NYSE:FDX

139.21
1.13 (0.82%)
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
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.

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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.

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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).

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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.

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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.)

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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.

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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.

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.)

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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.

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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.

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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.

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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.

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.

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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.

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

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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.

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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.)

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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.

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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.

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