Jenny Harrington, CEO, Gilman Hill Asset Management XPO Logistics, Inc XPO-N BUY Feb 13, 2023

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.

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.

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.

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.

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.