Nelson retired from the corporate world at 39 and now manages his own portfolio full-time. His focus is on under covered and unappreciated Canadian dividend stocks, excellent companies at solid values which happen to pay dividends.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation f ...

Core Viewpoint - The article emphasizes the positive outlook on collateralized loan obligation (CLO) ETFs and closed-end funds (CEFs), advocating for investment in these financial instruments [1]. Group 1: CLO ETFs and CEFs - CLO ETFs have been positively received in the market, with the author consistently promoting them as a viable investment option [1]. - The author has also supported several CLO CEFs with buy ratings, indicating a strong belief in their potential for income generation [1]. Group 2: Author's Position - The author holds a beneficial long position in specific CLO-related securities, including ECC, OXLC, JAAA, and JBBB, through various financial instruments [1].

EAGLE POINT INCOME COMPANY QUARTERLY UPDATE – Q4 2024 FEBRUARY 2 0 , 2025 IMPORTANT INFORMATION This presentation and the information and views included herein do not constitute investment advice, or a recommendation or an offer to enter into any transaction with Eagle Point Income Company Inc. ("EIC" or the "Company") or any of its affiliates. This presentation is provided for informational purposes only, does not constitute an offer to sell securities of the Company or a solicitation of an offer to purcha ...

Eagle Point Income Co Inc. (NYSE:EIC) Q4 2024 Earnings Conference Call February 20, 2025 11:30 AM ET Company Participants Peter Sceusa – ICR Tom Majewski – Chairman and Chief Executive Officer Dan Ko – Senior Principal and Portfolio Manager Lena Umnova – Chief Accounting Officer Conference Call Participants Mickey Schleien – Ladenburg Thalmann Operator Ladies and gentlemen, the call conference of Eagle Point Income Company Inc. will begin shortly. Please stay connected. Ladies and gentlemen, the conference ...

Group 1 - Eagle Point Income (NYSE: EIC) is an investment company that focuses on CLO debt [1] - The investment group European Small Cap Ideas, led by Steven Bavaria, provides exclusive access to actionable research on European investment opportunities [1] - The focus of European Small Cap Ideas is on high-quality small-cap investments, emphasizing capital gains and dividend income for continuous cash flow [1] Group 2 - European Small Cap Ideas features two model portfolios: the European Small Cap Ideas portfolio and the European REIT Portfolio [1] - The service includes weekly updates, educational content on European investing opportunities, and an active chat room for discussions on portfolio developments [1]

Financial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 10 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering strategies to utilize various investment vehicles - seeking out high quality dividend stocks, and other assets that offer potential for long term-growth that pack a serious punch for bill-paying potential. I use myself as an example that with a solid base of classic dividend growth sto ...

Financial Data and Key Metrics Changes - The company reported recurring cash flows of $13.1 million or $0.76 per share, a decrease from $12.4 million or $0.87 per share in the prior quarter [8] - Net investment income and realized gains were $0.57 per share during the quarter, compared to $0.44 per share in the second quarter of 2024 and $0.38 per share in the third quarter of 2023 [20] - The NAV as of September 30 was $14.90 per share, a 2% decrease from $15.24 per share at the end of June [10][23] Business Line Data and Key Metrics Changes - The company deployed approximately $90 million of net capital into new investments during the third quarter, with a weighted average effective yield of 12% on new CLO purchases [15] - The company paid three monthly common distributions of $0.20 per share during the third quarter and has declared the same monthly distributions through March 2025 [10][22] Market Data and Key Metrics Changes - The Credit Suisse Leverage Loan Index generated a total return of 2.1% for the quarter and 6.6% year-to-date through September 30, with loans up 7.5% year-to-date as of October 31 [14] - There was $40 billion of new CLO issuance in the third quarter of 2024, with $142 billion for the first nine months of 2024, on pace to break the previous record of $187 billion set in 2021 [16] Company Strategy and Development Direction - The company continues to focus on maximizing shareholder returns through active portfolio management and investment in high-yielding CLO debt and equity [7][13] - The management believes that CLO BBs are resilient and positioned to succeed in various economic environments, emphasizing the structural protections and underlying collateral [26] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the portfolio's ability to generate compelling risk-adjusted returns despite recent Federal Reserve rate cuts [26] - The company expects low default risk to persist, with only three leveraged loan defaults in the third quarter and a trailing 12-month default rate of 80 basis points [18] Other Important Information - The company recorded GAAP net income of $1 million or $0.06 per share, with total investment income of $12.5 million and net realized gains of $1.3 million [20][21] - As of October month-end, the company had over $21 million of cash and revolver capacity available for investment management [24] Q&A Session Summary Question: Insights on the BB market and acquisitions - Management noted that CLO BB prices have held well despite Fed rate cuts, with a significant difference in spreads between new issues and resets [29][30] Question: Primary vs. secondary market dynamics - Management indicated that convexity in CLO BBs has largely disappeared as most have rallied back to par, with opportunities still available in both primary and secondary markets [31][32] Question: Contribution of discounted assets in the portfolio - Management acknowledged the benefits of realizing convexity sooner and indicated that a large portion of the portfolio consists of purchases made at discounts, with potential for future gains [34] Question: Yield requirements and comparisons with other vehicles - Management highlighted that the distribution rate currently pencils out to a high 14% yield, which is considered attractive compared to private credit and BDCs [38][42] Question: Growth potential in the CLO BB market - Management emphasized the significant growth potential in the CLO BB market, which is only about 4% of the total CLO market, indicating ample opportunity for expansion [45][48]

EAGLE POINT INCOME COMPANY QUARTERLY UPDATE – Q3 2024 NOVEMBER 14 , 2024 IMPORTANT INFORMATION This presentation and the information and views included herein do not constitute investment advice, or a recommendation or an offer to enter into any transaction with Eagle Point Income Company Inc. ("EIC" or the "Company") or any of its affiliates. This presentation is provided for informational purposes only, does not constitute an offer to sell securities of the Company or a solicitation of an offer to purchas ...

Group 1 - NewtekOne (NASDAQ: NEWT) is identified as a bank holding company, previously known as a business development company (BDC) with a strong performance history [1] - The article highlights the potential for building a Fixed Income Portfolio, emphasizing the importance of conservative income strategies that focus on preferred stocks and bonds with high safety margins [1] - There is a belief that the upcoming decade will favor fixed income investments, appealing to both conservative and aggressive investors [1] Group 2 - The article promotes the advantages of undervalued fixed income securities, bond ladders, and high-yield cash parking opportunities [2] - A significant discount of 46% on annual memberships is offered, encouraging potential investors to explore the Conservative Income Portfolio (CIP) [2]

r F The Property 10 H 4 11 r T H T H r I Andrii Dodonov Introduction Eagle Point Income (NYSE:EIC) is an investment company focusing on the BB tranches of CLO debt. And just like in my previous article, I'd like to refer you to Steven Bavaria's articles which often provide excellent reads as he is very capable in explaining CLO tranches and the implications in layman's terms. VAL Eagle Point Income Co Inc (EIC) Price 14.64 20.00 10,00 5,00 2020 2022 2021 2023 2024 Seeking AlphaQ Jan 05 2024, 12:08AM EST. Po ...