Morgan Stanley Direct Len... (MSDL)

MSDL trades at a discount to NAV yet boasts a highly defensive, diversified, first-lien debt portfolio focused on non-cyclical industries. Despite a recent dip in net investment income due to lower ra...

MSDL offers a 10.5% dividend yield, backed by a conservative, first-lien loan portfolio and strong balance sheet, making it attractive for risk-averse investors. The fund is largely insulated from tra...

Building a low-stress retirement income stream requires a diversified portfolio of durable, defensive, and dividend-growing stocks or funds. I share two approaches to achieving a low-stress dividend g...

Currently, an average BDC trades at an 8% discount to NAV. However, those with high dividend cut probabilities have 20%+ discounts. Many of these heavily punished BDCs are busts.

Downgrading MSDL to hold, due to declining earnings, weak dividend coverage, and rising PIK interest income, signaling potential portfolio quality concerns. MSDL's discount to NAV has widened, reflect...

High-yield stocks can be powerful income and total return generators. However, many of them are at risk of a dividend cut. We share two big dividends that are at risk of cutting their dividends in the...

High-yield stocks that trade at deep discounts to NAV often attract value-oriented income investors. However, most of the time, these investments are value traps. I share two popular stocks like this ...

9%+ yields backed by strong business models, balance sheets, and track records are generally extremely popular with income investors. However, they are not always good buys. I detail one very popular ...

Retiring on dividend cash flow offers predictable income and long-term growth, making it ideal for offsetting inflation and market volatility risks. I share the key principles for building a low-stres...

MSDL boasts a highly diversified, low-risk portfolio with over 210 loans, minimal concentration risk, and 96% first-lien investments, ensuring portfolio resilience. The company consistently generates ...