百通(BDC)

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Why BDC Bulls Should Stay Away From BIZD
Seeking Alpha· 2025-05-29 21:15
Roberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic capital markets. Other policy-level work includes the development of national SOE financing guidelines and framework for channeling private capital into affordable housing stock. Roberts is a CFA Charterholder, ESG inves ...
Barings BDC: Dividend Cut Risk Is High, I'm Avoiding This One
Seeking Alpha· 2025-05-28 21:15
Barings BDC (NYSE: BBDC ) is a well-known BDC with a relatively long track-record (i.e., publicly traded since early 2007). It also has a decent NAV base of ~$1.2 billion, which exceeds the sector median by ~40%. The dividends have Roberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of ...
Goldman Sachs BDC: Excessive NAV Discount
Seeking Alpha· 2025-05-28 01:35
Goldman Sachs BDC (NYSE: GSBD ) reported weaker-than-expected NII results for the BDC’s first fiscal quarter on May 8, 2025. The investment firm with a focus on first-lien debt supported its regular dividend with net investment income, but did notAnalyst’s Disclosure: I/we have a beneficial long position in the shares of GSBD, ARCC, BXSL, OBDC, FSK either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for ...
Fidus Investment: Solid Q1 Earnings Indicate Resilience For This BDC
Seeking Alpha· 2025-05-27 18:01
I've covered a handful of Business Development Companies over the last quarter and since Fidus Investment (NASDAQ: FDUS ) recently reported its Q1 earnings for 2025, I wanted to take this as an opportunity to reassess the BDC'sFinancial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 15 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering high quality dividend stocks and other assets that offer po ...
Crescent Capital BDC: NAV Decline Continues Following Q1 Earnings
Seeking Alpha· 2025-05-26 18:39
投资组合优化 - 投资组合中筛选表现较差的商业发展公司(BDCs)并重新评估行业内其他知名公司 [1] - 通过经典股息增长股票为基础并加入BDCs、REITs和封闭式基金以提升投资收入效率 [1] - 采用增长与收入混合策略使总回报率与标普500指数持平 [1] 投资策略分析 - 专注于挖掘高质量股息股票及其他具备长期增长潜力的资产 [1] - 通过15年市场经验分析高收益投资机会 [1] - 构建兼顾收入增长与资本增值的复合型投资体系 [1]
Crescent Capital BDC: Latest Quarter A Clear Sign Of A Weakening Economy (Rating Downgrade)
Seeking Alpha· 2025-05-24 18:45
With the recent GDP report showing negative growth for the first time in 3 years last month, I think this is a sign of a potential recession. Despite consumer spending remaining resilient for the better part of 3 years, IContributing analyst to the iREIT+Hoya Capital investment group. The Dividend Collectuh is not a registered investment professional nor financial advisor and these articles should not be taken as financial advice. This is for educational purposes only and I encourage everyone to do their ow ...
BDC Weekly Review: NII Is Stabilizing
Seeking Alpha· 2025-05-24 18:00
Welcome to another installment of our BDC Market Weekly Review, where we discuss market activity in the Business Development Company [BDC] sector from both the bottom-up–highlighting individual news and events – as well as the top-down – providing an overview of the broader market.Check out Systematic Income and explore our Income Portfolios, engineered with both yield and risk management considerations. Use our powerful Interactive Investor Tools to navigate the BDC, CEF, OEF, preferred and baby bond mark ...
Goldman Sachs BDC: Widely Underrated
Seeking Alpha· 2025-05-23 23:14
In my last piece on business development company Goldman Sachs BDC Inc. (NYSE: GSBD ), I recommended the BDC’s stock as a ‘Buy’ to passive income investors. This stock classification was supported by Goldman Sachs BDC lowering its incentive fee, which createdA financial researcher and avid investor with a keen eye for innovation and disruption, as well as growth buy-outs and value stocks. Keeping an eye on the pace of high tech and early growth companies, I write about current events and the biggest news su ...
Nuveen Churchill Direct Lending: This High-Yielding BDC Remains Undervalued
Seeking Alpha· 2025-05-23 21:11
ADS Analytics is a team of analysts with experience in research and trading departments at several industry-leading global investment banks. They focus on generating income ideas from a range of security types including: CEFs, ETFs and mutual funds, BDCs as well as individual preferred stocks and baby bonds.Analyst’s Disclosure: I/we have a beneficial long position in the shares of NCDL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinio ...
Kayne Anderson BDC: Q1 Earnings Weaken Appeal (Rating Downgrade)
Seeking Alpha· 2025-05-23 13:21
Business Development Companies have been one of the best sectors to capitalize on the higher interest rate environment. The sector has experienced increased demand and this has caused many high quality BDCs to trade at a premium valuation. However, KayneFinancial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 15 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering high quality dividend stocks and ...