XPO Logistics, Inc (XPO)

XPO has only a 2.5% free cash flow yield and 40x PE. Is up 80% this year. Will sell some shares based on PE. But there's long-term upside.

Is up 6,492% over 20 years. Recently, they spun off the logistics and freight brokerage businesses. Is confident about the CEO, but not the trucking industry until we get past these tariffs.

The whole freight sector has been terrible for a while, then TFI recently reported a lousy quarter. XPO is -15% in one week, despite reporting okay earnings earlier this month.

Is up 105% this year. She took some profits in September. They're taking market share and trade at 8.5x EBITDA vs. Old Dominion's 18x. That's a huge gap they can close. UPS's struggles worry her, though they are slightly different companies. Is a little nervous ahead of earnings.

It's isn't cheap now, but it is compared to peers like Old Dominion. Management is super, correcting previous problems. This stock is okay here to hold, but wouldn't buy more given the economic backdrop.

He used to own it for its value. Then it spin out two companies. Doesn't own it now because of the freight environment.

Companies like this can still move up in a tough economic environment. The upgrades show that there is a lot of value in this stock.

Companies like this can still move up in a tough economic environment. The upgrades show that there is a lot of value in this stock.

Is higher despite downgrades today. They spun off GXO and RXO. It now trades at 6x EBITDA vs. peers of 10x or 18x, so it's trading at a discount. XPO gained market share last quarter. Shares ran up 32% year to date before earnings, but expectations were so high, so shares fell back after the report. Still, it's cheap vs. peers and run by superior management.

It's economically sensitive. A tremendous value creator. Has always been a dirt-cheap stock that he once owned, and will own again, just not now. The money will go more towards FedEx and UPS, though.