NASDAQ
BDCs face earnings pressure from lower base rates, but fears of severe dividend cuts are overstated. Quite many BDCs have several levers to pull in order to absorb ~100 bps of base rate cuts without t...
Oaktree Specialty Lending Corp. (NASDAQ: OCSL - Get Free Report) was the target of some unusual options trading on Friday. Stock investors purchased 128,175 call options on the stock. This represents ...
Agency mortgage REITs duel to the dividend cut. There are 7 facing off. The top 3 are much better than the other 4. Valuations are important and awful. Deal with it....
It has become a consensus in the market that many BDCs, sooner or later, will have to deliver unpleasant dividend cuts. For example, the sector average dividend coverage level is 100%, which does not ...
Oaktree Specialty Lending faces severe portfolio performance issues, with a 6.5% cost-based non-accrual ratio and inconsistent dividend coverage. OCSL's high non-accruals, despite an 83% first-lien al...
Oaktree Specialty Lending (NASDAQ: OCSL - Get Free Report) and Plutus Financial Group (NASDAQ: PLUT - Get Free Report) are both small-cap finance companies, but which is the superior business? We will...
There is certainly no shortage of arguments why not to invest in BDCs. The sector median BDC trades at a 21% discount to NAV. For me, this provides an opportunity to scoop up unfairly punished gems....
BDCs are facing pressures from multiple fronts. Yet, they do not have much ammo left to fight back via portfolio growth. This is not good for shareholder and BDC managers, who earn fees based on asset...
Oaktree Specialty Lending has historically generated mediocre annualized returns for buy-and-hold investors. Rising defaults and write-offs raise concerns over further dividend cuts. Structural shortc...
Blackstone Secured Lending and Oaktree Specialty Lending have pulled back sharply. I compare them side by side. I share why I prefer BXSL over OCSL, and what it would take for me to buy them....
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