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LivestreamMenuWe’re buying 80 shares of FedEx Freight at roughly $148. Following Friday’s trade, Jim Cramer’s Charitable Trust will own 550 shares of FDXF, increasing its weighting in the portfolio to 2% from 1.7% We’re picking up more FedEx Freight as shares dip on Friday. This spin-out from FedEx was a stock Jim called out to buy at Thursday’s Monthly Meeting . FedEx Freight specializes in the less-than-truckload (LTL) market. Its customers are companies that have bulky shipments in need of transport — too large for regular parcel delivery, but not so large that it requires an entire 18-wheeler trailer. FDXF mountain 2026-06-01 FedEx Freight performance since June spin-off The stock has hit a rough patch since reporting a noisy quarter back in June, as is typical of companies that were spun out. FDXF has pulled back from its post-spin high of about $188. But revenue and adjusted operating income in the quarter were better than what Street analysts expected, and we expect earnings to grow in the upcoming years as management executes on its self-help and rationalization initiatives. With better focus, we expect Freight to improve volumes, increase revenue per shipment (yield), and drive cost efficiencies to expand margins in the quarters ahead. The company’s earnings should also benefit from a better freight cycle, which has shown signs of improvement after a brutal multiyear recession that began in 2022. (Jim Cramer’s Charitable Trust is long FDXF, FDX. See here for a full list of the stocks.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust’s portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.Read More
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