FSK News and Press, FS KKR Capital Corp. From 08/01/23

2023-08-01 12:48:02 ET Summary This article discusses TRIN which I have started active coverage assessing the sustainability of the dividend, portfolio credit quality, and quality of management, used to set target prices. TRIN is internally managed with the potential for growing i...

2023-08-01 05:56:09 ET Summary BIZD is an ETF which holds BDCs. MORT is an ETF focused on mortgage REITs. Both offer double-digit yields. We look at why one has done 462% the returns of the other. The chase for high yield in 2020 and 2021 led investors to a wide ...

2023-07-26 11:50:40 ET Summary This article discusses dividend coverage for two BDCs currently yielding around 10% including supplemental dividends. I own both of these for the reasons discussed below including dividend increases and recently announced supplemental dividends. ...

2023-07-23 10:15:00 ET Summary One of the largest mistakes that investors make is focusing on historical dividend coverage instead of projected dividend coverage. This article discusses historical and projected dividend coverage for ARCC, which is the largest BDC currently yieldin...

2023-07-22 00:23:56 ET Summary With Ares Capital about to kick off BDC earnings season (Tues pre-market), we share updated comparative data on 40+ big-yield BDCs. After considering current market conditions (rates, credit spreads, fear-greed), we consider Ares' growing non-accrual...

2023-07-19 17:05:01 ET Summary Prior to June 30, 2023, my readers mentioned 42 equities in their comments on my articles. Some bad-news investments (Rogues) mixed with (mostly) Favorites. Thus, these are ReFa/Ro. Ten analyst-target-estimated TOP-NET-GAIN Re/Fa/Ro: GGB, PFE, VFC, S...

2023-07-19 15:17:08 ET Summary This article discusses dividend coverage for two BDCs currently yielding around 11% including supplemental dividends. We suggest one of these companies with a list of positives that investors should consider. One of the largest mistakes that BDC ...

2023-07-18 07:30:21 ET Summary FS KKR Capital is a leading business development company. It has benefited from the recent regional banking crisis as companies seek alternative forms of capital. Despite outperforming peers since January 2023, the market still reflects a significant...

2023-07-17 06:15:03 ET Summary Writing about your own investing is like "eating your own cooking in public". Here are my top ten personal holdings, the largest "engines" in my own personal Income Factory. Annual total returns for the top ten holdings range from 35% to 4%, depe...

2023-07-16 10:03:07 ET Summary FS KKR is paying a 14.2% annualized forward dividend yield and $0.15 in special dividends through 2023. The BDC is currently swapping hands at a 21% discount to NAV per share. Net investment income growth barely registered any growth with just $6...