Element Fleet Management

EFN-T

Analysis and Opinions about EFN-T

Signal
Opinion
Expert
Chart
HOLD
HOLD
May 17, 2016

Has owned this in the past. Watching it closely. Announced they are going to spin the company into 2 different parts. When that happens, you typically see a fair degree of shareholder value created. Once they spin out the 2 different divisions, you will probably see the sum of the parts being greater than what it is right now. Longer-term there is lots of room for them to grow the different sides of their businesses. Can see it being higher in 5 years than what it is now.

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Has owned this in the past. Watching it closely. Announced they are going to spin the company into 2 different parts. When that happens, you typically see a fair degree of shareholder value created. Once they spin out the 2 different divisions, you will probably see the sum of the parts being greater than what it is right now. Longer-term there is lots of room for them to grow the different sides of their businesses. Can see it being higher in 5 years than what it is now.

HOLD
HOLD
May 12, 2016

(Market Call Minute) He sold a lot at the end of the year. Their earnings look pretty good. They are splitting the company in two.

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(Market Call Minute) He sold a lot at the end of the year. Their earnings look pretty good. They are splitting the company in two.

Peter Imhof
Price
$15.160
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 6, 2016

(A Top Pick April 15/15. Down 16%.) Last year, when investors were worried about higher interest rates in the US, the stock took a hit. Earlier this year they decided they were going to split in 2 to bring out value. That will probably take all year to complete, but the stock is worth holding onto.

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(A Top Pick April 15/15. Down 16%.) Last year, when investors were worried about higher interest rates in the US, the stock took a hit. Earlier this year they decided they were going to split in 2 to bring out value. That will probably take all year to complete, but the stock is worth holding onto.

Peter Hodson
Price
$14.660
Owned
Yes
SELL
SELL
May 5, 2016

This is a well run, but economically sensitive company, sensitive also to rail cars. Transportation is weak in the summer months. It has a very long support level. It is at the top of its trading range. Exit and come back in in the fall.

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This is a well run, but economically sensitive company, sensitive also to rail cars. Transportation is weak in the summer months. It has a very long support level. It is at the top of its trading range. Exit and come back in in the fall.

Brooke Thackray
Price
$14.700
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
May 5, 2016

(A Top Pick May 28/15. Down 21.55%.) This is splitting into 2 businesses. He continues to like it. There is a real opportunity on the leasing side as well as the fleet business. You are really buying more of a US company, because that is where the business is growing.

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(A Top Pick May 28/15. Down 21.55%.) This is splitting into 2 businesses. He continues to like it. There is a real opportunity on the leasing side as well as the fleet business. You are really buying more of a US company, because that is where the business is growing.

Paul Harris, CFA
Price
$14.700
Owned
Yes
COMMENT
COMMENT
May 4, 2016

He is currently studying this. They have proposed to separate the company into 2 parts, a fleet management business and a commercial side. He would be more interested in the fleet management business which would give more predictable revenue and cash flow. He wants to see the balance sheets of the 2 new companies before doing anything. There may be a tendency to layer on more debt on the more mature business.

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He is currently studying this. They have proposed to separate the company into 2 parts, a fleet management business and a commercial side. He would be more interested in the fleet management business which would give more predictable revenue and cash flow. He wants to see the balance sheets of the 2 new companies before doing anything. There may be a tendency to layer on more debt on the more mature business.

COMMENT
COMMENT
May 3, 2016

He owns this. Frustrated because they had a good thing going and the management team got pushed, for one reason or another, to break the company up into 2. It is pretty quiet about how they are going to go about doing that.

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He owns this. Frustrated because they had a good thing going and the management team got pushed, for one reason or another, to break the company up into 2. It is pretty quiet about how they are going to go about doing that.

HOLD
HOLD
April 26, 2016

Has been watching this for some time. It has 4 segments, and they are going to split the company in half. Fleet management and rail makes sense for them to be bundled together. Equipment financing and aviation financing, etc. are going to be in a 2nd segment. Trades at about 9X this year’s PE and about 7.5 for next year. Reasonably inexpensive and has a decent management team. He would stick with this for the next 12 months.

