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Today we held a call for our subscribers with Industrials Sector Head Jay Van Sciver focusing on the express and courier services sub-industry that includes FedEx, UPS, DHL, etc.. The Black Book call focused on everything from cyclical drivers and long-term industry trends to industry structure and valuations.

We’re pleased to present audio from the question and answer portion of the call, which deals with the UPS/TNT merger, FedEx market share in Europe and other topics related to the industry. We've posted the audio below for your enjoyment.