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Takeaway: Hedgeye Industrials will present an Express & Courier Services Black Book NOV 8 @ 1:30PM, including $FDX, $UPS, DPW GY, TNT, $EXPD, & others

HEDGEYE INDUSTRIALS:


Express & Courier Services Black Book 

THURSDAY, NOVEMBER 8th 2012, 1:30pm EST  

 

Express & Courier Services Black Book Invitation - ups

 

 

Major Tickers: UPS, FDX, EXPD, DPW GY (Deutsche Post/DHL), TNTE NA (TNT Express)    

The Express & Courier Industrials sub-industry currently offers interesting investment and trading opportunities. Hedgeye's Industrials Team, led by Jay Van Sciver, will present an industry overview and highlight key long and short-term strategies on Thursday, November 8th, at 1:30pm EST.

Topics Will  Include: 

  • Cyclical Drivers: Changes in inventories, trade and other key factors
  • Long-term Industry Trends: A look at market maturity, returns and investment
  • Capacity: Where and how capacity changes impact industry returns
  • Industry Structure:   Discussion of current industry structure and how it is evolving
  • Asset Based vs. Freight Forwarding: How industry trends impact companies like EXPD and KNIN VX vs. FDX and UPS
  • Valuation: Fair value ranges for UPS, FDX, Deutsche Post and other key names

 

 

Participant Dialing Instructions

Toll Free Number:

Direct Dial Number:

Conference Code: 966535#

* Call will be answered by a live operator