After hosting an investor dinner with management Deutsche Bank analyst Amit Mehrotra elevated Knight-Swift (KNX) shares to top-pick status across his entire 35-stock coverage universe, joining XPO Logistics (XPO). Knight-Swift shares are "simply too cheap" based on its prospective earnings growth opportunity, and already discount peak truckload fundamentals in 2019, Mehrotra tells investors in a research note. He sees little downside risk at current share levels, with "free" optionality that the current cycle will be longer and stronger than expectations, which he thinks will be the case.