American Capital Strategies (ACAS)

Did a wonderful job over the years in serving the middle market in terms of financing. Good management team. Over the long run, this will actually work out to be a very good investment. Feels they can sustain their dividend of about 12%.

His model price is $52.71. That's a 54% positive differential. Earnings have not had much of a downgrade in the last 9 weeks. There is a lot of upside but like everything in this space everyone is panicking.