Value Investing News

Eventually, cooler heads prevailed. Rational shareholders who took Hamlet’s advice and actually thought about it came to realize what FedEx said was good news, not bad.

FedEx Corp. (NYSE: FDX) is scheduled to release financial results for the fiscal third quarter on Thursday, March 18, 2009. Analysts, on average, expect the company to report earnings of 71 cents per share on revenue of $8.30 billion.

Monday, December 14, 2009
FedEx Corp. (NYSE: FDX): Second Quarter Earnings Preview 2010FedEx Corp. (NYSE: FDX) is scheduled to release financial results for the fiscal second quarter ended November 30 on Thursday, December 17, 2009. Analysts, on average, expect the company to report earnings of $1.05 on revenue of $8.46 billion.

Longleaf's Q2 portfolio has been filed. New or increased positions include FAF, DEO, DTV, AOC, DIS, CX, CHK, PHG, FDX, DISCK, BRKa, TWTC, WSH, MKL, FFH, ECA, WEN, and WPO

Omnicom is the world's largest integrated marketing and advertising firm. It's size and talent, along with strong financial performance, make it a solid MFI pick.

Todd Sullivan asks a great question regarding the future of document delivery. Will digital delivery be a permanent headwind for FedEx and UPS?

For most companies, recessions reduce P/E ratios, as investors withdraw money from the market and become stingy with their purchases. But strangely, some companies actually see their P/E's increase during economic downturns, and not only those which sell cheap or defensive products. Consider Fedex (FDX).

Sometimes being a dividend investor sucks. As part of my overall investing strategy, I state that 'dividends are half the journey'. This essentially rules out any potential investments that pay a very small, and/or non-growing dividend. There are a few stocks, with stories that I believe in long term that were eliminated from my watchlist because of this fact.

23 questions and answers.

Excerpt: "This week 24/7 Wall St. featured many names that fall within the realm of larger private equity screens as far as potential break-up stocks." THIS IS PART II