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American Capital Senior Floating, Ltd. (ACSF)

- NASDAQ
  • William Packer | Send Message 6 Mar

    Blow-out jobs report. You want to be long $FSC, $MCC, $ACSF (i am long FSC) to capture benefits of rising rates. Change of cycle upon us.
    Reply (37)
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    • William Packer | Send Message 6 Mar
      : By the time you get to the rate increases, the stocks will factor in them ahead of time... And you will have already lost value.
    • William Packer | Send Message 6 Mar
      : But that is your choice and GL to you.
      • William Packer | Send Message 12 Jan

        Article on $TICC now LIVE. http://seekingalpha.com/a/1ob4f $PSEC, $BDCL, $FSC, $AINV, $ACAS, $PNNT, $MCC, $TCAP, $MAIN, $ACSF
        Reply (4)
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        • Chancer | Send Message 12 Jan
          : Is article positive on $TICC?
        • William Packer | Send Message 12 Jan
          : yes
          • William Packer | Send Message 23 Oct 2014

            Loaded 23,800 shares of $SLRC @ cost of $18.65/share. $PSEC, $AINV, $ARCC, $TICC, $ACAS, $TCAP, $ACSF
            Reply (1)
            • William Packer | Send Message 23 Oct 2014
              : Current investment value: $441,490.00 Investment value at NAV: $534,072.00 Difference: $92,582.00
              • William Packer | Send Message 12 Oct 2014

                Now might be the time to sell positions in $AGNC and $MTGE and rotate into $ACSF. Higher short rates may drive panic early next year.
                Reply (12)
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                • William Packer | Send Message 12 Oct 2014
                  : Conditions are not there that would normally support a higher risk of recession... Which puts the economy at risk of a break out to upside
                • William Packer | Send Message 12 Oct 2014
                  : A break out to upside would likely cause significant inflation, driving a faster pace of raises to fed funds levels than market expectations
                  • William Packer | Send Message 10 Oct 2014

                    bought 32,113 shares of $ACSF @ 13.25 cost average. $AGNC, $MTGE, $ACAS. Seems extremely cheap given the discount and asset quality/mix
                    Reply
                      • Nicholas Marshi | Send Message 18 Feb 2014

                        Is American Capital Senior Floating An All-Weather BDC ? $ACSF, $ACAS http://seekingalpha.com/a/17gzh
                        Reply
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                          Company Description
                          American Capital Senior Floating, Ltd., invests opportunistically in equity tranches of CLOs collateralized by Leveraged Loans and invests in debt tranches of CLOs collateralized by Leveraged Loans.
                          Sector: Financial
                          Country: United States