CGBD News and Press, TCG BDC Inc. From 06/28/23

2023-06-28 16:50:23 ET Carlyle Secured Lending ( NASDAQ: CGBD ) has declared $0.37/share quarterly dividend , in line with previous. Payable July 18; for shareholders of record June 30; ex-div June 29. See CGBD Dividend Scorecard, Yield Chart, & Dividend Growth. ...

2023-06-21 14:11:49 ET Summary GSBD and MRCC have among the highest dividend yields for the BDC sector, currently over 12%. We compare the credit quality of their portfolios to help explain why these companies typically have higher yields. One of these BDCs has a relatively sa...

2023-06-16 05:00:32 ET We contrarians like to follow the insiders. Those “in the know” who buy and sell their own stocks based on value. These “smart money” types fade sentiment. Insiders tend to buy low and sell high. And, to be honest, we really don...

2023-06-15 06:15:00 ET Summary FS KKR and Prospect Capital both trade at heavy discounts to NAV driving higher dividend yields of 11.4% to 15.5%. We compare the credit quality of their portfolios to help explain why these companies trade at much lower multiples. We also discus...

2023-06-03 06:03:25 ET Summary We take a look at the action in business development companies through the fourth week of May and highlight some of the key themes we are watching. BDCs were up slightly this week, with a return dispersion of around 8%. Lots of BDCs are asking sh...

2023-06-02 06:28:50 ET Summary We discuss quarterly results from the BDC Carlyle Secured Lending and highlight key income dynamics of the portfolio. CGBD outperformed the sector once again as both the NAV and net income increased modestly. Non-accruals increased slightly thoug...

2023-05-31 12:52:42 ET Summary Many income investors tend to build their portfolios bottom-up by allocating to whatever attractive opportunities they come across. While this can work to an extent, it creates the risk for unpleasant surprises if there is no broader risk management ...

2023-05-20 01:21:17 ET Summary BDCs were up on the week, buoyed by strong earnings numbers. Companies in the sector continue to manage the amount of their outstanding shares with largely positive consequences for investors. We highlight earnings from CGBD and GBDC. ...

2023-05-10 11:44:10 ET Carlyle Secured Lending Inc. (CGBD) Q1 2023 Earnings Conference Call May 10, 2023 10:00 AM ET Company Participants Daniel Hahn - Managing Director, The Carlyle Group Aren LeeKong - Chief Executive Officer Thomas Hennigan - Chief Financial O...

2023-05-10 02:30:12 ET Carlyle Secured Lending press release ( NASDAQ: CGBD ): Q1 GAAP NII of $0.50 beats by $0.01 . Total investment income of $58.38M (+22.9% Y/Y) misses by $1.35M . Net asset value per common share increased by 0.6% for the first quarter to $...