EXPEDITORS 875272 - Eine Wachstumsperle - 500 Beiträge pro Seite

[spaceistheplace]

Hallo,

ich bin seit kurzem in diesen Logistik-Wert investiert und hoffe, dass hier eine Diskussion zu Stande kommt.
Expeditors glänzt schon seit Jahren mit hohen Wachstumsraten von über 20% per anno und dieser Trend hält auch in Zukunft an. Mit einem KGV von rd. 34 zwar hoch bewertet, jedoch bei den Wachstumsraten gerechtfertigt. Vgl. nur Starbucks, seit Jahren für Analysten überbewertet, aber sie steigen kontinuierlich weiter...

Zudem sieht es auch charttechnisch jetzt interessant aus, da das Gap von Anfang Mai komplett geschlossen wurde. Anfang Mai meldete Expeditors unglaublich gute Zahlen, danach ging die Aktien an einem Tag 18% nach oben. Durch die aktuelle Baisse hat sich der Kurs wieder zurückgebildet und ich erwarte jetzt einen Rebound....
Zudem steht noch ein 2:1 Aktiensplit ins Haus.

Hat jemand von Euch den Wert im Depot?

Gruss space


Hier die Meldung zu den letzten Quartalsergebnissen:

SEATTLE, May 03, 2006 (BUSINESS WIRE) -- Expeditors International of Washington, Inc. (EXPD : Expeditors Intl of Washington
News , chart, profile, more
Last: 92.20-0.86-0.92%

7:00am 06/14/2006

Today announced net earnings of $52,352,000 for the first quarter of 2006, compared with $30,870,000(1) for the same quarter of 2005, an increase of 70%. Net revenues for the first quarter increased 28% to $296,197,000 as compared with $230,683,000 reported for the first quarter of 2005. Total revenues and operating income were $1,024,592,000 and $85,401,000 in 2006 compared with $825,164,000 and $50,449,000(1) for the same quarter of 2005, an increase of 24% and 69%, respectively. Diluted net earnings per share for the first quarter were $.47 as compared with $.28(1) for the same quarter in 2005, an increase of 68%. The company also reported that same store net revenues and operating income increased 28% and 69%, respectively, during the first quarter of 2006 as compared with the same period in 2005.
"It is tempting to just say 'wow' in this press release and let our first quarter numbers speak for themselves, but this would ignore the fact that we accomplished this in the same quarter that we implemented FAS 123R - the new accounting rule requiring us to expense stock options," said Peter J. Rose, Chairman and Chief Executive Officer. "We landed a great deal of new business over the last six months so while airfreight yields were down marginally, the 25% increase in airfreight tonnage when compared with the first quarter of 2005 more than compensated for this yield decrease."
"This quarter, we feel extraordinary pride in the efforts of all of our people. They've known for a year now that the first quarter of 2006 would bring the accounting rule change that requires expensing of stock options. While this non-cash expense reduced all incentive compensation payments, rather than moaning and complaining, our employees put their heads down and went to work on bringing in new business, improving productivity, and increasing overall efficiency through technological enhancements. These efforts allowed us to generate substantial growth in operating income without adding substantial amounts of staff as our headcount grew only 10.1%. While it takes more than one great quarter to make a year and while there are tough comparables ahead, a quarter like this really makes you stand up and take notice of your potential and take pride in your accomplishments," Rose concluded.
Expeditors is a global logistics company headquartered in Seattle, Washington. The company employs trained professionals in 166 full-service offices, 56 satellite locations and 5 international service centers located on six continents linked into a seamless worldwide network through an integrated information management system. Services include air and ocean freight forwarding, vendor consolidation, customs clearance, marine insurance, distribution and other value added international logistics services.

[spaceistheplace]

EXPD hat gestern mit einem fulminanten Kursanstieg von über 8% ein neues Alltime-High erreicht. Es sit jetzt vielleicht mit Gewinnmitnahmen zu rechnen, jedoch dürfte der Kursgipfel vom Mai bei 53 USD als Unterstützung dienen...

Gruss space

[spaceistheplace]

hier noch der aktuelle 6-Monatschart:

[spaceistheplace]

Hallo zusammen,

ich melde mich jetzt für gut 2 Wochen ab, ich mache Urlaub bzw. Pause von der Börse und lasse mich überraschen, wie es danach aussieht...
stop-losses oder solche Sachen habe ich nicht gesetzt....
macht’s gut bis dann...

Gruss space