Belden(BDC)

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Main Street Capital: Overpriced 8% BDC Yield
Seeking Alpha· 2024-09-30 17:59
A financial researcher and avid investor with a keen eye for innovation and disruption, as well as growth buy-outs and value stocks. Keeping an eye on the pace of high tech and early growth companies, I write about current events and the biggest news surrounding the industry, and strive to provide readers with ample research and investment opportunities.Analyst’s Disclosure: I/we have a beneficial long position in the shares of MAIN either through stock ownership, options, or other derivatives. I wrote this ...
BDC Dividend Cut Alert: 2 BDCs That Are Likely To Cut Dividends
Seeking Alpha· 2024-09-30 13:05
Group 1 - The Federal Reserve has recently cut the base rates by 50 basis points, which is generally positive for most assets but poses challenges for Business Development Companies (BDCs) in maintaining their net investment income levels [1] - The reduction in rates may create headwinds for BDCs, impacting their financial performance and investment strategies [1] Group 2 - 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 REIT framework in Latvia to enhance liquidity in pan-Baltic capital markets [1] - His work includes developing national SOE financing guidelines and frameworks for channeling private capital into affordable housing [1] - Berzins holds a CFA Charter and an ESG investing certificate, and has experience with the Chicago Board of Trade [1] - He is actively involved in thought-leadership activities to support the development of pan-Baltic capital markets [1]
BDC Weekly Review: Incentive Fee Structures Will Start To Matter Again
Seeking Alpha· 2024-09-28 08:42
Welcome to another installment of our BDC Market Weekly Review, where we discuss market activity in the Business Development Company ("BDC") sector from both the bottom-up - highlighting individual news and events - as well as the top-down - providing an overview of the broader market.Check out Systematic Income and explore our Income Portfolios, engineered with both yield and risk management considerations. Use our powerful Interactive Investor Tools to navigate the BDC, CEF, OEF, preferred and baby bond ...
2 Lessons From BDCs That Recently Cut Their Dividends
Seeking Alpha· 2024-09-27 20:14
Recently, there has been increased chatter around the sustainability of BDC dividends. The argument is that as interest rates decline, BDCs would become subject to reduced portfolio yields that in combination with rising risks of corporate defaults could result in some painful dividend Roberts 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 institutiona ...
The Best BDC To Buy For Fed Rate Cuts
Seeking Alpha· 2024-09-26 11:05
The Federal Reserve recently cut interest rates by 50 basis points. While this cut was largely already priced into long-term interest rates, as they had been dropping for several months as it became increasingly evident that the Fed was onAs the best-rated high-yield investor community on Seeking Alpha, boasting 1,500+ members and a perfect 5/5 rating from 150+ reviews, we pride ourselves on providing unparalleled value and support.But act fast! Our membership rates are set to increase on the 1st of October ...
BDC Weekly Review: Private Lenders Are Getting Into The Trading Business
Seeking Alpha· 2024-09-21 03:25
Welcome to another installment of our BDC Market Weekly Review, where we discuss market activity in the Business Development Company ("BDC") sector from both the bottom-up - highlighting individual news and events - as well as the top-down - providing an overview of theCheck out Systematic Income and explore our Income Portfolios, engineered with both yield and risk management considerations. Use our powerful Interactive Investor Tools to navigate the BDC, CEF, OEF, preferred and baby bond markets.Read our ...
I Made Ares Capital One Of My Top BDC Positions
Seeking Alpha· 2024-09-20 02:30
Welcome to Cash Flow Venue, where dividends do the heavy lifting! Blending my financial chops with the timeless wisdom of value investing (and love for steady income), I’ve built a rock-solid pillar in my financial foundation through dividend investing. I believe it’s one of the most accessible paths to achieving financial freedom, and I’m excited to share my insights with you. I’m a finance professional with deep experience in M&A and business valuation. What does that mean in practice? I’ve evaluated coun ...
Crescent Capital BDC: A Reliable Dividend Payer
Seeking Alpha· 2024-09-17 09:24
RomoloTavani/iStock via Getty Images Crescent Capital BDC (NASDAQ:CCAP) is a business development company [BDC] focused on debt investments with a portfolio of around $1.6 billion spread across more than 180 portfolio companies. In recent quarters, the BDC has witnessed a sustained improvement in its net asset value [NAV] per share and has consistently reported net investment income [NII] well in excess of its $0.42 regular quarterly distribution. The BDC currently offers a highly attractive forward dividen ...
Looking For Another Internally Managed BDC? Capital Southwest Will Do The Job
Seeking Alpha· 2024-09-16 19:01
spawns Business development companies (BDCs) are unique entities aiming to fill the financing gap for businesses struggling to acquire bank or public financing. Therefore, BDCs typically concentrate on the smaller and middle-market companies (often lower middle-market). The business model is pretty simple to understand - gather financing sources (mainly equity) and deploy the capital to generate favourable investment spreads. Most BDCs are externally managed. There aren't many internally managed ones; t ...
Golub Capital BDC: A Solid Quarter But Worse Under The Hood
Seeking Alpha· 2024-09-16 02:03
tadamichi In this article, we catch up on the latest quarterly results of the Golub Capital BDC (NASDAQ:GBDC). The company delivered a strong quarterly result with a 4.8% total NAV return. It trades at an 11.3% total dividend yield and a 3 discount to book. Its net income yield is 12.5% - in line with the sector median but, arguably, overstated due to the one-off incentive fee waiver. We have maintained a Hold rating on the stock - our previous review is linked here. The valuation of the stock has impro ...