Why BDCs Is My Favorite Sector To Invest For Durable Income
The BDC segment is my favorite area to invest for high and durable income. In fact, my highest-conviction investment is a BDC. In this article, I discuss several structural reasons why, in my view,...
BDC Weekly Review: The IMF Wants To Look At PIK
We take a look at the action in business development companies through the last week of January and highlight some of the key themes we are watching. BDCs had a strong January, with a nearly 5% ave...
Belden (BDC) Tops Q4 Earnings and Revenue Estimates
Belden (BDC) came out with quarterly earnings of $1.92 per share, beating the Zacks Consensus Estimate of $1.67 per share. This compares to earnings of $1.46 per share a year ago.
BDC Weekly Review: 2 Positives In NCDL Bond Issuance
We take a look at the action in business development companies through the fourth week of January and highlight some of the key themes we are watching. BDCs had a strong week with a 1.5% total retu...
Kayne Anderson BDC, Inc. Announces Fourth Quarter 2024 Earnings Release and Conference Call
CHICAGO--(BUSINESS WIRE)--Kayne Anderson BDC, Inc. (NYSE: KBDC) (“KBDC”), a business development company externally managed by its investment adviser, KA Credit Advisors, LLC, announced today that ...
Steeper Yield Curve And BDCs: This Is What You Have To Know
The past couple of months, which include the steepening of the yield curve, have been positive for BDCs. However, higher long-term rates and a steeper yield curve create a net negative effect for B...
Ares Capital: Turning To Hold On My Top BDC Position
Ares Capital: Turning To Hold On My Top BDC Position
BDC Weekly Review: OBDC Consummates Merger, Delivering Alpha To OBDE Holders
We take a look at the action in business development companies through the third week of January and highlight some of the key themes we are watching. BDCs had a strong week with a 3% total return,...
Goldman Sachs BDC: Risky, Yet Likely Worth It
Goldman Sachs BDC's portfolio has diversified sector exposure, with notable changes in exposure to software, health care, and professional services since our last coverage. Despite an earnings miss...
Nuveen Churchill Direct Lending: New BDC On The Block With Potential
I rate Nuveen Churchill Direct Lending (NCDL) as a buy due to its solid dividend coverage, diverse portfolio, discount to NAV valuation, and consistent investment activity. NCDL's portfolio is valu...
BDC Weekly Review: Leveraged Loan Defaults Rise To A 4-Year High
We take a look at the action in business development companies through the second week of January and highlight some of the key themes we are watching. BDCs faced a challenging week with a 2.5% dro...
Kayne Anderson BDC: Investment Activity And Share Repurchase Plan Can Lead To Growth
Kayne Anderson BDC offers a high dividend yield of 9.6% and focuses on middle market companies, aiming for high current income and capital appreciation. KBDC's diverse $1.9B portfolio, with no sing...
Goldman Sachs BDC, Inc. Schedules Earnings Release and Conference Call to Announce Fourth Quarter and Fiscal Year Ended 2024 Results
NEW YORK--(BUSINESS WIRE)--Goldman Sachs BDC, Inc. (“GS BDC”) (NYSE: GSBD) announced today that it will report its fourth quarter and fiscal year ended December 31, 2024 financial results after the...
Golub Capital: Not So Great Q4, But Still A Top BDC For Income
Golub Capital BDC trades at a slight discount to NAV, offering a solid buy opportunity for income-oriented investors despite economic challenges. GBDC's Q4 performance was strong, with adjusted net...
Goldman Sachs BDC: Price Drop Creates An Attractive Buying Opportunity
I maintain my buy rating on Goldman Sachs BDC due to its strong dividend coverage, diverse portfolio, and attractive valuation despite recent price declines. GSBD's portfolio is well-constructed, w...
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