XPO | Home Depot & XPO ???

If the freight doesn't move on your trailer , it will move on someone else's trailer.

This eliminates leverage of companies. Try it. Leave some freight on a customers dock.

But to the point of the thread , that's a lot of money to spend on something that you can't utilize entirely just to keep out of someone else's hands.

Maybe there is more to this than is apparent at first glance.
 
If the freight doesn't move on your trailer , it will move on someone else's trailer.

This eliminates leverage of companies. Try it. Leave some freight on a customers dock.

But to the point of the thread , that's a lot of money to spend on something that you can't utilize entirely just to keep out of someone else's hands.

Maybe there is more to this than is apparent at first glance.


There are several accounts in the city here that use Estes or FedEx until they are full and then give us the rest. We show up later than everyone else, so it just makes sense that we get the scraps.
 
Stifel reiterates 'buy' rating for XPO, says Home Depot won't acquire

The Stifel analysts who authored the report (John Larkin, John Engstrom, and Roxanna Islam) think that a purchase by Home Depot is unlikely for a couple of reasons. There isn’t much overlap between XPO and Home Depot’s businesses—XPO only derives about 3-4% of its overall revenue from Home Depot, so it’s difficult to see where the synergies would come from

Another point that might discourage would-be buyers of XPO is that the company is sitting on $8B cash that has been marked out for future M&A. Cash generates almost nothing, so it would be inefficient for a buyer of XPO to pay a premium for a huge pile of money that would still have to be thoughtfully invested to bring in a return. Part of the reason why Stifel thinks that XPO’s stock will continue to shoot up in value (they see a 31% upside potential) is that when XPO does spend its money on another acquisition, its revenues should go up again. They anticipate moves by XPO’s CEO Brad Jacobs coming in the second half of 2018.


Freightwaves.com
 
I've been sitting on the sidelines watching..... I think you all have it wrong.

Xpo is home depot.... home xpo

It all sounds rather unlikely...
 
I've been sitting on the sidelines watching..... I think you all have it wrong.

Xpo is home depot.... home xpo

It all sounds rather unlikely...


Primary strategy for Home Depot buying XPO is to block Amazon. Secondary is to steal the revenue stream. This company makes money. It never hurts to be bringing in cash.
 
Top