FedEx Corp (NYSE:FDX)

http://www.fedex.com

S&P 5***** Star Rating

Much better value than UPS. expect international business to grow

Pretty sure the difference between FDX and UPS valuations are a sign there's a dividend bubble out there. Might make a great pairs trade.

Best in the business or at least best marketing. UPS may gain market share but high entry cost for competitors will assure FDX secure business.Christmas season is coming up. Realistically USPS is going to need re-structuring and probably pricing changes which will make FDX seem to be a more viable option for freight.

e-commerce keiretsu.

Largest postal company in the world, and internet sales will continue to drive up demand in years to come. Scale is important, and FDX is making smart partnerships with USPS and others to further entrench their presence in a sector that cannot be replaced: moving things from point A to point B.

As the market improves and the US Postal service continues to decline, people will continue to rely on Fed Ex to get the job done. A quality company with solid leadership.

The ongoing problems with the USPS will be interesting to see, as I anticipate a possibly entire privatization of the postal system down the road. If nothing else, the increase in online shopping and importing/exporting looks good for any established company in the business, be it FDX, UPS, or DHL.

The Post Office of the future. The government already relies heavily on FDX and to a slightly lesser degree UPS. I like both companies. They both make the world we live in a much smaller place. Soon it will be cheaper to mail luggage ahead of you instead of paying fees on the airlines. In some cases it already is.

I like duopolies. Coke needs Pepsi, Moody's needs S&P, Boeing needs Airbus, Android needs iOS, Intel needs AMD and FedEx needs UPS. Essentially I view them as the same company but because they have a sworn enemy, legislators stay out of their way. Further, with the coming demise of the FDXthese guys will see a bump in future years.

Last quarter Amazon delivered amazing earnings. Maersk shipping of Denmark is investing billions to upgrade it's home port. The Panama Canal is expanding to be able to service larger vessels. What do all of these seemingly disparate stories mean? The world is becoming a Global Village. It is becoming much more centralized around ever bigger cities with production being done in the farthest flung, cheapest places possible. What this means for Fedex is business. Fedex has been positioning itself over the past decade. They haven't been trying to squeeze every penny of short term profit out of their operations like UPS has. They have been upgrading their fleets, forging strategic partnerships and making pointed acquisitions to fast growth areas- unlike UPS who's most significant move was a multibillion dollar wager in austerity plagued Europe. In short I think the world is going to need a lot more shipping to be done and Fedex is going to be one of the most reliable, cheap and competitively placed players.

Decent spot to jump in here before it runs away. FedEx sports a PEG of only .9 and a Forward PE of 12. Throw in the 7x FCF and this one has room to move. Trefis has it marked at $106 and I believe that is a conservative estimate with the recent Tatex acquisition.

Graham Number sits at $87 which is a great sign to see with a growing company. More cash on hand than debt and ready to benefit from any USPS troubles. Holding this one for the long term.

While FedEx tends to trade with the winds of the global economy, it has a nearly impossible franchise to replicate and it has key scale advantages. Aside from UPS, the company's competitors continue to struggle (I'm looking at you USPS and DHL). Online shopping is still in its infancy the the low cost provider will continue to win this business -- FedEx is well positioned. The feather in the company's cap is its ability to raise prices year-in and year-out to pass along rising input costs and simply to boost its profitability. The shares of this premium company are selling as if the company iteself is average.

master of logistics. usps woes will continue to benefit them, and the commodity pull back will also assist in over margins.

As shopping moves online, FedEx will be the beneficiary.

more efficient distribution network, more work from USPO, new routes.

USPS is going under!

Monopoly play when added to my UPS pick. Genius marketing. Personally, they always get the job done right for me.