Morgan Stanley Direct Len... (MSDL)

BDCs are meant to provide high-dividends, while preserving NAV. However, given the signs both in the stock market and in the real economy on the ground, BDC investors have to be extra careful. Current...

Worried about stagflation? These dividend machines could protect your portfolio and pay you up to 10% yields. Stocks you'll want to own before inflation bites again. These picks crush SCHD and VYM in ...

I continue to rate Morgan Stanley Direct Lending Fund a hold due to their short track record, economic uncertainty, and lack of catalysts for the sector. MSDL's latest earnings showed a decline in net...

MSDL retains its impressive portfolio quality with low non-accruals and net realized losses. MSDL trades at a 9.9% dividend yield, with a well-diversified portfolio and stable NAV. Management expects ...

As a structural BDC bull I have to admit that the period of BDCs consistently surprising us on the upside has come to an end. Many lower quality BDCs have already cut their dividends to sync their cas...

In this article, I share a three-category portfolio approach to achieve $5,000 of durable monthly current income streams. With durable monthly distributions, I mean well-mitigated dividend cut risk an...

Investing $1 million in the S&P 500 yields $12,100 annually. This may necessitate principal withdrawals for higher living expenses, which is risky in volatile markets like the current one. Morgan Stan...

Why BDCs may be entering a dangerous phase. Avoid these risks before it's too late. One BDC stands out as a safe bet, and is my top pick right now.

Morgan Stanley Direct Lending Fund's portfolio has grown to $3.79B, maintaining a low non-accrual rate of 0.2%, indicating strong management and portfolio quality. The BDC offers a high dividend yield...

Q4, 2024 earnings came in much lower than what was reported in the prior quarter. Theoretically, this might indicate elevated risk and potentially unsustainable earnings. Yet, the underlying driver fo...