FedEx: Internal and Macro-Related Headwinds Will Continue to Weigh on Operations
We rate FedEx (FDX) as a "Sell" and recommend investors avoid the stock until there are signs of margin stabilization and a more favorable macroeconomic outlook.
United Parcel Service: Margin Expansion Through Fit to Serve and Network of the Future
We rate United Parcel Service (UPS) as a "Buy" and recommend it for investors looking to benefit from margin expansion and cost-saving initiatives.
Delta Air Lines: Continued Balance Sheet Improvements May Lead to Share Buybacks
We rate Delta Air Lines (DAL) as a "Buy" and recommend it for investors looking to capitalize on the airline's balance sheet improvements and continued industry strength.
United Airlines: Revenue And Margin Expansion Will Bring The Company To New Highs
We rate United Airlines (UAL) as a "Strong Buy" and recommend investors consider UAL for significant upside potential.
Procter & Gamble: Global Disinflation, Productivity Justify Current Share Price With Potential Further Upside
We rate Procter & Gamble (PG) as a "Buy" and recommend investors consider adding PG to their portfolio for potential long-term growth.
Carnival Cruise Lines: Interest Payments Will Continue To Pressure Bottom Line
We rate Carnival Cruise Lines (CCL) as a "Hold" and recommend monitoring the company’s debt repayment progress before making any investment decisions.
Avnet: Declining Demand And Escalating Competition Pose Challenges Ahead
We rate Avnet (AVT) as a "Sell" and recommend caution, as the stock may experience further downside before any meaningful recovery.