Largest publicly traded technology-focused BDC by total assets NEW YORK, June 11, 2025 /PRNewswire/ -- Blue Owl Technology Finance Corp. ("OTF" or the "Company"), a leading business development company ("BDC") focused on investing in U.S. upper middle-market technology companies, has received approval from the New York Stock Exchange ("NYSE") and is expected to commence trading tomorrow, June 12, 2025, under the ticker symbol "OTF." "The listing of OTF on the New York Stock Exchange as the largest technolog ...

Core Insights - Blue Owl Capital (NYSE: OBDC) experienced an increase in its non-accrual percentage in the first quarter, indicating potential challenges in asset performance [1] - Despite the increase in non-accruals, Blue Owl Capital continues to present a strong value proposition for dividend investors, maintaining a dividend coverage ratio of 1.08X in the first quarter [1] Financial Performance - The non-accrual percentage for Blue Owl Capital rose in the first quarter, suggesting a need for monitoring asset quality [1] - The dividend coverage ratio of 1.08X indicates that the company is generating sufficient earnings to cover its dividend payments, which is a positive sign for investors [1]

Core Insights - The survey indicates a strong commitment to integrating AI technologies in customer experience (CX) operations, with 81% of global CX executives planning to deploy AI in their contact centers in 2025 [1][8] - There is a significant demand for AI solutions and expertise, as over 80% of enterprise contact center leaders aim to expand AI's role within their operations [2] AI Applications and Benefits - Respondents rated CX insights and analytics as the most valuable AI application with a score of 4.3 out of 5, followed by real-time agent assistance at 4.0 out of 5 [3] Concerns Regarding AI Implementation - Security and privacy issues are the top concerns for 50% of respondents, closely followed by ethical use of AI at 49%. Other concerns include quality matters (35%), development process bias (29%), and limited knowledge about AI tools (16%) [4] Company Overview - ibex is a leading global provider of business process outsourcing (BPO) and AI-powered customer engagement technology solutions, operating approximately 30 facilities worldwide and managing nearly 175 million customer interactions annually [5][6]

Core Insights - The article emphasizes the importance of a hybrid investment strategy that combines high-quality dividend stocks with other asset classes such as Business Development Companies, REITs, and Closed End Funds to enhance investment income while achieving total returns comparable to traditional index funds [1]. Investment Strategy - The investment approach focuses on creating a balanced portfolio that not only provides income through dividends but also captures growth, aiming for a total return that aligns with the performance of the S&P 500 [1]. - The strategy is designed to be efficient in boosting investment income while maintaining a solid foundation of classic dividend growth stocks [1].

As we gain more experience, we all learn things about ourselves. I’ve learned that I should spend more time playing with preferred shares and baby bonds. That’s where we get some of our best risk-adjusted returns. I’ve also learned that our BDC investments tend to do quite well. It would be nice if it was easier to get more bargain opportunities in that sector. I’ve learned that the market can remain irrational for remarkably long periods of time. I’ve learned some people will always buy the weakest stocks ...

Group 1 - Jennifer Kupcho won the ShopRite LPGA Classic with rounds of 68-64-66, marking her fourth LPGA Tour victory and ranking her 45th in the Rolex Women's World Golf Rankings [1][3] - Protiviti will contribute 25,000 meals globally through its "Birdies for Meals" campaign to commemorate Kupcho's victory [2] - Kupcho's win was achieved under challenging conditions, including light rain, and she birdied three of the last five holes to secure the victory [3] Group 2 - Kupcho has notable previous wins including the 2022 Chevron Championship, 2022 Meijer LPGA Classic, and 2022 Dow Great Lakes Bay Invitational, and has been a Protiviti brand ambassador since 2020 [4] - Joseph Tarantino, president and CEO of Protiviti, expressed excitement over Kupcho's victory, highlighting the shared commitment to success between Kupcho and the firm [5] - Protiviti is a global consulting firm with over 90 offices in more than 25 countries, serving a wide range of clients including over 80% of Fortune 100 and nearly 80% of Fortune 500 companies [6][7]

Group 1 - Prospect Capital Corporation held a special meeting of stockholders on June 9, 2025, to consider proposals detailed in the definitive proxy statement filed with the SEC on March 11, 2025 [1] - As of March 11, 2025, the company had 445,761,031 shares of common stock and various series of preferred stock outstanding, including 27,533,233 shares of 5.50% Series A1 Preferred Stock and 24,308,542 shares of 6.50% Series A3 Preferred Stock [1] - The special meeting has been adjourned until June 17, 2025, to allow additional time for soliciting stockholder votes [1] Group 2 - Prospect Capital Corporation is a business development company that focuses on lending to and investing in private businesses [2] - The company's investment objective is to generate current income and long-term capital appreciation through debt and equity investments [2] - Prospect has elected to be treated as a business development company under the Investment Company Act of 1940 and as a regulated investment company under the Internal Revenue Code of 1986 [2]

