Ashleigh Rogers
Long/short equity, growth at reasonable price, value, banks

Springleaf Holdings Is A Big Winner In A Post-Crisis Financial World

Most people have never heard of Springleaf Holdings (LEAF). That is a shame, because I believe the newly public company and second-largest dedicated provider of installment loans is extremely well-positioned for a rising rate cycle in a post-Crisis financial environment. The stock went public at the end of last year, and a lack of analyst coverage and track record (first earnings date as a public company is scheduled for March 10th), have left the it under-followed thus far.

Drivers/Catalysts:

Springleaf has a few major drivers for long-term share price appreciation. First, while the company has more than 800 offices in 26 states right now, making it the second-largest player in the space behind Citigroup (NYSE:C)-owned One...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
FREESA PRO MEMBERS
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
PRO Top long ideas returned 21.7% in 2016**
"As a PRO member, we get uniquely valuable perspective that go beyond our quantiative analysis... We rely on PRO to get beyond the numbers quickly and add much needed perspective. It keeps me ahead of the next big thing. - Mark Choate, Malaga Cove Capital"
Mark Choate, Malaga Cove Capital
"Contributors (writers and commentators), often have a long history in the secuirities they opine on and some are clearly well positioned industry participants with detailed industry views that can help provide color on where the skeletons are buried in a particular secuirity and/or industry."
Jim Roumell, Roumell Asset Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details