AINV News and Press, Apollo Investment Corporation From 06/23/21

In our last public update on the sector, we wrote: “NLY’s share price is pushing the upper end of our target ranges as well”. It temporarily moved over that line, providing an opportunity for investors to capture their gains. If you’re not using price-t...

Part 2 of this article compares SLRC’s recent dividend per share rates, yield percentages, and several other highly unique (and useful) dividend sustainability metrics to thirteen BDC peers. This includes a comparative analysis of SLRC’s cumulative undistributed taxable ...

Interest rate fears are creeping back into the market again and this article discusses a sector that will benefit. BDCs are currently yielding an average of 8.4% and higher interest rates will likely drive improved net interest margins and dividend increases. More importantly, BDC...

Stocks moved another leg higher in May. I am continuing my monthly investment plans while awaiting a market correction or possibly a real crash once market euphoria has come down. My dividend income amounted to $480, up 37% sequentially and 35% year over year. Gifted Working T...

Part 1 of this article compares SLRC’s recent quarterly change in NAV, quarterly and trailing 24-month economic return, NII, and current valuation to thirteen BDC peers. Part 1 also performs a comparative analysis between each company’s investment portfolio as of 12/31/2...

NEWT's price is WAY above trailing book value. Hurray for the big Q2 2020 dividend, but this price isn't sustainable. NLY-G looks too expensive. Why would you buy NLY-G at $25.40 over NLY-I at $25.76? Won't pay over par? You still wouldn't want NLY-G. Stop arguing. CIM-C vs. CIM-D...

ORC and ARR each have a dividend yield of 10% or higher, but that doesn’t mean prices are attractive. Investors focusing only on the dividend yield can miss the forest for the trees. The historical price-to-book ratios demonstrate that the REITs usually trade within a range...

Comparing future cash flows from individual preferred shares can be a useful tool for figuring out which share should be worth more. IVR-B and IVR-C are out of whack. Neither is great, but IVR-C is clearly a better deal when it costs $.50 less than IVR-B. There’s a better d...

NEW YORK, May 24, 2021 (GLOBE NEWSWIRE) -- Funds managed by affiliates of Apollo Global Management, Inc. (NYSE: APO) (together with its consolidated subsidiaries “Apollo”) and Merx Aviation (“Merx”), a global aircraft leasing, management and finance company, toda...

The market's reaction to Apollo's latest report likely affords investors with a better priced buying opportunity. NAVI increased nicely QoQ mainly due to investments returning to more realistic valuation. A modest drop in NAVII, $0.39, was primarily due to a steep drop in leverage...