Sitemap - 2023 - BDC Buzz
Portfolio Allocations & Yield Expectations For 2024
FDUS Deep Dive: Currently Among The Best-Priced
BDC Weekly Update: Closing Out 2023
BDC Pricing & Market Update: December 2023
TCPC Quick Update: Impact From Lower Rates & Updated Watch List
Weekly Update: Impact From Lower Rates On BDC Stocks & Bonds
Comparing BDC Expense Ratios: December 2023
BXSL Deep Dive: 11% Risk Averse Yield Plus Four IG Bonds
BDC Sector Weekly Update: Many Ex-Div Dates This Week
Upcoming Purchases: Investment Grade BDC Bonds
PNNT Deep Dive: Underleverage But Active Q4 Coming
TPVG Deep Dive: Remains Tier 3, Already Priced For Credit Issues
Weekly Update: Focusing On Investment Grade BDC Bonds This Week
OCSL Deep Dive: Remains Tier 2 For Now
Upcoming BDC Buzz Purchases: Waiting For Market Volatility
BDC Weekly Update: Plenty of Comparison Reports Coming Out
GBDC Quick Update: Best Case Supplemental Dividend Of $0.07
BDC Sector Weekly Update: November 20, 2023
OCSL Update: Supplemental Dividend, Remains A Buy
GLAD Quick Update: Another Solid Quarter, Remains A Buy
BDC Sector Weekly Update: November 13, 2023
PSEC Q3 2023 Update: Slight Improvements But Credit Quality Still A Concern
MRCC Quick Update: Remains Tier 4
OBDC Quick Update: Another Solid Quarter
MFIC Quick Update: Merger With AFT & AIF
BXSL Quick Update: Another Strong Quarter
FSK Update: Additional Realized Losses & Higher PIK
BDC Sector Update: November 6, 2023
TSLX Quick Update: Another Solid Quarter
TCPC Update: Better-Than-Expected But Credit Issues Still A Concern
TPVG Quick Update: Remains Tier 3 Due To Continued Credit Issues
GAIN Quick Update: Increased Target Prices
TRIN Quick Update: Mostly As Expected
GBDC Projections Update: Includes IG Bonds
CSWC Results: Another Dividend Increase
BDC Sector Update: Time To Make Larger Purchases
CSWC Deep Dive: Finally In 'Suggested Purchasing Range'
HTGC Deep Dive: Includes IG Bonds
Q3 2023 BDC Earnings Report Card
ARCC Q3 2023 Results: Excellent Quarter, Expect A Rally!
GAIN Update: Large Gain Driving Higher Dividends, Currently A 'Strong Buy'
BDC Sector Update: October 23, 2023
BDC Pricing & Market Update: October 2023
TRIN Deep Dive: Likely My Next Purchase, 15% Yield
GAIN & GBDC Projection Updates
MAIN Update: 2.3% NAV Growth, Slight Earnings Miss, Remains A Hold
BDC Sector Update: October 16, 2023
Updated BDC Dividend Coverage Levels: October 2023
CGBD Deep Dive: Lowest RSI Driving 13% Yield
BDC Sector Update: October 9, 2023
TPVG Deep Dive: Q3 Earnings Beat Coming But Credit Still A Concern
Investment Grade BDC Bonds/Notes: 37% Of My Portfolio
Subscriber Survey Results: Changes To Deep Dive Reports
BDC & Market Volatility Update: October 3, 2023
BDC Sector Update: October 2, 2023
BDC Buzz Positions Update: September 29, 2023
TCPC Update: Continued Credit Issues, Selling My Position
ARCC Deep Dive: Remains Tier 1 & Watching Healthcare Credits
Subscriber Survey Results: Part 1
CSWC Quick Update & Article Preview
BDC Sector Update: September 25, 2023
BDC Market Update: Waiting Watching
Comparing BDC And REIT Returns
PNNT Deep Dive: Solid 13% Yield
BDC Sector Update: September 18, 2023
FDUS Deep Dive: Waiting For Ex-Div Date To Buy More
BDC Buzz Article Preview: "Building A Balanced Portfolio With BXSL"
OBDC Deep Dive: For Risk-Averse Investors (Including 7 Bonds)
BDC Survey: Help Prioritize & Streamline Content
BDC Sector Update: September 11, 2023
Portfolio Allocations: Where Do BDC Stocks & Bonds Fit?
