Q: I really like AER and the (near) monopoly that they hold in their space. With interest rates set to rise though, do you see this negatively affecting their balance sheet and thus stock performance over the next 5 years? Thank you
Q: Hi there, do you have any updated thoughts on AER after their recent LOC drawdown and 3 billion fundraising? Is this a company barely holding on, or looking to make deals?
Q: Do you think this is a bounce candidate and will it survive?