TPVG News and Press, TriplePoint Venture Growth BDC Corp. From 12/28/22

Summary Shares of TPVG had fallen sharply after providing notice that a position in its portfolio would be filing for bankruptcy. While the hit will be significant, as they expect no recovery, this could still create an opportunity. This news overshadowed the other generally positiv...

Summary We take a look at the action in BDCs through the third week of December and highlight some of the key themes we are watching. BDCs underperformed once again this week, lacking support from lower Treasury yields. We highlight the price dynamic of TPVG which has underperformed...

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 TriplePoint Venture Growth is a differentiated BDC income play for passive income investors. The portfolio had just one investment on non-accrual status. Equity exposure could allow for attractive exits. The company’s stock is trading at an 11% discount to NAV. ...

Summary TPVG is seeing strong portfolio fundamentals with high return investment yields. It maintains a strong balance sheet and pays a well-covered dividend. Buying TPVG before key dates locks in 2 dividends to be paid out by the end of this month. Investing in high yield...

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 Growing NII, stable NAV, and rising ROI indicate TPVG's common dividend will go up, while UNII suggests a special may be forthcoming. Beyond that, TPVG has become fairly priced after trading both at a huge discount and a huge premium. Swing trading TPVG and collecting income...

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...

Summary We look at yields over 10% with dividends that are being raised higher! Are you a dividend growth investor or an income investor? This article is for both groups. We look at Owl Rock Capital Corp. and Triple Point Venture Group as we dig deeper. Co-produced...