I've continued to favor business development companies as my go-to sector for high income during this period of inflated interest rates. However, I've quickly realized that not all BDCs are built the same. Oaktree Specialty Lending (Financial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 15 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering high quality dividend stocks and other assets that of ...

Over the last year, Blue Bird Corporation ( BLBD ) has given up most of the gains that it generated in May 2024 due to uncertainty regarding a key industry tailwind for the EV school buses. Although theI am a value focused investor, conducting fundamental research on sectors like but not limited to chemicals, homebuilders, building materials, industrials and metals & mining. I prefer to invest in stocks which are cheaply available and have a catalyst in the near future. My investment horizon ranges from a q ...

Earnings season has reached the business development sector and one of the first BDCs that reported earnings for Q1 2025 was Ares Capital Corp. (NASDAQ: ARCC ) , the biggest BDC in the industry by market capitalization.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 pr ...

OFS Capital (OFS) Q1 2025 Earnings Call May 02, 2025 10:00 AM ET Company Participants Steve Altebrando - Head - IRBilal Rashid - Chairman & CEOKyle Spina - CFO Operator Good day, and welcome to the OFS Corporation q one twenty twenty five earnings conference call. All participants will be in listen only mode. After today's presentation, there will be an opportunity to ask questions. Please note this event is being recorded. I would now like to turn the conference over to Mr. Steve Altibrandeau, Head of Inve ...

Investors interested in Business Services stocks should always be looking to find the best-performing companies in the group. Has Alithya Group (ALYAF) been one of those stocks this year? By taking a look at the stock's year-to-date performance in comparison to its Business Services peers, we might be able to answer that question.Alithya Group is one of 270 individual stocks in the Business Services sector. Collectively, these companies sit at #6 in the Zacks Sector Rank. The Zacks Sector Rank gauges the st ...

Core Viewpoint - The article highlights three high-yield dividend stocks with an average yield of 8.63%, presenting them as attractive investment opportunities for income-seeking investors. Group 1: Dividend Stocks Performance - Public companies that regularly pay dividends are typically profitable and capable of long-term growth, supported by historical data [2] - A study by Hartford Funds and Ned Davis Research shows that dividend-paying stocks outperformed non-payers by 9.2% annually over a 51-year period [4] Group 2: Investment Opportunities - Pfizer offers a yield of 7.46%, with sustainable earnings despite concerns over tariff impacts and a decline in COVID-19 therapy sales [7][9] - Verizon Communications has a yield of 6.39%, significantly higher than the S&P 500 average, and is positioned to benefit from the 5G expansion despite facing growth challenges [13][16] - PennantPark Floating Rate Capital boasts a yield of 12.04%, focusing on debt investments in middle-market companies, benefiting from higher market-rate yields due to its variable-rate debt portfolio [20][22] Group 3: Financial Metrics and Growth - Pfizer's revenue increased from $41.9 billion in 2020 to $63.6 billion in 2024, marking a 52% growth [9] - Verizon's broadband connections grew by 13.7% year-over-year, reaching 12.6 million [17] - PennantPark's weighted average yield on debt investments is 10.6%, with a significant portion of its debt securities being first-lien secured [22][23]

ICF International (ICFI) Q1 2025 Earnings Call May 01, 2025 04:30 PM ET Company Participants Lynn Morgen - PartnerJohn Wasson - Chairman, President & CEOBarry Broadus - Senior VP & CFOTim Mulrooney - Group Head–Global ServicesJoseph Vafi - Managing Director, Equity ResearchTobey Sommer - Managing DirectorKevin Steinke - Managing Director Conference Call Participants Marc Riddick - Business Services Analyst Operator Welcome to the First Quarter twenty twenty five ICF Earnings Conference Call. My name is Cori ...

Company Overview - ZipRecruiter, Inc. (ZIP) is expected to report a year-over-year decline in earnings, with a projected loss of $0.17 per share, representing a change of -142.9% [3][12] - Revenues for the upcoming quarter are anticipated to be $108.17 million, down 11.5% from the same quarter last year [3] Earnings Expectations - The earnings report is scheduled for release on May 8, 2025, and could influence stock movement based on whether the results exceed or fall short of expectations [2] - The consensus EPS estimate has been revised 10.87% higher over the last 30 days, indicating a reassessment by analysts [4] Earnings Surprise Prediction - The Zacks Earnings ESP (Expected Surprise Prediction) model indicates that the Most Accurate Estimate for ZipRecruiter aligns with the Zacks Consensus Estimate, resulting in an Earnings ESP of 0% [10][11] - Despite a Zacks Rank of 2 (Buy), the combination of a 0% Earnings ESP makes it challenging to predict an earnings beat conclusively [11] Historical Performance - In the last reported quarter, ZipRecruiter met the expected loss of $0.11 per share, resulting in no surprise [12] - Over the past four quarters, the company has beaten consensus EPS estimates two times [13] Industry Context - In comparison, UL Solutions Inc. (ULS) is expected to post earnings of $0.32 per share for the same quarter, reflecting a year-over-year increase of +14.3% and revenues of $703.87 million, up 5.1% from the previous year [17]

APi (APG) came out with quarterly earnings of $0.37 per share, beating the Zacks Consensus Estimate of $0.35 per share. This compares to earnings of $0.34 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 5.71%. A quarter ago, it was expected that this company would post earnings of $0.48 per share when it actually produced earnings of $0.51, delivering a surprise of 6.25%.Over the last four quarters, the company has surpassed c ...

Company Performance - Dun & Bradstreet reported quarterly earnings of $0.21 per share, exceeding the Zacks Consensus Estimate of $0.20 per share, and showing a year-over-year increase from $0.20 per share [1] - The company posted revenues of $579.8 million for the quarter ended March 2025, slightly missing the Zacks Consensus Estimate by 0.02%, but up from $564.5 million a year ago [2] - Over the last four quarters, Dun & Bradstreet has surpassed consensus EPS estimates only once and has topped consensus revenue estimates just once [2] Stock Movement and Outlook - Dun & Bradstreet shares have declined approximately 28% since the beginning of the year, compared to a decline of 5.3% for the S&P 500 [3] - The sustainability of the stock's price movement will largely depend on management's commentary during the earnings call [3] - The current consensus EPS estimate for the upcoming quarter is $0.24 on revenues of $595.09 million, and for the current fiscal year, it is $1.04 on revenues of $2.46 billion [7] Industry Context - The Business - Information Services industry, to which Dun & Bradstreet belongs, is currently ranked in the top 30% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5] - The current estimate revisions trend for Dun & Bradstreet is mixed, resulting in a Zacks Rank 3 (Hold), suggesting the stock is expected to perform in line with the market in the near future [6]