CapitalSource, Inc. (CSE)

TMFMattyA (98.21) Submitted: 2/05/08 6:17 PM : Start Price: $12.80 CSE Score: -1.45

CSE is an extremely high-quality lender and specialty finance company whose stock price has been absolutely taken to the woodshed. Its focus is in the healthcare industry, and all of its residential loans are prime quality. With seasoned and shareh...

Report this Post Replies: 0 | Reply | Permalink

PrudentiaLP (32.14) Submitted: 12/07/07 10:32 PM : Start Price: $15.29 CSE Score: -4.24

In today's environment, where the market is taking a completely undifferentiated views of credit risk, there is money to be made in identifying the best underwriters. CSE (as well as CCRT, & FMD) is one of those underwriters...and offers a compelling...

Report this Post Replies: 0 | Reply | Permalink

SeekBalance (96.46) Submitted: 4/22/08 10:34 AM : Start Price: $21.38 CSE Score: -24.51

Well, I picked CSE way too early, never seeing that the sub-prime crisis would grow into a general dislike of every financial company in America!. I liked the CSE dividend then, and I LOVE it now. I also think it's sustainable (warning: many analys...

Report this Post Replies: 0 | Reply | Permalink

ZincBear (< 20) Submitted: 2/20/08 1:25 AM : Start Price: $15.57 CSE Score: -14.42

For this company, besides for great dividends, there are also many plus points:
- low PE ratio
This means value for money.
- positive earnings/dividend ratio.
This implies sustainable dividends.
- High insider holdings
T...

Report this Post Replies: 0 | Reply | Permalink

fportner (< 20) Submitted: 4/24/08 5:24 PM : Start Price: $13.28 CSE Score: 2.71

Most of its portfolio is recession resistant (assisted living facilities).


Many competitors have exited the business and prices (loan rates) have improved, almost as much as cost rates, so their margin will remain fairly maintainable.

Report this Post Replies: 0 | Reply | Permalink

jc09058 (33.04) Submitted: 5/06/08 2:23 PM : Start Price: $15.08 CSE Score: -7.04

I expect that most of the troubles with Capital Source have settled and that the surprise ($0.01) beating of the Street signifies that are improving their situation. As long as they continue to perform or outperform during this period of uncertainty ...

Report this Post Replies: 0 | Reply | Permalink

jimlanad (95.29) Submitted: 8/03/07 10:12 AM : Start Price: $16.61 CSE Score: -11.55

Capital Source is structured as a REIT that has a fair market value (i.e. Morningstar) of $33.00. The stock is presently selling at a 40% discount to its fair value. The dividend at the present price is 12%. This stock has fallen on the realestate...

Report this Post Replies: 2 | Reply | Permalink

PadawanLearning (< 20) Submitted: 6/12/08 11:19 AM : Start Price: $13.90 CSE Score: -3.98

Been on the watchlist waiting for a dip like today's. May miss the dividend this time, but the 8% dip today will make up for that after an inevitable return to normalcy.

Report this Post Replies: 0 | Reply | Permalink

monkeyface7 (55.62) Submitted: 4/24/08 11:07 AM : Start Price: $12.50 CSE Score: 7.18

High dividends and coming out of its rut.

Report this Post Replies: 1 | Reply | Permalink

ACMPartnerslp (22.80) Submitted: 11/05/07 6:02 AM : Start Price: $14.44 CSE Score: 1.40

In today's environment, where the market is taking a completely undifferentiated views of credit risk, there is money to be made in identifying the best underwriters. CSE (as well as CCRT, & FMD) is one of those underwriters...and offers a compellin...

Report this Post Replies: 0 | Reply | Permalink