12-18-2020, 11:45 AM
(12-18-2020, 11:37 AM)divmenow Wrote: Added 2 news names to the portfolio. LULU and FDXThey will do well with ecommerce this winter but vaccine shipping revenue? Nice story but I'd be surprised if it was 2% of their revenue. Kinda like PFE, just a little free cash flow to pay some bills.
Nice to have a $17 dip today in FDX. Someone has to ship those vaccines and ecommerce growth is a sweet spot.