CM Finance: Changes To Financing
Premium Free Activist News Debt Investor Dividend Best IdeasCM Finance juggles its debt arrangements to save money. Will that be enough to stave off future liquidity issues and maintain its distribution ?
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BDC Market Recap: Week Ended November 24, 2017
Premium Free Activist News Debt Investor Dividend Best IdeasBDC common stocks come out of the cellar. Fixed Income does the expected.
MVC Capital: Second “Dutch Tender” Launched
Premium Free Activist News Debt Investor Dividend Best IdeasMVC Capital launches its second stock buy-back of the year. Will this be enough to boost the stock price towards book value and satisfy its disgruntled “activist” shareholder ?
BDC Preview: Monday November 20, 2017
Premium Free Activist News Debt Investor Dividend Best IdeasBefore the open on Monday November 20, the BDC Reporter has a long laundry list of BDCs in its sights and for a host of reasons.
Market Recap: Week Ended November 17, 2017
Premium Free Activist News Debt Investor Dividend Best IdeasAnother wild week in BDC common stocks after most earnings released. Fixed Income has some stories of its own.
Quotable: OHA Investment Wraps Up Its Exposure To Energy
Premium Free Activist News Debt Investor Dividend Best IdeasA long, hard march for OHA Investment is coming to an end.
Main Street Capital: Issues Third Unsecured Note
Premium Free Activist News Debt Investor Dividend Best IdeasA popular BDC issues its third unsecured debt offering . It’s part of a sector-wide phenomenon, which we’ve been discussing for months.
Solar Capital: Baby Bond Redemption
Premium Free Activist News Debt Investor Dividend Best IdeasSolar Capital closes the books on its long dated Baby Bond. The BDC Reporter reviews and the BDC Activist adds its own 2 cents.
Alcentra Capital: Insider Sale & Stock Price Drop
Premium Free Activist News Debt Investor Dividend Best IdeasAn insider at Alcentra Capital undertakes a big move.
BDC Market: Stocks All Over The Place
Premium Free Activist News Debt Investor Dividend Best IdeasThe BDC Reporter reports from the front lines that BDC prices are jumping all over the place, and discusses what this might mean for investors.
Solar Capital: Prices New Baby Bond
Premium Free Activist News Debt Investor Dividend Best IdeasSolar Capital both issues and redeems. The latest developments reviewed and discussed.
American Capital Senior Floating: Dividend Outlook
Premium Free Activist News Debt Investor Dividend Best IdeasThe BDC Reporter has rated American Capital Senior Floating Rate’s dividend sustainability as At Risk for months. With the latest earnings release, we’ve taken a fresh look…
BDC Market Recap: Week Ended November 10, 2017
Premium Free Activist News Debt Investor Dividend Best IdeasA Wild, Wild, Week for BDC common stocks. Much less so for Fixed Income, but much activity pending.
CM Finance: Why We’re Concerned- Corrected Version
Premium Free Activist News Debt Investor Dividend Best IdeasCM Finance posted pretty good results and is optimistic about its outlook. The BDC Reporter is not.
Hercules Capital: What Next ?
Premium Free Activist News Debt Investor Dividend Best IdeasThe BDC Reporter’s unvarnished opinion about the change of heart over at Hercules Capital.
Alcentra Capital: What Went Wrong
Premium Free Activist News Debt Investor Dividend Best IdeasAlcentra Capital is the second BDC to implode in this earnings season. We look at what went wrong, what could get worse and what could go right.
BDC Earnings Season Recap: At The One-Third Mark
Premium Free Activist News Debt Investor Dividend Best IdeasWe are one-third of the way through BDC Earnings Season. Surprise ! Surprise ! Things have not gone as one might have expected.
BDC Market Recap: Week Ended November 3, 2017
Premium Free Activist News Debt Investor Dividend Best IdeasThe first week of BDC Earnings Season and the sector takes another dive down. We discuss who may still join Triangle Capital in reporting disastrous results, and much else. Fixed Income fares better, but the longer term trends should worry BDC debt holders.