American Capital Strategies, Ltd. (ACAS)

All Comments on ACAS

  • commenter
    Jul 09 11:29 AM
    My Website
    American Capital Strategies: Ride the Recovery [view article]
    CHARLES - Did you read this article before you posted yours on the other page?
    Daniel has a buy on it as I said in my comments on the other page too.
    I sure wouldn't want you to be my stock broker.
    Reply
  • commenter
    Jul 09 11:16 AM
    My Website
    Review of Current Losing Positions: NZT, ACAS, SKM, GE [view article]
    Charles I hate to tell you as you seem to be a stockbroker, but ACAS is caught in the middle of this big turn down and it's price has dropped like all the rest. I think in the future you will be writing another comment saying you were wrong and it in part was your fault that 1000's of people took your advice and lost a lot of money
    Remember once before when we had a turn down like this and it turned around and what happened ACAS went to about $40.00
    Reply
  • commenter
    Jul 09 11:11 AM
    Review of Current Losing Positions: NZT, ACAS, SKM, GE [view article]
    In a bear market quality counts for everything. GE is quality thru and thru and the dividend helps with the wait. Reply
  • commenter
    Jul 09 10:00 AM
    My Website
    Review of Current Losing Positions: NZT, ACAS, SKM, GE [view article]
    Sorry about republishing this, but here's my info - so I'm not anonymous.

    I, and my clients, own SKM. You'll be fine here, if not excited. Double-digit free cash flow yield is safe, risk is only what company will do with this $. Sell-off of Helio is a plus.
    Sell ACAS. Bad accounting. Bad valuations of its investments. Will continue to fall. For the script on this one, read David Einhorn's book, "Fooling Some of the People All of the Time"
    Reply
  • commenter
    Jul 09 09:58 AM
    My Website
    Review of Current Losing Positions: NZT, ACAS, SKM, GE [view article]
    I, and my clients, own SKM. You'll be fine here, if not excited. Double-digit free cash flow yield is safe, risk is only what company will do with this $. Sell-off of Helio is a plus.
    Sell ACAS. Bad accounting. Bad valuations of its investments. Will continue to fall. For the script on this one, read David Einhorn's book, "Fooling Some of the People All of the Time"
    Reply
  • commenter
    Jul 09 09:23 AM
    My Website
    10 Top Dividend Stocks of the S&P 500 [view article]
    Reynolds is fine but one would be best served to pick stocks like MO PM KRAFT UST and others whee the dividend is"SAFE" and their is actual growth in earnings and dividends Reply
  • commenter
    Jul 09 08:47 AM
    American Capital Strategies: Ride the Recovery [view article]
    IT IS APPRECIATED TO READ AN ARTICLE THAT HAS A DEFINITE BUY OR SELL RECOMMENDATION Reply
  • commenter
    Jul 09 08:29 AM
    American Capital Strategies: Ride the Recovery [view article]
    ACAS is being painted with the same brush as Allied which seems to be justly accused of cooking the books over the last few years. In fact, ACAS shares have fallen even faster than Allied which is strangely worrisome sense we know those guys can't be trusted.

    There is plenty of forensic accounting that has been done on Allied. Anybody out there doing the same work on ACAS. If they are being unjustly beaten up, maybe a nice opportunity. On the other hand article's like the above don't really address concerns one might have about ACAS.

    Are they marking their portfolio to market or making judgement calls based on higher wisdom?

    Are they generating cash by selling their winners and holding their losers?

    Not to mention what is the general health of business ACAS is loaning money to. Mezzanine loans are riskier companies with higher default.

    Reply
  • commenter
    Jul 09 07:15 AM
    My Website
    American Capital Strategies: Ride the Recovery [view article]
    biz.yahoo.com/prnews/0...

    The link above is the reference to the $0.31 per share dividend, and yes, the total annual dividend is $4+ on a trailing twelve month basis. Much of that income is characterized as gains though, not a normal cash dividend. 19% dividends don't come along every day.

    The option strategy call spread is solid - selling that $30 call is up to you whether or not you do it. Yes, it's a small premium but it is 10% of the purchase price of the lower strike call.

    The dividend is important information to report correctly. Thank you for pointing it out and correcting my error. When errors like this come along, I always try to publish either a correction or a link to the correct information. I appreciate the notes.

    Daniel Jones - editor, OptionsNotions
    Reply
  • commenter
    Jul 09 06:42 AM
    American Capital Strategies: Ride the Recovery [view article]
    Indeed he has confused AGNC"S divy's ( first time dividend is .31) versus ACAS at $1.03 and $4.19 on the year 2008 ( divy is covered already.

    Important information to report incorrectly.....the article smells set up....why is that?
    Reply
  • commenter
    Jul 09 06:27 AM
    American Capital Strategies: Ride the Recovery [view article]
    Kudos to jjason and fxtrader07 on recognizing the incorrect yield number... cah flow sounds like a positive note...
    Long ASAS
    Reply
  • commenter
    Jul 09 06:10 AM
    American Capital Strategies: Ride the Recovery [view article]
    Wouldn't it be better to just do away with options trading? And short selling too?

    I find it amazing that this author says some nice things about ACAS but doesn't own any common shares.

    And, he did not get the dividend or current yield correct!

    Long ACAS.
    Reply
  • commenter
    Jul 09 05:01 AM
    American Capital Strategies: Ride the Recovery [view article]
    a question regarding your call-spread. I am a fan of spread-strategies, but your suggestion doesn't make much sense imho. the premium raked in for the Nov 30 calls is rather small and i don't see a huge benefit from it as compared to just buying the $20 call without writinjg the $30 against it? Reply
  • commenter
    Jul 09 04:59 AM
    American Capital Strategies: Ride the Recovery [view article]
    good article, but you dividend number is totally wrong by a facor of almost 4. ACAS paid out 1.03$/share last quarter and similar dividends have already been announced for the rest of 2008 and for 2009 (and the money for these has already been set aside, mainly stemming from earlier realized capital gains). This amounts to an annual dividend yield currently of about 18%!
    You might perhaps rethink your options strategy in the light of this.
    Reply
  • commenter
    Jul 08 02:09 PM
    My Website
    10 Top Dividend Stocks of the S&P 500 [view article]
    The Canadian Gov't takes 15% off the top for taxes, which you can get a tax credit for by filling out the proper form when you file your tax return. the dividends from the Canadian trusts are qualified for the 15% dividend rate, so it's a wash and you pay the same as if you were paying the U.S. tax rate Reply