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<blockquote data-quote="tieguy" data-source="post: 79022" data-attributes="member: 1912"><p>Two things I have personally seen that makes me question your results are this:</p><p> </p><p>1) I have seen many large volume shippers switch to UPS in the past two years. Many of these shipping a lot of high revenue next day air packages. I have not seen us win so much business since the old days of RPS ground. </p><p> </p><p>2) Fdx's ground strategy is to build heavily east of the mississippi. One of the first buildings they opened up is in Hagerstown maryland. At this point that building has been open for close to a year and yet fdx has not won any new business of a significant size to fill that new building up. Your capital expenditures get to be quite a financial drain when they are under utilized. </p><p> </p><p>So to summarize. Fdx was making significant volume gains each quarter. This last quarter shows overall growth at less than what the economy grew. I see many large volume high revenue shippers leaving fdx because they were dissatisfied with the service. I see new buildings opening up and not being filled which will put quite a drain on your profit picture. I see surcharges possibly propping up profit results. I think investors are starting to figure this out which might explain why your stock did a nice pop on day one of earnings and has since floundered. If your company truly put the controls in place to gain a true 33 percent improvement on profit than your stock should have jumped about a minimum of 15 to 20 bucks a share. I rest my case.</p></blockquote><p></p>
[QUOTE="tieguy, post: 79022, member: 1912"] Two things I have personally seen that makes me question your results are this: 1) I have seen many large volume shippers switch to UPS in the past two years. Many of these shipping a lot of high revenue next day air packages. I have not seen us win so much business since the old days of RPS ground. 2) Fdx's ground strategy is to build heavily east of the mississippi. One of the first buildings they opened up is in Hagerstown maryland. At this point that building has been open for close to a year and yet fdx has not won any new business of a significant size to fill that new building up. Your capital expenditures get to be quite a financial drain when they are under utilized. So to summarize. Fdx was making significant volume gains each quarter. This last quarter shows overall growth at less than what the economy grew. I see many large volume high revenue shippers leaving fdx because they were dissatisfied with the service. I see new buildings opening up and not being filled which will put quite a drain on your profit picture. I see surcharges possibly propping up profit results. I think investors are starting to figure this out which might explain why your stock did a nice pop on day one of earnings and has since floundered. If your company truly put the controls in place to gain a true 33 percent improvement on profit than your stock should have jumped about a minimum of 15 to 20 bucks a share. I rest my case. [/QUOTE]
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