You dollar-cost averaged down ~ 45.xx and should be in the black.
Helps that market also headed higher and XPO participating on the upside.
Positive "earnings" or forward-looking future expectations should move XPO over 50 in 08/2015....to 55.
You can always contact Bradley Jacobs, the big chief, directly with your concerns.
Under "Finance, XPO link for its webpage, will bring you to "Contacts" or "Investor Relations" to send an email message.
Those 3 investors are spending other peoples money and are chasing yield. They don't give a #$%$. Just speculating and getting a preferred deal with protect than us little guys get. And debt no problem? It is only a problem when you can't roll it. I am sure the 100m in interest will get paid (out of cash reserves if needed). But if you can roll a couple of billion you are toast. End of the road. It is like gambling everything you own on being able to roll that debt.
Sentiment: Strong Sell
Have to look at where they are going...last three big investors have more knowledge than us...debt no problem as dilution only matters if return to equity is less than debt cost...at this point eq is building and gaining. Refin debt won't be problem as they have no problem getting debt now
yep. down 16% and falling fast from recent highs. let's hope it doesn't do a China. But the high debt, years of constant losses, and being in a non-growth sector that is margin and price driven doesn't help the cause. How an unprofitable company that diluted shareholders 100% in the last 2 years can be worth billions on paper is beyond me. The share dilution alone should have made the stock $25 each. That dilution and the recent $52 high implies buyers value XPO double its worth from a year ago looking at the dilution alone. I think it is worth $2 to $4 per share IF they can turn any kind of profit in 2015. The debt service alone is $80m to $100m I recall - and that is at 8% interest and has to be refinances in a few years. If the economy goes south this could collapse. So, take your losses and wait I think.
We will see..bought my first load in the 49's. It's done nothing but billed to death these last few weeks. Bought more today in the 42's. Hopefully, this is the reversal bottom.
Wrong. Momentum investors and the smart money look like they are exiting. Stock down over 10% in weeks. The economy is not growing, it is struggling to keep it's head above water. If GDP was growing at 5% I would agree with you. There is just too much debt here and too many parts to fit together. But, like I said, time will tell. The smart money is not emotional though and they look at a gain and exit. It is the little guys that will be left crying - as usual.
Profits are secondary to getting bigger buying companies;
debt is large but manageable in a growing economy, not in bad times to hurt company.;
trying to hold at 44 before going higher over 50;
reported "earnings" usually makes XPO go higher in late July;
The street will want to see profits soon. With all the debt and dilution I think the market is taking a breather. Down 10% already from the highs. Massive debt to service. We will see.
XPO won't make it through the rest of 2015 without making another major acquisition or two. Bradley Jacobs loves to aggressively do takeovers. It's why Wall Street loves him.
Still not yet time to sell XPO.
XPO should head higher 60-70 late this year or next.
And if more companies added, this will be a positive for XPO.
There will be a couple of smaller acquisitions this year. The next 'huge' takeover could be early 2016.
As reported earlier this month in The Loadstar, “the next big acquisition will be just as important as its latest Norbert deal … XPO could pull the trigger as soon as early 2016”. The company has said it is only in the “early innings” of its long-term growth plan.
You can see an example of our new trucks on our updated site.
Conversely UPS is the company that is rumored to have us in their takeover sights.
FedEx and DHL have also been mentioned but I put the Government of Singapore as a possible future buyer and maybe a spoiler for any hostile takeover attempts of XPO.
UPS has good reason to want us. I left some UPS data on the little read XPO storkhouse board I use mostly for research.