Portfolio Company of 4 Business Development Companies Files Chapter 11
Premium Free Activist News Debt Investor Dividend Best IdeasA portfolio company of 4 BDCs files for Chapter 11 and we consider the implications.
Special Situation Strategy: 3 Watch List Opportunities
Premium Free Activist News Debt Investor Dividend Best Ideas3 Special Situation opportunities and 1 removal.
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Dividend Outlook: Capitala Finance
Premium Free Activist News Debt Investor Dividend Best IdeasAs we expected, Capitala Finance takes an axe to its dividend. The BDC Reporter updates its Dividend Outlook rating and looks at the prospects for the whole sector in the year ahead.
MVC Capital: Dissident Shareholder Makes Its Case
Premium Free Activist News Debt Investor Dividend Best IdeasA dissident shareholder at MVC Capital makes its case about how the BDC should be run.
BDC Market Recap: Week Ended September 29, 2017
Premium Free Activist News Debt Investor Dividend Best IdeasBDC common stocks cause a September Surprise. Fixed Income is all over the place.
BlackRock Investment: Investment Returns Disclosed
Premium Free Activist News Debt Investor Dividend Best IdeasBlackRock Capital calculates returns one way. We take a different perspective and come out on the opposite side of what was intended.
BDC Wrap-Up: Wednesday September 27, 2017
Premium Free Activist News Debt Investor Dividend Best IdeasAnother new Baby Bond gets issued, a loan booked and a Revolver increased. Plus, a BDC in full “turnaround” schedules its next release date.
Horizon Technology Finance: Issues New Baby Bond
Premium Free Activist News Debt Investor Dividend Best IdeasA BDC issues new, cheaper unsecured notes, but has anything changed ?
MVC Capital: Proxy Filing And Shareholder Proposal
Premium Free Activist News Debt Investor Dividend Best IdeasMVC Capital stares down an activist shareholder.
BDC Wrap-Up: Monday September 25, 2017
Premium Free Activist News Debt Investor Dividend Best IdeasAn analyst is unmoved and a BDC that has fallen a very long way drops a little further.
BDC Market Recap: Week Ended September 22, 2017
Premium Free Activist News Debt Investor Dividend Best IdeasBDC common stocks rebound. Or do they ? However, BDC Fixed Income issues are both in a state of frequent change and remain just the same.
BDC Wrap-Up: Friday September 22, 2017
Premium Free Activist News Debt Investor Dividend Best IdeasAn activist pops up unexpectedly; a dividend surprise and a comeback. Plus, we complete a tri-fecta.
Gladstone Capital: New Term Preferred Completed
Premium Free Activist News Debt Investor Dividend Best IdeasGladstone Capital completes its Term Preferred refinancing and we discuss how we invested.
BDC Wrap-Up: Wednesday September 20, 2017
Premium Free Activist News Debt Investor Dividend Best IdeasA BDC raises less debt than expected, another gets its rating re-affirmed and much more.
Gladstone Capital : Prices New Term Preferred
Premium Free Activist News Debt Investor Dividend Best IdeasGladstone Capital prices its latest Term Preferred and surprises us on both amount raised and yield. (This is a follow-up on a September 19 article).
BDC Wrap Up: Tuesday September 19, 2017
Premium Free Activist News Debt Investor Dividend Best IdeasA new Term Preferred comes to market; S&P has a negative outlook and a small BDC makes a big price move.
Gladstone Capital: New Preferred Issue
Premium Free Activist News Debt Investor Dividend Best IdeasGladstone Capital about to tap the Term Preferred market for a third time with significant implications for its earnings and balance sheet.
OHA Investment: Can This BDC Be Saved ?
Premium Free Activist News Debt Investor Dividend Best IdeasWe update and revisit OHA Capital shortly after the stock price dropped to an all-time low, but is now shooting up…
BDC Wrap-Up: Monday September 18, 2017
Premium Free Activist News Debt Investor Dividend Best IdeasA new Baby Bond surprises and an e-mail change option for all subscribers, amongst other issues.