It doesn't feel like a stretch to say that Wall Street loves logistics. From FedEx (NYSE:FDX) to Hub Group (NASDAQ:HUBG), from Landstar (NASDAQ:LSTR) to JB Hunt (NASDAQ:JBHT), most of this sector is trading very close to 52-week highs, even though economic activity in the U.S. has been pretty "meh" recently. While CH Robinson (NASDAQ:CHRW) and XPO Logistics (NYSE:XPO) are a bit further removed from their highs, I think the latter could be a very interesting opportunity even at these levels.
The ambitions of the XPO management team are nothing short of extraordinary - they aim to take a company that sits around the #20 spot in the U.S....
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