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ACAS Analysis & Videos »
ACAS: Bull or Bear?
American Capital Q2 2008 Earnings Update
ACAS
-85.64%
in
436 days
A brief rundown of American Capital's (ACAS) Q2 earnings report (all figures US$ unless noted): <><>After last quarter’s negative cash figure (-$10M OCF), Q2 saw several encouraging developments on the cash flow statement. ACAS is once again cash flow positive, generating $141M OCF during the 1st 6 months. This is a 26% decline from last year but with the difficult environment we’re facing, that might be expected. Another possible positive sign is the decline in accrued PIK income in Q2 2008, down to 25% of net operating income — compare that to the 6 month ratio of 32% of NOI. However, c<><><>...
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Five Struggling Dividend Stocks I'm Still Bullish On
ACAS
-85.40%
in
442 days
<>Earlier this week we looked at my top 5 high fliers for 2008. Unfortunately, for every up, there is a down and that is certainly true for my portfolio. As before, we will look at results through July 31, 2008. Here they are my cellar dwellers with comments:
#5 - General Electric (GE) -19.3% Total 2008 Return
Of my cellar dwellers, GE is the one I am most bullish on. I liked it at $38 when I bought my first tranche in July/2007, and liked it even more at $29 when I bought my last tranche this month.
#4 - First Industrial Realty, Inc. (FR) -22.3% Total 2008 Return<>
This was my first ever dividend ...
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American Capital Strategies: Ride the Recovery
ACAS
-86.11%
in
485 days
Private equity has literally gone to the dogs this year, and our pick this week is one of the lesser-known, but higher quality names in the industry. It's not the "rock star" type of private equity company that makes headlines on a regular basis, like a Blackstone (BX) or a Fortress Group (FIG), but it's got some very strong internals to it, despite having been pretty much the baby that is being thrown out with the PE bathwater this year. <>American Capital Strategies (ACAS) is a principal investment firm specializing in management and employee private equity buyouts, acquisitions, recapitali...
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Hershey's House of Pain - Cramer's Lightning Round (6/19/08)
ACAS
+88.88%
in
504 days
Stocks discussed in the lightning round session of Jim Cramer’s Mad Money TV program, Thursday June 19. <!---->
<!---->
Bullish calls:<><><>Wal-Mart (WMT): "I only like Costco…I like Wal-Mart … I like TJX and I like Urban Outfitters."
Costco (COST), TJX Companies (TJX), Urban Outfitters (URBN)
Qualcomm (QCOM): "…buy, buy, buy. It's going higher... congratulations, you go it, and I missed it."
General Steel (GSI): "I like the steel business in general."
United States Steel (X), Reliance Steel (RS)
Gran Tierra Energy (GTE): "I don't want you to run for the exits... Buy some more if it goes u...
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ACAS will drown in its own toxic waste
ACAS
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+90.02%
in
513 days
ACAS investments of $11.5bn are all high-risk assets - reflecting the nature of its business. With this in mind it is worth noting that it has book equity of equity of $6.5bn and a similar Market Cap of $6.3bn - implying that the underlying assets are equal to their book value. This appears to be a reasonable position in normal conditions. However one needs to take a closer look at the investment portfolio and stress test it with some conservative devaluation/impairment rates. Investment Mix Present Impairment Loss <> Senior <>< />< />< />< />< />< /><><><><><><><><><><><><><><>...
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American Capital Downgraded
ACAS
-90.46%
in
520 days
FY08 and FY09 are proving to be somewhat difficult years for this company and we have lowered our EPS expectations accordingly.
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Hedging Your Bet With American Capital Strategies
ACAS
-35.31%
in
104 days
(closed on 08/27/08)
On 01/02/2008, I sold puts on American Capital Strategies (ACAS) at
a strike price of $35 for May 2008 expiration, collecting a premium of
$5.50 per contract (all detailed on my portfolio spreadsheet).
Those contracts are trading at $4.00 at last check and I can close them
out for a gain of 4% (12% annualized) on value at risk.
 However, after reviewing Q1 2008 results, I am comfortable with
adding ACAS to our portfolio at an effective price of $29.56 per share.
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Solid Performer
ACAS
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-3.73%
in
164 days
(closed on 07/19/07)
ACAS seems to be a conservative, solid performer that gained 28.4% in 2006. Management seems more than competent and they continue to diversify their investments across a broad spectrum of sectors. The dividend they offer is high which is a great bonus as well. Looking at the chart, it shows a nice uptrend without signs of slowing down. On the 3 month chart, the 50MA is almost a straight line which is fairly amazing. I think we might see a small correction in the next couple days as we've seen throughout this uptrend, but I think it will continue upwards from there as it has done in the pas...
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About American Capital Strategies Ltd.
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