I think ENN is interesting due to a number of factors:
- exposed to encouraging industry dynamics
- quality management with an impressive track record
- upside potential at the asset level, from a number of different assets
- upside potential in funds under management as per the Bell City transaction
- a solid and interesting balance sheet
- strong dividend at around 8%
ENN Price at posting:
$1.50 Sentiment: Buy Disclosure: Held