Weekly Updates

BDC Weekly Update: 19 BDCs Reporting This Week

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May 4
BDC Weekly Update: 19 BDCs Reporting This Week

Most BDCs will be reporting results this week, which is when many investors make portfolio changes based on potential opportunities or issues. I will likely make changes to my portfolio, similar to previous quarters, related to credit quality and dividend coverage.

BDC Weekly Update: Excellent Buying Opportunities This Week

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Mar 2
BDC Weekly Update: Excellent Buying Opportunities This Week

Please use the following link to access all the recently updated reports, including side-by-side comparison reports and individual company updates:

BDC Weekly Update: Continuing To Make Purchases

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Feb 23
BDC Weekly Update: Continuing To Make Purchases

Please use the following link to access all the recently updated reports, including side-by-side comparison reports and individual company updates:

BDC Weekly Update: Upcoming Purchases

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Feb 16
BDC Weekly Update: Upcoming Purchases

Please use the following link to access all the recently updated reports, including side-by-side comparison reports and individual company updates:

BDC Weekly Update: Starting To See Some Buying Opportunities

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Feb 9
BDC Weekly Update: Starting To See Some Buying Opportunities

Please use the following link to access all the recently updated reports, including side-by-side comparison reports and individual company updates:

BDC Weekly Update: 6 BDCs Reporting Results This Week

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Feb 2
BDC Weekly Update: 6 BDCs Reporting Results This Week

BDCs will begin reporting Q4 2025 results later this week. This will be an important quarter for reporting, as there will likely be management guidance for any changes to dividend policies, which is why we continue to focus on the “2026 BDC Dividend Projections”, as discussed later. ARCC, GBDC, and OCSL will be announcing their dividends for Q1 2026 lat…

BDC Weekly Update: January 12, 2026

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Jan 12
BDC Weekly Update: January 12, 2026

Please use the following link to access all the recently updated reports, including side-by-side comparison reports and individual company updates:

BDC Weekly Update: Starting To See Some Entry Points

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September 22, 2025
BDC Weekly Update: Starting To See Some Entry Points

BDCs will begin reporting results in five weeks, and there is a chance that I will be making additional purchases of my smaller positions before the report. As always, I will notify subscribers of ANY changes to my portfolio.

Weekly Update: As Expected, Continuing Toward LT Targets

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July 14, 2025
Weekly Update: As Expected, Continuing Toward LT Targets

BDC prices continue toward their longer-term targets, but there are still selective buying opportunities.

BDC Weekly Update: Final Results Coming, Continued Rally This Week

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May 12, 2025
BDC Weekly Update: Final Results Coming, Continued Rally This Week

U.S. Treasury Secretary Scott Bessent and Trade Representative Jamieson Greer said on Sunday afternoon that a trade deal had been struck with China after negotiations over the weekend in Geneva, and more substance surrounding the agreement was subsequently announced on Monday. The two sides have agreed to a 90-day pause on soaring tariffs placed on each…

BDC Weekly Update: 17 BDCs Reporting This Week!

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May 5, 2025
BDC Weekly Update: 17 BDCs Reporting This Week!

Please use the following link to access all the recently updated reports, including side-by-side comparison reports and individual company updates:

BDC Weekly Update: March 24, 2025

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March 24, 2025
BDC Weekly Update: March 24, 2025

Please use the following link to access all the recently updated reports, including side-by-side comparison reports and individual company updates:

BDC Weekly Update: Corp B Yield Spread Near Historic Highs

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September 3, 2024
BDC Weekly Update: Corp B Yield Spread Near Historic Highs

Please use the following link to access all the recently updated reports, including side-by-side comparison reports and individual company updates: