CNBC Investing Club: Cramer’s Morning Take on FedEx 5/19/26

Squawk on the Street

CNBC

News, Investing, Business

4.0 • 566 Ratings

🗓️ 19 May 2026

⏱️ 3 minutes

🔗️ Recording | iTunes | RSS

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Summary

Cramer says this logistics giant has a superior supply chain. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake CNBC Investing Club Disclaimer

Transcript

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0:00.0	Jim Kramer here to share a short preview of my take on the market from today's
0:06.5	members-only CNBC Investing Club morning meeting.
0:09.5	Join the club for full access to the morning meeting every day at 1020 a.m.
0:14.7	Visit CNBC.com slash morning take to sign up today.
0:19.8	That's one word, morning tape. So we have a new position now in
0:25.1	the portfolio. FedEx bought some yesterday, fresh off your trip to Memphis, where you sat down
0:29.8	with CEO Raj Subramanian. He's orchestrated a great turnaround here, removing billions in
0:37.0	costs, going after higher margin
0:38.9	opportunities in business to business and business to consumer.
0:43.0	Remember, we bought very small, and we're going to do what we do with all these large
0:47.5	dollar amount stocks.
0:48.8	Just wait.
0:49.1	You're going to just wait for new levels so it's meaningful.
0:51.8	The main thing that makes me want to buy FedEx, by the way, there's a fuel search
0:55.1	charge.
0:55.5	Don't worry about that.
0:56.6	The main thing is that this is an unbelievable sharetake versus an well-established
1:02.4	story company, which is United Parson.
1:05.4	And a lot of the really fancy, difficult kinds of packages you have for business, they do business, business,
1:13.4	people want FedEx over UPS.
1:16.2	And this point was made over and over again.
1:18.9	The overall amount of e-commerce, obviously, is tremendous and growing.
	...

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