This section covers some of my publicly available articles with comparative analyses for the BDC sector including pricing, total returns, dividend coverage, rankings, leverage, fee structures, Institutional and insider ownership, growth capital, potential equity offerings, portfolio credit quality trends, Baby Bonds, etc.
Business development companies (BDCs) mostly invest in small and medium sized companies that are typically overlooked by banks, providing investors with higher than average dividends by avoiding taxation at the corporate level. This allows them to pass along ordinary income and capital gains directly to the shareholder. The purpose of this site is to provide investors with access to research on BDCs as well as comparative analyses so that investors can choose a BDC that fits their investment needs.
This section describes each of the suggested BDC portfolios and keeps investors up to date regarding any changes in recommendations and specific events for each component.
These reports provide overall rankings, pricing charts with suggested buy below prices, updated individual projections for 20 BDCs, dividend sustainability analyses with best and worse scenarios, portfolio recommendations, total return and earnings estimates, interest rate sensitivity analysis and expected future equity offerings as well as discuss my personal BDC allocations with updates for real-time purchases/sales.
To see a full description of these reports please visit "Premium Reports".