CNBC Bonus Bucks Trivia: In the article, “Stock Picker Likes Sunnier Second Half”, who might gain from “the little guy…going out of business”?

In the article, “Stock Picker Likes Sunnier Second Half”, who might gain from “the little guy…going out of business”?

Highest on his list is FedEx (FDX - Annual Report), despite the soaring price of fuel.

“Whenever the fuel prices move rapidly, up or down, they get either a windfall or they get hurt, and what you’ve seen in the last quarter is them getting hurt fairly substantially,”  he said.  “The opportunity here is, FedEx is a terrific company, one of the best, they invest in the downturns; the little guy…going out of business, that’s an opportunity for FedEx.”

FedEx gets an average score in most of the models I follow, but low marks for earnings momentum.

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