Today, Ian Fung commented about whether MCD-N, DOL-T, SSNC-Q, SNPS-Q, ACN-N, BYND-Q, DWDP-N, AMZN-Q, AMD-Q, GS-N, ROL-N, TOY-T, UBER-N, LVMUY-OTC, GOOG-Q, CLX-N, ROP-N, FDX-N, BAC-N, NVDA-Q, V-N, BCE-T, AMZN-Q, SHOP-T are stocks to buy or sell.
It is hard to distinguish between itself and MA-N. It is one of the two largest in the world with great tailwinds. The US is still moving to payment cards.
The lower price is not due to competition from AMZN-N. AMZN-N is 1 to 2 percent of revenues for FDX-N. Most of the headwinds have been trade related which are unwarranted because the US revenue from Chin is only 2%. They are having issues integrating their TNT express acquisition in Europe. If you ignore Ecommerce, and just consider business to business deliveries, it is very meaningful for companies. If anyone can use drones to make household deliveries, AMZN-Q can do it but it is very early days.