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Ares Capital: Another Strong Quarter Despite A Decline In Net Income
Seeking Alpha· 2024-06-05 22:06
DKosig In this article, we discuss the latest quarterly results from the Business Development Company ("BDC") Ares Capital (NASDAQ:ARCC). The company delivered a strong 4.1% total NAV return over the quarter, once again beating the average BDC in our coverage. ARCC trades at a 9% dividend yield and has a core earnings yield of 10.3%. Its price trades at a 9% premium to book, in line with the average in our coverage, though above the median. The portfolio sector allocation is fairly typical of BDCs, with ...
I'm Buying Up To 10% Yield For Robust Payback
Seeking Alpha· 2024-06-05 20:10
SashkinwIt pays to think like a business owner when it comes to investing in stocks. Some entrepreneurs will start a business with the end goal of selling it for a high price, much like investing in growth stocks like NVIDIA (NVDA) today. Most successful entrepreneurs tend to be keenly aware of cash flows and getting paid from the business in return for their efforts, much like investing in value stocks that throw off decent cash flow through dividends. Entrepreneurs/investors who focus on cashflows ten ...
DIY Returns: 3 Dividend Stocks to Patch Up Your Portfolio's Weak Spots
Investor Place· 2024-06-04 18:40
While traders are naturally attracted to high-growth stocks that deliver impressive returns, savvy investors prefer dividend stocks. Growth stocks can be highly rewarding if picked correctly, but they also carry greater risk. Focusing solely on growth means a portfolio may have vulnerabilities if market conditions change unexpectedly. Therefore, buying dividend stocks as part of an overall trading strategy is prudent. It provides more stability and reliable returns on investment.Dividend stocks can perform ...
Five 6-9% Low-Risk Yields To Avoid In May 2024
seekingalpha.com· 2024-05-28 19:05
porcorex Before I begin this article, I would like to clarify that I'm writing it from the perspective of a total return-oriented value investor who focuses on the high-yield sector. As I detailed in a recent article, I believe that it is one of the easiest sectors to consistently win in by pursuing a highly concentrated, actively managed investing strategy. That said, for investors who purely care about generating passive income from quality stocks and do not like to trade much, especially for the sake of ...
Income Icons: 3 Ultra-High Yield Stocks to Buy Hand Over Fist
investorplace.com· 2024-05-27 23:17
Investors should never chase yield. Buying a dividend stock simply because it offers significantly higher-than-average yields will only set you up for problems. That’s because high-yield stocks often have problems. You can see why this is by looking at how yield is calculated.To find a dividend stock’s yield, you divide the amount of dividends per share a company pays by the stock’s price per share. So, if a stock’s price falls the yield rises. And of course, if a stock’s price is falling there could be som ...
Ares Capital: Strong Performance And Low Leverage Signal Higher Dividends
seekingalpha.com· 2024-05-25 04:35
Kasia75/iStock via Getty Images Ares Capital (NASDAQ:ARCC), a very large business development corporation ('BDC'), continues to report stellar earnings when compared to the size of the dividend. We publish extensively about Ares, in large part because this is by far our largest BDC holding. Ares, in a simple description, thrives on two market conditions, demand strength, or the economy and interest rates. The company employs a lot of floating rate loans with spreads tending to increase under higher rates. I ...
The Secret Sauce Of The Best-Performing BDCs
seekingalpha.com· 2024-05-21 19:05
公司核心竞争力 - 资本西南公司(CSWC)和主街资本公司(MAIN)是长期总回报表现最佳的公开交易业务开发公司 [1] - 二者都是业务开发公司可免企业税且将至少90%应税收入支付给股东 [3] - 二者为内部管理费用率远低于外部管理同行 [3] - 二者因内部管理结构优势和资本分配记录股价较资产净值(NAV)有显著溢价可增值发行股票 [3] - 主街资本通过战略股权投资和资产管理业务为股东创造财富 [3] - 资本西南公司目前对高级担保贷款的敞口更大更保守 [3] - 二者长期承销表现强劲且资产负债表强劲 [3] 公司估值对比 - 资本西南公司目前股息率为8.77%主街资本为5.92% [4] - 主街资本较资产净值溢价64.69%资本西南公司为54.98% [4] - 二者较历史平均水平都估值较高 [4] - 资本西南公司当前股息率更高且更保守相对主街资本价值更高 [4] 行业面临挑战 - 行业面临长期高利率的逆风 [4] - 行业竞争加剧大型资产管理公司涌入 [4] - 经济压力增大地缘政治风险和债务增加可能导致衰退 [4][5] 投资者观点 - 二者都是蓝筹公司有长期良好业绩 [6] - 二者目前估值较高且行业逆风下近期难有高表现 [6] - 其他业务开发公司虽表现不错但没有二者的内部管理优势 [6]
2 Blue Chips To Buy And Hold, Up To 9% Yield
seekingalpha.com· 2024-05-20 21:00
Vertigo3d Buying blue chip stocks can be a path to attaining wealth, but it can also come with plenty of pitfalls. That’s why it’s important to set a distinction between the company and its stocks. For example, high-flying winners of today like Nvidia (NVDA) are indeed great companies, but only for those who believe that the stock is deserving of the many multiples of earnings that it currently trades at. For more conservative income investors, buying blue chips that also pay a meaningful dividend and a ...
Top Wall Street analysts like these 3 dividend stocks for high yields
cnbc.com· 2024-05-19 18:52
Traders work on the floor of the New York Stock Exchange during morning trading on May 17, 2024 in New York City.A favorable consumer price index report for April lifted investors' hopes for rate cuts from the Federal Reserve – and that environment could prove favorable for dividend-paying stocks.A lower interest rate environment makes dividend payers more compelling to income investors, especially because those stocks would be offering competitive yields versus those of Treasurys.Recent results reported by ...
Buy High Yields From The Greek Gods Of Income
seekingalpha.com· 2024-05-16 19:35
MAXIM ZHURAVLEV/iStock via Getty Images Co-authored by Treading Softly. Amongst the pantheon of gods, demigods, and their various children throughout Greek mythology, two of the gods are rarely seen together. One is the god who we often attribute to the sun, and the other is the god of war. Apollo and Ares have a unique relationship, only really appearing in a few myths together, and otherwise being completely apart from each other, but playing important roles, nonetheless. When it comes to the market, ...