TriplePoint Venture Growt... (TPVG)

Blackstone Secured Lending and Morgan Stanley Direct Lending are high-quality BDCs facing potential dividend cuts due to falling coverage ratios. BXSL's fundamentals remain strong, but tight dividend ...

TriplePoint Venture Growth BDC trades at a deep discount to NAV, reflecting internal portfolio weaknesses rather than a compelling buying opportunity. TPVG's earnings and NAV growth remain stagnant, w...

BDCs have already experienced a notable correction. The sector median P/NAV metric indicates ~12% discount to NAV. Many players are priced even below that.

AI disruption is happening faster than most expect, with trillions in CapEx reshaping industries and creating huge risks for income investors. BDCs thrive on high yields, but their heavy software expo...

14 BDCs have base dividend coverage levels between 100% and 105%. 16 BDCs have them already below 100%. Given the unfavorable future earnings outlook, a system-wide BDC dividend cutting process is ver...

The Dividend Power strategy highlights 35 high-yield stocks, with 12 'safer' picks offering free cash flow yields above dividend yields and fair valuations. Top five 'safer' Dividend Power stocks for ...

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I highlight 35 top-yield Dividend Power stocks, focusing on high earnings yield and dividend yield for value and resilience in volatile markets. Nine stocks stand out as 'safer' picks, with free cash ...

The BDC sector faces mounting risks from a weakening economy, high consumer debt, and the potential for further dividend cuts as interest rates decline. Recent dividend cuts by several BDCs highlight ...

Q2 earnings confirmed my call for a market rotation in BDCs; quality bias and selectivity remain critical for outperformance. Structural headwinds—spread compression, falling base rates, and thin divi...