I go through my thoughts on Fed Ex, Paychex, and General Mills.

My concern about Fed Ex is the lack of growth and the inability to harmonize their ground unit versus what we traditionally think of as Fed Ex - you know, the letter packages. They are organized as two totally separate units, and you know this if you ever had an issue getting a package. However, the next day the firm surprised to the upside. Hopefully for their investors they can keep it up.

Paychex is simple. It's hard to grow when employers are not hiring as much and employment is tight.

General Mills is a big slow growing firm. While I love that they decided to sell their yogurt division (can't compete, so stop trying), I would rather look at higher growing stocks. I can buy a value ETF if I want a slow growing names.