shippers. Long-term view is positive in that e-commerce is a developing theme that will continue on and on. Shipping times keep getting less and this company and UPS (UPS-N) will benefit. He would watch fuel prices as this is a headwind that is a big component of shippers. Would look to take advantage of any kind of price weakness on either of these names.

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FedEx (FDX-N)
August 21, 2013

Generally likes shippers. Long-term view is positive in that e-commerce is a developing theme that will continue on and on. Shipping times keep getting less and this company and UPS (UPS-N) will benefit. He would watch fuel prices as this is a headwind that is a big component of shippers. Would look to take advantage of any kind of price weakness on either of these names.

TOP PICK
TOP PICK
August 1, 2013

(A Top Pick April 18/13. Up 19.83%.) One of the more economically tied stocks. Really likes their cost cutting program which allows them to grow their earnings without having to have the GDP growth and top line growth behind it. With fuel costs and global demand people have been changing their shipping patterns. Launched a $1.7 billion cost-cutting initiative that starts in 2015. A 3rd of that is new, more efficient airplanes and another 3rd is voluntary retirement with the balance being just general overall expenses.

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FedEx (FDX-N)
August 1, 2013

(A Top Pick April 18/13. Up 19.83%.) One of the more economically tied stocks. Really likes their cost cutting program which allows them to grow their earnings without having to have the GDP growth and top line growth behind it. With fuel costs and global demand people have been changing their shipping patterns. Launched a $1.7 billion cost-cutting initiative that starts in 2015. A 3rd of that is new, more efficient airplanes and another 3rd is voluntary retirement with the balance being just general overall expenses.

WEAK BUY
WEAK BUY
June 20, 2013

Valuations are compelling. They missed a bit on the shorter haul side. Trading a little bit off here. A well run company but they have to do a few tweaks here. His preference is trucking companies and rails and likes TransForce and the CN/CP rails.

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FedEx (FDX-N)
June 20, 2013

Valuations are compelling. They missed a bit on the shorter haul side. Trading a little bit off here. A well run company but they have to do a few tweaks here. His preference is trucking companies and rails and likes TransForce and the CN/CP rails.

TOP PICK
TOP PICK
April 18, 2013

Fabulous entry point here. They had a weak quarter and stock sold off. Reason was they missed on margins from international priority and it was capacity issues which traditionally they are able to manage. They even make money in recessions. Thinks there is support in the stock.

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FedEx (FDX-N)
April 18, 2013

Fabulous entry point here. They had a weak quarter and stock sold off. Reason was they missed on margins from international priority and it was capacity issues which traditionally they are able to manage. They even make money in recessions. Thinks there is support in the stock.

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