TSLX News and Press, TPG Specialty Lending Inc. From 12/19/23

2023-12-19 23:31:11 ET 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 ARCCȁ...

2023-12-17 14:00:00 ET Summary ARCC stock has a very impressive long-term track record. It used to be my favorite BDC, and I made considerable profits from my investment in it. However, I just sold my shares and in this article I detail why. Ares Capital Corp ( ARC...

2023-12-15 04:05:13 ET Summary Sixth Street Lending's stock price has risen 20% in 2023, leading to a classification change to Hold. The company has a well-managed portfolio and a dividend that is well-covered by adjusted net investment income. However, the stock has a high NA...

2023-12-13 04:35:30 ET Summary Part 1 of this article compares ARCC’s recent quarterly change in NAV, quarterly and trailing 12-month economic return, NII, and current valuation to 14 BDC peers. Part 1 also performs a comparative analysis between each company’s inves...

2023-12-09 10:05:42 ET Summary We take a look at the action in business development companies through the last week of November and highlight some of the key themes we are watching. BDCs were flat on the week, while November came in as the best month for the sector in over a year....

2023-11-20 23:25:07 ET Summary Sixth Street Specialty Lending consistently pays special dividends due to strong Net Investment Income (NII) performance. TSLX has experienced a continuous upward trajectory in NAV over the past five quarters. TSLX's robust dividend coverage rati...

2023-11-20 20:57:32 ET Summary There are 48 Business Development Companies, or BDCs, currently in the U.S. market and they collectively manage about $50 billion in capital. Many investors are interested in BDCs because they provide a steady stream of income, typically quarterly, b...

2023-11-17 09:15:00 ET Summary TSLX has outperformed the BDC industry and the S&P 500 in 2023, with an 18.6% increase in its price. Unlike many other BDC's, TSLX has positive Realized Gains in 2023. TSLX yields 10% with strong dividend coverage. Looking for marke...

2023-11-16 18:45:16 ET Summary Mortgage REITs and BDCs had varying performances in Q3 2023, with agency mortgage REITs performing the worst and BDCs performing the best. Originator/servicer mREITs and RC outperformed their peers in terms of book value changes. Investors should...

2023-11-14 10:00:00 ET Summary Business Development Companies (BDCs) with predominantly floating rate portfolios will benefit from higher interest rates, bringing in extra income. Golub Capital is a conservative BDC with a focus on first-lien loans and a well-diversified portfolio...