Daily Stock Opinions and Ratings

Opinions

Stephen Weiss, Founder, Short Hills Capital PartnersXPO Logistics, IncXPOBUYFeb 09, 2022

Added more to his core position. Their CEO is unsung, despite a solid track record in managing energy and other companies. He's a moneymaker. At XPO, he spun-out GXO. Smart. He executed a pivotal plan after a recent weak quarter. Trades at a ridiculous 8x EBITDA with the market twice that. They lead in the truck brokerage space. They are killing it on every front.

Stephen Weiss, Founder, Short Hills Capital Partners

Owned

Unlock Rating

$69.30

Stock price when the opinion was issued

$220.74

As of Jun 15, 2026. Market Open.

Transportation

It's the ideal tool to help you make quicker, more informed decisions for managing and tracking your investments.

Get Signals Create your Watchlist

You might be interested:

PARTIAL SELL

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.

COMMENT

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.

DON'T BUY

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.

PARTIAL SELL

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.

HOLD

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.

DON'T BUY

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

TOP PICK

Upgraded twice today

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.

TOP PICK

Upgraded twice today

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.

BUY

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.

WAIT

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.

PAST TOP PICK

(A Top Pick May 14/21, Down 42%) Last year has been tough on company with market selloff. Consumer spending slowing on shipping logistics. Has sold shares.

BUY

Even their great quarter isn't reflected in their valuation.

BUY

It's 32% off highs. It's a cyclical trade and are sold when investors fear a recession. But XPO is growing earnings and cash flow. He likes it. The CEO has done a great job. Definitely oversold and he would add at these levels.

HOLD

Transports are down, yes, but it's anecdotal. XPO should be $100 today. He needs to look into XPO further before he buys more shares, but he won't sell either.

Most Recent Experts

Joe Terranova

Virtus Investment Partners