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Closed-End Fund Analysis Closed-end funds ("CEFs") continue to chug along seeing some incremental increases in valuations (discount tightening) from already above average levels. While we don't think valuation levels are extreme here, especially given the new dovish Fed, they are not cheap e...
The Weekly Closed-End Fund Roundup will be put out at the start of each week to summarize recent price movements in closed-end fund ((CEF)) sectors in the last week, as well as to highlight recently concluded or upcoming corporate actions on CEFs, such as tender offers. Most of the informati...
Co-produced with Trapping Value and Treading Softly Business Development Companies (or BDCs) are companies involved primarily in lending to small and mid-sized companies. Following the 2008 crisis, BDCs have grown significantly as regulatory pressure limited banks' ability to...
Note: This report was initially released to members 1 month ago. Chemist's "Quality" Closed-End Fund Report Quantitative screens help to rapidly narrow down attractive candidates from the database of 500-plus closed-end funds [CEFs] for further due diligence and investigation. Based on...
Co-produced with Trapping Value and Treading Softly Introduction While the market is near all-time highs, there's still some great news for income investors. Quite a few segments in the high-yield space are still significantly below their peaks. It's within this area that big oppo...
This report was released to members of Yield Hunting on Oct. 9. All data within is from that date. For a short version, skip down to the closed-end fund analysis section. Floating rate loans continue to be under pressure and one of the few areas of the bond market that is "cheap". As...
As readers know, our Income Factory™ strategy is to regard our portfolio as a factory and not worry much about how the market values it from time to time, but rather to focus on (1) the factory output (how much cash it produces), and (2) growing that output steadily at an "equity retu...
Previously I have examined Oxford Square Capital ( OXSQ ) twice, taking a cold hard look at their Net investment income, NII, and Net Asset Value, NAV. During this time frame, OXSQ has proactively issued additional leverage in an attempt to boost earnings and repurchased shares on the market...
Note: this article was released to members 1 month ago. In our latest Chemist's Monthly Quality Closed-End Fund Report , Ares Dynamic Credit Allocation Fund ( ARDC ) was ranked 5th in the D x Y list with a -11.45% discount and 8.55% yield which was 104% covered . However, its positiv...
Note: this article was released to members 1 month ago. Quantitative screens help to rapidly narrow down attractive candidates from the database of 500-plus closed-end funds [CEFs] for further due diligence and investigation. Based on feedback from members, it seems that a very many numb...
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CHICAGO, July 18, 2024 (GLOBE NEWSWIRE) -- XA Investments (XAI), an alternative investment management and consulting firm, announced the pending transaction, by which XAI will become investment adviser to the Madison Covered Call & Equity Strategy Fund (NYSE: MCN), a $146 million listed close...
2024-06-25 17:58:00 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...
2024-06-15 19:00:00 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...