The BDC Sector bounces back after 5 weeks of decline. Just a head fake on the way to new record lows or the beginning of a new rally ?
As goes the major indices, so goes the BDC sector. This week, the general markets headed sharply south…We discuss where the BDC sector using both short term and long term lenses; and looking both backwards and forwards.
We say R.I.P. to the BDC sector rally and take a snapshot of where we are on the brink of earnings season and foretell – as best we can – what investors might expect from prices, earnings and credit.
A big swing down in the BDC sector, in sympathy with the major markets all but ends the eight month rally. We provide all the sorry details while keeping an eye on what the fundamentals are telling us.
A bad, bad week for BDC common stock investors. The BDC Reporter counts the ways and boldly/foolishly answers the $64,000 question: are we headed for a major sectoral drop ?
The weekly data suggests a softening BDC common stock sector, as do some medium term trends. However, the BDC Reporter – for the moment – has not given up on the 7 month-long rally.
The BDC Sector, after a brief downturn, resumes an upward path that dates back to the spring. That’s not surprising but readers might not expect what we have to show about the connection between adoption of higher leverage and BDC stock prices in recent months.
In the first full week after the summer BDC common stocks remain stuck in a narrow range. Plenty of individual stock activity to discuss and an unchanged outlook.
A pull-back in the BDC sector in this holiday shortened week, and a couple of unexpected developments. To the BDC Reporter,though, the outlook remains the same.
No summertime blues for the BDC sector, which closed out the summer still in rally mode. We review the metrics and the outlook as investors return from the beach.
This was a quintessentially quiet week for the BDC common stock sector, with a few exceptions which we discuss, including a couple of contrarian calls. As we approach Labor Day, which way will market sentiment go ? We have a view.
With earnings season essentially done, the BDC sector has remained remarkably unchanged, with a few notable exceptions. The BDC Reporter looks back on the week, and projects forward.
Second quarter earnings season is pretty much over, but is the BDC rally ? The BDC Reporter is unusually forthright on the subject.
The first week of BDC earnings season maintains the BDC rally. The BDC Reporter looks both at the sector’s short and long term prospects, while offering up all sorts of numbers you won’t find anywhere else.
A mixed week in the BDC sector but the trend is still to the upside. The BDC Reporter also discusses the monumental changes underway amongst the bigger BDCs and what that might mean for the future.
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.
The BDC mini rally hangs in there for another week. We discuss who was up and who was down and the lessons learned. Plus, we provide our best guess as to the short term outlook.
A short, but positive week for BDC common stocks. Looking forward to earnings season, the BDC Reporter sees more daylight ahead.
Mixed messages about the short term direction of the BDC Sector. The BDC Reporter, though, quantifies how drastically the shape of the sector will change in the next 2 years and which could yet cause BDC prices to shift.
Contradictory data about the direction of the BDC common sector, but the trend seems more to the downside than the upside.
