4Mês·

Dump the asset-heavy purple one?

What do you think about $FDXF (+1,23%) ?

I see freight as less constant and more cyclical. Keep FedEx Freight or sell it and shift into $FDX (+0,9%) and reorganize? In contrast to the normal parcel company, the freight company has to deal much more with high fixed costs and fluctuating margins. It is also much more difficult to scale and external cost shocks could make a constant dividend difficult.

Opinions?

2 Comentários

Rene@Snakeinvest

3Mês

I think FedEx is pretty impressive when it comes to logistics; I could imagine that it was a smart move to perhaps compete with DHL while keeping it separate from its regular business. I'm going to hold onto both and keep an eye on them.

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frugal frei sein 🗽@frugalfreisein

3Mês

@Snakeinvest I think it's a strategic move, too. Nevertheless, I sold $FDXF and shifted my position to $FDX.

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