Oaktree Specialty Lending... (OCSL)

Many investors go for big yield with bigger risk. Barf. This report was recently sent to our members. We picked up shares with a 9.5% yield.

BDCs are high-yield assets that can come in handy for income investors. Yet, attractive yields tend to be there for a reason. In the article, I share my key lessons learned from my relatively successf...

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.

BDCs are exposed to some material headwinds. We can see how already several BDCs have cut their dividends. Theoretically, it might make sense to buy those that have made dividend cuts, which could ind...

I am increasingly cautious on BDCs due to rising non-accruals, weaker earnings, and looser underwriting amid intense competition for private credit deals. Elevated interest rates are suppressing BDC v...

We take a look at the action in business development companies through the fourth week of May and highlight some of the key themes we are watching. BDC sector pulled back 2% this week, but remains up ...

Big dividends sound great, but how about big losses? Since Q2 2025 began, book values got smacked. Not talking about share prices. You can tell if the share price declined (hopefully). That would be a...

Oaktree Specialty Lending trades at a 16% discount to NAV, presenting a potential rebound opportunity if credit performance improves in 2025. The investment firm reset its dividend in the last quarter...

We take a look at the action in business development companies through the first week of May and highlight some of the key themes we are watching. BDCs fell around 1.5% this week due to a couple of we...

Oaktree Specialty Lending's 13.2% dividend yield is risky due to rising non-accruals and a slowing economy, making another dividend cut likely. Despite a recent dividend cut, OCSL's financials continu...