FedEx (NYSE: FDX) heavy investment in building its US infrastructure paid off last year (2020) during the peak of the pandemic and will still take advantage of the recovery and post-COVID19 years to come as we continue to improve our “pandemic contact-less protocols.”

Here are my simple reasons why I am long in FedEx:

  • Post pandemic role in the shipping sector both the US and globally
  • Global Network (TNT Express) is now better
  • Growing demands on online shopping
  • A discount compared to UPS (which I also own)
  • Capacity is still growing

I will continue to buy FedEx every chance I get.