made up of josh and john, playing for team fedex, simon baker and steve weiss. 90 seconds, fedex up firststic earnings, the likes of soros, loeb, owning the stock. smart money behind it. the real story, 10% buyback. that's $320 million. a forward-earning price already. weiss? >> yeah, let me carry the water. here. [ laughter ] here, the stock is very cheap. it's cheaper than u.p.s. it also has a great foreign franchise in international, which u.p.s. doesn't have. that's why i prefer, i see growth there. >> it's cheaper, but for a reason. return on equity at u.p.s. is 26 ex, and on fedex, it's 9.5. so if you think about u.p.s., you have a much higher dividend, and they're the real partner of amazon. amazon is a huge chunk of the ecommerce, so if you're really playing this as a holiday play, recognize fedex is not showing up through amazon package, u.p.s. is. that's why we prefer this name. >> and it's good for about $4 billion more per quarter, that relationship. the fact that they're with amazon, and a bunch of the other delivery folks, rather than with fedex, i think this is the clear pl