12% Yield And Big Buyback: Dividend Stocks I Am Buying Hand-Over-Fist
I love stocks that pay big dividends and buy back a lot of stock. I share some dividend stocks that meet these criteria. I detail why they are compelling buys right now.
Dividend Cut Alert: 13-14% Yields Getting Too Risky
Sky-high dividends of 13-14% are appealing but often come with significant risks. I discuss two stocks that have fully covered 13% and 14% yields that have a lot going for them and look deeply undervalued. However, I believe their dividends are at risk of getting cut soon.
14% Dividend Yields: 1 To Buy And 1 To Sell
High-yield dividend stocks can powerfully boost passive income. However, they come with significant risks, especially when yields exceed 10%, indicating potential payout cuts or limited growth. I discuss one underappreciated 14%-yielder that is an attractive buy and another popular one that is a sell in the current environment.
Yield Hounds Will Love These 3 ETFs
Are you a yield hound? It's becoming more challenging to find quality investments with high yields.
2 Very Overrated And 2 Very Underrated Big Dividend Stocks
Big dividend stocks are some of my favorite stocks to buy. However, just because a stock pays a big dividend does not mean it is undervalued. I discuss two popular big dividend stocks that, I think, are very overrated right now.
BIZD: Recent Developments Are Encouraging
BIZD is a simple BDC index ETF. Dividends are strong, with an 11.4% dividend yield and high single-digit dividend growth these past three years. Share price and valuations are somewhat low, especially compared to the S&P 500.
BIZD: Portfolio Weight Shifts To The Defensive
VanEck BDC Income ETF (BIZD) offers diverse BDC exposure with an 11.3% dividend yield. The ETF's top holding, Ares Capital, shows strong financials and distribution coverage, justifying its increased weight and defensive portfolio shift. Despite BIZD's lower total return compared to individual BDCs, its diversity reduces volatility and maintains high distribution rates, making it ideal for income investors.
Good News For BDCs
I have been bearish on BDCs for a while, and this caution has paid off. However, some good news just arrived for the sector. I discuss what this is and share some of my top picks of the moment in light of this good news.
2 Business Development Companies To Buy Before Mergers And Acquisitions Heat Up
The Federal Reserve's recent rate cut will have a complex impact on business development companies. Many BDCs will face headwinds due to falling net investment income as SOFR begins to fall. MAIN and GAIN's focus on equity investments differentiates them from typical BDCs.
BIZD: A Public Way To Access Private Credit
Business Development Companies offer solid income opportunities by investing in small and medium-sized businesses, providing debt, equity, and management support. The VanEck BDC Income ETF targets high yields by investing in BDCs, giving investors access to private credit markets through public equities. BIZD's focus on financials means it's sensitive to economic changes and interest rate shifts, but it boasts a 30-Day SEC Yield of 10.76%.
BIZD: Revisiting The Fund's Three Largest Constituents
BIZD is one of the only BDC ETFs tracking the MVIS US Business Development Company Index. We revisit BIZD, explaining the fund's expense ratio and revisiting our prior thesis that investing in BIZD's largest holdings was a superior strategy. As interest rate cuts appear to be a near certainty, we touch on BIZD's macroeconomic outlook and update the fund's rating.
Are Rate Cuts Bad News For BIZD ETF?
The Federal Reserve is expected to cut interest rates significantly soon. VanEck BDC Income ETF is heavily exposed to floating rate loans via the investment portfolios of its underlying holdings. We look at the projected impacts to net investment income from rate cuts on each of the BIZD ETF's underlying holdings.
