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

CAPS Rating: 5 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 nevercontent (87.68) Submitted: 8/13/2015 9:08:49 PM : Outperform Start Price: $37.94 XPO Score: -1.31

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 (81.92) Submitted: 7/9/2015 9:19:28 PM : Outperform Start Price: $43.49 XPO Score: -13.87

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 (43.46) Submitted: 7/6/2015 12:24:40 PM : Outperform Start Price: $44.41 XPO Score: -15.79

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: -18.10

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 (80.36) Submitted: 5/20/2015 8:53:46 AM : Outperform Start Price: $48.84 XPO Score: -20.93

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 NHWeston102 (25.53) Submitted: 5/4/2015 10:28:56 AM : Outperform Start Price: $49.23 XPO Score: -21.51

That's Logistics!! Especially while gas prices are low and railroads are under scrutiny for safety issues...that's logistics!

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Member Avatar TMFSpiffyPop (99.61) Submitted: 4/22/2015 11:17:41 AM : Outperform Start Price: $43.90 XPO Score: -13.41

Definitely interested in this Team Tom recommendation. Outperform.

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Member Avatar jille101 (77.07) Submitted: 4/21/2015 9:18:41 AM : Outperform Start Price: $43.44 XPO Score: -12.23

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

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Member Avatar sholavanalli (46.77) Submitted: 4/20/2015 3:38:29 PM : Outperform Start Price: $43.30 XPO Score: -12.35

Like uber

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Member Avatar FlyinBlind (54.94) Submitted: 3/28/2015 9:44:49 AM : Underperform Start Price: $45.74 XPO Score: +18.06

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 (81.23) Submitted: 2/27/2015 10:20:55 AM : Outperform Start Price: $44.43 XPO Score: -13.77

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: -10.59

Consolidating industry, large insider ownership.

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Member Avatar CromulentBrad (58.75) Submitted: 2/12/2015 3:46:40 PM : Outperform Start Price: $41.49 XPO Score: -9.14

CEO Brad Jacobs is the new Bill Stiritz.

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Member Avatar hlygrail (73.99) Submitted: 1/20/2015 10:43:36 AM : Outperform Start Price: $36.23 XPO Score: -0.40

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

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Member Avatar RedandBlack (97.61) Submitted: 1/18/2015 9:06:05 AM : Outperform Start Price: $37.80 XPO Score: -3.81

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 freecapital (74.13) Submitted: 11/25/2014 11:15:20 AM : Outperform Start Price: $38.36 XPO Score: -2.92

damodaran

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Member Avatar TMFTypeoh (83.84) Submitted: 9/13/2014 6:42:26 AM : Outperform Start Price: $38.33 XPO Score: -6.72

brendan mathews piggy back

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Member Avatar TMFDeej (99.20) Submitted: 3/12/2014 10:01:12 PM : Outperform Start Price: $32.10 XPO Score: +5.36

Jockey play following Brad Jacobs who has successfully built several businesses that have easily outperformed in the S&P in the past.

Deej

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Member Avatar WPThatcher (< 20) Submitted: 2/15/2014 3:32:44 PM : Outperform Start Price: $27.48 XPO Score: +22.00

This company is in the early stages of consolidating the industry.

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Member Avatar lacyfunds (< 20) Submitted: 7/22/2013 4:02:26 AM : Outperform Start Price: $23.11 XPO Score: +37.17

Bradley Jacobs

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