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
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.

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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.

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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.

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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%.

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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.

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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.

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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.

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.

Showing 121 to 135 of 179 entries