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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Paul Senior who wrote (23737)4/12/2006 5:57:25 PM
From: E_K_S  Read Replies (2) | Respond to of 78748
 
Do you still own shares in Allied Capital Corporation (ALD) which looks like it is a competitor to MVC Capital?

finance.yahoo.com

Is one a better value than the other? Are there any other "undervalued" companies in this group that are on your radar screen. I like this sector if the price is right.

EKS



To: Paul Senior who wrote (23737)4/12/2006 8:20:29 PM
From: Carl Worth  Read Replies (1) | Respond to of 78748
 
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