Investment Q&A

Q: Hi 5i
How do you view FDX earnings, it is down today over 10%....
Would you consider this drop an opportunity for 1-2 year horizon and why?

Not sure about this but Would CJT be considered a proxy, its down today also.. what is your opinion on this one...opportunity or no.

Thx

Q: What is your assessment of FDX under current market conditions and prospects assuming interest rates have peaked? Thank you.

Q: From an long term investing perspective, would you hold or sell the stock after today's earnings? Thank you.

Q: I have a tax loss to harvest on FDX; would you recommend selling and buying XPO or UPS as replacements? Or just waiting 30 days to buy back. Or stay away from all after the tax loss harvest?

Q: DEUTSCHE POST AG seems like a international UPS type stock that's interesting. Can you tell me anything about the financials and does it look interesting to you from the view of a dividend payer? Thanks!

Q: Can you comment on earnings ?
Is there compelling value here to initiate a position? If yes, how compelling would you rate it on a scale of 1 to 10 ( 10 being lost)
If you prefer other US non tech names trading at a discount, please offer your suggestions.
Thank you

Q: Please provide your top 5 CDN and 5 US value stocks.

Q: What is your current view on UPS and FedEx going into 2022? Do you prefer one over the other for a new position?

Q: Hello
Can I have your thoughts about these three companies for future growth and what's your view - Buy, Sell or Hold?
Thx

Q: Recently it was recommended to me to sell KSU and buy FDX. What do you think?

Q: Do you think if FDX is a good long-term investment? If so is now a good time to initiate a purchase? Thank you for your great service.

Q: I've been looking for stocks with favourable value metrics which also demonstrate solid earnings growth and have come up with the above list. It's a little heavy on the retail end which worries me somewhat with covid still being a thing. At the same time, retail stocks are enjoying solid sales and anecdotally, it seems to me that people are anxious to get out there and spend.

With respect to Doo, H&R Block, WSM, and BBY, these have seen decent levels of share repurchases which is appealing for obvious reasons.

What do you think of my list with a view to holding and forgetting for at least one year? Anything you would cut out? I don't like foot locker as a store for instance but the financials appear attractive. Thank you as always,

Jason

Q: Each of these names are now near or above 10% of my portfolio.
Your thought above trim them down all by half, reduce risk: keep some cash, buy some medical names: MDT/SYK ,other fang names: FB/GOOG, industrials: looking at Carrier/Trane/Raytheon.

Thanks you!

Q: Hi,
I've noticed what appears to be a large drop in both FDX and UPS stock today, but can't seem to find any news as to why. Maybe your sources reach farther than my searching the web? Thanks!
Dawn

Q: Your thoughts on selling FDX (after a nice pop) to buy UPS today. Thank you!

Q: Do you feel FDX stock has run it's course for the next 12-18 months. trying to decide if funds would be better allocated elsewhere?

Q: For a play on e-commerce delivery, which would you prefer (or do you have another recommendation). Thanks for all your advice.

Q: I have read a few of your comments re FedEx but I'm wondering about your overall impression if the company. We have a position in TFII so some interest in UPI but what about FedEX. Any opportunities here?

Q: Since 1974, with my 1st investment in koffler stores (shoppers drug mart),I have looked for some rational reason to purchase a stock.
Obviously I have seen some times that I cannot explain. Today is one of those days.
I own fdx market cap 60 b more or less
I see door dash has a market cap of the same
How can this be reasonable in any way.
Have investors lost their collective minds or is it possible we are entering a dangerous time in the market .

Q: Hi everyone!

Just a quick question on Amazon purchasing 11 jets from Westjet and Delta. I know online purchases have been accelerated because of the pandemic. Do you see Amazon's purchase of jets and their existing fleet as a medium term threat to companies like Cargojet?

Jason