Apollo Investment Corp. (NASDAQ:AINV)

CAPS Rating: 5 out of 5

The Company is a closed-end, non-diversified management investment company which invest primarily in middle-market companies in the form of mezzanine and senior secured loans, as well as by making direct equity investments in companies.

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Member Avatar CatFoodMoney (69.30) Submitted: 8/11/2014 1:41:19 PM : Outperform Start Price: $8.61 AINV Score: -1.58

James Early

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Member Avatar AlexeiVronsky (96.37) Submitted: 7/8/2014 8:22:50 AM : Outperform Start Price: $8.68 AINV Score: -0.78

Screener Pick

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Member Avatar HarryCarysGhost (99.70) Submitted: 6/27/2014 7:17:38 PM : Outperform Start Price: $8.52 AINV Score: +0.35

per Awalljers reccomondation.

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Member Avatar tdonb (26.83) Submitted: 6/24/2014 11:53:22 AM : Outperform Start Price: $8.37 AINV Score: +2.49

Dividends

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Member Avatar afewgoodstocks11 (28.95) Submitted: 6/18/2014 10:54:21 AM : Outperform Start Price: $8.00 AINV Score: -3.63

Div. (Yield) $0.80 (9.3%)

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Member Avatar kristm (99.75) Submitted: 5/16/2014 3:33:40 AM : Outperform Start Price: $7.70 AINV Score: +6.82

Dividends baby.

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Member Avatar afewgoodstocks14 (36.12) Submitted: 2/10/2014 11:32:11 PM : Outperform Start Price: $8.02 AINV Score: -2.09

On February 10, 2014 at 9:52 PM, awallejr (80.98) wrote:

Welcome! I will give you a few: BBEP, AINV, PSEC, ARCC, WPZ, MMLP, SDRL.

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Member Avatar Jobby31 (< 20) Submitted: 12/15/2013 9:26:01 AM : Outperform Start Price: $8.13 AINV Score: -4.23

Great dividend - its been consistent. QE slow down won't effect the stock price.

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Member Avatar dlunas (62.96) Submitted: 11/22/2013 3:50:20 PM : Outperform Start Price: $8.28 AINV Score: -5.07

After seeing what they did with Hostess, I like these guys for the long term. Call me silly, but I like how they cleaned up that operation.

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Member Avatar tedski2000 (< 20) Submitted: 10/30/2013 1:44:36 PM : Outperform Start Price: $8.01 AINV Score: -4.04

This stock was added to the Zacks #1 Rank stocks list, on the day it was placed in the CAPS portfolio.

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Member Avatar rfaramir (29.27) Submitted: 10/26/2013 7:09:37 PM : Outperform Start Price: $7.97 AINV Score: -4.03

higher interest rates will eventually come, but until they do, this should do well.
awallejr rec

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Member Avatar SamsaricSufferer (< 20) Submitted: 9/12/2013 12:16:00 PM : Outperform Start Price: $7.63 AINV Score: -3.97

9.45% Dividend, improving economy lessening default risk, insider buying. What's not to like?

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Member Avatar amosher134 (< 20) Submitted: 4/27/2013 4:54:37 PM : Outperform Start Price: $7.66 AINV Score: -11.87

Apollo Investment Co invests in some great companies like the Soup Plantation- a very popular restaurant in California.

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Member Avatar panda72 (99.86) Submitted: 4/25/2013 1:43:23 PM : Outperform Start Price: $7.60 AINV Score: -10.73

yield play

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Member Avatar awallejr (85.49) Submitted: 3/7/2013 8:36:37 PM : Outperform Start Price: $7.64 AINV Score: -14.29

yield and capital appreciation.

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Member Avatar fooluser17 (< 20) Submitted: 3/2/2013 3:03:05 PM : Outperform Start Price: $7.53 AINV Score: -15.71

Private equity stock. Good dividend, don't know about putting it in the actual portfolio though.

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Member Avatar coryjobe (93.14) Submitted: 7/30/2012 7:00:07 PM : Outperform Start Price: $6.49 AINV Score: -9.64

The newly focused business model should pan out well. Shifting to a business develop company has helped encompass a more diverse offering of private market debt solutions, rather than liquid investments. Recently teamed up with Madison Capital, a middle-market loan originator totaling $250 million. This will increase their exposer to senior secured debt opportunities.

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Member Avatar cvinfl (< 20) Submitted: 5/23/2012 4:17:46 PM : Outperform Start Price: $5.82 AINV Score: -0.77

Nice pop today. Secured a billion dollar loan.

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Member Avatar Serendipity1987 (< 20) Submitted: 5/4/2012 12:37:17 PM : Underperform Start Price: $5.69 AINV Score: -7.62

AUGUST 1st: 12,132 (Dow Jones)
AINV: $9.76

From August 1st to May 4th:

AINV lost about 26% of its value.
The DOW rose 7.4%
TCAP rose 15%
PSEC rose 15.3%
ARCC declined 2%

AINV's management claimed in the quarter ending September 30th that the LOSS experienced in the NAV was due to mark to market results and not a deterioration of credit quality. However, AINV lost 17% of its NAV in one single quarter, while the DOW lost about 8% of its value during the same period. It would appear the marks are appropriate, given the company is rapidly approaching the 1:1 leverage ratio. However, the dow recovered and actually posts a 7.4% increase since August 1st, reversing all the losses and posting that pretty 7.4% gain. Now, one might think that AINV should have net appreciation in the portfolio as market conditions improved, however, AINV's portfolio recovery has been mute. In fact, AINV hasn't experienced any recovery from the 2008 meltdown and the NAV of AINV is now just $0.04 above it's ALL TIME low of $8.12.

For the quarter ending Dec 31st, AINV's management reported in February that the company experienced the bulk of its appreciation in JANUARY and that NAV today could be near $8.40-$8.50 range for the quarter ending March 31st. That compares to the $9.76 NAV AINV had prior to the September 30th quarterly report. As you can see, a $8.45 per share NAV is not a real recovery. (Thats even if AINV reports an NAV that high.) We have a Dow Jones hitting highs while AINV has failed to perform. The credit markets have posted positive results for the previous 52 weeks. http://online.wsj.com/mdc/public/page/2_...

That is why AINV today trades at $7.10 per share, which is a 16% discount to the March 30th projected NAV of $8.45. I guess its realistic to assume that if AINV can lose 17% of its NAV because of market conditions, but fails to recover with the markets, and the markets again suffer a pullback, that AINV could very well lose another 17% of NAV and fail to recover those NAV marks as well. So really, 16% discount to NAV is a very rich valuation perhaps unless AINV can show some real turn around in how it conducts its business.

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Member Avatar Dan22italy (41.66) Submitted: 12/19/2011 12:56:41 AM : Outperform Start Price: $4.87 AINV Score: +15.32

solid divdend will be maintained, will recover following europe stabylizing

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