Allied Capital Corporation (ALD)

All Comments on ALD

  • commenter
    jamookey
    Aug 29 02:15 PM
    Still, the Crooks Be Winnin’ [view article]
    That correction isn't right either.I guess Alpha doesn't want me to mention Barclay's.I give up. Reply
  • commenter
    jamookey
    Aug 29 02:07 PM
    Still, the Crooks Be Winnin’ [view article]
    That should read"...Vangaurd,... be a glitch in Alpha's messaging software.Not the first time.Maybe if they are reading any of these,they might want to look in to it. Reply
  • commenter
    jamookey
    Aug 29 12:16 PM
    Still, the Crooks Be Winnin’ [view article]
    So much b.s. and so little time to read it all.The trouble with the shorts is they think they know more about a business than the people running them.If they are so smart why aren't they ceo of one of these firms?Because they are guessing.I guess if you have a losing position in an equity is you have to try anything you can to cut some of your losses.There are so many better short positions to play that don't have such short-killer dividends that it makes one wonder at the intelligence on some traders.If the shorts are correct that means that the CIO's on State Street,Nomura Securities,Vangaurd,Ba... are idiots falling prey to a fifty year old ponzi scheme.I really don't care if SQUASHNUT or Einhorn or ALD pay me my dividends.Let's see what should I do with my next check...maybe a '65 Mustang.Last years divi's got me a '71 z-28.So much hubbub over four year old news.Move on as the rest of the world has. Reply
  • commenter
    Mayitoval
    Aug 26 09:09 AM
    Lehman Brothers Take-over: Implications for Financials [view article]
    Did you read "Finance for Dummies" and think you could just post an article on SA? Reply
  • commenter
    squashnut
    Aug 26 12:23 AM
    Lehman Brothers Take-over: Implications for Financials [view article]
    "but since these assets will be held to maturity, ACAS will get their money back."

    Wow. Unless they don't.
     Reply
  • commenter
    User 234133
    Aug 25 12:28 PM
    Lehman Brothers Take-over: Implications for Financials [view article]
    Just fluff - no analysis, something a 5th grader would provide for a school report. Reply
  • commenter
    sumosama
    Aug 25 11:33 AM
    Still, the Crooks Be Winnin’ [view article]
    Big Al, it is called Retained Earnings!
    Reply
  • commenter
    Ishortyou
    Aug 25 05:59 AM
    Lehman Brothers Take-over: Implications for Financials [view article]
    CDO or any structured finance vehicle i.e. ABS-MBS price, is dictated by supply and demand, right now there is a glut in the market or oversupply of them due to uncertainty of how much toxic waste they contain, once those uncertainties clear up and the housing market recovers no doubt that the 0.22cents of a dollar will be 1.22 cents of a dollar. Reply
  • commenter
    omooc
    Aug 24 10:15 PM
    My Website
    Lehman Brothers Take-over: Implications for Financials [view article]
    When MER sold some of its CBOs at 22 cents per dollar, with 75% financed by MER, one commentator, over CNBC, said that the effective rate is actually 5.5 cents on the dollar -- I share this view. Reply
  • commenter
    JustChecking
    Aug 24 10:05 PM
    Lehman Brothers Take-over: Implications for Financials [view article]
    So, forgetting the boring acronyms for a second, is it safe to short most of the companies you mention? Is that what you're saying? Reply
  • commenter
    Big Al45
    Aug 24 06:40 PM
    Lehman Brothers Take-over: Implications for Financials [view article]
    The so called "peer group" does not provide a meaningful comparison . Lehman has very little in common with monoline insurers, Business Development Companies, and regional banks that don't have significant off balance sheet exposure. Their asset mix (and risk exposure) is considerably different than that of investment banks like Lehman.

    The comparators should be limited to other investment banks and the large money center banks (such as BAC, RY, DB, TD, UBS.)     Reply
  • commenter
    macroguy
    Aug 24 05:36 PM
    Lehman Brothers Take-over: Implications for Financials [view article]
    LFI = latest financial information? Agree with majority about difficulty of comparing apples and oranges and notions that no outsider (and very few insiders, if any) really knows the real values of the assets (i.e., book value). Reply
  • commenter
    William
    Feader
    Aug 24 05:09 PM
    Lehman Brothers Take-over: Implications for Financials [view article]
    The only thing I think the table shows is that the entire US financial system is mis-priced, not just Lehmans, but everything. Good luck. Reply
  • commenter
    jjason
    Aug 24 02:42 PM
    Lehman Brothers Take-over: Implications for Financials [view article]
    I don't know what LFI means either.

    I do know some helpful ratios and statistics like: book value, tangible book value, debt to equity, total debt to equity, return on assets, return on investment, gross margin, net margin, dividend yield, etc. They are all important to understand. All of this data must be taken into account...as well as the valuation of the underlying assets on the balance sheet and the liabilities before making an investment decision.

    I am only familiar with ACAS and I do believe Malon Wilkes when he said that FAS157 has resulted in the decrease in asset values and that without a market for these assets they are hard to value but since these assets will be held to maturity, ACAS will get their money back.

    I trust he is right. ACAS has a total debt to equity ratio of less than one and is selling for less than tangible book value ( ACAS has no goodwill or intangible assets on the balance sheet ).

    Long ACAS, no other positions, no short selling at all ( I think short selling should be made illegal ).     Reply
  • commenter
    surgcare
    Aug 24 02:00 PM
    Lehman Brothers Take-over: Implications for Financials [view article]
    All this points out is that anyone who puts money into these institutions might as well go to a casino .At least you know your gambling . Reply
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