Seeking Alpha

Chancer » Comments » ACAS

  • How to Invest in Private Equity Through Public Markets [View article]
    TICC (technology) has held up and continued with their dividend without cuts.


    On Aug 17 12:03 AM Tack wrote:

    > Excellent article and a remaining undervalued investment area.<br/>
    >
    > A few other names to consider: PSEC, HTGC, TICC, GLAD
    Aug 17 13:00 pm |Rating: +1 0 |Link to Comment
  • Assessing BDCs' Rise from the Grave  [View article]
    This article criticizes the BDC model in total and uses only ACAS, ALD, and ARCC to substantiate that position.

    As shown by the tables, many BDCs have maintained dividends.

    I suspect that we may be at or near the bottom for most BDCs. With the contraction of bank credit, future opportunities may be even better for BDCs that have survived. I also think those which have suspended dividends will begin dividend payments again in the future.

    On the other hand, I do think the share price for many BDC's will not go back to their past highs anytime soon; but the reason for that is more about dilution than the economy or their business model.
    Jun 22 15:43 pm |Rating: +2 0 |Link to Comment
  • What is American Capital Strategies Worth? [View article]
    My concern for ACAS here is if we go into a recession.

    ACAS could face many defaults in a recession.
    Jan 13 20:42 pm |Rating: +1 0 |Link to Comment
More on ACAS by Chancer
Comments by Ticker
AAPL, AAUKY.PK, ABAT.OB, ABT, ABX, ACAS, ACWX, ADGLF.PK, AEM, AET, AFL, AGG, AIB, AIG, AINV, AIV, AKO.A, AKO.B, ALD, AMD, AMGN, AMJ, AMKR, AMR, AMZN, APL, ARCC, ASA, AU, AUREF.PK, AUY, AVB, AXPW.OB, BA, BAC, BAJFF.PK, BBD, BBH, BBT, BBV, BBY, BCA, BCH, BCS, BDX, BHP, BIIB, BIL, BIV, BKC,
Chancer's
Comments Stats
275 comments
Rating: 482 (573 - 91 )