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Seeking Alpha (Free subscription) | 07/24/2008
Davy Bui submits: As a value investor, I am used to buying stocks as they go down and averaging into a position. While I believe that markets are not totally efficient, they are fairly efficient and so when Mr. Market marks down 40% a position that I already believed to be heavily discounted, I do not subscribe to the “I’m a long-term value investor so everything’s okay” philosophy that you’ll find...
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Seeking Alpha (Free subscription) | 07/09/2008
Daniel Jones submits: 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...
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Market Wire (Free subscription) | 06/23/2008
NEW YORK, NY (MARKET WIRE) Merisel, Inc. (PINKSHEETS: MSEL) ("Merisel") announced today that it has terminated the Merger Agreement between it and TU Holdings, Inc. and TU Merger, Inc. (acquisition vehicles formed by American Capital Strategies, Ltd. (collectively, "ACAS")) in accordance with its terms and has filed a lawsuit in the Delaware Court of Chancery against ACAS to recover the $3.5 million...
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Seeking Alpha (Free subscription) | 06/11/2008
Thomas Kirchner submits: Another addition to the graveyard of busted mergers: business development company American Capital Strategies (ACAS) has terminated its agreement to buy Merisel (MSEL.PK) under the “material adverse change” clause that has become a standard excuse for buyer’s remorse. After the exchange of multiple letters between the two firms, Merisel stock reacted predictably with a steep...
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Market Wire - Financial Services: Investment Services and Trading (Free subscription) | 06/10/2008
NEW YORK, NY (MARKET WIRE) Merisel, Inc. (PINKSHEETS: MSEL) ("Merisel"), a leading provider of visual communications and brand imaging solutions to the consumer products, retail, advertising and entertainment industries, announced on March 28, 2008 that it had entered into an agreement and plan of merger (the "Merger Agreement") to be acquired by TU Holdings, Inc. ("TU Holdings"), a wholly owned portfolio...
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Market Wire - Investment Opinion (Free subscription) | 06/02/2008
LONDON (MARKET WIRE) MaybachFinancial.com is one of the fastest growing independent and unbiased research firms in the world. Through our numerous partnerships with many of the top investment minds in the world, we provide research on companies making a move in the markets. Investors seeking genuine analyst opinions on their investments for NATIONAL COAL CORP (NASDAQ: NCOC), BE AEROSPACE INC (NASDAQ:...
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Seeking Alpha (Free subscription) | 05/30/2008
Davy Bui submits: Readers can click here for my views on American Capital Strategies (ACAS) but for another view, Nicholas Yulico at thestreet.com pans the company and the stock , stating that the company is still overvaluing certain debt assets on their books. Yulico has written a few negative articles on ACAS before and honestly, my first instinct on any negative piece on a stock I’ve already bought...
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The Street (Free subscription) | 05/27/2008
Aggressive valuation methodologies are likely to catch up with this investment firm, just as the stock's short-sellers hope.
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DealBook (Free subscription) | 05/20/2008
American Capital Strategies and Autobahn Funding Company have committed a combined $425 million to Core Business Credit, a new commercial finance firm dedicated to middle-market transactions in the United States. Private equity fund American Capital said it had committed $300 million in exchange for equity and subordinated debt. The remaining $125 million came from a senior [...]
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Seeking Alpha (Free subscription) | 05/16/2008
Dobromir Stoyanov submits: American Capital Strategies, Ltd. (ACAS) 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,...
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Market Watch (Free subscription) | 05/16/2008
NEW YORK (MarketWatch) -- Verso Paper heads into its second day of trading Friday at $10 a share, below the $12 price for its initial public offering. American Capital Agency , a mortgage REIT formed by American Capital Strategies , ended its first day of trades on Thursday at $19.35, below its IPO price of $20 a share. Market Pulse Stories are Rapid-fire, short news bursts on stocks and markets as...
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Seeking Alpha (Free subscription) | 05/15/2008
Davy Bui submits: 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...
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Market Wire (Free subscription) | 05/09/2008
NEW YORK, NY (MARKET WIRE) Merisel, Inc. (PINKSHEETS: MSEL) ("Merisel"), a leading provider of visual communications and brand imaging solutions to the consumer products, retail, advertising and entertainment industries, announced on March 28, 2008 that it had entered into an agreement and plan of merger (the "Merger Agreement") pursuant to which it would be acquired by TU Holdings, Inc., a wholly...
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Business Wire (Free subscription) | 05/08/2008
CHICAGO--(BUSINESS WIRE)--Fitch's recent rating affirmation of American Capital Strategies LLC (Nasdaq:ACAS) prospectively incorporated the occurrence of realized/unrealized losses in
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Seeking Alpha (Free subscription) | 05/08/2008
American Capital Strategies, Ltd. (ACAS) Q1 FY08 Earnings Call Complete Story »
