3 Reasons to Sell American Capital Today

• Report this Comment On October 16, 2009, at 2:26 PM, outnleftdave wrote:

  Why is it of all the stocks mentioned in this article, the only one green is the stock (ACAS) they write 3 reasons you should sell.

  Fooled again ? Why does this publication get it WRONG so often ?

  Yeah sure, you should sell the 1 good stock and buy some of the other 6 crap ones ???....duhh, have another doughnut Homer !

  The writer should stick with picking his nose and forget about picking stocks.

• Report this Comment On October 16, 2009, at 4:32 PM, fab46 wrote:

  you have written several times about (acas). But yet you show (agnc). So your cutting down acas as well you should. But you agnc daily summary. I think you might be hurting agnc. I don't own either. But really if I was an official of AGNC. I would sue your ass into oblivion. Pay attention to who you destroy. I would like to bug AGNC. But I can't while you keep in advertantly hurting them. Because you can't tell one company from another.

• Report this Comment On October 16, 2009, at 4:50 PM, lookswholaughing wrote:

  motley fools gave us cse 5 out of 6 days down- what a tip have you ever seen pump and dump or i help you out this is it

• Report this Comment On October 16, 2009, at 8:30 PM, lookswholaughing wrote:

  aig what a stock it will make it but when maybe middle of 2010 it needs to hit 60. a share then i"m gone - gone i mean gone

• Report this Comment On October 17, 2009, at 1:14 AM, stevec5792 wrote:

  ACAS lost a penny today, so red there too. I doubled up on it before reading MF's articles on them.

  ACAS and AGNC are the same company. Look at the management team and look at who manages AGNC. They are different businesses, no doubt. ACAS is a business development company while AGNC invests in GNMA-backed securities. But, they are 2 legs of the same company. What will happen to AGNC over the next couple years when interest rates make the Prime Rate from 1979 of 21% look low while AGNC is holding a boatload of 5% paper? Mark-to-market will hurt them and others badly just like it has ACAS and their peers today.

  When AIG reaches 60, I hope my taxpayer investment is divested all at once to GS or MS or C or BAC so we can take the trash out with the trash can. AIG will drop to $2 right before it goes fully bankrupt once taxpayer momey is out of it. :)

• Report this Comment On October 17, 2009, at 1:16 AM, stevec5792 wrote:

  I forgot this: In paragraph 3 of this article, there is a reference to a "bullish" article. You should read both before passing judgment on MF. They actually are not stating their opinion directly, but the opinion of the CAPS community. Prabably is some of theirs as well, but both articles taken together present a fair quick analysis.

• Report this Comment On October 17, 2009, at 10:23 PM, dikrew wrote:

  I own shares of ACAS. (Boo Hoo!) When the financial mkt meltdown hit, I bought more to average down. (Boo Hoo Hoo!) I still have confidence in this company but my investment (?) now has so little value that I have decided I might as well continue to hold it. If it goes to zero, Oh well! However, I expect it to recover somewhat. I'm not buying more but neither am I selling now. I think (hope) it will reward me from this level.

• Report this Comment On October 19, 2009, at 2:41 PM, Demoncrat wrote:

  What a waste of an article. The only play on ACAS is a speculative one that you'll be able to hold on to your shirt long enough to collect the dividend.

• Report this Comment On October 19, 2009, at 3:57 PM, willneed wrote:

  American Capital Strategies is the best BDC in the country. Just the fact that they used the right credit vehicle (unlike Thornburg!) tells you much. They are still making deals all on the sell side, but getting a good price for what they sell. I believe it is only a matter of time before 1. They renegociate debt. 2. Their holdings appreciate mega because they primarily did the homework on what they invested in. 3. ACAS disciplined approach on using the right mix of debt, equity, and convertible instruments pay out.

  Listen to the management: Confident, driven, smart, opportunistic, winners. They know they have a great portfolio and will get the value from it.

• Report this Comment On October 22, 2009, at 9:33 PM, mystro125 wrote:

  Whomever "willneed" is, he's got it right. This management team is very smart and to top it off they're honest. The portfolio is preforming well but the 'mark to market' is killing them. Unlike the banks they didn't get the break of mark to model. Let's revisit this in six months and see who's correct

• Report this Comment On November 04, 2009, at 11:55 AM, Shindoesca wrote:

  Agree with Mystro. In this case 'Mark to Market' is clouding the picture, because they're still selling assets in a smart way and unlike many others not a distressed prices, but at a profit.

  Investing is about patience at times and ACAS should do nicely in the years ahead from these valuation levels. Indeed their management seems to have a clear visions of what they need to do and which approah to take.

Add your comment.