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2023-03-07 23:42:09 ET 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 between each company’s inves...
Summary We take a look at the action in business development companies through the third week of February and highlight some of the key themes we are watching. BDCs had a strong week, bouncing back due to continuing strong earnings. We take a look at some of the reasons internally-m...
Summary We discuss quarterly results from the BDC Oaktree Specialty Lending Corp and highlight key income dynamics of the portfolio. OCSL delivered an 11% net income gain and raised its dividend once again. Portfolio quality remains stable and net income is set for another rise in Q...
Summary Oaktree Specialty Lending covered its dividend with adjusted net investment income in the December quarter. Credit quality remained perfect and the portfolio is growing. OCSL’s valuation has upside. In February, Oaktree Specialty Lending Corporation (OCSL)...
Summary We take a look at the action in business development companies through the second week of February and highlight some of the key themes we are watching. BDCs had a rare off week, as most income sectors finished in the red. Sector NAVs continue to drift lower, creating a kind...
Summary Prospect Capital covered its dividend with net investment income in the last quarter. Investors should not be seduced by the 23% discount on net asset value. In the next recession, Prospect Capital might again have to cut its dividend. Prospect Capital Corporatio...
Summary Slash to 11% or 12% incoming. Shares already dipped some, though many investors don’t know about the cut yet. Looking at the financials, it was clear the dividend would get whacked this year. Some peers are also poised to cut for 2023. Disagree with my techniq...
Summary Big unsustainable yield at a premium valuation. This share isn’t for investors, it’s for suckers. The valuation is at historically high levels. People who keep holding onto shares are not investing. Losing money isn’t the criteria for being an investor. ...
Summary We take a look at the action in business development companies through the first week of February and highlight some of the key themes we are watching. BDCs notched another good week with a 1% total return. We discuss a two-step approach to BDC analysis based on recent Barro...
Summary Oaktree Specialty Lending Corp has had a difficult run in recent years, but its future could be better than its past. Thanks to interest rate hikes, it is now possible to charge higher interest on loans than it was in the past. This bodes well for lenders like Oaktree Specia...
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2024-07-03 14:14:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
LOS ANGELES, CA, July 01, 2024 (GLOBE NEWSWIRE) -- Oaktree Specialty Lending Corporation (NASDAQ:OCSL) (“Oaktree Specialty Lending” or the “Company”) today announced that it will report its financial results for the third fiscal quarter ended June 30, 2024 before the o...