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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