A major realized loss for Ares Capital and – to a much lesser degree – for three other BDCs – discussed.
The BDC Reporter discusses three key issues to look out for when Solar Senior Capital reports its IIIQ 2019 results. Extracted from our exclusive – and exhaustive – BDC Earnings Preview Calendar.
A BDC winning streak comes to an end this week, but the market remains buoyant nine months into the year. Little in the way of major developments to report, but credit continues to be a source of concern “maybe not today, maybe not tomorrow, but soon”.
There was a paucity of news affecting the BDC sector in the week ended September but developments out of the SEC could change price dynamics.
The BDC sector has a very good week almost across the board, despite few developments as investors jockey for position before earnings season. We discuss at length one factor that could prolong the rally and briefly (teasingly ?) mention another.
Another good week for the BDC Sector and most of its constituents, as the rally marches on. We discuss myriad metrics and look at the length of the runway.
Up, down and all around the BDC Sector moves in this past week. However, the Ides of March still point mostly to Down, as we illustrate.
Busy BDC News Day with Medley Capital’s full year earnings at the forefront. We preview our MCC view and that of National Securities then discuss two expected dividend announcements ; a resetting CLO and a heap of insider share purchases and more besides. We also update our Premium readers on why we bought two Baby Bond issues, and updated the Fixed Income Table.