GSBD Updated Projections: September 2023
TCPC Announces Merger: This Is What I'm Doing
BDC Sector Update: September 4, 2023
BXSL Deep Dive: Remains Tier 1
Introduction To Investment Grade BDC Bonds/Notes: Part 1
PSEC Update: Still Arranging The Deck Chairs
BDC Sector Update: Comparing Returns & IG Bonds Report
OCSL Deep Dive: Added New Investment Grade Bond
TPVG Quick Update: Prepayment Income For Q3 2023
Upcoming BDC Buzz Purchases: Waiting For Market Volatility
BDC Market Update: Better Entry Points For Stocks & BDC Bonds/Notes
Comparing BDC Expense Ratios: August 2023
MRCC Quick Update: Tier 4 For A Reason
NMFC Updated Projections & Watch List: Boring But Stable
BDC Market Update: August 14, 2023
PFLT Quick Update: Actively Deleveraging
PNNT Update: Dividend Increase & Dominion Drives Beat
OBDC Quick Update: Another Solid Quarter
BXSL Update: Tier 1 & Why I Continue To Build This Position
CGBD Quick Update: Remains Tier 3 For Now
FSK Quick Update: Additional Realized Losses
GBDC Update: Lowered Fee Structure Drives Higher Dividends
CSWC Update: Dividend Increased To Best Case Projections
BDC Market Update: Continuing Toward LT Targets
MAIN Quick Update: Another Solid Quarter But Overpriced
BDC Buzz Positions Update: August 4, 2023
GSBD Quick Update: Better-Than-Expected
FDUS Quick Update: Another Round Of Dividends
TRIN Equity Offering: What I'm Doing
HTGC Quick Update: Another Excellent Quarter
TSLX Update: Solid Credit Quality & Earnings
TCPC Quick Update: Surprise Supplemental Dividend
OCSL Quick Update: Mostly As Expected
GAIN Quick Update: Maintained Credit Quality
TPVG Quick Update: Continued Credit Issues
HTGC Dividend Update & Continued Strong Trends
BDC Market Update: Heading Toward LT Targets?
FDUS Deep Dive: Likely Upgrade To Tier 1 Next Week
GLAD Quick Update: Another Solid Quarter
Q2 2023 BDC Earnings Report Card
GAIN Deep Dive: Low Leverage & Higher ROE
ARCC Quick Update: Credit Quality Maintained
BDC Market Update: July 24, 2023
Updated BDC Dividend Coverage Levels: July 2023
OBDC Deep Dive: Remains Tier 2 For Now
GLAD Deep Dive: Approaching Tier 1
MAIN Preliminary Results: Excellent Coverage, 1.7% NAV Growth, Remains A Hold
CSWC Provides Preliminary Results For NII & NAV
BDC Market Update: Where Do We Go From Here?
NMFC Deep Dive: Remains Tier 3 But Potential Upgrade Next Month
BDC Pricing & Market Update: July 2023
BDC Market Update: July 10, 2023
ARCC Deep Dive: Remains Tier 1 & Watching Healthcare Credits
CGBD Deep Dive: Continuing To Watch Healthcare Credits
BDC Market Update: July 3, 2023
Trinity Capital (TRIN) Deep Dive
BDC Buzz Article Preview: Comparing HTGC & TPVG
BDC Market Update & Starting Coverage Of "TRIN"
BXSL Deep Dive: 'Tier 1' For A Reason
BXSL Update: Strong Buy, Dividend Increase, & Changes to Target Prices
PFLT Deep Dive: Improved Watch List, Continuing To Hold
BDC Market Update: June 19, 2023
Introduction To Investment Grade BDC Bonds/Notes: Prices Are Coming Down Again
HTGC Deep Dive: Investment Grade Notes Are A Buy As Well
GBDC Deep Dive: Lower Returns For Lower Risk, Share Repurchases
BDC Market Update: June 12, 2023
CSWC Deep Dive: New Unsecured Notes
PNNT Article Preview & Important PSEC Update
TCPC Deep Dive: Continuing To Watch Credit Quality
BDC Market Update: June 5, 2023
Upcoming BDC Buzz Purchases: Waiting For Market Volatility
TPVG Deep Dive: Selloff Was Likely Overblown
TSLX Deep Dive: Earnings Beat Coming
BDC Market Update: May 29, 2023
Comparing BDC Expense Ratios: May 2023
OCSL Deep Dive: Could Be Adding To This Position
PNNT Deep Dive: Recent Insider Purchases
CSWC Quick Update: Another Solid Quarter
BDC Market Update: Heading Toward Overbought
Comparing BDC Watch Lists/Impacts To NAV (Includes Updated PNNT)
FSK Updated Projections & Watch List: Potential Upgrade
BDC Market Update: May 15, 2023
MRCC Quick Update: Remains Tier 4 For Now
PFLT Quick Update: Another Dividend Increase
GAIN Quick Update: Solid Quarter But Hold At These Levels
