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Fickle Sentiment, High Yields: Why We Are Buying The BDC Panic
Seeking Alpha· 2026-02-28 15:30
Group 1 - Investor sentiment can change rapidly, with news stories that seem crucial to the markets fading away over time [1] Group 2 - Rida Morwa has over 35 years of experience in investment and commercial banking, focusing on high-yield investment strategies since 1991 [2] - The Investing Group High Dividend Opportunities aims for a targeted safe yield of +9% through various high-yield investments [2] - The service includes features such as a model portfolio with buy/sell alerts, preferred and baby bond portfolios, and regular market updates [2]
PRA Group Q4 Earnings Beat Estimates on Strong Portfolio Income
ZACKS· 2026-02-27 19:00
Key Takeaways PRAA reported Q4 EPS of $1.46, up over three-fold Y/Y, beating estimates by 192%.PRAA's revenues rose 13.7% to $333.4 million on strong U.S. and Europe cash collections.PRAA's net income nearly tripled, while nonperforming loan purchases fell 27.2%.PRA Group, Inc. (PRAA) reported fourth-quarter 2025 earnings per share (EPS) of $1.46, which outpaced the Zacks Consensus Estimate by a whopping 192%. The bottom line increased more than threefold year over year.Total revenues amounted to $333.4 mil ...
A 12%+ Yield Trading For Pennies On The Dollar: Blue Owl Capital
Seeking Alpha· 2026-02-26 23:26
Core Insights - Blue Owl Capital Corporation (OBDC) is currently trading at over a 20% discount to its net asset value, despite successfully executing a third-party loan sale at book value, which validates its valuation methodology [2]. Company Overview - Blue Owl Capital Corporation operates as a Business Development Company (BDC) and is focused on disciplined, income-oriented investment strategies [2]. - The company is led by Samuel Smith, who has extensive experience in dividend stock research and investment, and is supported by a team that includes Jussi Askola and Paul R. Drake [2]. Investment Strategy - High Yield Investor emphasizes a balanced approach to safety, growth, yield, and value, offering various portfolios including core, retirement, and international options [2]. - The service provides regular trade alerts, educational content, and an active community for investors [2].
Blackstone Secured Lending: Why I Am Buying The SaaS Crash
Seeking Alpha· 2026-02-26 20:51
Core Insights - Blackstone Secured Lending (BXSL) has demonstrated consistent asset quality and strong net investment income (NII) coverage, making it valuable to Business Development Company (BDC) investors [1] Group 1 - BXSL has shown resilience over time despite facing downward market pressures [1]
Can Higher Cash Collections Boost PRA Group's Q4 Earnings?
ZACKS· 2026-02-25 15:45
Key Takeaways PRA Group is set to report Q4 results with EPS expected up 6.4% and revenues rising 3.7% year over year.PRAA's cash collections are expected to climb 10.4%, portfolio income to jump 14.3% from last year.Higher legal and operating costs, plus weaker recoveries, may limit PRA Group's earnings upside.Nonperforming loan portfolio acquirer, PRA Group, Inc. (PRAA) , is set to report its fourth-quarter 2025 results on Feb. 26, 2026, after the closing bell. The Zacks Consensus Estimate for the to-be-r ...
Barings BDC: Dividend Risk Fully Priced In
Seeking Alpha· 2026-02-25 09:07
Core Viewpoint - Barings BDC (BBDC) reported a fourth-quarter EPS of $0.27, surpassing Wall Street's consensus estimate by $0.01, indicating a positive performance despite challenges in the portfolio [1] Financial Performance - The investment firm experienced a minor contraction in its portfolio compared to the previous year, suggesting potential challenges in maintaining growth [1] - The warning to investors about lower base performance indicates a cautious outlook for future earnings [1]
Private-Credit BDC Market Offers a Choice: Cheap Public Funds or Richer Private Ones
Barrons· 2026-02-24 21:36
Private-Credit BDC Market Offers a Choice: Cheap Public Funds or Richer Private Ones - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Private-Credit BDC Market Offers a Choice: Cheap Public Funds or Richer Private OnesBy [Andrew Bary]ShareRe ...
Sixth Street Specialty Lending: Strong Value Despite Market Fears
Seeking Alpha· 2026-02-24 14:44
Analyst’s Disclosure: I/we have a beneficial long position in the shares of TSLX, ARCC, BXSL, OBDC 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 (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given a ...
Blue Owl Capital: I'm Finally Taking The Bull Camp (NYSE:OBDC)
Seeking Alpha· 2026-02-21 14:15
Group 1 - The article discusses a bearish perspective on Blue Owl Capital (OBDC), contrasting with the prevailing bullish sentiment among analysts [1] - Key metrics and performance indicators were highlighted, suggesting a divergence from the consensus view [1] Group 2 - Roberts Berzins is noted for his extensive experience in financial management, particularly in shaping financial strategies for top-tier corporates [1] - His contributions include institutionalizing the REIT framework in Latvia to enhance liquidity in pan-Baltic capital markets [1] - Berzins has also worked on developing national SOE financing guidelines and frameworks to channel private capital into affordable housing [1]
Why CoreWeave Was Plunging To End the Week Today
Yahoo Finance· 2026-02-20 22:15
Shares of AI neocloud CoreWeave (NASDAQ: CRWV) were falling on Friday, down as much as 13% at one point, before finishing the day down 8.1%. CoreWeave has been highly volatile since going public about a year ago. This is because its tantalizing growth prospects as the largest neocloud serving the AI build-out are running into the complications of securing sufficient funding and permits to build its data centers. Will AI create the world's first trillionaire? Our team just released a report on the one lit ...