Workflow
百通(BDC)
icon
搜索文档
Hercules Capital: A Strong BDC Investment Pick (Rating Upgrade)
Seeking Alpha· 2025-05-14 01:02
公司分析 - Hercules Capital Inc (HTGC) 是当前市场上业务发展公司中的首选之一 与 Blackstone Secured Lending Fund (BXSL) 并列 [1] - 该公司为被动投资者提供稳健的投资选择 [1] 行业分析 - 业务发展公司(BDC)领域存在投资机会 重点关注高科技和早期成长型企业 [1] - 行业研究注重创新、颠覆性技术以及增长收购和价值股 [1]
Ares Capital: A Top BDC Choice For Income Investors
Seeking Alpha· 2025-05-11 11:48
公司业绩 - Ares Capital在2025年第一季度未能达到市场对其盈利和收入的共识预期 [1] - 公司在净投资承诺、覆盖率和资产负债表质量方面表现强劲 [1] - Ares Capital通过净投资支持了其股息支付 [1] 分析师持仓 - 分析师持有Ares Capital、BXSL、FSK的多头头寸,包括股票所有权、期权或其他衍生品 [1]
BDC Weekly Review: Bimodal Q1 Numbers Weigh On The Sector
Seeking Alpha· 2025-05-10 21:02
BDC市场周评 - 该内容为BDC市场周评系列的一部分 讨论BDC行业的市场活动 [1] - 分析角度包括自下而上(关注个别新闻和事件)和自上而下(提供整体市场概览) [1] - 提供系统性收益投资组合 兼顾收益率和风险管理考量 [1] 投资者工具与服务 - 提供交互式投资者工具 覆盖BDC 封闭式基金 开放式基金 优先股和婴儿债券市场 [2] - 发布投资者指南 涵盖封闭式基金 优先股和PIMCO封闭式基金 [2] - 提供2周免费试用服务 [2]
Ares Capital: Stalwart BDC Keeps Rolling Along With A Solid Q1 Result
Seeking Alpha· 2025-05-10 12:48
In this article, we discuss the latest quarterly results from the Business Development Company Ares Capital (NASDAQ: ARCC ). The company delivered a solid 2.1% total NAV return over Q1. We last covered the stock here .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 markets.Read our Investor Guides: to CEFs, Preferreds and PIMCO CEFs ...
Blue Owl Capital: Buy This BDC For 10%+ Yield And A Discount To NAV
Seeking Alpha· 2025-05-08 22:15
The market has been rebounding during earnings season as tariff and trade pressure seem to be less concerning than they once were. The Fed kept rates unchanged but is expected to start cutting this summer. I am looking for opportunities to front-runI am focused on growth and dividend income. My personal strategy revolves around setting myself up for an easy retirement by creating a portfolio which focuses on compounding dividend income and growth. Dividends are an intricate part of my strategy as I have str ...
Sixth Street Specialty Lending: A BDC Worthy Of Your Capital
Seeking Alpha· 2025-05-08 20:30
Just a month ago, Trump announced his tariff policy, flipping the table of global trade practices. It quickly escalated to a U.S. vs. China trade war, and there are no answers on where we will go next with all that “negotiations”.Welcome to Cash Flow Venue, where dividends do the heavy lifting! Blending my financial chops with the timeless wisdom of value investing (and love for steady income), I’ve built a rock-solid pillar in my financial foundation through dividend investing. I believe it’s one of the mo ...
Chicago Atlantic BDC, Inc. (LIEN) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
ZACKS· 2025-05-07 23:05
Chicago Atlantic BDC, Inc. (LIEN) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released ...
Golub Capital BDC At A Discount You've Been Waiting For
Seeking Alpha· 2025-05-05 06:49
文章核心观点 - 分析师认为股息投资是实现财务自由最直接和可行的途径之一,希望通过分享见解和经验帮助大家实现财务自由 [1] 公司相关 - Golub Capital BDC(NASDAQ: GBDC)是分析师在该行业中最喜欢的持仓之一,2024年大部分时间里其股价高于净资产价值 [1] - 分析师持有GBDC、ARCC、MSDL、BXSL股票的多头头寸 [2] 行业相关 - 分析师专注于科技、房地产、软件、金融和必需消费品等行业,曾为这些行业提供咨询并进行个人投资 [1]
Oaktree Specialty Lending: Staying Away From This BDC For The Remainder Of 2025
Seeking Alpha· 2025-05-04 20:42
文章核心观点 - 在利率虚高时期,商业发展公司是获取高收益的首选行业,但并非所有商业发展公司都一样 [1] - 拥有经典股息增长股票,再搭配一些商业发展公司、房地产投资信托基金和封闭式基金,是提高投资收益的高效方式,且总回报能与标准普尔指数相当 [1] 分析师背景 - 拥有超过15年投资经验,擅长分析市场中有利可图的机会,专注发掘高质量股息股票和有长期增长潜力的资产 [1]
BDC Weekly Review: BDCs Are Taking Advantage Of Wider Spreads
Seeking Alpha· 2025-05-03 11:44
文章核心观点 公司进行商业发展公司(BDC)市场每周回顾,从自下而上和自上而下两个角度讨论BDC行业市场活动,同时推荐相关产品和服务 [1] 分组1 - 产品与服务推荐 - 推荐探索公司的收益投资组合,其在设计时考虑了收益率和风险管理 [1] - 推荐使用公司强大的交互式投资者工具来探索BDC、封闭式基金(CEF)、开放式基金(OEF)、优先股和小额债券市场 [1] - 推荐阅读公司关于封闭式基金、优先股和太平洋投资管理公司(PIMCO)封闭式基金的投资者指南 [2] 分组2 - 免费试用 - 提供两周免费试用,可无风险体验公司服务 [2]