AINV News and Press, Apollo Investment Corporation From 09/10/21

Part 1 of this article compares ARCC’s recent quarterly change in NAV, quarterly and trailing 24-month economic return, NII, and current valuation to 14 BDC peers. Part 1 also performs a comparative analysis between each company’s investment portfolio as of 3/31/2021 and...

NRZ raised their dividend by 25% with the acquisition of Caliber. The price roared higher as investors caught on. Price-to-book ratios on TWO and CHMI are still higher than for NRZ and PMT. That’s funny because it shouldn’t be that way. Rates for refinancing are quit...

The S&P 500 extends its monthly win streak to 7 with markets up 2.9% in August bringing its YTD gains to almost 20%. I am continuing my monthly investment plans while still awaiting a market correction or possibly a real crash once market euphoria has come down. My dividend in...

This is part of a series of articles discussing 'Level 1' dividend coverage BDCs with higher potential for dividend growth and/or supplemental and special dividends. Fidus Investment remains a 'Level 1' for the reasons discussed in this article. So far in 2021, there have been at ...

This is part of a series of articles discussing 'Level 1' dividend coverage BDCs with higher potential for dividend growth and/or supplemental and special dividends. Oaktree Specialty Lending remains a 'Level 1' for the reasons discussed in this article, and I have included dividend p...

Mortgage REITs can offer investors extremely high yields. While the yields are attractive, we want to keep an eye on prices as well. Rather than just paying lip service to prices, investors need to really dig into those price-to-book ratios and contrast current ratios with reasonable ...

Apollo's results confirm a steady march toward its long-term model of 100% 1st lien, conservative investments. Its net asset value increased to $16.02. Top line numbers during the next few quarters might be choppy with the company paying its incentive obligations beginning next qu...

MITT gets an upgrade to a neutral outlook. Shares are down about 26.5% from their highs despite fundamentals performing reasonably well. Agency mortgage REITs have consistently reported declines in book value. The range of the decline differs significantly, but so far all were lower. ...

The following slide deck was published by Apollo Investment in conjunction with their 2022 Q1 earnings call. For further details see: Apollo Investment 2022 Q1 - Results - Earnings Call Presentation

Image source: The Motley Fool. Apollo Investment Corp (NASDAQ: AINV) Q1 2022 Earnings Call Aug 5, 2021 , 5:00 p.m. ET Operator Continue reading For further details see: Apollo Investment Corp (AINV) Q1 2022 Earnings Call Transcript