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Goldman Sachs BDC: Change In Dividend Structure Not A Deal-Changer
Seeking Alpha· 2025-03-07 14:19
Goldman Sachs BDC (NYSE: GSBD ) announced a couple of important changes to its dividend policy and fee structure lately that are going to have meaningful implications for shareholders going forward. The first lien BDC, whose net investment income decreased latelyAnalyst’s Disclosure: I/we have a beneficial long position in the shares of GSBD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (ot ...
An Important Warning For BDC Investors
Seeking Alpha· 2025-03-07 12:05
Group 1 - Samuel Smith has extensive experience in dividend stock research and investment, having served as lead analyst and Vice President at several firms [1] - He is a Professional Engineer and Project Management Professional, holding degrees in Civil Engineering & Mathematics and a Masters in Engineering with a focus on applied mathematics and machine learning [1] - Samuel leads the High Yield Investor investing group, collaborating with Jussi Askola and Paul R. Drake to balance safety, growth, yield, and value [2] Group 2 - High Yield Investor offers various investment portfolios, including core, retirement, and international options, along with regular trade alerts and educational content [2] - The service features an active chat room for investors to engage and share insights [2]
Belden: More Upbeat On This Connection Player
Seeking Alpha· 2025-03-06 16:18
If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!In May of last year, I called Belden (NYSE: BDC ) a well-positioned business which was not executing well. The networking and connectivity solutions business at the time was struggling amidst inve ...
New Mountain Finance: Not The BDC For Me, Strong Sell
Seeking Alpha· 2025-03-06 15:00
Group 1 - The focus is on income-producing asset classes such as REITs, ETFs, Preferreds, and 'Dividend Champions' that target premium dividend yields up to 10% [1] - iREIT®+HOYA Capital is highlighted as a premier income-focused investing service that emphasizes sustainable portfolio income, diversification, and inflation hedging [2] - The service offers a Free Two-Week Trial to explore top ideas across exclusive income-focused portfolios [2] Group 2 - The Retired Investor has a background in data analysis and pension fund management, focusing on helping others prepare for retirement through investments in CEFs, ETFs, BDCs, and REITs [3] - The investment strategy includes a long-only approach and trading options with an emphasis on cash-secured puts [3]
Crescent Capital BDC: Q4 Earnings Showing Signs Of Weakness (Rating Downgrade)
Seeking Alpha· 2025-03-06 13:33
Core Insights - The article emphasizes the importance of a hybrid investment strategy that combines growth and income, utilizing high-quality dividend stocks, Business Development Companies, REITs, and Closed End Funds to enhance investment income while achieving total returns comparable to traditional index funds like the S&P 500 [1]. Investment Strategy - The investment approach focuses on creating a balanced portfolio that not only provides steady income through dividends but also captures capital appreciation, thereby maximizing overall returns [1]. - The strategy suggests that a well-structured mix of different asset classes can lead to efficient income generation and long-term growth potential [1].
Goldman Sachs BDC: Structural Changes Provide Flexibility, But Investors Should Remain Cautious
Seeking Alpha· 2025-03-05 19:00
Group 1 - The Business Development Company (BDC) sector has performed well over the past three years, gaining significant attention from investors [1] - The article emphasizes the importance of dividend investing in quality blue-chip stocks, BDCs, and Real Estate Investment Trusts (REITs) for building investment portfolios [2] - The author aims to assist lower and middle-class workers in achieving financial independence through high-quality, dividend-paying investments [2] Group 2 - The analyst holds a beneficial long position in BXSL shares, indicating confidence in the company's performance [3] - The article is presented as an educational resource rather than financial advice, encouraging readers to conduct their own due diligence [2][4] - Seeking Alpha clarifies that past performance does not guarantee future results, and opinions expressed may not reflect the views of the platform as a whole [4]
Kayne Anderson BDC: Still Under The Radar, Still My Top 1 BDC
Seeking Alpha· 2025-03-05 14:15
Group 1 - The article presents a bullish thesis on Kayne Anderson BDC, Inc. (NYSE: KBDC), indicating it as one of the largest holdings in the BDC sector [1] - The author has a long position in KBDC shares, reflecting confidence in the company's performance [2] - The author has extensive experience in financial management and has contributed to the development of financial frameworks in Latvia, which may enhance market liquidity [1] Group 2 - The article emphasizes the importance of institutionalizing REIT frameworks to boost capital market liquidity in the Baltic region [1] - The author has been involved in policy-level work, including national SOE financing guidelines and private capital channeling into affordable housing [1] - The author's qualifications include being a CFA Charterholder and holding an ESG investing certificate, indicating a strong background in investment analysis [1]
BDC Dividend Cut Party Has Begun, Here Are Next 2 In Line
Seeking Alpha· 2025-03-03 14:15
Group 1 - The article discusses potential headwinds for Business Development Companies (BDCs) that may lead to dividend cuts in the sector [1] Group 2 - Roberts Berzins has over a decade of experience in financial management, focusing on corporate financial strategies and large-scale financings [2] - He has contributed to the institutionalization of the REIT framework in Latvia to enhance liquidity in pan-Baltic capital markets [2] - Berzins has also worked on developing national SOE financing guidelines and frameworks for channeling private capital into affordable housing [2]
1 BDC And 1 MLP That Just Have To Be Put In Your Income Portfolio
Seeking Alpha· 2025-02-25 14:15
Group 1 - Business Development Companies (BDCs) and Master Limited Partnerships (MLPs) are considered effective instruments for passive income strategies due to their attractive yields, which are often higher than other income-oriented asset classes [1] - Roberts Berzins has over a decade of experience in financial management, focusing on helping top-tier corporates with financial strategies and large-scale financings [1] - Berzins has contributed to institutionalizing the Real Estate Investment Trust (REIT) framework in Latvia to enhance the liquidity of pan-Baltic capital markets [1] Group 2 - Berzins has been involved in developing national State-Owned Enterprise (SOE) financing guidelines and frameworks to channel private capital into affordable housing [1] - He holds a CFA Charter and an ESG investing certificate, and has experience with the Chicago Board of Trade [1] - Berzins is actively engaged in thought-leadership activities aimed at supporting the development of pan-Baltic capital markets [1]
My BDC Portfolio To Beat The Index And Generate Durable Income
Seeking Alpha· 2025-02-24 14:15
Group 1 - Business Development Companies (BDCs) are favored instruments for accelerated income compounding, with approximately 50 BDCs being closely monitored, excluding those focused on CLOs [1] - Roberts Berzins has over a decade of experience in financial management, aiding top-tier corporates in shaping financial strategies and executing large-scale financings [1] - Efforts have been made to institutionalize the REIT framework in Latvia to enhance liquidity in pan-Baltic capital markets [1] Group 2 - Development of national SOE financing guidelines and frameworks for channeling private capital into affordable housing stock has been a focus [1] - Roberts Berzins holds a CFA Charter and an ESG investing certificate, with experience including an internship at the Chicago Board of Trade [1] - Active involvement in thought-leadership activities supports the development of pan-Baltic capital markets [1]