A Dilemma Facing Delta

With countries restricting travel, international carriers are faced with headwinds that even the strongest jets will struggle to take off. But investors must see further than the immediate bans and position for when travel returns. The low oil prices should provide excellent opportunities for airlines to lock in prices as well.

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Processing the impact on human capital

While the Corona Virus is front and center, ADP still has great long term earnings potential with a growth rate estimated at 13% and a strong business model with high recurring revenue despite the immediate impact. By positioning itself around cloud-based solutions, they should be able to weather the storm in an environment where remote trends continue to be strong around all aspects of human resources.

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A Tarrific Opportunity

As the holiday season approaches, FedEx is typically a bellwether for the economy and its weakness of late has some believing it is forecasting a slowdown as they navigate the tariffs. But as more companies take on delivery challenges around protecting their online presence, FedEx is poised to bounce as consumers steadily move more of their purchases online despite increasing prices, people still want their packages.

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