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THL Credit (TCRD) Research
Articles for THL Credit (TCRD): TCRD: BDC Risk Profiles (9-1-14)TCRD: BDC Dividend Coverage Part 4 (5-29-14)THL Credit: Falling Yields And Growing Dividends?TCRD: Poised For Growth And Pushing...
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New Mountain Finance (NMFC) Research
Articles for New Mountain Finance (NMFC): New Mountain Finance: BDC Risk Profiles (9-3-14)New Mountain Finance: BDC Dividend Coverage Part 5 (5-29-14)NMFC: January 2014 Report(special report)NMFC: How...
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Medley Capital (MCC) Research
Articles for Medley Capital (MCC):MCC: BDC Risk Profiles (9-9-14)The High-Yield BDC Portfolio for Q3 2014 (8-18-14)MCC: May 2014 Report (special report)MedleyCapital: BDC Dividend Coverage Part 2...
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Hercules Technology Growth Capital (HTGC) Research
Articles for Hercules Technology Growth Capital (HTGC):HTGC: BDC Risk Profile(9-11-14)HTGC: BDC Dividend Coverage Part 7(6-6-14)HTGC: March 2014 Report(special report)Total Return BDC Portfolios For Q2...
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FS Investment Corp (FSIC) Research
Articles for FS Investment Corp (FSIC):FSIC: BDC Risk Profiles (9-23-14)Highlights From FS Investment's Q2 2014 Results (8-15-14)Total Return BDC Portfolios For Q3 2014 (7-24-14)FSIC: BDC Dividend...
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BDCL Weightings
The following information was provided to me by UBS for the Wells Fargo BDC Index that should correlate to the weightings for BDCL/BDCS as of September 23, 2014.
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BDC Buzz Report: 14 December 2014
BDC Market UpdateThis year has been difficult for BDCs due to being removed from the S&P and Russell indices, continued interest rate fears, general declines in small caps, selling institutional...
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I will be using this page to host upcoming links to surveys as well as the results:Current Surveys:Top 10 Issues for BDC Investors in 2015
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BDC Buzz Report: January 2015
The following was sent out to my newsletter subscribers last week. If you have signed up but did not receive please check your spam/junk folder settings.FYI – I have decided to make this newsletter a...
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New BDCs Added to Coverage: BDC Buzz Report June 2015
My upcoming articles on Seeking Alpha will reflect most of the information in this newsletter including upgrades/downgrades to certain BDCs as well as favorable/unfavorable reviews of newly covered...
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BDC Buzz Update: June 30, 2015
Included in this update: S&P 500 Volatility Index (VIX)BDC Market DipsChanges in BDC Yields & NAV MultiplesThis is a quick update for newsletter subscribers as market volatility has created...
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Fidus Investment (FDUS) Research
For quarterly projections, pricing, risks and rankings for FDUS, please see 'premium reports'. Articles for Fidus Investment (FDUS):FDUS: BDC Risk Profiles (9-2-14) FDUS: BDC Dividend Coverage part...
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Triangle Capital (TCAP) Research
For quarterly projections, pricing, risks and rankings for TCAP, please see 'premium reports'.Articles for Triangle Capital (TCAP):TCAP: What Comes Next? (4-22-15)Triangle Capital Suffers From...
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TICC Capital (TICC) Research
For quarterly projections, pricing, risks and rankings for TICC, please see 'premium reports'.Articles for TICC Capital (TICC):TICC Capital: What Comes Next? (5-4-15)TICC Capital: Dividend Stress Test...
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Apollo Investment (AINV) Research
For quarterly projections, pricing, risks and rankings for AINV, please see 'premium reports'.Articles for Apollo Investment (AINV): AINV: What Comes Next? (4-20-15)High-Yield BDC Pricing: Q1 2015...
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Fifth Street Finance (FSC) Research
For quarterly projections, pricing, risks and rankings for FSC, please see 'premium reports'.Articles for Fifth Street Finance (FSC): FSC: Will New Management Do the Right Thing? (7-30-15)FSC: What...
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Main Street Capital (MAIN) Research
For quarterly projections, pricing, risks and rankings for MAIN, please see 'premium reports'.Articles for Main Street Capital (MAIN): Main Street Capital Continues To Outperform All Other BDCs...
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Ares Capital (ARCC) Research
For quarterly projections, pricing, risks and rankings for ARCC, please see 'premium reports'. Articles for Ares Capital (ARCC):Ares Capital: What Comes Next? (4-16-15)Why I Sold Ares Capital...
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Survey Results for Q3 2014
Thank you for taking the time to fill out the survey and I will be using the feedback to add content to the newsletter and for upcoming articles on Seeking Alpha. I will probably use similar surveys...
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TCP Capital (TCPC) Research
For quarterly projections, pricing, risks and rankings for TCPC, please see 'premium reports'.Articles for TCP Capital (TCPC): TCP Capital Is Poised For Growth (8-1-14) TCPCapital: BDC Dividend...
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General BDC Research
This is a page that I will continue to update and organize the 200+ articles on Seeking Alpha so that readers can find information on BDCs. I will be going through my articles and adding so please...
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Earnings Season for BDCs: Which BDCs Will Outperform in Q1 2016?
Included in this update:Quick BDC Market UpdateQ4 2015 NAV Changes vs. Stock Price PerformanceBDC Reporting DatesUpdates on Q1 2016 ResultsWhat can we expect for the BDC sector for the rest of...
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New BDCs Added to Q3 2016 Coverage
There are over 50 publicly traded BDCs and historically I have focused on the larger companies with higher trading volumes. However, many of the lesser known BDCs have been outperforming including...
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Prospect Capital (PSEC) Research
For quarterly projections, pricing, risks and rankings for PSEC, please see 'premium reports'. Articles for Prospect Capital (PSEC):PSEC: Projected Dividend Coverage FQ1 2017 (11-6-16)BDCs Have Been...
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