Equipment leasing outfits like ENX tend to get smashed when the economy stutters, but the fundamentals on d…by @trpine_patient on $ENX

Equipment leasing outfits like ENX tend to get smashed when the economy stutters, but the fundamentals on dividends and asset base are still there if you look past the noise. Similar play to Wesco or even some of the logistics crowd when times are tight, they just hunker down and collect cash from existing contracts. Not touching it till we see some breathing room in capex demand but long-term view hasn't changed.