My Dividend Horse BDC Yields 8%: Ares Capital
Ares Capital is one of my oldest holdings – ARCC provides massive income and strong total returns. The value you unlock from your holdings over time can massively outweigh the price you pay to buy shares. The mistake many make is being too short-sighted.
BDC Weekly Review: Markets Care More About Income
We take a look at the action in business development companies through the first week of February and highlight some of the key themes we are watching. BDCs underperformed this week with a total return of around -1%, diverging from other income sectors buoyed by rising Treasuries. Market reaction to earnings highlights a focus on income over total NAV return, as seen with ARCC and GBDC's recent performance.
Why 8%-Yielding Ares Capital Corporation Is Arguably The Most Expensive BDC
Ares Capital boasts impressive long-term total returns and consistent NAV per share growth, outperforming the broader BDC sector and the S&P 500. Despite ARCC's strong performance, we think it is significantly overvalued right now. We share four reasons why it is arguably the most expensive BDC right now.
Hercules Capital: Hybrid Strategy Crafts A BDC Winner
Hercules Capital brings a conservative yet flexible BDC strategy and a focus on innovative companies as dealmaking targets. The leadership team boasts extensive and varied financial experience. Its track record should create confidence for investors. Hercules' business strategy is based on a selective approach to dealmaking, consistent liquidity maintenance and flexible loan structuring fit to target company situations.
Why BDCs Is My Favorite Sector To Invest For Durable Income
The BDC segment is my favorite area to invest for high and durable income. In fact, my highest-conviction investment is a BDC. In this article, I discuss several structural reasons why, in my view, BDCs just have to be integrated into income-oriented portfolios. Plus, I provide 12 points to focus on when investing in BDCs for maximized income, protected downside and sustainable growth.
BDC Weekly Review: The IMF Wants To Look At PIK
We take a look at the action in business development companies through the last week of January and highlight some of the key themes we are watching. BDCs had a strong January, with a nearly 5% average return, supported by an unwinding of expected rate cuts and positive market tone. The IMF will be scrutinizing PIK loans for potential financial stability risks.
Belden Inc. (BDC) Q4 2024 Earnings Call Transcript
Belden Inc. (NYSE:BDC ) Q4 2024 Earnings Conference Call February 6, 2025 8:30 AM ET Company Participants Aaron Reddington – Investor Relations Ashish Chand – President and Chief Executive Officer Jeremy Parks – Senior Vice President and Chief Financial Officer Conference Call Participants Mark Delaney – Goldman Sachs Steven Fox – Fox Advisors William Stein – Truist Securities Rob Jamieson – Vertical Research Partners Operator Ladies and gentlemen, thank you for standing by. Welcome to this morning's Belden Report Fourth Quarter 2024 Results.
Belden (BDC) Tops Q4 Earnings and Revenue Estimates
Belden (BDC) came out with quarterly earnings of $1.92 per share, beating the Zacks Consensus Estimate of $1.67 per share. This compares to earnings of $1.46 per share a year ago.
BDC Dividends: One Is Likely To Go Up, One Is About To Get Cut
BDCs are primarily income-producing assets. When the market conditions become very favorable, as in 2022/2023, BDCs can also deliver income growth and tangible price returns. Yet, the prevailing market environment is not accommodative for BDCs.
BDC Weekly Review: 2 Positives In NCDL Bond Issuance
We take a look at the action in business development companies through the fourth week of January and highlight some of the key themes we are watching. BDCs had a strong week with a 1.5% total return, led by TCPC and GSBD, while OBDC faced pressure from merger-related gains. Nuveen Churchill Direct Lending issued a $300m bond, likely to reduce interest expenses and increase leverage, signaling management's confidence in the portfolio.
5 BDC Investment Criteria And 3 Picks I'd Recommend For Retirees
As a BDC bull, I've to admit that most BDCs are not good enough for being included in a durable retirement/passive income portfolio. In the article I share 5 specific criteria that we have to comply with to minimize dividend cut risk. I also share 3 concrete BDC picks, which I could easily see being included in the retirement income mix.
If I Could Only Buy 1 REIT, 1 BDC And 1 MLP
I love investing in REITs, BDCs and MLPs. They enjoy tax benefits and deliver high and sustainable yields. I share my favorites in each sector right now.
