TPVG News and Press, TriplePoint Venture Growth BDC Corp. From 01/13/23

Summary We take a look at the action in business development companies through the first week of January and highlight some of the key themes we are watching. BDCs kicked off the year in strong form, supported by falling yields and higher stocks. We take a look at the reasons BDCs l...

Summary We own shares in all three picks. Up to 33% upside to book value. Some peers trade above book value. Dividends were steady. The only dividend reduction in the batch was less than 5%. Get ready for charts, images, and tables because they are better than words. The...

Summary These three REITs got much too cheap in October 2022, but they rallied too hard. Take the money and run! Shares are up 33% to 52%. They deserved a rally, but not that much. We're not always bearish. We recommended one of these shares within days of the 52-week low. G...

Summary We're contrasting two sets of investments where one is demonstrably better than the other. Market prices are not efficient. Sometimes investors leave a nice chunk of change on the table. We look for those opportunities to optimize investments so we can be positioned for some...

Summary 2022 may have been bad for you, but my income is higher than ever. Bear markets are excellent buying opportunities for long-term success. Contrary to popular belief, dividends are far less volatile during bear markets. We are set to boost our income in 2023 and beyond. A...

Summary We're highlighting two shares with yields over 13%. Each share trades at a discount to their net asset value and a discount to their usual price-to-NAV ratio. I already own one of these shares and Scott owns both. Get ready for charts, images, and tables because they...

Summary Cash assets may provide psychological comfort but are sure to result in defeat vs. long-term inflation. Periodic selling of portfolio positions is not a sustainable retirement strategy. Invest in productive assets that keep you wealthy through good and bad times. Two pic...

Summary Dividend yields: 7.8% to 15%. Dramatic discounts to net asset value. Price to NAV range: .36 to .86. Recent plunge created new opportunities. We just bought more in one of these picks. Get ready for charts, images, and tables because they are better than words. T...

Summary Part 2 of this article compares ARCC’s recent dividend per share rates, yield percentages, and several other highly detailed (and useful) dividend sustainability metrics to 14 other BDC peers. This includes a comparative analysis of ARCC’s cumulative undistributed ...

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...