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Sorted by: Date | Top Results
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Date |
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| 1. |
Re: hit 
I think Mega is correct on both points. I have detailed
in prior posts that the ALD acquisition will have
a huge positive impact on ARCC, so as we get close
to the acquisition actually...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Ares Capital Corporation
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edmanfan |
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21-Jan-10 04:39 pm |
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| 2. |
Earnings Revisions accelerating
Look how slowly the estimates are rising in the face
of blow away results and rising guidance by management.
This is a classic case of Wal St analysts...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Micrus Endovascular Corp. (MEND)
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edmanfan |
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13-Nov-09 05:54 pm |
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| 3. |
Next stop 25
What a surprise, MEND beating the consensus by over
100% in the 2Q, gee who would have forecast that?
How long will the consensus for the 3Q stay at the
ridiculous level of 5 -6 cents. When will Wall St
reet...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Micrus Endovascular Corp. (MEND)
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edmanfan |
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5-Nov-09 05:40 pm |
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| 4. |
Re: Thoughts on new ARCC BV and dividend
I think you're missing an important point that
could have a big positive effect on future dividends.
The ALD portfolio has been written down every quarter
for at least 6-7 Q's...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Ares Capital Corporation
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edmanfan |
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28-Oct-09 11:49 am |
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| 5. |
Re: News..
What a great deal for ARCC! The last book value for
ALD was about $7.50/share, so even if ARCC sells off
all the dogs to keep the good stuff and the adjusted
book value is $5, they...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Ares Capital Corporation
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edmanfan |
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26-Oct-09 10:27 am |
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| 6. |
Crooks at CNBC?
Anyone else notice that after Cramer's comments
monday night, CNBC had a statement publicly distributed
tues morning referring to that and it knocked down
the stock that day. Then...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Ares Capital Corporation
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edmanfan |
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22-Oct-09 11:06 am |
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| 7. |
Re: Cramer bashes ARCC
The time to question the dividend was last fall, not
now. If the 3Q conf call documents that they were
able to earn an above average return on the new money
they raised from their offering...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Ares Capital Corporation
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edmanfan |
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20-Oct-09 11:22 am |
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| 8. |
Re: Gotta love that debt!
Based on the 4Q June, it was $2.3MM per month which
is crazy vs only $1.38M operating income for the entire
4Q. The only good news in those terrible numbers.
..
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Insight Health Services Holdings Corp. (ISGT.OB)
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edmanfan |
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10-Oct-09 06:38 pm |
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| 9. |
What&&39;s up today
Anyone know why the stock is going straight up on good
volume? Is there a new broker rec out or new product,
or has someone else figured out what I think will
happen when MEND blows...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Micrus Endovascular Corp. (MEND)
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edmanfan |
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9-Oct-09 12:04 pm |
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| 10. |
Report 3Q next week
Anyone guessing about beating the 32 cents consensus
estimate listed in Yahoo Finance next week when they
are likely to report? The 2 biggest unknowns to m
e...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Ares Capital Corporation
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edmanfan |
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9-Oct-09 11:59 am |
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| 11. |
Re: The big movers in this space today
Yes this doctor uses PMTI products. The presentations
were at medical conferences, at least one was an industry
conference in Bermuda recently, and the other may
have...
Business & Finance > Investments > Stocks (A to Z) > Stocks P >
Palomar Medical Tech.,Inc (PMTI)
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edmanfan |
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28-Sep-09 03:45 pm |
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| 12. |
Re: The big movers in this space today
My wife has been treated by a laser specialist at one
of the best Hospital complexes here in Chicago. She
has seen him 6 or 7 times and now...
Business & Finance > Investments > Stocks (A to Z) > Stocks P >
Palomar Medical Tech.,Inc (PMTI)
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edmanfan |
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28-Sep-09 11:04 am |
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| 13. |
What a horse!
Think where ARCC stock would be if the morons at Fidelity
hadn't sold millions of shares this year. They
probably averaged less than 6 for all the stock t
hey...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Ares Capital Corporation
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edmanfan |
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22-Sep-09 12:29 pm |
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| 14. |
Re: HBM bioventures...strategy on MEND...
You may be right that HBM continues to sell, it's
the only explanation for why the stock is trading
so poorly in the face of great fundamental and technical
positives. It looks...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Micrus Endovascular Corp. (MEND)
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edmanfan |
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28-Aug-09 11:34 am |
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| 15. |
Re: BofA Upgrades ARCC to buy!
An upgrade by Faye Elliott at BA/ML may not be a positive.
Remember the historical relationship here, ML was
the book running manager of ARCC's IPO and all
the subsequent equity offerings, so they...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Ares Capital Corporation
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edmanfan |
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11-Aug-09 10:29 am |
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| 16. |
Re: Genie in the bottle
Another positive wish granted by the debt genie! DO
you hear what I hear? The sound of core earnings going
up as they keep adding assets under mgmt.
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Ares Capital Corporation
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edmanfan |
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28-Jul-09 10:01 am |
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| 17. |
Earnings Estimates rising
Have you noticed that in the last 30 days estimates
have gone up for ARCC across the board. The June Q
est was .31 and is now .32, the 2009 est was $1.22
and...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Ares Capital Corporation
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edmanfan |
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21-Jul-09 10:27 am |
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| 18. |
Re: Fidelity bought nearly 3 M shares
OOPS! I'll bet you're not a lawyer or spend
much time reading SEC filings.What this really means
is that after Fido sold about 3MM shares in the 1Q
of this year, they...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Ares Capital Corporation
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edmanfan |
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13-Jul-09 08:52 pm |
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| 19. |
Fire "I melted"
I can't stand the thought of owning this stock
ever since Darth Vader became CEO. This guy will back
"junk science", political malfeasance, anything
that could possibly help GE in the short...
Business & Finance > Investments > Stocks (A to Z) > Stocks G >
General Electric Company (GE)
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edmanfan |
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8-Jul-09 05:32 pm |
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| 20. |
Genie in the bottle
I won't bore you with an update on my golf game
this summer, suffice it to say I haven't been
spending much time on this board. However, I talked
to mgmt about this new debt...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Ares Capital Corporation
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edmanfan |
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7-Jul-09 11:18 am |
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