Third Point 13F Shows Added Stake In Brookfield Corp With 4,725,000 Shares; Ferguson Enterprises With 965,000 Shares; Flutter Entertainment With 510,000 Shares; LPL Financial Holdings With 485,000 Shares; Carpenter Technology With 660,000 Shares;...
Express News | Trian Fund Management 13F Shows Decreased Stake In Wendy's Co. By 3% From 31,507,868 To 30,512,595 Shares; Decreased Stake In Invesco By 15% From 27,223,734 To 23,173,442 Shares; Decreased Stake In Ferguson Plc New By 35% From 1,953,863 To 1,270,810...
Trian Exits Disney, Rentokil Among Q3 Moves, Almost Entirely Sheds GE HealthCare
Trian Exits Disney Stake, Takes New Position in Ferguson
Aruma Resources Appoints New Director Grant Ferguson
RBC Capital Maintains Ferguson(FERG.US) With Buy Rating, Maintains Target Price $219
102362254 : I guess $FedEx (FDX.US)$ may end the week with the biggest % gain. Analysts have mixed views on its upcoming earnings; some expect cost-cutting measures to boost results, while others remain cautious due to demand challenges. FedEx is likely to meet expectations, though demand erosion and geopolitical uncertainties could impact revenue growth. Key factors to watch include the performance of the Express segment, the success of cost management efforts, and the effects of geopolitical and economic conditions.
mr_cashcow : My vote goes to $Ferguson (FERG.US)$, let's do a quick dive into the earnings prospect!![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Potential bullish signals:
▲Strong demand: Continued demand for plumbing, HVAC, and industrial products, particularly in the US residential and commercial markets
▲Growth initiatives: Ferguson's focus on digital transformation, expanding its e-commerce platform, and improving operational efficiency
▲Acquisitions: Strategic acquisitions to enhance product offerings and expand market share
▲Cost management: Ongoing efforts to control costs and maintain profitability
Potential roadblocks and speed bumps ahead:
▼Inflationary pressures: Rising costs for raw materials, labor, and transportation.
▼Supply chain disruptions: Potential impacts from global supply chain issues
▼Competition: Intense competition in the distribution market
▼Economic uncertainty: Potential economic downturns or recessions
Disclaimer: All the above are purely for educational purposes and are NOT financial advice, plz DYOR/DD
104479509 :![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
CNNT : All 3 companies have their unique strengths and further growth potential, but the clear short-term winner for share price upside this week will be $FedEx (FDX.US)$
1) Strongest EPS at around 17 (Ferg 9, GIS 4) and strongest QoQ EPS growth
2) Not as over-valued as the other 2 with PE and PB around 17 and 2.6 (Ferg 27 and 7, GIS 17 and 14).
3) Favourable analyst ratings
7-boy : i think $FedEx (FDX.US)$ will make the biggest gain
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