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American Capital, Ltd. Message Board

reitbull 9 posts  |  Last Activity: Dec 15, 2014 10:19 PM Member since: Dec 24, 1999
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  • Reply to

    Making a mountain out of a molehill

    by rllayton Dec 9, 2014 6:39 PM
    reitbull reitbull Dec 15, 2014 10:19 PM Flag

    With the CEO, the COO and Chairman of the Board all resigning suddenly on the same day, --- you know there is more to this story.

  • This description is from the CVHL website. NYMT is another REIT whose business includes distressed residential loans. On Nov. 4 NYMT announced record income with the following comment from management. Hopfully, CVHL is in a similar earnings trend.
    "Steven Mumma, NYMT's Chief Executive Officer and President, commented: "The Company generated record net income of $38.3 million, or $0.42 per share, for the quarter. Similar to the first two quarters of this year, our credit sensitive portfolio, which includes our multi-family CMBS and distressed residential loans, benefitted from strong secondary demand for credit sensitive assets and a continued corresponding improvement in pricing."

  • Reply to

    Another dividend declared

    by infinitidrivr Nov 21, 2014 6:34 AM
    reitbull reitbull Nov 21, 2014 10:34 AM Flag

    The lawyers probably told them to drop any mention of an annual rate.

  • Reply to

    Book Value: $11.41

    by schieboutz Nov 6, 2014 12:44 PM
    reitbull reitbull Nov 8, 2014 11:05 AM Flag

    Agree. Look at Realty Income "O". "Book value" on the balance sheet is $23.20. But the stock is trading at $46.87.
    Accounting rules require depreciating real estate over its useful life. But its market price is actually increasing over the years.

  • reitbull by reitbull Oct 31, 2014 8:46 AM Flag

    Why would ARCP use the adjective "intentional" to describe the accounting errors? It is one thing to admit to bad judgment regarding accounting issues. But to describe the errors as intentional is stupid. This simply invites a raft of class action lawsuits which has happened. ARCP should fire the author of that press release.

  • The Oct 15 CVHL press release revised the Oct 8 news. The following sentence was added in the second paragraph:

    "The warrants were nominally priced with a strike price of $0.01 per share, as they are an equity kicker for the Preferred investment."
    That is quite an equity kicker to attract the new preferred investor......4.1 million shares for $0.01! Hope it all works out.

  • Reply to

    A good sign?

    by cfattore Oct 9, 2014 4:44 PM
    reitbull reitbull Oct 10, 2014 3:39 PM Flag

    I think this says it all: "The information provided in this press release is not complete and does not purport to be complete." A few questions:
    1. Why not identify our JV partner described only as "a prominent real estate private equity firm"?
    2. What is the exercise price of the 4.1 million warrants?
    3. How much is our JV partner investing in the joint venture? Is it a 50/50 split?

    I hope we can make more than the 10% we are paying on the preferred.

  • Reply to


    by reitbull Oct 8, 2014 9:53 AM
    reitbull reitbull Oct 8, 2014 7:35 PM Flag

    Zacks adds Arlington Asset Investment Corp. (AI) to its Rank #1 (Strong Buy) about once a month. Perhaps we ignorant people should look at AI.

  • reitbull by reitbull Oct 8, 2014 9:53 AM Flag

    At least once a month Zacks "adds" ACAS to its strong sell list. What is their problem with ACAS?

    Zacks Rank #5 Additions for Wednesday 10-8-2014
    1 hour ago

    Here are 5 stocks added to the Zacks Rank #5 (Strong Sell) List today:
    American Capital Ltd. ( ACAS )

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