It's usually a good idea for long-term
investors to take a step back once in a while and look at the thematic
trends affecting the prospects of their stocks. One such trend for
transportation companies United Parcel Service Inc (NYSE:UPS) and FedEx Corporation (NYSE:FDX) is
the relative weakness in global trade growth when compared to global
GDP growth. Both companies' managements have mentioned the issue on
earnings calls. So I decided it would be a good idea to delve deeper
into the trend by looking at Switzerland's Kuehne + Nagel (NASDAQ Other:KHNGF).
READ THE FULL EQUITY RESEARCH ARTICLE LINKED
READ THE FULL EQUITY RESEARCH ARTICLE LINKED
No comments:
Post a Comment