RE:Analyst Recommendation PAST TOP PICK
Element Fleet Management(EFN-T)
15/04/2024
(A Top Pick Apr 13/23, Up 23%)
Darling amongst investors. Fleet management business very fragmented - expecting further consolidation. Large opportunity for organic growth as well. Balance sheet continues to clean up - expecting free cash flow to increase. Core holding that will continue to own. As business continues to perform - expecting share buybacks.
James Telfser
$21.310
Owned