Capital Southwest Corporation Aktie News

Capital Southwest remains a buy, offering mid-single digit total return prospects as rates normalize and income expectations reset. CSWC's 96.6% floating-rate portfolio and conservative leverage posture provide resilience, but NII and dividend growth are moderating from peak levels. Operating leverage improvements and strong credit quality support downside protection, with non-accruals at ~1% a...

Capital Southwest has the right tools to weather pressures from lower interest rates and create value in the long run, across different cycles. The secret sauce is really the embedded trifecta of internal management, high-quality equity bias, and conservative capital structure. The premium over NAV for CSWC might limit alpha-like performance in case of a sector-wide optimism, and the current su...

BDC sector valuations remain depressed, with P/NAV metrics under 1x due to falling rates and credit risk concerns. Dividend sustainability is diverging across BDCs; not all will cut, but the ones with sustainable dividends do not automatically have strong total return prospects. I highlight one BDC as a compelling bargain with strong total return prospects and contrast it with another viewed as...

I trimmed positions in NVDA and AMD due to valuation concerns and overexposure, favoring BDCs like ARCC, OBDC, and HTGC for yield. November dividend income reached a record $653, up 5% Y/Y, with BDCs now comprising 33% of total dividends despite potential sector-wide dividend cuts. My 2025 target is $11,000 in annual net dividends (8% growth), with flexibility to raise capital for real estate o...

Investors have started to question how sustainable BDC dividends are. A lot of this skepticism is logical and justified by valid reasons. My calculus shows that on average BDCs could cut their dividends by 20% in order to avoid NAV erosion.

Most retirees focus on the wrong metric - and it could cost them everything. This income framework turns volatility into an advantage. A single portfolio shift could dramatically reduce retirement stress.

BDCs remain under pressure and the percentage of BDC float that is linked to short sellers has clearly risen. The market seems to question the sustainability of reported NAVs. I completely see how BDC investments might seem uncomfortable for really stable passive income investors.

I present a 20-stock model retirement portfolio targeting a balanced 5.6% yield, emphasizing both income and dividend growth. My approach avoids "sucker yields" by focusing on quality, sustainable payouts rather than chasing unsustainable high-yield stocks. The portfolio is diversified across BDCs, REITs, energy, and growth names, with allocations reflecting risk, yield, and income stability.