SLRC News and Press, SLR Investment Corp. From 12/24/22

Summary Imagine stocks or funds that pay out their dividends once-a-month! Unlike waiting for quarterly, semi-annual or (ugh) annual payouts, your angst waiting for money is reduced by 300%, or more! These December U.S. exchange-traded monthly-paid (MoPay) dividends, upsides, and net-ga...

Summary 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 of each company’s investment portfolio as of 6/30/2022 an...

Summary Four picks. Three big yields. 9.8% to 17.3%. The one over 17% clearly has more risk. Discounts range from 27% to 61%. That creates dramatic upside in the shares. We own shares in each of these picks. Granite Point Mortgage Trust [[GPMT]] is another reasonable choic...

Summary These shares offer significant capital gains to go along with big dividend yields. We've been swapping between shares in the sector to achieve much better results than the sector. Most of our position started and ended in the same share. If you can turn 2,677 shares into 3,4...

Summary The yield curve is severely inverted. The time to cut rates is coming. Many people still think inflation is running hot, but monthly increases are mostly driven by a few popular items. When we look into those items, we see huge temporary problems in the supply chain. Kee...

NEW YORK, Dec. 06, 2022 (GLOBE NEWSWIRE) -- SLR Investment Corp. (the “Company”) (NASDAQ: SLRC), today declared a distribution of $0.136667 per share for the month of December 2022. The distribution is payable on January 5, 2023 to stockholders of record as of December 22, 2022. The...

Summary Huge rally in the sector today as rates plunged. CPI readings are still a poor metric for monetary policy. We’re seeing some deflation recently rather than inflation. Using the wrong metrics to evaluate policy and generate headlines leads investors to think infl...

Summary Following our prior article on the dramatic market failure between similar shares, the gap closed 6% in a week. In one case, that eliminated the problem with valuation. However, one share still has further to outperform. We're sharing some of our subscriber research on...

Summary RIG value/ total return perked up to just off 0.45% while outperforming SPY by ~17.3%. 5.2% income yield beats SPY's 1.7% with 22 dividend payments and 4 raises which are listed with the amount paid, yearly estimate, yield, and comments. October transactions included 4...

Summary One of our picks today has about 40% upside to our recent targets in addition to a 12% yield. Rallying 40% would not even push the share price above book value. It would still have a modest discount. While share prices are down over 20% year-to-date, book value is actu...