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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (23737)	4/12/2006 8:20:29 PM
From: Carl Worth	Read Replies (1) of 78751

i bought a little ARCC today, trading at less than 11x next year's estimates and 1.1x book...yields 8.4% while you wait also recently bought some CSE, also yielding 8% while you wait, but trading at less than 10x next year's estimates, and growing earnings at 30% or better my BDC holdings now consist of AINV, TICC, ARCC and CSE

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