Ticker

In the article I analyze insider buying activity and acquisition trends across multiple BDCs. The overarching conclusion provides yet another supportive element to my structural BDC bull case. Apart from the macro-level view, I share two key (more nuanced) takeaways which have crystallized from the insider transaction activity of these 20 BDCs.

I have gathered 20 BDC short interest statistics. What I found out surprised me - i.e., my top (quality) BDC picks are among the most shorted ones. In the article I've unpacked this situation and explained the potential drivers from the short sellers' perspective.

Sixth Street Specialty Lending is upgraded from Hold to Buy, driven by robust dividend coverage and a justifiable 8.4% premium to NAV. TSLX's fundamentals remain solid with a 10% yield, 113% dividend coverage, and strong liquidity, despite recent declines in net investment income and NAV. Portfolio risk remains contained with non-accruals under 1% and a declining leverage ratio, but economic uncertainty and…

I spotlight 35 low-priced Dividend Power 'dogs' with robust yields and reasonable valuations, emphasizing six 'safer' picks where free cash flow covers dividends. Analyst forecasts project 41.67% to 96.55% net gains for the top ten Dividend Power stocks by April 2027, with an average estimated return of 59.49%. All 35 Dividend Power stocks show annual dividends from $1,000 invested exceeding their single share…

Stress is building in the private credit sector, but some analysts see a buying opportunity in publicly traded business development companies.