The BDC sector dropped back again last week after a head fake the week before. We review the numbers and evaluate what we’ve been learning from the BDCs themselves all week and what remains unknown.
After a record week for BDC Fixed Income price drops, a reversal. We bring readers up to date on the ever changing numbers. Plus, we look ahead to what might happen under different scenarios, including the previously unthinkable.
The BDC sector reaches new lows not seen in over ten years but bounces part of the way back. Is the worse over ? The BDC Reporter argues that we’ve only just begun, and explains why.
The BDC Reporter sums up another remarkable week for BDC sector prices and looks forward at a time of maximum uncertainty.
The BDC Reporter annotates the just published Garrison Capital IVQ 2019 Conference Call transcript.
The BDC Reporter – using the resources of Advantage Data and its own research – analyzes BDC exposure to a segment of the oil & gas industry. Second in a series.
We re-publish a BDC Credit Reporter about the Chapter 11 exit of a portfolio company of Garrison Capital and Investcorp Credit Management and discuss one of the most favored strategies lenders are adopting when debt investments go awry.
The holiday shortened Christmas week was also the last full week of the year for the BDC sector. We recap where prices went in the few days the market was open and look back over the year as a whole. Yes, 2019 was a very good year overall for the BDC sector, but there’s more than that to consider, and we do.
We are back with the common stocks market recap just as the BDC sector ends November on a high note. Is BDC market enthusiasm justified by the recent fundamentals ?
Publicly traded Fusion Connect files for Chapter 11 after acquisitions go wrong. We discuss the impact on the two BDCs involved in the financing and what’s been happening to other bankrupt BDC portfolio companies.
Here are some of the latest developments amongst under-performing BDC companies since our last report filed April 22, 2019
Highlights from the last two days of BDC portfolio company news, and the possible impact on the multiple BDCs involved.
A quick update to an earlier Stock Watch of Garrison Capital, as the dividend cutting BDC reaches a new low.
Two BDCs are at historic new lows. The BDC Reporter details just how low, and reviews the reasons why and what might happen next.
The second week of BDC earnings season did not go as well as the first week. Several BDCs reported disturbing developments worth looking into, which we do.
