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Goldman Sachs BDC: Big Discount And High Yield Isn't The Bargain You Think
Seeking Alphaยท 2025-11-20 12:15
Core Insights - The article discusses the allure of higher yields for income-focused investors, highlighting that while these yields can present great investment opportunities, they may also carry hidden risks [1]. Group 1: Investment Strategy - The author emphasizes a preference for quality over quantity in investment choices, particularly in blue-chip stocks, Business Development Companies (BDCs), and Real Estate Investment Trusts (REITs) [1]. - The goal is to build investment portfolios that focus on high-quality, dividend-paying companies, particularly for lower and middle-class workers [1]. Group 2: Personal Investment Philosophy - The author identifies as a buy-and-hold investor, aiming to supplement retirement income through dividends within the next 5-7 years [1].
Barings BDC Stock: Q3 Earnings Shows Strong Dividend Coverage (NYSE:BBDC)
Seeking Alphaยท 2025-11-20 04:09
As business development companies continue to face headwinds, there are still some more resilient choices throughout the sector. I believe that Barings BDC ( BBDC ) is one of the better choices in theFinancial 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 offer potential for long term-growt ...
Barings BDC: Q3 Earnings Show Strong Dividend Coverage
Seeking Alphaยท 2025-11-20 04:09
Core Insights - Business development companies (BDCs) are currently facing challenges, but there are resilient options available in the sector, with Barings BDC (BBDC) identified as a strong choice for investors [1]. Investment Strategy - A hybrid investment strategy combining classic dividend growth stocks with BDCs, REITs, and Closed-End Funds can enhance investment income while achieving total returns comparable to traditional index funds like the S&P [1].
Crescent Capital BDC: 13% Yield And 31% Discount Make It A Buy (NASDAQ:CCAP)
Seeking Alphaยท 2025-11-19 19:53
iREIT+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income , diversification , and inflation hedging . Get started with a Free Two-Week Trial and take a look at our top ideas across our exclusive income-focused portfolios.Rewards and risks go hand in hand, and that goes for virtually all investments. For example, a quality asset is only a good investment if bought at a good pr ...
Crescent Capital BDC: 13% Yield And 31% Discount Make It A Buy
Seeking Alphaยท 2025-11-19 19:53
iREIT+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income , diversification , and inflation hedging . Get started with a Free Two-Week Trial and take a look at our top ideas across our exclusive income-focused portfolios.Rewards and risks go hand in hand, and that goes for virtually all investments. For example, a quality asset is only a good investment if bought at a good pr ...
Golub Capital(GBDC) - 2025 Q4 - Earnings Call Transcript
2025-11-19 16:02
Golub Capital BDC (NasdaqGS:GBDC) Q4 2025 Earnings Call November 19, 2025 10:00 AM ET Company ParticipantsDavid Golub - CEORobert Dodd - Director, Specialty FinanceChris Ericson - CFOTim Topicz - COOJordan Wathen - Equity Research AssociateOperatorHello everyone, and welcome to GBDC's earnings call for the fiscal quarter and fiscal year, and it's September 30th, 2025. Before we begin, I'd like to take a moment to remind our listeners that remarks made during this call may contain forward-looking statements ...
Golub Capital(GBDC) - 2025 Q4 - Earnings Call Transcript
2025-11-19 16:00
Golub Capital BDC (NasdaqGS:GBDC) Q4 2025 Earnings Call November 19, 2025 10:00 AM ET Speaker2Hello everyone, and welcome to GBDC's earnings call for the fiscal quarter and fiscal year, and it's September 30, 2025. Before we begin, I'd like to take a moment to remind our listeners that remarks made during this call may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Statements other than statements of historical facts made during this call may c ...
Golub Capital(GBDC) - 2025 Q4 - Earnings Call Presentation
2025-11-19 15:00
GOLUB CAPITAL BDC, INC. EARNINGS PRESENTATION QUARTER ENDED SEPTEMBER 30, 2025 Confidential | for discussion purposes only Some of the statements in this presentation constitute forward-looking statements, which relate to future events or our future performance or financial condition. The forward-looking statements contained in this presentation involve risks and uncertainties, including statements as to: our future operating results; our business prospects and the prospects of our portfolio companies, incl ...
Bottom Picking BDCs: Golub Capital BDC (NASDAQ:GBDC)
Seeking Alphaยท 2025-11-18 22:53
we discuss ideas like this as they happen in more detail. All active investors are welcome to join on a free trial and ask any question in our chat room full of sophisticated traders and investors.In this article, we will examine one more beaten-down BDC, or business development company. Today, we talk about Golub Capital BDC ( GBDC ). There are several simplified assumptions to provide a basic ideaArbitrage Trader, aka Denislav Iliev has been day trading for 15+ years and leads a team of 40 analysts. They ...
Oaktree Specialty Lending (OCSL) - 2025 Q4 - Earnings Call Presentation
2025-11-18 16:00
Fourth Quarter 2025 Forward Looking Statements & Legal Disclosures Some of the statements in this presentation constitute forward-looking statements because they relate to future events or our future performance or financial condition. The forward-looking statements contained in this presentation may include statements as to: our future operating results and distribution projections; the ability of Oaktree Fund Advisors, LLC (together with its affiliates, "Oaktree") to implement Oaktree's future plans with ...