XPO Logistics, Inc

XPO-N

NYSE:XPO

92.54
2.10 (2.22%)
XPO Logistics, Inc. is a U.S. corporation and one of the world's ten largest providers of transportation and logistics services.
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Analysis and Opinions about XPO-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
May 23, 2019
It has trucks and does a lot of software and logistics. He likes their software. He used to own the stock. They had acquisitions that did not come through as they thought they would. He was not going to go back into it.
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It has trucks and does a lot of software and logistics. He likes their software. He used to own the stock. They had acquisitions that did not come through as they thought they would. He was not going to go back into it.
DON'T BUY
DON'T BUY
February 7, 2019
In the last little while it has had a tough go. It has beaten only 6% of stocks on the S&P over the last year. He likes the transports but the rails more. You could buy IYT-N and that would be a better bet.
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XPO Logistics, Inc (XPO-N)
February 7, 2019
In the last little while it has had a tough go. It has beaten only 6% of stocks on the S&P over the last year. He likes the transports but the rails more. You could buy IYT-N and that would be a better bet.
BUY
BUY
January 28, 2019

It's in a good spot if you don't own it. It's showing new strength, returning to past levels of strength. If you're new to this, buy.

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XPO Logistics, Inc (XPO-N)
January 28, 2019

It's in a good spot if you don't own it. It's showing new strength, returning to past levels of strength. If you're new to this, buy.

DON'T BUY
DON'T BUY
January 8, 2019
In current global trade tensions, all logistics companies have sold off. But long-term, they are good investments; they act as proxies for the underlying economy. They reflect movement of goods, so a good space long-term. He's not too current on XPO though. It's a capital-intensive business, with good and bad periods to own. It has sold off recently. Look elsewhere like AT&T.
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In current global trade tensions, all logistics companies have sold off. But long-term, they are good investments; they act as proxies for the underlying economy. They reflect movement of goods, so a good space long-term. He's not too current on XPO though. It's a capital-intensive business, with good and bad periods to own. It has sold off recently. Look elsewhere like AT&T.
SELL
SELL
June 4, 2018

It has exceeded by about 30% its fair market value. It has pushed beyond its intrinsic value. It could go higher to $118-$120 but he does not think it will grow any further than that. Since 2016 the trajectory of earnings has been slow and steady.

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It has exceeded by about 30% its fair market value. It has pushed beyond its intrinsic value. It could go higher to $118-$120 but he does not think it will grow any further than that. Since 2016 the trajectory of earnings has been slow and steady.

Ross Healy

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Price
$107.410
Owned
Unknown
TOP PICK
TOP PICK
April 18, 2018

Transports are outperforming the market--a good sign. XPO does logistics, fullfilment, getting products from the plant to the customer. This is a tech company with 1,700 coders creating tech solutions. Organic revenue growth with smart acquisitins. Sufferered only a little pullback in the recent correction. Use a $95 stop loss. A strong performer in the transport space. (Analysts' price target $107.56)

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Transports are outperforming the market--a good sign. XPO does logistics, fullfilment, getting products from the plant to the customer. This is a tech company with 1,700 coders creating tech solutions. Organic revenue growth with smart acquisitins. Sufferered only a little pullback in the recent correction. Use a $95 stop loss. A strong performer in the transport space. (Analysts' price target $107.56)

COMMENT
COMMENT
October 5, 2017

The last time this peaked, it was at the equivalent P/B of about $71, and that would remain as his upside potential. It has overrun its FMV of about $55. It is getting on the expensive end of the spectrum.

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The last time this peaked, it was at the equivalent P/B of about $71, and that would remain as his upside potential. It has overrun its FMV of about $55. It is getting on the expensive end of the spectrum.

COMMENT
COMMENT
June 13, 2017

Trucking. He likes it. They have a fantastic growth rate. Trucking has had some core fundamental positives. There is nothing wrong with this.