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Has been watching this for some time. It has 4 segments, and they are going to split the company in half. Fleet management and rail makes sense for them to be bundled together. Equipment financing and aviation financing, etc. are going to be in a 2nd segment. Trades at about 9X this year’s PE and about 7.5 for next year. Reasonably inexpensive and has a decent management team. He would stick with this for the next 12 months.

Jerome Hass
Price
$14.410
Owned
No
HOLD
HOLD
April 26, 2016

This is a really good company. It is unique and has an innovative model. Thinks the split, when it happens, will be successful from an investor standpoint. Financials have struggled in general and the backdrop isn’t great with the low interest rate environment.

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This is a really good company. It is unique and has an innovative model. Thinks the split, when it happens, will be successful from an investor standpoint. Financials have struggled in general and the backdrop isn’t great with the low interest rate environment.

BUY
BUY
April 25, 2016

It has been a very well performing stock over time. The market has turned against anything that is growth by acquisition. They have stayed up over time. They build up their earnings power. They are splitting the company into two parts. He thinks the market will like this. He thinks you will get a higher price to book over the next year. This is more of an opportunity than not.

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It has been a very well performing stock over time. The market has turned against anything that is growth by acquisition. They have stayed up over time. They build up their earnings power. They are splitting the company into two parts. He thinks the market will like this. He thinks you will get a higher price to book over the next year. This is more of an opportunity than not.

James Rife
Price
$14.620
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
April 21, 2016

(A Top Pick April 7/15. Down 11.19%.) A commercial leasing company, and are just in the throes of splitting up into 2 companies over the coming year. Really well run by a seasoned management team. Cheap, trading at 7X 2017 earnings.

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(A Top Pick April 7/15. Down 11.19%.) A commercial leasing company, and are just in the throes of splitting up into 2 companies over the coming year. Really well run by a seasoned management team. Cheap, trading at 7X 2017 earnings.

Alex Ruus
Price
$15.040
Owned
Yes
STRONG BUY
STRONG BUY
April 11, 2016

(Market Call Minute.) Has a lot of legs, and the street is really punishing them for no good reason.

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(Market Call Minute.) Has a lot of legs, and the street is really punishing them for no good reason.

James Telfser
Price
$14.040
Owned
Unknown
COMMENT
COMMENT
April 8, 2016

This has taken over GE’s fleet business and is going to split into 2 companies. It is going to be very interesting, but that is all in the market right now. You would not have done well in the past betting against Steve Hudson. Technically it seems to be trading in a downtrend. It needs something of a turnaround. Thinks it will be under pressure for the next little while.

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This has taken over GE’s fleet business and is going to split into 2 companies. It is going to be very interesting, but that is all in the market right now. You would not have done well in the past betting against Steve Hudson. Technically it seems to be trading in a downtrend. It needs something of a turnaround. Thinks it will be under pressure for the next little while.

Brendan Caldwell
Price
$14.080
Owned
Unknown
COMMENT
COMMENT
April 5, 2016

Announced they are splitting into 2. He is more positive on the leasing side, which will be the lion share of the split. Leasing is a very well-run business with a lot of opportunities in terms of acquiring and adding on services. They now pay a dividend. He is doing work on how the split will take place, so it is a bit of a wait and see.

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Announced they are splitting into 2. He is more positive on the leasing side, which will be the lion share of the split. Leasing is a very well-run business with a lot of opportunities in terms of acquiring and adding on services. They now pay a dividend. He is doing work on how the split will take place, so it is a bit of a wait and see.

Zachary Curry
Price
$13.770
Owned
Yes
DON'T BUY
DON'T BUY
April 4, 2016

(Market Call Minute.) Staying on the sidelines right now. There is too much dependence on the financial markets for funding. Splitting the company into 2 pieces could be interesting. Thinks this is a high risk.

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(Market Call Minute.) Staying on the sidelines right now. There is too much dependence on the financial markets for funding. Splitting the company into 2 pieces could be interesting. Thinks this is a high risk.

John Zechner
Price
$13.970
Owned
No
Showing 76 to 90 of 234 entries