Express-1 Expedited Solutions, Inc. (NYSE:XPO)

CAPS Rating: 4 out of 5

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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Member Avatar IWantToBeatBabo (98.69) Submitted: 11/19/2015 11:05:49 AM : Outperform Start Price: $30.76 XPO Score: -12.98

CAPS Rule 3: There will always be some event that causes huge volatility in the market as soon as you down thumb a VIX index ETF.

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Member Avatar iksnamyzs (62.25) Submitted: 10/13/2015 8:59:39 AM : Outperform Start Price: $28.14 XPO Score: -9.41

buy on dip

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Member Avatar Hendrickson71 (< 20) Submitted: 9/29/2015 5:37:49 PM : Outperform Start Price: $23.13 XPO Score: +3.62

This is gonna climb back to the 30's very quickly

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Member Avatar TMFJMo (73.10) Submitted: 9/23/2015 2:50:45 PM : Outperform Start Price: $27.83 XPO Score: -11.90

Rolling up operations in a fragmented industry where scale is a huge advantage, CEO Brad Jacobs has a long history of this kind of work, management incentives tied back to performance, eyes on $9 billion in revenue by 2017, plenty of opportunity here.

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Member Avatar longperiod10s (40.79) Submitted: 9/22/2015 11:42:54 AM : Outperform Start Price: $29.96 XPO Score: -18.12

Jacobs

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Member Avatar nevercontent (86.95) Submitted: 8/13/2015 9:08:49 PM : Outperform Start Price: $37.94 XPO Score: -27.46

Just as with his last two companies, Brad Jacobs is pursuing the same successful strategy of rolling up a bunch of companies in a highly fragmented industry, building economies of scale, and uniting them with a comprehensive and proprietary IT platform. As Jacobs put it, “the global transportation and logistics industry is the last large industry that’s still not consolidated but should be.”

In many ways, a bet on XPO is a bet on Jacobs. My own personal conclusion is that today’s share price is quite reasonable if the company can come anywhere close to achieving its 2019 goals.

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Member Avatar vanliew (51.97) Submitted: 7/9/2015 9:19:28 PM : Outperform Start Price: $43.49 XPO Score: -35.83

visionary CEO has been there and done it! growth rates for revenue are off the charts. The EPS and stock price will soon follow.

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Member Avatar PuddinHead42 (28.91) Submitted: 7/6/2015 12:24:40 PM : Outperform Start Price: $44.41 XPO Score: -37.15

Buying up mom&pop (and large) Logistics companies. CEO has done this before (e.g. URI). I expect great growth over next few years.

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Member Avatar NoPlaceLikeHome (< 20) Submitted: 6/17/2015 10:06:30 PM : Outperform Start Price: $46.95 XPO Score: -38.09

I love a pic with a management team who has big ownership and a proven track record. They are consolidating a very large fractured business using proprietary algorithms for scheduling to create competitive advantages, then scaling the advantages through acquisitions. What's not to like?!

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Member Avatar TMFRedRaider (57.46) Submitted: 5/20/2015 8:53:46 AM : Outperform Start Price: $48.84 XPO Score: -39.92

Paying for Jacobs to take a swing at consolidating the industry. Hopefully he hits a home run. He certainly has the track record.

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Member Avatar TMFSpiffyPop (99.48) Submitted: 4/22/2015 11:17:41 AM : Outperform Start Price: $43.90 XPO Score: -35.19

Definitely interested in this Team Tom recommendation. Outperform.

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Member Avatar jille101 (44.29) Submitted: 4/21/2015 9:18:41 AM : Outperform Start Price: $43.44 XPO Score: -34.33

Just on the cusp of positive income. Visionary leader with proven track record. Large fragmented market.

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Member Avatar sholavanalli (41.28) Submitted: 4/20/2015 3:38:29 PM : Outperform Start Price: $43.30 XPO Score: -34.51

Like uber

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Member Avatar FlyinBlind (< 20) Submitted: 3/28/2015 9:44:49 AM : Underperform Start Price: $45.74 XPO Score: +38.62

Logistics is going to grow with the economy, but this is a crowded field that makes it tough to distinguish ones self. I think that this stock will mirror the overall market

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Member Avatar CMFChadf926 (68.65) Submitted: 2/27/2015 10:20:55 AM : Outperform Start Price: $44.43 XPO Score: -35.25

Tremendous opportunity in market share growth. Experienced CEO in a fragmented market.

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Member Avatar Milo107 (< 20) Submitted: 2/13/2015 10:02:16 PM : Outperform Start Price: $42.30 XPO Score: -33.41

Consolidating industry, large insider ownership.

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Member Avatar CromulentBrad (< 20) Submitted: 2/12/2015 3:46:40 PM : Outperform Start Price: $41.49 XPO Score: -32.53

CEO Brad Jacobs is the new Bill Stiritz.

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Member Avatar hlygrail (48.56) Submitted: 1/20/2015 10:43:36 AM : Outperform Start Price: $36.23 XPO Score: -27.85

Interesting potential to "un-disrupt" the shipping industry by consolidating numerous smaller operations and realizing efficiencies.

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Member Avatar RedandBlack (84.95) Submitted: 1/18/2015 9:06:05 AM : Outperform Start Price: $37.80 XPO Score: -29.89

Consolidation of the freight forwarding business is hard work but with scale margins improve. Jacobs, CEO of XPO, has the playbook for this having done it before in other industries. I see little reason he won't be successful here.

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Member Avatar TMFTypeoh (73.20) Submitted: 9/13/2014 6:42:26 AM : Outperform Start Price: $38.33 XPO Score: -32.24

brendan mathews piggy back

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