When I first saw the shortage of goods in stores I held $UPS for hopes on earnings upside. It was an obvious strategy that all logistical sectors would benefit. Major transportation companies are extremely expensive but $XPO is an amazing company who mostly serves smaller retail but competes with massive companies. I think as the US struggles to distribute goods, this company is undervalued and has not performed like its counterparts. My concern is their level of debt which can strangle their growth. I hold this stock for defensive purposes. Look at their ability to hold this week. When the bull market returns to growth I will sell and buy into riskier positions