Stephen Weiss, Founder, Short Hills Capital Partners XPO Logistics, Inc XPO-N WAIT Feb 13, 2023

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.

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.