Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Grommit who wrote (46779)	2/28/2012 11:12:16 AM
From: E_K_S	Read Replies (1) of 78750

Hi Grommit - What's the best way to value companies like ARCC. Their tangible BV is $15.13 and analysts show 12/2011 earnings at $1.49/share. That puts the trailing PE at 11. Their dividend yield of 8.8% is quite attractive too. Several of the other metrics ROA (7.6%), ROE (12.2%) or ROI (12.2%) seem very good too. Even the EK$ value at $22.5/share shows that the stock may still be 36% undervalued. When did you first discover the company and what attracted you to it? I tend to shy away from these management investment companies as I always thought they were high risk. However, their performance (at least over the last three years) during the 2009 market crash has been quite good. EKS

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next