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Duc Long Hoang
@duchoang · Jul 8

What do you think of $ARCC now? P/E under 15 and P/B 1.01... that looks extremely tempting! I'm almost thinking of expanding my portfolio and looking for interesting options, which Ares is definitely one of them right now.

Προσωπική άποψη μέλους της κοινότητας, όχι επενδυτική σύσταση. Κανόνες κοινότητας

DM

High-risk for me. The dividend has been stagnant for years, so unsafe for me.

MP

I totally agree

RR

I'll add to the payout ratio that the debt is really ugly relative to FCF.

MP

Ugly is an understatement 😂

MP

Payout 144% 😬 I don't know what's going on there, but I suspect they're going to cut here

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