If spun off, Waymo would offer a significant challenge to Tesla's ambitious self-driving efforts.
Retailers with their own courier services and supply chains could cut out a large chunk of FedEx revenue.
The blockchain effort could be a necessary step towards the future of global shipping and driving down costs.
Then again, the time to buy often ends up being the time when nobody wants to.
FedEx's falling out of favor in China over the Huawei delivery issue could open the door to its foes.
Let's step back and look at the bigger picture.
The shipping giant is feeling the effects of intensified U.S.-China trade war hostilities.
UPS is solidly financed and scores in the top echelons for both stock price stability and earnings predictability.
A railway operator and a developer indicate corporate governance finally may be shifting in the favor of shareholders in Japan, with nice upside potential for the stocks as a result.
I don't often chase a contrarian play, but sentiment appears to be at a bullish extreme.