Ares Capital Corporation Aktie News

Ares Capital is a BDC focused on directly lending to private companies. It has a conservative portfolio and balance sheet.

Most 10% yielding portfolios inevitably crash and burn. However, there is a path to achieving a potentially sustainable 10% yielding portfolio. I share how it possibly can be done.

The Fed's dovishness has been the key driver for the BDC sell-off. The idea is that lower interest rates should lead to lower dividends (i.e., BDCs cutting their dividend across the board). While it is a process that takes time, the current data show that many BDCs are well-positioned to safeguard their existing dividends.

The stock market is experiencing historically high valuations, as measured by the Shiller price-to-earnings ratio and Buffett indicator. EQT Corporation and Expand Energy are positioned to benefit from the increasing demand for natural gas as a cleaner energy source.

The "Total Portfolio Approach" is reshaping investing. It rewards active skill over passive indexing, a philosophy I fully embrace for my own income-focused strategy. This method demands high-conviction picks. Sustainable retirements depend on getting these decisions right, with little room for error in building a reliable income stream. That's why I've identified five elite income stocks. They...

The BDC sector average discount to NAV is 15%. Yet, there are some players that trade at even 30%+ discounts and thus offer very compelling yields. The logic would tell that such BDCs are certainly meant for pure speculation.

I added Microsoft (MSFT) and VICI Properties (VICI) to the Dividend Income Accelerator Portfolio, boosting sector diversification and dividend growth potential. MSFT is overweighted due to its strong competitive edge, robust profitability metrics, and high dividend growth potential, justifying its premium valuation. VICI offers an attractive forward dividend yield and consistent dividend growth...

BDCs have had a rough year so far. Yet, Q3 earnings data points indicate that the tide could be turning. While there are some tangible improvements in BDC business environment, many risks remain open.