Brief updates on TPG Specialty and Main Street Capital.
No news to speak of, but much going on in the markets for BDC stocks and many earnings releases to come. One BDC falls a little further down a steep slope.
The BDC Reporter comments about an article just published on “Heard On The Street” about where the BDC sector is headed and whether investors should follow or pass.
Harvest Capital is the third BDC to cut its distribution in 2018. The BDC Reporter- which had an AT RISK rating – updates its Dividend Outlook for the rest of 2018.
BDC Fixed Income stands firm and trends develop behind the scenes that could reshape the whole sector. Plus, a preview about new coverage by the BDC Reporter.
BDC common stocks step away from the precipice, but only a couple of steps…
The BDC Reporter curates the most interesting information in Ares Capital’s 10-K. There’s a small mountain of facts and analysis to read but it beats reading the 10-K itself cover to cover.
A brief update on BDC news and market changes in the face of higher inflation.
BDC common stocks continue to bob around. Two BDCs have good results to announce. We discuss both.
Oaktree Strategic Income cuts its distribution – the second BDC this year just 6 weeks in. Are we done with the payout reductions at OCSI ?
When all about them were losing their heads, BDC Fixed Income investors did almost nothing during a turbulent week. Can this last ? We have a view…
BDC common stocks go on a wild ride. Where to next ? We play out two very different scenarios.
PennantPark Floating Rate hits a 52 Week Low. Oversold or not ? We weigh in.
Oaktree Specialty Lending cuts its distribution as we projected months ago. Will the new level hold for another year ? We update the Dividend Outlook
After the latest earnings we take a second look at our Dividend Outlook for Medley Capital.
BDC Reporting on the run.
Horrible week to be a BDC common stock investor. We count the ways, but offer up some hope to both existing and prospective investors.
The BDC Fixed Income segment is battered and bruised – but still standing. We discuss the phenomenon and answer the question: For how much longer ?
Fidus Investment is trading close to a 52 Week Low and has just issued new Baby Bonds. We ask if either the common stock or debt is a Good Buy ?