Seeking Alpha
 

Solar Capital (SLRC)

- NASDAQ
  • Michael Doheny | Send Message 20 Jan

    Solar Capital Ltd: Jaw-Dropping Dividends, But Some Uncertainty Remains $SLRC http://seekingalpha.com/a/1oqrs
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      • South Gent | Send Message 25 Nov 2014

        Flyer's Basket Strategy: Bought 50 Shares Of Solar Capital At $18.38 $SLRC http://seekingalpha.com/a/1m3dl
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          • South Gent | Send Message 24 Nov 2014

            Flyer's Basket Strategy: Bought 50 SLRC At $18.38 $SLRC http://seekingalpha.com/p/22xkn
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              • William Packer | Send Message 17 Nov 2014

                Converted 25,000 shares of $CHMI into 25,000 shares of $SLRC. Was a 1 for 1 swap almost.. cost $100 out of pocket. Very close. $AGNC
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                  • William Packer | Send Message 13 Nov 2014

                    Sold $AGNC $22.64, 20,000 shares.bought $SLRC cost average $18.66, 24,250 shares.(see how my share count keeps going up? that's from profits
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                    • William Packer | Send Message 14 Nov 2014
                      : I agree with that riot..Selling $AGNC at the $22.80 price level seems like a good idea.maybe consider purchasing MTGE. The spread is $3.11.
                    • William Packer | Send Message 14 Nov 2014
                      : Also $CHMI is still compelling..trading around 86 cents on the dollar.. $18.40. I am up around $14,000 on my last $CHMI purchase.not selling
                      • Bram de Haas | Send Message 11 Nov 2014

                        5 Reasons To Avoid Solar Capital $SLRC http://seekingalpha.com/a/1l3tl
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                          • William Packer | Send Message 8 Nov 2014

                            $SLRC has a very high quality investment portfolio. Low leverage... New JV deal to add significant income and higher dividend down the line
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                            • William Packer | Send Message 8 Nov 2014
                              : Good for a more immediate move to $20 and longer term 3-4 month target of $22.
                            • William Packer | Send Message 8 Nov 2014
                              : Longer term picture is better for earnings... From JV and from rising rates, higher ROE on less risky loan assets.
                              • William Packer | Send Message 7 Nov 2014

                                Bought that dip in $SLRC from that big seller. 24,000 shares @ 18.68 buy average. NAILED IT. $PSEC, $TICC, $AGNC
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                                • William Packer | Send Message 7 Nov 2014
                                  : Market says NAV is $26.00 even because they have $22.62 as 87c on the dollar. But I think it could come in higher around $26.37 NAV
                                • William Packer | Send Message 7 Nov 2014
                                  : If it is less than $26 NAV reported then price probably will go down from the $22.62 price level to adjust. It likes to trade 87c on dollar
                                  • 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 23 Oct 2014

                                        SUGGESTION: SELL $MTGE, $AGNC, BUY $SLRC. Why? price to book discount is bigger for $SLRC. MTGE,AGNC likely to report bad quarters.
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                                        • William Packer | Send Message 23 Oct 2014
                                          : The market could easily freak about that 4% decline, Also, look at rates.They are going up now again after bottoming around 1.9% (10s)
                                        • William Packer | Send Message 23 Oct 2014
                                          : So rates are up like 40 basis points off the lows... So to me, that says they put in a bottom and are going to finally move higher.
                                          SLRC vs. ETF Alternatives
                                          Company Description
                                          Solar Capital Ltd. is a closed-end, non-diversified management investment company. The Company invest in leveraged middle market companies in the form of senior secured loans, mezzanine loans and equity securities.