Ares Capital Corp (ARCC)

Excellent dividends

Becoming a dominant , responsible player in this segment.

Always like divedends

A survivor of the financial meltdown, Ares has met its dividends without destroying its capital structure and is posed to reap the mid-market growth opportunities left idle due to many competitors becoming cash poor. Ares successfully issued more shares without a detrimental impact on market price. Issuing shares is common practice and the major source of growth capital for these companies.

I look for Ares to make significant fee income for a long term as a financial intermediary for mid-market companies. There are also many good asset buys out there as Ares distressed competitors need to sell assets to meet bank covenants.

yield

ITS A RARE BIRD THAT SURVIVED THE FINANCIAL DOWNTURN AND THIS ONE DID SO. oNLY CUTTING THE DIVIDEND FROM .42 TO .35 COMPARED TO ACAS AND ALD AND AHR

this came up on the rec's for today and i believe it will outperform. I think it is a porfolio of debt instruments.

EPS, REV, DIV

improving credit markets. Nice dividend for real life play as well.

this pick will handily beat the market if the CAPs game takes dividends into account in some reasonable way. ARCC has above average credit quality in the BDC space, remarkably good valuations, and a very high dividend yield that it is required to maintain if it can (i.e., if it continues to make money) due to its RIC structure.

In real life I own a large stake of ARCC from an average of 4 something, but I bought more today and I still think this is a great real life buy at $7.50.

Must do well in upswing, even if sluggish.

xx

I think I am a late comer at @$7.67, but there shouldn't be any resitance to this stock hitting $12.00/share again in a bull market. Good dividends always help.

Re-upping at lower start price.

ARCC declared a 2Q09 dividend of $0.35 (vs. $0.42 for Q1).

From quarterly report:

* Total fair value of investments:
o March 31, 2009: $2.0 billion
o March 31, 2008: $1.9 billion
* Net assets per share:
o March 31, 2009: $11.20
o March 31, 2008: $15.17
* Stockholders’ equity:
o March 31, 2009: $1.1 billion
o March 31, 2008: $1.1 billion

Recent insider transactions:

12/03/08 O BRYAN FRANK EUGENE Purchase 400 $5.61 2,242.00
12/02/08 O BRYAN FRANK EUGENE Purchase 2,000 $5.04 10,070.00
11/20/08 AROUGHETI MICHAEL J Purchase 75,000 $3.60 269,625.00
11/14/08 COLTHARP DOUGLAS E Purchase 2,000 $6.23 12,468.00
11/11/08 DAVIS RICHARD S Purchase 14,240 $6.02 85,733.34
08/14/08 COLTHARP DOUGLAS E Purchase 2,500 $12.00 30,000.00
05/15/08 ROSEN ROBERT L Purchase 5,500 $12.31 67,677.50
05/13/08 ROSEN ROBERT L Purchase 2,000 $12.18 24,369.00

solid

Insiders are buying - why?

Huge dividend out there on Dec 15th. Stock is oversold.

comming back growth and dividend play

insider buying, beat analyst earnings estimatesand lots of institutional buying. Great buy at theses prices.