ORCC, PNNT, & TSLX Quick Updates
BXSL Quick Update: Another Solid Quarter
NMFC Quick Update: Paying Supplemental Dividends
BDC Market Update: May 8, 2023
FDUS, GSBD, HTGC & MAIN Quick Updates
GAIN Deep Dive Projections: May 2023
TPVG Q1 2023 Update: Please Read
Q1 2023 BDC Earnings Report Card
CGBD Deep Dive: Remains Tier 3 For Now
BDC Market Update: May 1, 2023
Updated BDC Dividend Coverage Levels: April 2023
ORCC Deep Dive: Remains Tier 2 For Now
GLAD Deep Dive: I Continue To Build This Position
FDUS Deep Dive: Back In 'Buying Range'
BDC Market Update: April 24, 2023
BXSL Deep Dive Projections: Upgraded To Tier 1
MAIN Preliminary Results: Excellent Coverage & ~1.4% NAV Growth
BDC Market Update: April 17, 2023
CSWC Preliminary Results: Beats Best Case With Slight NAV Improvement
BDC Market Update: April 10, 2023
Comparing BDC Expense Ratios: April 2023
TSLX Deep Dive: Tier 1 For A Reason
CSWC Deep Dive: Trading Near Its Low Limit Order Price
BDC Market Update: April 3, 2023
Investment Grade BDC Bonds/Notes: April 2023
GSBD Deep Dive: Dividend Coverage Improving
OCSL Deep Dive: Why I Recently Purchased More
BDC Market Update: Continuing To Rebound
TCPC Deep Dive: Watch List Remains A Concern, ST Price Target Changed
PNNT Deep Dive: Strong Buy & Potential Upgrade
BDC Market Update: Continue Making Purchases This Week
HTGC Projections Update: Watch List & New Comparison Charts
BDC Buzz Positions Update: March 15, 2023
BDC Buzz Positions Update: March 14, 2023
MAIN Quick Update: SVB Exposure Details
TSLX Quick Update: SVB/Signature Exposure
BDC Market Update: Start Making Purchases This Week
Subscriber Survey Results: Part 1
Upcoming BDC Buzz Purchases & Potential Market Pullback
GSBD Update & Other Potential Equity Offerings
BDC Market Update: March 6, 2023
FDUS Update: As Always, Better Than Expected
MRCC Update: Finally Covering Its Dividend But High Leverage & PIK
TPVG Update: Credit Quality Improves & Potential Equity Offering
FSK Quick Update: Beat Best Case
TCPC Quick Update: NAV Decline Due To Watch List
BXSL Quick Update: Another Excellent Quarter!
BDC Market Update: February 27, 2023
NMFC Projections Update: Includes Updated Watch List
ORCC Update: Solid Quarter, For Risk Averse With Improved Watch List
MFIC Quick Update: Portfolio Rotation Continues
BDC Market Update: February 20, 2023
FDUS Deep Dive: Likely Among The Top Performers For 2023
TCPC Deep Dive: Relatively Higher Watch List
BDC Market Update: February 13, 2023
PNNT Quick Update: Strong Buy At These Levels
PSEC Quick Update: February 2023
GBDC Update: No Dividend Increase On This Round (But Likely Next Quarter)
CGBD Updated Projections: Target Prices Changed
OCSL Quick Update: Another Dividend Increase & Merger Update
ARCC Quick Update: Positioning For Dividend Increases
GLAD Quick Update: Solid Quarter With One Small Non-Accrual
BDC Market Update: February 6, 2023
BDC Pricing & Market Update: February 2023
MAIN Deep Dive: Upcoming Supplemental Announced Soon
GAIN Quick Update: Beat Best Case Covering By 125%, & NAV Growth
FDUS Quick Update: Announced Details For Deemed Distribution
PFLT Deep Dive: Watch List Is Better-Than-Expected
CSWC Quick Update: As Predicted, Dividend Increase + Supplemental
Q4 2022 BDC Earnings Report Card
BDC Market Update: January 30, 2023
Updated Dividend Coverage Levels: January 2023
GAIN Deep Dive: Remains A Hold
PFLT Equity Offering & Q4 Estimates: Hold Off On Purchases
BDC Market Update: January 23, 2023
Investment Grade BDC Bonds/Notes: January 2023
GLAD Deep Dive: Will Probably Report Closer To Best Case
OCSL Deep Dive: Another Accretive Merger Coming
MAIN Quick Update: Blowout Quarter, As Expected
BDC Market Update: January 17, 2023
Comparing BDC Watch Lists & Potential Impacts To NAV
ARCC Equity Offering & Updated Projections (With Watch List)
GBDC Projections: Includes Recent Portfolio Update, "Not Our First Rodeo"
BDC Market Update: CPI Data Out This Week
Comparing BDC Interest Rate Sensitivity: January 2023