Tag Archives: Fedex

apple think

Apple creates FedEx overnight…!!!

Wowzers! Apple smashed lots of records last night and investors are using the latest data to assess the “value” they missed in the franchise before the results. Early indications suggest Apple’s market value will rise by $50 billion today….

January 28th, 2015 by

Value

Comments: 0

fedexflies

IMF downgrades global growth but FedEx flies!

After yet another global growth downgrade from the IMF it would appear one of the best bellwethers of same is seeing some juicy price action in early US trading….

July 9th, 2013 by

Value

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numbing

Eight things on the global wall of risk…

As we view financial TV this morning the reaction to the “drop dead” ultimatum from the ECB to Cyprus has been muted and drowned out by the stunningly simplistic observation that Cyprus is just 0.2% of EU GDP.

March 21st, 2013 by

Editorial

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The-Mean-Girls-Santa-Costume

Value: Caterpillar already capturing the rear-view risks but not Santa!

We were wondering on Friday whether there was a potential better risk/reward in cheap industrial names versus expensive high quality defensive consumer names. Today we may have some supporting evidence.

October 22nd, 2012 by

Value

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chinese_soldiers

Global Trade: Fedex scolds China experts!

Fedex announced results last night and disappointed but that’s not the big news. Quite simply this logistics beast is the pulse-taker for global trade and it’s picking up some irregular beats.

September 19th, 2012 by

Editorial

Comments: 1

fedex

Cycle Stocks: Fedex lowers expectations again!

So, the world’s largest trade barometer Fedex told us last night that August was even worse than their already reduced expectations.

September 5th, 2012 by

Style & Sector Trends

Comments: 0