Express-1 Expedited Solutions, Inc. (NYSE:XPO)
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The Company and its subsidiaries provide transportation and logistics services in the United States and portions of Canada. It operates through two segments, Express-1 and Evansville.
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This pick is a bet on Bradley Jacobs, the CEO and Chairman. Jacobs assumed those titles after gaining 71% ownership of the company. He specialty is consolidating fragmented markets. He has skin in the game, has recruited top management and has updated the IT systems. Now the tough part. Execution of the plan.