Since February, 2025, I have been bearish on Barings BDC Inc ( BBDC ), arguing that for the given discount and earnings power, there are better alternatives in the business development company aka BDC space - i.e., notRoberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic ca ...

Core Viewpoint - The analyst has maintained a bearish stance on Barings BDC Inc (BBDC) since February 2025, suggesting that there are more attractive alternatives within the business development company (BDC) sector given the current discount and earnings potential [1]. Group 1: Analyst Background - Roberts Berzins has over a decade of experience in financial management, assisting top-tier corporates in shaping financial strategies and executing large-scale financings [1]. - He has contributed to institutionalizing the REIT framework in Latvia to enhance the liquidity of pan-Baltic capital markets [1]. - His policy-level work includes developing national SOE financing guidelines and frameworks for channeling private capital into affordable housing [1]. - Berzins is a CFA Charterholder and holds an ESG investing certificate, with experience from an internship at the Chicago Board of Trade [1]. - He is actively involved in thought-leadership activities to support the development of pan-Baltic capital markets [1].

Core Viewpoint - The article promotes a platform called "Dividend Dogcatcher," which focuses on identifying dividend-paying stocks, particularly those considered undervalued or overlooked in the market [1]. Group 1 - The platform offers a free two-week trial for users interested in exploring dividend investment opportunities [1]. - A live video series, "Underdog Daily Dividend Show," is hosted on Facebook, highlighting potential portfolio candidates [1]. - The article encourages audience engagement by inviting comments on stock tickers, which may be included in future reports [1].

Group 1 - The article discusses the ongoing bottom-picking efforts in the Business Development Company (BDC) sector, highlighting a new investment pick [1] - The focus is on identifying mispriced investments in fixed-income and closed-end funds, utilizing straightforward financial logic [1] - The investing group "Trade With Beta," led by Denislav Iliev, offers features such as frequent picks for mispriced preferred stocks and baby bonds, weekly reviews of over 1200 equities, IPO previews, and hedging strategies [1]

Group 1 - The article discusses the ongoing bottom-picking efforts in the Business Development Company (BDC) sector, indicating a focus on identifying undervalued investments [1] - The service "Trade With Beta" is led by Denislav Iliev, who has over 15 years of day trading experience and manages a team of 40 analysts [1] - The features of the service include frequent picks for mispriced preferred stocks and baby bonds, weekly reviews of over 1200 equities, IPO previews, hedging strategies, and an actively managed portfolio [1]

Core Insights - The new chief executive of Remy Cointreau anticipates a return to growth in the second half of the fiscal year after implementing cost-cutting measures that mitigated a profit decline in the first half [1] Financial Performance - The company experienced a profit drop in the first half, but the specific percentage or amount of the decline was not detailed in the provided content [1] Strategic Outlook - The chief executive outlined plans for the company to regain growth momentum, indicating a positive outlook for the second half of the fiscal year [1]

Core Insights - Business development companies (BDCs) are currently facing challenges, but there are resilient options available in the sector, with Barings BDC (BBDC) identified as a strong choice [1] Group 1: Investment Strategy - The investment approach combines classic dividend growth stocks with BDCs, REITs, and Closed-End Funds to enhance investment income while achieving total returns comparable to traditional index funds [1] - A hybrid system is created that balances growth and income, allowing for total returns that align with the S&P [1]

Core Insights - Business development companies (BDCs) are currently facing challenges, but there are resilient options available in the sector, with Barings BDC (BBDC) identified as a strong choice for investors [1]. Investment Strategy - A hybrid investment strategy combining classic dividend growth stocks with BDCs, REITs, and Closed-End Funds can enhance investment income while achieving total returns comparable to traditional index funds like the S&P [1].

Core Insights - The article promotes a platform called "Dividend Dogcatcher" which focuses on identifying dividend-paying stocks, particularly those considered undervalued or "underdogs" [1] Group 1 - The platform offers a free two-week trial for new subscribers, allowing potential investors to explore its features and insights [1] - A live video series titled "Underdog Daily Dividend Show" is hosted on Facebook, where a portfolio candidate is highlighted each trading day [1] - The article encourages audience engagement by inviting comments on favorite or curious stock tickers for potential inclusion in future reports [1]

Core Insights - Barings BDC, Inc. (NYSE:BBDC) is recognized as one of the 15 Extreme Dividend Stocks to buy according to hedge funds [1] - Keefe Bruyette & Woods has slightly reduced its price target for Barings BDC from $10 to $9.50 while maintaining a Market Perform rating [2] - The company reported strong third-quarter 2025 results, with total investment income of $72.4 million and net investment income of $33.6 million, equating to $0.32 per share [3] - Barings BDC's net assets from operations increased by $23.6 million, or $0.22 per share [3] - The Executive Chairman and CEO Eric Lloyd emphasized the strong net investment income and credit performance, with Barings-originated investments constituting about 95% of the portfolio's fair value [4] - A quarterly dividend of $0.26 per share was announced by the company [4] - Barings BDC focuses on providing financing solutions to privately held, middle-market businesses for acquisitions, growth initiatives, and refinancing needs [4]