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Bullish on ACAS ...
ACAS
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+299.68%
in
272 days
American Capital, Ltd., formerly known as American Capital Strategies, Ltd., is a principal investment firm specializing in management and employee private equity buyouts, acquisitions, recapitalizations, mergers and acquisition, add-on acquisitions, securitizations, special situations, growth capital investments in middle market companies, early stage in mature private and public companies, corporate divestitures, acquisitions of portfolio companies of private equity firms, acquisitions of family-owned or closely held businesses, change of control, or the exit of minority shareholders, goi...
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Bearish on ACAS ...
ACAS
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+85.13%
in
489 days
another victim of the finacial downturn. Too small to be able to beat out the overall market downturn
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ACAS will drown in its own toxic waste
ACAS
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+90.15%
in
543 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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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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From the Blogosphere
Another Acquisition by Grainger – Analyst Blog
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Recently, Acklands-Grainger Inc., a wholly owned subsidiary of W.W. Grainger Inc. (GWW), acquired assets of the K&D Pratt Industrial Division. This division, which was earlier owned and operated by K&D Pratt Group Inc., distributes industrial and safety products. K&D Pratt Industrial Division is a leading distributor in Atlantic Canada. The division’s strong customer relationships will further strengthen Grainger’s presence in this region. <>This is the third acquisition announcement by Grainger since the beginning of fourth quarter 2009. In October, Grainger announced an all cash acquisiti...
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American Capital Restructures Debt – Analyst Blog
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Last week, American Capital (ACAS) announced its debt restructuring deal. Pursuant to the agreement, the company has reached a deal with lenders to restructure its revolving line of credit, which would provide for restructuring all of its $2.4 billion worth of unsecured debt by pledging substantially all of the company’s assets.
This $2.4 billion of unsecured debt involves $1.4 billion in unsecured revolving credit facility, $550 million in public bonds and $415 million in private notes. The announcement came in as American Capital reported gain of 12 cents in third quarter 2009, compare...
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American Capital Lags by a Penny – Analyst Blog
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American Capital’s (ACAS) third quarter operating income of 12 cents per share was a penny short of the Zacks Consensus Estimate. Last year, the company had reported earnings of 74 cents per share. The results were negatively affected due to interest expense for “make-whole" interest accruals and dilution from stock dividend.
Total interest and dividend income for the quarter was $177 million, down 30% from $253 million in the prior-year quarter. The decline in interest and dividend income was due to a decline in the weighted average effective interest rate on debt investments due to a...
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Allied Capital Goes from Value Trap to Deep Value
<>For those that follow this blog, I once wrote about an asset class known as business development companies, particularly middle-market lending BDCs. These businesses typically concentrate on investing through the financing of middle-market private equity transactions. Over the last year, some have come under pressure as a result of government regulations over BDCs which require them to maintain certain asset coverage levels. As a result of the disjunction in the markets, mark-to-market mark downs on BDC portfolios resulted in some BDCs (most recognizably Allied Capital (ALD) and <>American Ca...
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Allied Capital Goes from Value Trap to Deep Value
<>For those that follow this blog, I once wrote about an asset class known as business development companies, particularly middle-market lending BDCs. These businesses typically concentrate on investing through the financing of middle-market private equity transactions. Over the last year, some have come under pressure as a result of government regulations over BDCs which require them to maintain certain asset coverage levels. As a result of the disjunction in the markets, mark-to-market mark downs on BDC portfolios resulted in some BDCs (most recognizably Allied Capital (ALD) and <>American Ca...
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About American Capital Strategies Ltd.
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