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American Capital, Ltd. Message Board

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  • rollnon rollnon Sep 4, 2001 4:47 PM Flag

    Questions please: ALD, ACAS & GLAD

    All depends on your time frame. 1 year performance ALD wins. 2 year ACAS wins. Yield for both close. I think each one is subject to news stories about the fortunes of their underlying investments. This to me is what has affected the short term price levels so that one looks to be performing better than the other. My medium term objective is to build a large position in both of these companies => 25% of my portfolio. No guess on GLAD.

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    • Are there any public portfolio companies beside OTWO and CRN?


      • 1 Reply to sixers_37
      • Bob, there's another public one, IG. ACAS may do well there...but I would be leery about buying into that turnaround. (ACAS' doing well doesn't necessarily translate into IG shareholders doing well).

        OTWO also didn't have the 'margin of safety' required for an investment. I certainly like the price better now...but I still haven't seen fit to buy any.

        CRN was a beautiful Christmas present last December...but because of several attractive current opportunities (and a need for capital), I recently sold. (I still think it's a very good long-term hold, though...but in the near-term, not as good as what I have in the pipeline).

        Jim B...I enjoyed the ACAS history!

        Jim R

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