Navistar International Co... (NAV)

M&A activity in REITs is accelerating due to deep discounts to NAV, strong property fundamentals, and abundant capital from PE and large REITs. High-performing, discounted REITs are prime buyout targe...

JFR's floating-rate loan portfolio faces income pressure if the Fed cuts rates, making dividend sustainability uncertain. Recent portfolio shifts to more defensive sectors reduce risk, but NAV per sha...

Hercules Capital remains a top BDC pick due to consistent net investment income growth, robust dividend coverage, and exceptional balance sheet quality. Despite trading at a significant premium to NAV...

ECCF offers an attractive 8% yield, trading near par, and benefits from robust asset coverage and strong NAV performance by ECC. ECC's Q2 2025 results highlight effective portfolio management, with NA...

We catch up on Q2 results of the Business Development Company Fidus Investment. FDUS is focused on the lower middle market direct lending market and trades at a 10.7% total dividend yield with a 9% pr...

Caring about dividends can increase our returns, but caring about NAV can save our portfolio. Return and NAV protection must go hand in hand, because there can be no sustainable return without protect...

Investor AB continues to trade at a premium despite generous private asset valuations and a challenging environment for PE dealmaking and exits. The performance of Patricia investments operationally a...

FRA offers high income via floating rate debt, but its golden era may be ending as interest rate cuts loom. The fund's distributions exceed earnings, raising the likelihood of a dividend cut to preser...

Blue Owl Capital remains a strong buy for income investors, offering a strong dividend yield, solid coverage, and a discount to net asset value. The company's balance sheet quality improved in Q2, wit...

ECC has experienced significant price volatility and drawdowns despite stable credit markets and improving fundamentals, creating a notable disconnect between NAV and share price. Q2 earnings showed i...