Core Insights - Cintas Corporation (CTAS) is expected to benefit from strong segment performance, technology investments, and strategic acquisitions, making it an attractive stock for investors [1] Business Performance - Cintas has shown solid momentum across all segments, with strong growth from new customers and increased product penetration in the Uniform Rental and Facility Services segment [5] - The First Aid and Safety Services segment is experiencing rising demand for AED Rentals, eyewash stations, and WaterBreak products, contributing to overall performance [5] - Cintas forecasts a 7.7% year-over-year increase in organic revenues for fiscal 2025 [5] Expansion Efforts - Cintas is enhancing its market presence through acquisitions, including Paris Uniform Services and SITEX, which have strengthened its position in key regions [6] - The company spent $198.8 million on acquisitions in the first nine months of fiscal 2025 [6] Product Enhancement - Cintas is focused on enhancing its product portfolio and investing in technology, including SmartTruck technology for route optimization and garment-sharing technology [7] - Partnerships with Verizon and Google aim to provide technology solutions that enhance customer experience [7] Shareholder Returns - Cintas has a strong track record of returning cash to shareholders, with dividends totaling $453.7 million in the first nine months of fiscal 2025, a 14.4% increase year-over-year [9] - The company repurchased $678.1 million in shares during the same period, up from $468.1 million the previous year [9] - Cintas raised its quarterly dividend by 15.6% to $1.56 per share in July 2024, marking 40 consecutive years of dividend increases [9]

The negative year-to-date performance of some BDCs has opened up opportunities to build positions in high-quality private credit tickers. Bain Capital Specialty Finance ( BCSF ) has dipped roughly 11% since the start of the year and now trades at aThe equity market is a powerful mechanism as daily fluctuations in price get aggregated to incredible wealth creation or destruction over the long term. Pacifica Yield aims to pursue long-term wealth creation with a focus on undervalued yet high-growth companies, ...

Core Viewpoint - Small-cap stocks are currently undervalued, presenting potential investment opportunities, especially those offering high dividend yields ranging from 8.3% to 17.1% [2] Group 1: Small-Cap Stocks Overview - The valuation gap between the S&P 500 and S&P 600 is at its widest since the late 1990s, suggesting small-cap stocks are significantly cheaper [2] - The article discusses five small-cap stocks with attractive dividend yields, indicating a potential for high returns despite their current low valuations [2] Group 2: Playtika Holding (PLTK) - Playtika, a mobile game developer, has a dividend yield exceeding 8% but has not raised its payout recently, indicating a decline in earnings and sales [4][5] - Analysts project a 32% increase in profits for 2024, despite the company's struggles in the competitive mobile gaming market [6] - Playtika's valuation is low at 6 times forward earnings, but there are concerns about its growth prospects [7] Group 3: Carlyle Secured Lending (CGBD) - CGBD is a business development company focused on U.S. middle-market companies, primarily investing in first-lien debt [8][9] - Recent earnings reports have shown disappointing results, with an increase in non-accrual loans and a stagnant base dividend of 40 cents per share [10][11] - CGBD shares are trading at a 16% discount to net asset value, but operational challenges raise concerns about future dividend sustainability [12] Group 4: Bain Capital Specialty Finance (BCSF) - BCSF provides financing solutions to a diverse range of companies, with a significant portion of its investments in first-lien debt [13][14] - The company has maintained its regular dividend but has introduced special dividends, raising concerns about future dividend coverage due to declining net investment income projections [16][17] - Analysts expect BCSF's dividend ratios to be high, leaving little room for error in case of operational difficulties [17] Group 5: Two Harbors Investment Corp. (TWO) - TWO operates in the mortgage REIT sector, focusing on mortgage servicing rights and agency residential mortgage-backed securities [19][22] - The company has faced significant share price declines, resulting in a high yield of over 17%, but recent litigation charges could impact its book value and dividend sustainability [24][25] - TWO's current dividend rate of 45 cents per share is at risk due to the potential impact of litigation on earnings available for distribution [25] Group 6: Franklin BSP Realty Trust (FBRT) - FBRT is a mortgage REIT focused on commercial mortgage-backed securities, with a significant portion of its portfolio in multifamily properties [26][27] - The company is trading at a 28% discount to book value, with a low P/E ratio based on 2026 earnings estimates, indicating potential value [28] - Concerns exist regarding the stability of its dividend, as the payout has not changed since 2021, and market conditions could necessitate a review of the dividend policy [29][30]