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The heading refers to the number of times I had holes made in my Baby Bonds/PFDs ladder due to Calls and the trades I had to do to fix it. The biggest "trades" during the quarter were the ones I failed to pull the trigger on. These “mistakes” are covered. I have deci...
When the pandemic hit last year, this higher-yield sector took a huge pricing hit with dividend yields soaring to 30% to 40%. I was actively making purchases during this volatility as I have identified the Business Development Companies ("BDCs") that will outperform during an economic...
When the pandemic hit last year this higher yield sector took a huge pricing hit with dividend yields soaring to 30% to 40%. The average dividend yield among Business Development Companies ("BDCs") was around 20% for most of March 2020. I was actively making purchases during this ...
Capital Southwest Corporation (CSWC) Q3 2021 Results Conference Call February 2, 2021 11:00 AM ET Company Participants Bowen Diehl - President & CEO Michael Sarner - CFO Chris Rehberger - VP, Finance Conference Call Participants Kevin Fultz - JMP Securities Kyle Joseph - Jefferies Mickey ...
CSWC is a conservatively managed BDC focused on the lower middle market. It has been steadily growing dividends over the past five years. Management owns significant amounts of stock and has added during downturns. Although CSWC's stock typically sells off with the rest of the BDC...
I'm sharing the year-end letter I wrote to family members and friends whose accounts I manage. In the second part of two, I break down our portfolio holdings to explain why they're in our portfolio. We have 24 US equity positions, 4 European equity positions, and a few short-term ...
Monthly update of the Dividend Champions List. 55 companies declared higher dividends in the past month, with an average increase of 6.1% over their previous payouts. One new Champion, ten new Contenders, and seven new Challengers. For further details see: Dividend Champ...
Ariel Investments’ 13F portfolio value increased from $6.57B to $6.89B this quarter. They increased Gilead Sciences while reducing ViacomCBS during the quarter. The top three positions are Baidu, Philip Morris, and Microsoft and they add up to ~15% of the portfolio. F...
Opportunities in preferred stocks and baby bonds are getting rare. Our favorite safe buys below par are a baby bond (ECCX) from Eagle Point Credit and a “term-preferred” stock (GAINL) from Gladstone Investment . Investments that are issued from a BDC or a CEF have le...
We look for BDCs with good company performance but lagging share price. CSWC is an "under the radar" BDC that remade itself five years ago. CSWC is internally managed and has a strong track record. Today it yields 13%, a rare opportunity. For further details see: Rar...