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Element Fleet Management Stock Symbol: EFN-T

Notes:

Split into 2 companies Oct 2016. Element Fleet Management (EFN-T) and ECN Capital (ECN-T).

Last Price Recorded: $9.2900 on 2017-09-25

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Date Signal Expert Opinion Price
2017-08-01 PAST TOP PICK Alex Ruus

(A Top Pick Sept 6/16.) Split into 2 companies. ECN Capital (ECN-T) was up 21%, while Element Fleet Management (EFN-T) was down 11%. He likes both.


Price:
$9.650
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-07-13 DON'T BUY Jerome Hass

It has been a difficult one.  It split from its ECN and is now trading as two separate elements.  There was suspicions that a short seller would go after them.  People are concerned about the direction of the company.  It will be reasonably sensitive to US economic conditions. 


Price:
$8.950
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
Bullish on Canadian Equities
Owned:
Unknown
2017-07-04 PAST TOP PICK Bruce Campbell (1)

(A Top Pick June 15/16. Down 21.49%.) This was split in two. The ECN piece, if you held it which he has, has gone from $3 to $4. If you had those pieces back, it would still be down, but only half of what is shown.


Price:
$9.000
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-06-02 DON'T BUY Brian Acker, CA

He doesn’t play with financials that don’t have access to the Bank of Canada. When their funding dries up or comes into question, there is nowhere for the stock to go except down. He is suspect of this whole thing. He has had 2 Sell signals since February. If there was any kind of a rally, he would Sell your holdings.


Price:
$9.370
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Unknown
2017-05-31 COMMENT Michael Simpson, CFA

There was a rumour that Muddy Waters was going to come out with a scathing Short recommendation on this, dropping the stock by 39%. That was incorrect. The company owns fleets of railcars, commercial jets and industrial equipment.


Price:
$8.560
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
No
2017-05-24 COMMENT Zachary Curry

When the original company split, he was more constructive on this side of the 2. A good business. Incremental revenues on solid, long term contracts. They lost a bit of credibility with the street and need to make it back. If they generate good cash flow, you could see a dividend rise. He is just going to wait and see.


Price:
$10.870
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-05-15 PAST TOP PICK Bruce Campbell (1)

(A Top Pick March 15/16. Down 3%.) This was split into 2 companies, with ECN Capital being the other side. ECN is up 16%. These are growth stories that are still proving themselves out. They have another year or 2 or 5 of the growth.


Price:
$11.090
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-02-24 PAST TOP PICK Andrey Omelchak

(A Top Pick May 24/16. Up 14.19%.) The separation into 2 companies has led to value creation. They are seeing a great resurgence in the US economy, which is helping.


Price:
$14.040
Subject:
CANADIAN & HEDGING
Bias:
UNKNOWN
Owned:
Yes
2017-02-21 TOP PICK Alex Ruus

This is one of 2 parts that was spun out from the old Element Financial. North America’s leading fleet manager and growing organically as well as rolling up other fleet managers over time. They also have some fleet management in other parts of the world. Also, have a lot of peripheral services that they can provide to customers. Trading at 11X next year’s earnings. Dividend yield of 0.71%, which will probably be increased every year. He can see 40% upside from here. (Analysts’ price target is $14.66.)


Price:
$14.030
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-01-19 SELL John O'Connell, CFA

Had owned this before the split and did okay on it. CEO couldn’t consolidate the fleet business more aggressively and there wasn’t a lot of growth, so he split the companies and then proposed the structure. Thinks it was completely full of conflicts of interest. The investment community is supporting this because the CEO is a wonderful guy in promoting things. Sold his holdings, because he won’t invest in companies where he doesn’t have confidence in the management team. This has been a massive destruction of shareholder value.


Price:
$12.130
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
No
2016-12-30 PAST TOP PICK Paul Harris, CFA

(A Top Pick Dec 31/15. Down 5.49%.) Sold his holdings well before the split happened. Felt management was not executing as well as they had promised.


Price:
$12.460
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
No
2016-12-29 PAST TOP PICK Steve Belisle

(Top Pick Sep 8/16, Up 9.07%) There is still upside on their multiple.  They are still growing on the fee side of the business – fuel cards and so on.  The dividend is sending a signal about the stability of this business.  He thinks they will increase the dividend by at least 10% in the first few weeks of 2017.


Price:
$12.360
Subject:
NORTH AMERICAN - LARGE - DIVIDEND
Bias:
BULLISH on FINANCIALS
Owned:
Yes
2016-12-05 PAST TOP PICK Alex Ruus

(A Top Pick Dec 7/15. Down 9.54%.) Broke into 2 pieces. One is Element Financial and the other is Element Fleet Management (EFN-T), North America’s biggest fleet management. The other is ECN Capital (ECN-T) with railcar and equipment leasing. They missed in the last quarter which is why the stock seemed a little weak, but the long-term growth story in both companies is excellent, and he has been adding both to his portfolio.


Price:
$11.780
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-11-28 PAST TOP PICK Teal Linde

(A Top Pick Dec 14/15. Down 10.22%.) This split into 2 separate companies. The air lease side is up about 17.5%. He held onto the shares of both companies. Hopes to see this one’s dividends go up, which will cause the stock to go up.


Price:
$11.220
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Yes
2016-11-17 PAST TOP PICK Zachary Curry

(Top Pick Nov 2/15, down 11.54%) It was recommended before the split.  He felt he was investing more on the fleet side and then they split up the company.  He liked the fleet assets more.  He sold after the split.  He would get back into fleet except recent results were not great.


Price:
$11.880
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
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