The new year begins modestly for BDC common stocks, but there are winners and losers worth mentioning. Fixed Income issues are stable – as always – but face an existential dilemma.
Three BDCs have reached 52 Week lows. We discuss what that might say about the BDC Sector and how investors might want to approach the market.
From our BDC daily news gathering we answer such questions as “Who’s Worried About Their Stock Price”; “Who’s Booking Big Fees In IQ 2018 ?” and “Who’s Making Changes In The C Suite ?”. And more.
We take a fresh look at Capitala Finance’s dividend sustainability and review all the moving parts. Will we change our 2018 outlook ? Will you after reading through the variables ?
2017 is in the history books. We discuss in great detail how the week – and year – went for BDC common stocks. BDC Fixed income gets a more cursory weekly update. Next week we’ll look both back and forward.
We review what we’ve been saying about Apollo Investment all year in 2017. Have we been too cautious or just early ? 2018 will tell us.
We look back at a year in the life of American Capital Senior Floating – now under new management with a different name – and what the BDC Reporter had to say.
A review of the BDC Reporter’s news, views and analysis of Alcentra Capital in 2017, and a peek into what to expect in 2018. We were (mostly) prescient…
CM Finance is trading way below book but has just received a green light to raise more capital from its shareholders, not all of whom have the same interests. A very intriguing Christmas Story.
There’s no joy to be had in the BDC common stocks sector this week or this year. BDC Fixed Income investors, though, have much to be grateful for.
The BDC Reporter puts on its BDC Activist hat to review highlights of Medley Capital’s Annual Proxy. Shareholders of MCC – whose stock price is close to the All Time Low – might not be greatly encouraged…
As investors are otherwise engaged at year end, the most important BDC News is that common stock prices are behaving in unexpected ways. First signs of another sector step-down or a seasonal phenomenon ?
Good news for Prospect Capital: a very big loan is being repaid. Bad news too: a very big loan is being repaid. We explain why good news is bad news for the most controversial BDC.
The BDC Reporter adds a unique feature for Premium subscribers: the 12 Month dividend sustainability outlook for 46 public BDCs. We are both providing a rating for every name and will be updating our analysis on a real-time basis as the BDC world turns. Along with the constantly updated BDC Daily News and the BDC Fixed Income Table, this is our third unique feature for Premium readers. We encourage our free subscribers to check out the new Dividend Outlook Table by signing up for the BDC Reporter’s 14 Day Free Trial.
OHA Investment dispels a rumor. Shares traded spike and the stock price drops hugely. And we’re only minutes into the trading day.
BDC common stocks fighting an undertow and Fixed Income slips too- just a little.
Catching up on the flood of BDC news, we focus on 4 stories. More on the hook-up of two financial giants; two dividend announcements from BDCs going through business transitions and those continuing outsized insider purchases at one of the industry’s biggest players.
Four BDC stocks are headed to record lows and two are breaking to the upside. BDC price volatility is back with bells on. We discuss each stock in turn.
Capital Southwest goes to the debt raising well. We’ve got details, analysis and an unusual dilemma for prospective investors.
The only advertising you’ll ever see on the BDC Reporter and that’s to offer a 14 Day Free Trial to everyone. Happy Holidays.