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Golub capital bdc: 10.3% covered yield, but limited upside (downgrade)

Golub Capital BDC increased its quarterly dividend rate by 12% and covered its dividend with net investment income in 2023. The company overhauled its...

October 19, 2023, 3:45 am

7-9%-yielding best-of-breed bdcs: main street or sixth street?

Main Street Capital and Sixth Street Specialty Lending, Inc. have outperformed the broader bdc space. B...

October 17, 2023, 7:00 pm

10%-yielding hercules capital is a bdc superstar

Hercules Capital is a top-tier business development company with a strong track record and a high yield. The company specializes in financing high-gro...

October 10, 2023, 11:00 am

Ares capital: a magnificent 10% yield to buy and hold forever

Bargains are available in the high-yield market, including in the bdc sector. Ares Capital is a well-ru...

October 9, 2023, 12:33 pm

Bdc weekly review: the sector put up a strong q2

We take a look at the action in business development companies through the second week of September and highlight some of the key themes we are watchi...

September 15, 2023, 9:19 pm

Ares capital's nav, valuation, and dividend versus 14 bdc peers - part 1 (includes recommendations as of 9/8/2023)

Part 1 of this article compares ARCC's recent quarterly change in NAV, quarterly and trailing 12-month economic return, NII, and current valuation to ...

September 13, 2023, 10:50 am

Bdc weekly review: more dilution worries for bdc investors

We take a look at the action in business development companies through the last week of August and highlight some of the key themes we are watching. B...

September 8, 2023, 10:12 pm

Sixth street specialty lending: best of breed in bdc space

Sixth Street Specialty Lending is a BDC that provides financing options to small and medium-sized US enterprises. TSLX's conservative capital allocati...

September 4, 2023, 8:25 am

Miami mayor francis suarez says will take salary in bitcoin if elected president — slams ron desantis over only anti-cbdc stance

Presidential candidate Francis Suarez, who is also a Mayor of Miami, said he would be open to accepting Bitcoin BTC/USD as part of his salary if elect...

August 23, 2023, 6:29 am

Omega healthcare investors: this 8.6% yielding trust is fairly valued (downgrade)

Omega Healthcare Investors has seen stock price strength, but the author has decided to take profits due to fair valuation. The company owns a large p...

August 18, 2023, 8:49 am

Carlyle secured lending: exceptional dividend yield with solid net investment income coverage

Carlyle Secured Lending reported solid quarterly results, with the dividend adequately covered by net investment income. The ...

August 10, 2023, 5:48 am

Capital southwest: we're all getting a dividend raise

Capital Southwest just hiked its base dividend by 3.7% for a double-digit 10.3% annualized forward yield. The ...

August 8, 2023, 1:55 pm

Triplepoint venture growth: net asset value dips, bad loans spike, dividend safe

TriplePoint Venture Growth fell double digits in intraday trading following its fiscal 2023 second-quarter earnings. This decline came on the back of ...

August 4, 2023, 1:36 pm

Fgb: remains a pass for serious bdc investors

As we approach Q2 business development company earnings, we take a look at First Trust Special Finance and Financial Opportunities Fund - a closed-end...

July 28, 2023, 2:59 pm

Better 10%+ yield: 3 reasons why blackrock capital may outperform ares capital

ARCC and BKCC both offer investors well-covered 10%+ dividend yields. ARCC has an extremely impressive track record and some of the best management in...

July 23, 2023, 8:15 am

Safer 12% yield: goldman sachs bdc or monroe capital

GSBD and MRCC have among the highest dividend yields for the bdc sector, currently over 12%. We compare...

June 21, 2023, 2:11 pm

Fidus investment: 8.2% dividend yield available at fair value

Fidus Investment is a bdc sporting an attractive 8.2% dividend yield that will be shown to be appropria...

June 14, 2023, 9:24 pm

Bdc weekly review: take care when running bdc screens

We take a look at the action in business development companies through the first week of June and highlight some of the key themes we are watching. BD...

June 10, 2023, 12:15 am

Tslx: another quarter of outperformance for this 11.2% yielding bdc

We catch up on Q1 results from bdc sixth Street Specialty Lending and highlight key income dynamics of ...

May 23, 2023, 7:18 am

Earn 11% yield: 3 bdc stocks to buy according to sa quant and philip mause

Banking and Real Estate weaknesses are a catalyst for investors to consider high-yielding Business Development Companies (BDCs). BDCs with strong fund...

May 12, 2023, 8:11 am


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