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How I'm Investing In The Weirdest Market I've Ever Seen
Seeking Alpha· 2025-10-22 11:30
Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .As most of you may know, I enjoy watching sports, although my hobby mainly consists of following the scores and the standings. This includes the NFL, MLB baseball, college football, NHL hockey since my visit to Florida in March, andAnalyst’s Disclosure:I/we have a beneficial lon ...
BDC Weekly Review: Spectre Of Dividend Cuts Is Haunting BDCs
Seeking Alpha· 2025-10-18 09:27
Core Insights - The article promotes Systematic Income's Income Portfolios, which are designed with a focus on yield and risk management considerations [1] Group 1 - Systematic Income offers powerful Interactive Investor Tools to assist in navigating various markets, including BDC, CEF, OEF, preferred, and baby bond markets [1] - The company provides Investor Guides specifically for CEFs, Preferreds, and PIMCO CEFs, indicating a commitment to educating investors [1] - A promotional offer is available for a 2-week free trial, allowing potential clients to explore the services without risk [1]
Buying Goldman Sachs BDC When The Market Is Selling All BDCs (NYSE:GSBD)
Seeking Alpha· 2025-10-12 07:55
Group 1 - The company emphasizes the importance of closed-end funds for identifying directional and arbitrage opportunities due to market price deviations [1] - BDC bonds are highlighted as attractive investment opportunities, outperforming BDC common equity, with multiple publications supporting this trend [2] Group 2 - The service provided by the company includes frequent picks for mispriced preferred stocks and baby bonds, along with weekly reviews of over 1200 equities and IPO previews [2]
Bottom-Picking BDCs - Part 1: FS KKR Capital Stock (NYSE:FSK)
Seeking Alpha· 2025-10-09 08:30
Group 1 - The article discusses the features of the investing group Trade With Beta, which includes 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] - The service offers a chat room for discussion among sophisticated traders and investors, allowing for real-time engagement and idea sharing [1] - The analyst has a beneficial long position in the shares of FSK, indicating a personal investment interest in the stock mentioned [1] Group 2 - The article emphasizes that past performance is not a guarantee of future results, highlighting the inherent uncertainties in investment outcomes [2] - It clarifies that no specific investment recommendations are being made, and opinions expressed may not reflect the views of Seeking Alpha as a whole [2] - The analysts contributing to the article may not be licensed or certified by any regulatory body, indicating a diverse range of perspectives [2]
Blackstone Secured Lending: Buy The Dip On This 12% Yield
Seeking Alpha· 2025-10-02 14:35
Group 1 - iREIT+HOYA Capital focuses on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1] - The service offers a Free Two-Week Trial for potential investors to explore top ideas across exclusive income-focused portfolios [1] Group 2 - The analyst has maintained a cautious stance on Business Development Companies (BDCs) due to risks associated with lower interest rates and high valuations [2] - The analyst emphasizes a defensive investment approach with a medium- to long-term horizon [2]
Worried About BDCs? These 2 Are There To Offer Sustainable Yields
Seeking Alpha· 2025-09-30 13:15
Core Insights - Many Business Development Company (BDC) investors have been surprised by the ability of BDCs to endure declining interest rates [1] Group 1: BDC Performance - The article highlights that BDCs have shown resilience in the face of falling interest rates, which was unexpected for many investors [1] Group 2: Analyst Background - Roberts Berzins has over a decade of experience in financial management, focusing on corporate financial strategies and large-scale financings [1] - He has contributed to the institutionalization of the Real Estate Investment Trust (REIT) framework in Latvia to enhance liquidity in pan-Baltic capital markets [1] - His work includes developing national State-Owned Enterprise (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 from an internship at the Chicago Board of Trade [1]
Time To Hunt Bargains In The BDC Forest: 2 Picks At ~20% Discount To NAV
Seeking Alpha· 2025-09-24 13:15
Group 1 - The analyst expresses a bullish sentiment on certain Business Development Companies (BDCs) but maintains a bearish outlook on the broader sector [1] Group 2 - Roberts Berzins has over a decade of experience in financial management, focusing on shaping financial strategies for top-tier corporates and executing large-scale financings [2] - Berzins has contributed to institutionalizing the REIT framework in Latvia to enhance liquidity in pan-Baltic capital markets [2] - His policy-level work includes developing national SOE financing guidelines and frameworks for channeling private capital into affordable housing [2]
Prospect Capital Stock: Huge Discount & 20% Yield Are Signs To Avoid At All Costs (PSEC)
Seeking Alpha· 2025-09-23 11:30
Core Viewpoint - Prospect Capital Corp. (NASDAQ: PSEC) presents an attractive investment opportunity due to its significant discount to net asset value and a yield exceeding 20%, appealing particularly to income-focused investors [1]. Group 1 - The company is characterized as a lower-quality investment, which may tempt investors seeking high yields [1]. - The current yield of over 20% is highlighted as a key factor for income-focused investors [1]. - The article emphasizes the importance of conducting due diligence before making investment decisions [1]. Group 2 - The author expresses a personal investment philosophy focused on quality blue-chip stocks, BDCs, and REITs, aiming to supplement retirement income through dividends [1]. - There is a goal to assist lower and middle-class workers in building high-quality, dividend-paying investment portfolios [1].
Gladstone Capital: One Of The Few Buying Opportunities In The BDC Segment
Seeking Alpha· 2025-09-18 21:45
Group 1 - Gladstone Capital (NASDAQ: GLAD) has been identified as a promising business development company (BDC) with a buy rating assigned in December 2023 [1] - The original investment thesis highlighted the company's potential in shaping financial strategies and executing large-scale financings [1] - The analyst has a beneficial long position in the shares of GAIN and GLAD, indicating confidence in the company's performance [2] Group 2 - The analyst has over a decade of experience in financial management, contributing to the development of financial strategies for top-tier corporates [1] - Significant efforts have been made to institutionalize the REIT framework in Latvia, aimed at enhancing liquidity in pan-Baltic capital markets [1] - The analyst is involved in policy-level work, including the development of national SOE financing guidelines and frameworks for channeling private capital into affordable housing [1]
Gladstone Capital: One Of Few Buying Opportunities In The BDC Segment (NASDAQ:GLAD)
Seeking Alpha· 2025-09-18 21:45
Gladstone Capital (NASDAQ: GLAD ) has been one of my first BDCs that I have covered here on the platform, assigning a buy rating. My original thesis was issued in December 2023, where I indicated aRoberts 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 capital markets. Other ...