CapitalSource, Inc. (CSE)

dduncanm (< 20) Submitted: 9/1/2009 6:46:45 PM : Start Price: $3.98 CSE Score: +18.67

Don't be fooled by CAPS ratings. As shown by the chart, CSE has declined 70% while the S&P has declined 20%. This occurred even though CSE CAPS rating was 5 stars. It appears that the high ratings are trying to build up the price so current holders can then dump stock, or an attitude of "I own it so it must be good".

BEWARE OF CAPS RATINGS.

CRL59 (< 20) Submitted: 8/25/2009 5:43:52 PM : Start Price: $3.85 CSE Score: +12.26

Farallon Capital must know something we don't know. Check out the planned sales in the thousands.

JackCaps (< 20) Submitted: 5/25/2009 8:17:34 AM : Start Price: $3.75 CSE Score: +28.07

SG&A expenses appear disconnected from revenue. For the last few quarters, revenue is down a lot while SG&A went much higher. Most recovery scenarios involve management regaining control over the SG&A expenses while trying to hold on to as much revenue as possible. Neither seems to be occurring here, hence my negative forecast.

sinq17 (64.81) Submitted: 1/8/2009 8:07:49 PM : Start Price: $4.30 CSE Score: +37.54

Well run but there are just too many issues on this arena too be in there for the long haul. Owned it sold ity made money but done with it.

johndimling (88.54) Submitted: 11/8/2008 7:34:13 PM : Start Price: $6.45 CSE Score: +61.55

This stock has been a disappointment for the last year and will continue to perform poorly in the future. It is about a third of what it once was a year ago. How can it be rated so highly?

faklaw (< 20) Submitted: 8/19/2008 5:51:28 PM : Start Price: $11.34 CSE Score: +56.56

Someone a week ago pointed out the following (I haven't had the time to read through the past ratings to see if others have made the following points) CSE management has stated it is going to sharply reduce the dividend to that of typical banking stocks so people that think this stock is pretty because of the dividend might want to rethink their position. Also in the same webcast management has said it is dropping the REIT status in 2009 so it will not be requiredto pay out the large required REIT payment to stockhoders. The foregoing info is at the CSE web page at current press releases and webcast transcripts. When the dividend reduction hits, CSE will go lower.

1203cc (< 20) Submitted: 7/10/2008 1:18:19 PM : Start Price: $10.51 CSE Score: +55.55

I owned this stock and actually made about 10k on it after my stop loss kicked in and I picked up one of the dividend payments. They have openly acknowledged they are reconsidering their status as a REIT and the status of the dividend. So if you like to take a huge risk on thiings this is the way to go. It seems like the company is evolving itself into a bank and may potentially spin off its medical healthcare REIT business into a separate entity. So who knows which way this thing is going to bounce looking forward. For me personally there is too much risk hinging on whatever the next news release is on this CSE to consider it as a long term stock to hold. I'll be watching CSE in the future. If you are looking for a REIT with a huge dividend but less risk than CSE consider RAS. Again, a huge risk in these uncertain times for financial stocks but worth considering for its fundamentals looking forward.

fsu1124 (39.60) Submitted: 7/1/2008 6:18:33 PM : Start Price: $11.12 CSE Score: +54.87

Some investors are looking at the dividend and think it is going to continue or increase. They need to read the recent news where CSE admitted it lost 36m unloading investments, credit markets are tightening, it is likley CSE will not maintain its REIT status (meaning it won't have to pay out 90% of its income), it just had to take over a 30+/-story office building that it financed (occupancy is only 30%) and assorted other bad news. When the news comes out CSE is dropping its REIT status, CSE will sink even further.

poker1949 (33.94) Submitted: 6/13/2008 5:30:33 PM : Start Price: $14.06 CSE Score: +57.41

I think this is a buy, especially with the dividend. I own some and I'm holding on, but it's bleak right now, so a good time to buy.

007polly (< 20) Submitted: 5/31/2008 7:15:32 AM : Start Price: $14.34 CSE Score: +55.80

it is undervalued and not wanted

VintonCounty (26.50) Submitted: 3/16/2008 1:28:04 AM : Start Price: $11.01 CSE Score: +57.07

I checked data at Morningstar. Dividend yield is 19.6%, but trailing P/E is only 13.6 (earnings yield of 7.35%). These values are inconsistent. ROA has decreased monotonically since 2003, and for calendar 2007 was only 1.06%. The report at http://www.fool.com/investing/value/2008/03/10/5-top-rated-value-stocks.aspx?source=iflfollnk0000003 says CSE has a "tax-free REIT status," yet its effective corporate income tax rate is 33.2%. Also, asset turnover is half the level it was in 2005.

These simple facts scream a warning to me.

diditbad100 (74.46) Submitted: 3/1/2008 3:58:23 PM : Start Price: $14.24 CSE Score: +60.14

I own this stock, and I would like to say it will go to the moon....but

I believe the fed cutting interest rates in the middle of a market break down just put off the bottom.

The financial sector will fall harder and further in the next month, I am looking to double my position when it breaks down below the old low and hits $12.

jgneuw (88.02) Submitted: 2/14/2008 9:08:07 PM : Start Price: $14.05 CSE Score: +58.88

They have underperformed for last 5 years. I see no reason to believe they will take off for the stars within the next 4-5 years unless their market is very creative in turning around.

Oneshareatatime (< 20) Submitted: 2/9/2008 9:22:31 AM : Start Price: $14.48 CSE Score: +60.59

I like the dividends. But doubt if the company will sustain dividends given the climate of the current market.

QCGIP (< 20) Submitted: 11/28/2007 1:53:03 PM : Start Price: $13.39 CSE Score: +51.08

Paired trade - merger arbitrage with TONE. CSE to acquire TONE @ $6.80 and 1.08 shares of CSE. Compelling spread return.

cnicko (78.86) Submitted: 10/4/2007 12:16:21 PM : Start Price: $18.12 CSE Score: +54.38

They took on to many risk business loans, and will be force to eat considerable losses.