BDC Weekly Review: BDCs Are Taking Advantage Of Wider Spreads
We take a look at the action in business development companies through the fourth week of April and highlight some of the key themes we are watching. BDCs saw a 3% total return last week, with the ...
Belden (BDC) Tops Q1 Earnings and Revenue Estimates
Belden (BDC) came out with quarterly earnings of $1.60 per share, beating the Zacks Consensus Estimate of $1.48 per share. This compares to earnings of $1.24 per share a year ago.
My 3 Biggest BDC Investing Mistakes Worth Avoiding
I've been tracking major BDCs for over three years, achieving high total returns and dividends, and outperforming the BDC index. My investments in BDCs are motivated by high yield, diversification ...
BDC Weekly Review: Q2 Guidance Starts To Trickle In
We take a look at the action in business development companies through the third week of April and highlight some of the key themes we are watching. BDCs rallied with a 4% gain over a holiday-short...
Investing In BDCs For Durable Income Amidst The Looming Recession
Rising non-accrual base is the BDC Achilles heel. The current economic conditions drive up the probability of that risk. Hence, the BDC income and NAV durability have become extremely important top...
CGBDL: It Is A Good Time For Us To Switch Gears
We constantly monitor BDC-issued Baby Bonds due to the issuers' regulatory leverage limitations and attractive yields, using Moody's BDC credit rating methodology for better evaluation. Carlyle Sec...
Kayne Anderson BDC: Solid Income Prospects, Just Needs More Time
The newly listed BDC Kayne Anderson has an effective initial portfolio management, but its brief operational history requires investors to maintain a "HOLD" position. The company has shown stabilit...
Kayne Anderson BDC: 10% Yield And Low Leverage Make It A Buy
Income stocks like Kayne Anderson BDC are crucial in volatile markets, offering a 10.2% dividend yield and reducing reliance on capital gains. KBDC's portfolio is 98% first-lien senior secured loan...
BDC Weekly Review: Consequences Of The Trade War For BDCs
We take a look at the action in business development companies through the second week of April and highlight some of the key themes we are watching. BDCs experienced a 3% decline this week, with v...
A Big BDC Catalyst That Can Change The Game Dramatically
BDCs have been pushed into the (on average) ~19% discount territory. In my view, steep discounts are justified for the majority of the BDCs. Yet, for some (high-quality ones) the market has gone to...
Ares Capital: Another Strong Quarter For This Upper Middle-Market BDC
Ares Capital delivered a solid 3.3% total NAV return, trades at an 8.25% dividend yield, and has a core earnings yield of 9.4%. The NAV rose to a record $19.89, marking the seventh consecutive quar...
BDC Weekly Review: Few Worries About MSDL Share Cap Raise
We take a look at the action in business development companies through the second week of February and highlight some of the key themes we are watching. BDCs saw a strong 2% gain, driven by solid e...
My Dividend Horse BDC Yields 8%: Ares Capital
Ares Capital is one of my oldest holdings – ARCC provides massive income and strong total returns. The value you unlock from your holdings over time can massively outweigh the price you pay to buy ...
BDC Weekly Review: Markets Care More About Income
We take a look at the action in business development companies through the first week of February and highlight some of the key themes we are watching. BDCs underperformed this week with a total re...
Why 8%-Yielding Ares Capital Corporation Is Arguably The Most Expensive BDC
Ares Capital boasts impressive long-term total returns and consistent NAV per share growth, outperforming the broader BDC sector and the S&P 500. Despite ARCC's strong performance, we think it is s...
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