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American Capital's Sale of Axygen Should Help Ailing Company

I agree with stockmajor, except I believe that all (not most) of the creditors are unsecured.

I doubt there will be a bankruptcy.

ACAs has been disciplined in selling only for full value. This has resulted in full value offers, rather than a lot of vultures trying to pick them clean of good assets for bad prices. If they can adhere to this policy, they should come out of this recession in fine shape.

I do think part of their problems have been the inflexible laws and regulations pertaining to BDCs and their accounting practices, that don't really take into account the kind of downturn the economy took over the past year or so.

S&P Downgrades American Capital

I agree that there's no obvious news here. S&P is late to the ballgame. The creditors are all unsecured, so they have little leverage against a company whose managers plan to patiently sell only when they can get full value. Any settlement with lenders though would generate a lot of demand for the stock and probably drive the price up substantially.

How to Invest in Private Equity Through Public Markets

Author is misinformd as to ACAS. They are not being forced to liquidate anything. They are selling only when they get a price that fully recognizes the value. They are patient in waiting for such offers. No fire sales. That means that they are less liquid that would be ideal, but in the long run that will work to shareholders' benefit.

Second U.S. 'Bank-for-Businesses' Faces Bankruptcy

The author is either uninformed or wants his readers to be misinformed. ACAS is nowhere near bankruptcy. They are paying all their creditors both the principal and the interest that they owe and they have a current book value over 3 times the current stock price. They could easily pay all their debts by selling assets and still have a substantial sum left over, but they choose to be patient and only sell for full value. Their creditors have no interest in forcing ACAS into bankruptcy,as the creditors al all unsecured. They will dig themselves out of this in time.

Artificial U.S. Dollar Rally Is Coming to an End

So how do you respond to Jack Crooks who says the dollar goes up in a defaltionary economy and we are in the midst of a defaltionary economy?

Constellation Energy Group: Reasons Behind the Sell-Off

You failed to mention reduction of the dividend as a factor. Those who liked CEG in part for the hefty dividend may have left when the huge dividend cut was announced.

I hear that of the $4.5 billion, $1.5 billion would go to taxes, so that amount needs to be cut out to the value of the company.

I think the price is now in the priocess of stabilizing and will find its appropriate level.

Buffet had a steal if he closed and a nice margin of safety from the breakup, so he wins either way. Cash is definitely king in this market.