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Trucking. He likes it. They have a fantastic growth rate. Trucking has had some core fundamental positives. There is nothing wrong with this.

PAST TOP PICK
PAST TOP PICK
January 10, 2017

(A Top Pick Aug 17/16. Up 21.05%.) A global freight logistics company. One of those businesses in 2015 that got hit really hard because it had done too many acquisitions with a little bit too much debt into early 2016. Likes that it is a very high, free cash flow business. Trading at about 8.5X EBITDA, and growing in the 20%-25% rate. A fantastic business.

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XPO Logistics, Inc (XPO-N)
January 10, 2017

(A Top Pick Aug 17/16. Up 21.05%.) A global freight logistics company. One of those businesses in 2015 that got hit really hard because it had done too many acquisitions with a little bit too much debt into early 2016. Likes that it is a very high, free cash flow business. Trading at about 8.5X EBITDA, and growing in the 20%-25% rate. A fantastic business.

BUY
BUY
November 21, 2016

It ran into trouble when the roll up stories got into trouble in 2015. They ended up with too much debt. They ended up with fantastic businesses. He got into it early this year. He thought they would stop doing that and let the entity do well without further acquisitions and they did. Its earnings and outlook have improved a lot over the last couple of quarters. He really likes it.

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XPO Logistics, Inc (XPO-N)
November 21, 2016

It ran into trouble when the roll up stories got into trouble in 2015. They ended up with too much debt. They ended up with fantastic businesses. He got into it early this year. He thought they would stop doing that and let the entity do well without further acquisitions and they did. Its earnings and outlook have improved a lot over the last couple of quarters. He really likes it.

PAST TOP PICK
PAST TOP PICK
October 31, 2016

(Top Pick Aug 22/16, Down 9.68%) It was just in the news because it sold its truck load business to TransForce here in Canada. They are a logistics company. They also own an LTL division. People thought XPO’s sale was at a low valuation, but he disagrees.

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XPO Logistics, Inc (XPO-N)
October 31, 2016

(Top Pick Aug 22/16, Down 9.68%) It was just in the news because it sold its truck load business to TransForce here in Canada. They are a logistics company. They also own an LTL division. People thought XPO’s sale was at a low valuation, but he disagrees.

TOP PICK
TOP PICK
August 22, 2016

A US logistics company. They will route and ship whatever products for you. This includes where it will be picked up, how it gets transported, and where it is going, as well as handling all the custom forms and way bills that are needed. They also own Conway Trucking which they bought last year in order to do the “last mile”. They’ve reached the inflection where they are starting to generate free cash flow now. Management has guided $500-$800 million of free cash flow in 2018, and that is on a $4 billion market cap company. You are either going to get a 25% upside or it could be a double by 2018.

Show full opinionHide full opinion

A US logistics company. They will route and ship whatever products for you. This includes where it will be picked up, how it gets transported, and where it is going, as well as handling all the custom forms and way bills that are needed. They also own Conway Trucking which they bought last year in order to do the “last mile”. They’ve reached the inflection where they are starting to generate free cash flow now. Management has guided $500-$800 million of free cash flow in 2018, and that is on a $4 billion market cap company. You are either going to get a 25% upside or it could be a double by 2018.

TOP PICK
TOP PICK
August 17, 2016

This handles freight, last mile globally. It has been an acquisition story where it has been gaining the scale to do logistics businesses globally for major companies. This is going to benefit from all the e-commerce trends. It also has very, very strong organic growth for the next few years, despite a really weak overall freight market. Well-managed. Has incredibly strong earnings growth for the next couple of years.

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This handles freight, last mile globally. It has been an acquisition story where it has been gaining the scale to do logistics businesses globally for major companies. This is going to benefit from all the e-commerce trends. It also has very, very strong organic growth for the next few years, despite a really weak overall freight market. Well-managed. Has incredibly strong earnings growth for the next couple of years.

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