FedEx Archives - GrowthRater

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Wazzup – 20th Sept 2017

Slow start to the new fiscal year for FEDEX (fdx) and DIAGEO (dge_l). Fedex Q1 disappoints on cyber-attacks and hurricane headwinds, while Diageo blames a late Chinese New year and US spirits investment for a weak start to its FY18. Management innocent on all counts, of course ;-) Fedex – Q1 FY18: […]

GrowthRater portfolio – closing longs on FedEx (+34% with +20% rel) and DMGT (+8% & +5% rel)

To pay for the Christmas presents, I’ll be closing a couple of long positions in the GrowthRater portfolio when markets open. One because it has done what I had hoped for and more (FedEx) and the other because it is increasing looking like dead money, or worse, in the face of deterioration in its markets […]

eBay – Closing long position with gain of +30% (+28% relative: +60% annualised)

eBay long positioned closed at $31.9 ps to crystallise a >+30% absolute and +28% relative gain (vs the S&P500) since we added the stock to the GrowthRater portfolio, just over 5 months ago at $24.5 ps (http://growthrater.com/ebay-added-growthrater-model-portfolio-close-price-24-49/). Annualised, that represents a return of +65% on the trade and +60% on a relative basis against the […]

FedEx – for those that like to follow, read Barron’s

Seems someone noticed the price went up +14% last week. Thank you Barron’s. http://www.reuters.com/article/us-usa-fedex-barron-s-idUSKCN0WN03K From the “see it move, chase it” school of investment Keep checking for our next portfolio change here

GrowthRater model portfolio: Adding FedEx (FDX) at $143

If you’re looking for a US cyclical to rotate into after Yellen’s performance of ignoring all her own data and refusing to put up rates, then I think FedEx may not be a bad home and as a consequence we are adding this stock as a long to our model portfolio with the shares having […]