HEDGEYE INDUSTRIALS:
Express & Courier Services Black Book
THURSDAY, NOVEMBER 8th 2012, 1:30pm EST
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
