American Capital Strategies, Ltd. (ACAS)

seadragons (89.92) Submitted: 5/15/07 8:45 AM : Start Price: $40.31 ACAS Score: -26.82

I like an 8% dividend with a history of being raised regularly and a management that states flat-out it won't declare a dividend it thinks it'll ever reduce. It's a hedge against price erosion. Then I look at the capital appreciation happening unde...

Report this Post Replies: 5 | Reply | Permalink

LemmingsRcoming (86.07) Submitted: 2/01/08 3:19 PM : Start Price: $33.26 ACAS Score: -22.09

My method for rating stocks is pretty simple. Since our definition of “The Market” is the S&P 500 Index, I have done an extensive analysis of these companies. I simply did a multiple regression comparing the per share data like dividend, book value...

Report this Post Replies: 4 | Reply | Permalink

dhd1491 (98.92) Submitted: 8/01/07 6:52 PM : Start Price: $42.05 ACAS Score: -27.69

Why I think they're a good bet to beat the market:

--ACAS is not that highly leveraged for a private equity firm with a debt to equity ratio of about 0.9 to 1. The PE firms and hedge funds that get into trouble do so because they make big bets with ...

Report this Post Replies: 2 | Reply | Permalink

gameguru (< 20) Submitted: 5/07/07 12:56 PM : Start Price: $39.05 ACAS Score: -29.76

I love it when a stable, well-managed, and growing company temporarily stumbles – those are the times when opportunity starts knocking.

American Capital Strategies recently missed earnings by a hefty amount, but lumpiness in earnings is to be expect...

Report this Post Replies: 0 | Reply | Permalink

GeorgSand (< 20) Submitted: 8/26/06 10:50 PM : Start Price: $32.69 ACAS Score: -26.83

ACAS will do well as a safety pick but more importantly it is a steady grower and a great dividend pick.

Report this Post Replies: 1 | Reply | Permalink

junkopadna (96.16) Submitted: 7/16/08 11:47 AM : Start Price: $36.87 ACAS Score: -29.28

This company is the baby that has been thrown out with the bathwater. The stock has been punished severely because it is a "financial," and has had to write down some of its holdings because of the new accounting laws. These write-downs are smoke and...

Report this Post Replies: 0 | Reply | Permalink

haiku888 (52.66) Submitted: 1/30/08 6:31 PM : Start Price: $31.87 ACAS Score: -20.95

I like investing in people who are smarter than me. ACAS, BAM, BRK-B are all plays on this theme with strong management. Decent yield is included hedges against pure capital gain speculation.

Report this Post Replies: 0 | Reply | Permalink

chwfool (< 20) Submitted: 8/25/06 3:25 PM : Start Price: $32.54 ACAS Score: -26.64

With a long term total return of almost 20 percent (since the 1997 IPO), and a cash dividend of almost 10 percent, this is long term winner. The staff is really good at selecting companies with whom to do business - and getting stock, warrents, and ...

Report this Post Replies: 0 | Reply | Permalink

drewsgo77 (52.84) Submitted: 1/02/08 5:24 PM : Start Price: $35.11 ACAS Score: -21.43

trading below NAV right now (NAV 34.65 i believe). ECAS which they own > 50% is also trading below NAV.

Also, from ACAS's general counsel: "..if a recession occurs, we will probably see an increase in our restructuring work. "


http://www.law.com/j...

Report this Post Replies: 1 | Reply | Permalink

BuckGatewood (< 20) Submitted: 8/26/06 5:19 PM : Start Price: $32.69 ACAS Score: -27.06

ACAS has a high return on invested capital which will weather any interest rate increases. Also the dividend is secure.

Report this Post Replies: 0 | Reply | Permalink