Main Street Capital Holdings (NYSE:MAIN)

aufergy (95.70) Submitted: 12/30/2011 12:29:39 PM : Start Price: $17.93 MAIN Score: +22.87

I bought MAIN for my wife's IRA earlier this year and I plan on buying more in 2012.

MAIN has a lot going for it. It's like owning a high yield bond due to MONTHLY dividends and a dividend yield of ~8%. However, it's also like owning a growth stock because earnings have grown significantly in the last few quarters. Total investment income was up 90% year-over-year in Q3. It also could fit into a value profile, due to a P/E ratio of <9. MAIN has gone up quite a bit lately, but I think it has more room to run.

I think there are a couple of reasons why the P/E ratio is so low: 1) it's tiny, so not many people have heard of it (good for us!) and 2) worries that current shareholders will be diluted to fund future growth. The second worry is a real one. Due to their structure as a BDC and the requirement to pay out 90% of earnings as dividends, MAIN has to occasionally sell additional shares to fund future growth (it did so earlier this year). However, my guess is that MAIN won't need to dilute shareholders in the near term because their current $235M credit facility (increased from $210M today) has an accordion feature that allows MAIN to increase it up to $300M under the same terms. That should fund growth for a little while.

With a huge dividend that is paid monthly, with significantly growing earnings, and a low P/E, MAIN is a great pick.

fooluser17 (87.49) Submitted: 12/15/2011 12:34:31 PM : Start Price: $19.54 MAIN Score: +6.18

Increasing dividend recently, with a nice yield on it. Good numbers all around...going to put 2.5-3% in here.

cibient (86.35) Submitted: 10/21/2011 12:25:07 PM : Start Price: $17.13 MAIN Score: +23.34

Another BDC with very recent insider buying. Dividend is not as high as some others like AINV, FSC, PSEC but it is a much smaller company.

mrbill6 (66.73) Submitted: 8/16/2011 11:33:23 AM : Start Price: $18.03 MAIN Score: +13.49

StockScouter:10, Zacks#1, div>8%

JMRiv1986 (< 20) Submitted: 5/2/2011 1:48:14 PM : Start Price: $17.39 MAIN Score: +31.77

Main Street Capital should outperform the market at least until 2014 barring any major collapse of the economy again. MAIN is a business development company that invests in smaller, generally private companies. As of December 31 2010 MAIN had debt and equity investments in 44 companies with an average effective yield of the debt investments of 14.5%. Approximately 77% of their investments are debt investments, 91% of those debt investments were secured by first priority liens. The 33% remaining of their investments in companies are equity, warrants, etc. Currently the majority of their debt investments mature in the years 2013 and 2014, which is why barring a major collapse in the economy, or a significant jump in interest rates their dividend should remain safe and possibly increase at least until 2014. Set up as a RIC which means that they have to pay out 90% of their taxable income has to be paid out to shareholders as dividends. Opened up a RL position in MAIN today for the dividend, any appreciation in stock price will just be a bonus.

5SsmallcapDIV (78.63) Submitted: 1/18/2011 10:28:48 AM : Start Price: $17.69 MAIN Score: +24.02

5 STAR, Small-cap, dividend payer

rafcafgillette (74.27) Submitted: 1/8/2011 1:05:33 PM : Start Price: $16.58 MAIN Score: +30.35

Its a great income and dividend reinvestment play for getting close to retirement.

EdibleFundies (< 20) Submitted: 12/28/2010 3:21:02 PM : Start Price: $16.10 MAIN Score: +33.78

Large demand for these services in the middle market with the pullback of the banks.

Q-REV = 100%
3Yr REV = 26%
FCFy = 5.14%
FCFm = 74.71% (Huge Margin)
PM = 104.7%
ROE = 16.2%

FCF calculated on enterprise value and levered free cash flow

TexasStud6109 (23.15) Submitted: 6/8/2010 7:50:02 PM : Start Price: $13.21 MAIN Score: +46.16

1) Corrected ( 25 % ) since January.
<br />&lt;br /&gt; 2) PE Ratio &lt; ( 8 ).
<br />&lt;br /&gt; 3) Dividend over ( 10% )
<br />&lt;br /&gt; 4) Sound operations / looks SAFE !

ditex (70.03) Submitted: 3/6/2010 8:28:20 AM : Start Price: $13.40 MAIN Score: +51.43

Good stock to hold.

ericcote1est (48.06) Submitted: 9/15/2009 9:14:35 AM : Start Price: $11.79 MAIN Score: +64.11

ccest compte

StraightFlush111 (98.27) Submitted: 10/4/2008 4:03:43 AM : Start Price: $9.22 MAIN Score: +117.40

I'm experimenting with a particular stock screen. Super low PE, PEG and P/B with a great growth rate makes this an attractive stock.

WordTickers (87.10) Submitted: 5/31/2008 12:19:28 PM : Start Price: $9.94 MAIN Score: +125.15

Testing out a portfolio with outperforms on stocks with tickers that spell words.