Comment / XPO – makeover appeal...

ID 180741 © Grinerswife | Dreamstime.com

A couple of years after wondering if (then-$33-a-share) XPO could ever surpass $100/share, or even reach $150, as one executive told Premium could well be case in the near future, it’s relatively straightforward to figure out how the new $143-a-share XPO, with its prominent North American LTL slant, is driving its business to an entirely new level.

There’s a lot to like in it, but also one sore spot in its portfolio.

To be sure, a management team of three musketeers – ...