The New Year is a good time to review your portfolio and acquire some new investments. Tax-loss selling in December often leads to opportunities in January. I started rotating out of U.S. tech stocks ...

High-yield dividend stocks can be powerful income machines, but can also be risky. This means that investors should use extra caution when investing in these sorts of stocks. We discuss two 14%+ yield...

Investing in high-yield stocks that grow their payouts regularly offers attractive total returns and protects purchasing power against inflation over the long term. However, not all high-yielding divi...

BDCs are currently exposed to multiple structural headwinds. It is very difficult to substantiate a bullish case for the BDC sector. In my view, to achieve alpha, one would have to go far out on the r...

Once in a while, it makes sense for investors to reassess their holdings. Going back to the roots is critical to stay on track for what we have defined as our investment goals from the start. Recently...

OCSL's YTD total return is -14.87%, significantly underperforming the S&P 500 (+23%) and peers like GBDC (+11.92%). Q4-24 weighted average yield fell to 9.9% from 12% in Q4-23, signaling lower-quality...

Big dividend stocks are on a big holiday sale this Christmas season. Even in some of the most in-favor sectors of the high-yield space, bargains can still be found. I share some well-covered 11-14% di...

Oaktree Specialty Lending reported a $0.01 per share miss in net investment income for Q4, but the BDC managed to support its dividend with NII. Despite rising non-accrual percentages, the BDC's chang...

BDCs offer attractive opportunities for income investors to enhance their portfolio yields. Yet, since the yields are so enticing, the chances are high for getting caught in value traps. In the articl...

Private credit/BDC investments offer exposure to structural growth and a significant portfolio yield enhancement. Yet, we have to be extra careful of not falling into value traps and investing in unsu...

My portfolio focuses on high-yielding stocks, as they are ideal components of an opportunistic capital recycling strategy. That said, not all high-yield stocks make for good investments. I share one s...

Oaktree Specialty Lending Corporation faces higher short-term dividend risks and elevated non-accruals, leading to a 13% discount to net asset value. The BDC's non-accruals rose to 4% in Q4 2024, caus...

Sky-high dividends of 13-14% are appealing but often come with significant risks. I discuss two stocks that have fully covered 13% and 14% yields that have a lot going for them and look deeply underva...

Oaktree Specialty Lending Corporation (NASDAQ:OCSL ) Q4 2024 Results Conference Call November 19, 2024 11:00 AM ET Company Participants Dane Kleven - Head of Investor Relations Matt Pendo - President ...

Although the revenue and EPS for Oaktree Specialty Lending (OCSL) give a sense of how its business performed in the quarter ended September 2024, it might be worth considering how some key metrics com...

Oaktree Specialty Lending (OCSL) came out with quarterly earnings of $0.55 per share, missing the Zacks Consensus Estimate of $0.56 per share. This compares to earnings of $0.62 per share a year ago.

We take a look at the action in business development companies through the second week of November and highlight some of the key themes we are watching. BDCs saw a 2% aggregate return on the week; TPV...

OCSL is a business development company oriented around debt investments (predominantly first-lien debt). Its seemingly defensive portfolio has struggled with rising non-accruals in 2024, resulting in ...