FedEx

FDX-N

NYSE:FDX

172.24
0.54 (0.31%)
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
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.

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.

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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)

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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).

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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.

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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.

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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.

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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.

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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)

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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)

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