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.

Results 1 - 20 of 32 : 1 2 Next »

Recs

0
Member Avatar IWantToBeatBabo (98.62) Submitted: 11/19/2015 11:05:49 AM : Outperform Start Price: $30.76 XPO Score: -8.17

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.

Recs

0
Member Avatar iksnamyzs (67.84) Submitted: 10/13/2015 8:59:39 AM : Outperform Start Price: $28.14 XPO Score: -3.67

buy on dip

Recs

0
Member Avatar Hendrickson71 (< 20) Submitted: 9/29/2015 5:37:49 PM : Outperform Start Price: $23.13 XPO Score: +12.15

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

Recs

0
Member Avatar TMFJMo (73.71) Submitted: 9/23/2015 2:50:45 PM : Outperform Start Price: $27.83 XPO Score: -6.34

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.

Recs

0
Member Avatar longperiod10s (60.52) Submitted: 9/22/2015 11:42:54 AM : Outperform Start Price: $29.96 XPO Score: -13.67

Jacobs

Recs

4
Member Avatar nevercontent (87.20) Submitted: 8/13/2015 9:08:49 PM : Outperform Start Price: $37.94 XPO Score: -25.30

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.

Recs

0
Member Avatar vanliew (58.78) Submitted: 7/9/2015 9:19:28 PM : Outperform Start Price: $43.49 XPO Score: -35.16

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

Recs

0
Member Avatar PuddinHead42 (34.60) Submitted: 7/6/2015 12:24:40 PM : Outperform Start Price: $44.41 XPO Score: -36.70

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

Recs

0
Member Avatar NoPlaceLikeHome (< 20) Submitted: 6/17/2015 10:06:30 PM : Outperform Start Price: $46.95 XPO Score: -37.98

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?!

Recs

0
Member Avatar TMFRedRaider (36.41) Submitted: 5/20/2015 8:53:46 AM : Outperform Start Price: $48.84 XPO Score: -40.14

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

Recs

0
Member Avatar TMFSpiffyPop (99.59) Submitted: 4/22/2015 11:17:41 AM : Outperform Start Price: $43.90 XPO Score: -34.50

Definitely interested in this Team Tom recommendation. Outperform.

Recs

0
Member Avatar jille101 (54.92) Submitted: 4/21/2015 9:18:41 AM : Outperform Start Price: $43.44 XPO Score: -33.50

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

Recs

0
Member Avatar sholavanalli (40.60) Submitted: 4/20/2015 3:38:29 PM : Outperform Start Price: $43.30 XPO Score: -33.69

Like uber

Recs

0
Member Avatar FlyinBlind (23.05) Submitted: 3/28/2015 9:44:49 AM : Underperform Start Price: $45.74 XPO Score: +38.44

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

Recs

0
Member Avatar CMFChadf926 (70.76) Submitted: 2/27/2015 10:20:55 AM : Outperform Start Price: $44.43 XPO Score: -34.62

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

Recs

0
Member Avatar Milo107 (< 20) Submitted: 2/13/2015 10:02:16 PM : Outperform Start Price: $42.30 XPO Score: -32.37

Consolidating industry, large insider ownership.

Recs

0
Member Avatar CromulentBrad (26.01) Submitted: 2/12/2015 3:46:40 PM : Outperform Start Price: $41.49 XPO Score: -31.31

CEO Brad Jacobs is the new Bill Stiritz.

Recs

0
Member Avatar hlygrail (45.21) Submitted: 1/20/2015 10:43:36 AM : Outperform Start Price: $36.23 XPO Score: -25.49

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

Recs

0
Member Avatar RedandBlack (88.49) Submitted: 1/18/2015 9:06:05 AM : Outperform Start Price: $37.80 XPO Score: -27.96

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.

Recs

0
Member Avatar TMFTypeoh (77.26) Submitted: 9/13/2014 6:42:26 AM : Outperform Start Price: $38.33 XPO Score: -30.62

brendan mathews piggy back

Results 1 - 20 of 32 : 1 2 Next »

Featured Broker Partners