BDC Investor: Best Long Term Income Idea
Premium Free Activist News Debt Investor Dividend Best IdeasThe BDC Reporter offers one of its Best Ideas for long term income investors with a potential double digit annual return, while highlighting the risks involved and the importance of timing the purchase right.
BDC Wrap-Up: Wednesday August 22, 2018
Premium Free Activist News Debt Investor Dividend Best IdeasA quiet day for BDC common stocks and for the sector as a whole. Nonetheless, there was a big development at Capitala Finance we reviewed in-depth, two developments in BDC Fixed Income and we made two investment choices to boot.
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Capitala Finance: Two Portfolio Investment Exits
Premium Free Activist News Debt Investor Dividend Best IdeasCapitala announces two portfolio company exits. We analyze the news in the wider context of the BDC’s attempted turnaround and portfolio repositioning.
BDC Wrap-Up: Tuesday August 21, 2018
Premium Free Activist News Debt Investor Dividend Best IdeasWe wrap up Tuesday with a new Baby Bond in the offing; a request to the SEC for further leniency; a look at who was up in price on the day and what the BDC Reporter thinks of a couple of hot stocks.
Saratoga Investment: To Issue New Baby Bond
Premium Free Activist News Debt Investor Dividend Best IdeasSaratoga Investment is to issue a second Baby Bond. In advance of getting all the details, we analyze and discuss risk and return.
BDC Wrap-Up: Monday August 20, 2018
Premium Free Activist News Debt Investor Dividend Best IdeasThe BDC Reporter wraps up Monday August 20 with news of a new exciting feature; multiple updates on last week’s developments and several other noteworthy items.
BDC Fixed Income Market Recap: Week Ended August 17, 2018
Premium Free Activist News Debt Investor Dividend Best IdeasThe BDC Fixed Income market barely budged on the week, but conditions are ripening in the short term for a modest shift in price levels. Longer term there are still many uncertainties that could swing the market any number of ways.
BDC Common Stocks Market Recap: Week Ended August 17. 2018
Premium Free Activist News Debt Investor Dividend Best IdeasWith 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.
Gladstone Investment Issues New Term Preferred
Premium Free Activist News Debt Investor Dividend Best IdeasGladstone Investment issues a new Term Preferred to redeem two existing issues. We provide details, analysis and a couple of predictions.
Alcentra Capital : Dividend Outlook
Premium Free Activist News Debt Investor Dividend Best IdeasAfter reviewing Alcentra Capital’s latest results, the BDC Reporter affirms its previous Dividend Outlook for the next 12 months. We provide multiple reasons.
BDC Fixed Income Market Recap: Week Ended August 10, 2018
Premium Free Activist News Debt Investor Dividend Best IdeasBDC Fixed Income crawls up in price even as the segment shrinks in size. The BDC Reporter remains optimistic.
BDC Common Stocks Market Recap: Week Ended August 10, 2018
Premium Free Activist News Debt Investor Dividend Best IdeasSecond quarter earnings season is pretty much over, but is the BDC rally ? The BDC Reporter is unusually forthright on the subject.
BDC Round-Up: Week Ended August 10, 2018
Premium Free Activist News Debt Investor Dividend Best IdeasAs BDC earnings season winds down, the BDC Reporter – which has been busy keeping up with every release – discusses some of the major trends showing up in this ever more popular sector of the credit market.
Breaking News: Why We Sold Medley Capital
Premium Free Activist News Debt Investor Dividend Best IdeasA lot has happened at Medley Capital since Thursday night’s close and caused us to sell off a position in the common stock in a hurry. We explain why we bought and why we sold.
Stock Watch: Barings BDC
Premium Free Activist News Debt Investor Dividend Best IdeasThe former Triangle Capital is now trading as Barings BDC, LLC with a new ticker and at a new low following a shareholder distribution. What to do ?
BDC Fixed Income Market Recap: Week Ended August 3, 2018
Premium Free Activist News Debt Investor Dividend Best IdeasBDC Fixed Income moved up modestly in quiet week. However, changes are underway in how some BDC debt is rated which could have major implications.
BDC Common Stocks Market Recap: Week Ended August 3, 2018
Premium Free Activist News Debt Investor Dividend Best IdeasThe 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.
Early Highlights From IIQ 2018 BDC Earnings Season
Premium Free Activist News Debt Investor Dividend Best IdeasNine BDCs have reported earnings through the close on August 2, 2018. We’ve got the highlights, the lowlights and an early idea of where the BDC sector is headed.
Stock Watch: Oxford Square Stock Price Drops
Premium Free Activist News Debt Investor Dividend Best IdeasOxford Square reports higher earnings than last quarter. The stock price drops. We offer an explanation why and share a theory.