The BDC Reporter reports from the front lines that BDC prices are jumping all over the place, and discusses what this might mean for investors.
On September 1, 2017 CM Finance (CMFN) filed its Preliminary Proxy. The BDC Reporter reviewed the document and highlights the key items of interest to shareholders; analyzes the issues raised in the filing and offers up its own view to shareholders on how to vote.
Capital Southwest gets an analyst upgrade and increases its distribution.
The BDC Reporter update for Wednesday August 30, which includes a number of BDC briefs, and the release to all readers of our Market Recap from a month ago. BDC News Of The Day subscribers will be getting an in-depth analysis of the challenges facing Capital Southwest following an analyst upgrade.
Reviewing the sustainability of Prospect Capital’s dividend.
Here is what the BDC Reporter is working on for Friday August 25, 2017. We prepare an update on Harvest Capital’s Baby Bonds for BDC News Of The Day and briefly discuss minor items – unless you don’t like BDCs selling stock below book- at Gladstone Investment and Triangle Capital. We discuss the stocks we are tracking and alight on Prospect Capital – just before its much ballyhooed earnings release.
The news for the week begins with an increased distribution from Newtek Business Services. We provide details, and analysis of the newer, idiosyncratic BDC’s dividend history. We follow up with a discussion of dividend policy strategies in the BDC sector and point out some of the trade-offs involved in each approach, and where Newtek sits.
The BDC Reporter takes a break from dissecting the daily news and takes a look back at the latest BDC earnings season – which is mostly complete bar a few stragglers – and comes up with a few Big Picture observations. We’re not pulling any punches and pointing out a few hard truths which readers may find enlightening or maddening, or both.
The BDC Reporter discusses 3 BDC stocks “on the move” and uses the opportunity to describe our own investment approach and current rationales about each name in turn.
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