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BDCs
Posted on 11/26/23 at 2:00 pm
Posted on 11/26/23 at 2:00 pm
I'm just looking for thoughts and insights on these. I currently own a little PSEC stock and a few of their bonds. I've owned ARDC in the past and years ago I did well in Allied Cap stuff until Gladstone threw them into disarray. TIA for your thoughts on these in the current environment. I also own some Blue Owl bonds.
3
Posted on 11/26/23 at 7:41 pm to bovine1
i used to have a bunch of those. i owned PSEC as well.
Posted on 11/26/23 at 8:45 pm to bovine1
I have HTGC, Hercules Capital and MAIN.
Posted on 11/29/23 at 11:51 am to bovine1
I also own some PSEC. Very high dividend at current prices… unfortunately most of my position was established at higher prices from a couple of years ago.
I have a much stronger conviction on ARCC, which I bought 6 or 7 years ago in the mid teens. It also has a high dividend, but one which I believe is sustainable… not as confident about PSEC’s. ARCC also has a MUCH lower P/E and a more stable portfolio. So, in short, wish I had more Ares and less Prospect. I’m keeping a close eye on PSEC to make sure that, with the current dividend payout, it’s not turning into a self-liquidating concern.
I have a much stronger conviction on ARCC, which I bought 6 or 7 years ago in the mid teens. It also has a high dividend, but one which I believe is sustainable… not as confident about PSEC’s. ARCC also has a MUCH lower P/E and a more stable portfolio. So, in short, wish I had more Ares and less Prospect. I’m keeping a close eye on PSEC to make sure that, with the current dividend payout, it’s not turning into a self-liquidating concern.
Posted on 11/29/23 at 12:11 pm to Jag_Warrior
quote:Ares is definitely the standard-bearer for the asset class - good liquidity. I haven't followed closely for a few years, but there's a good bit to be careful about with a lot of these names.
I have a much stronger conviction on ARCC, which I bought 6 or 7 years ago in the mid teens. It also has a high dividend, but one which I believe is sustainable… not as confident about PSEC’s. ARCC also has a MUCH lower P/E and a more stable portfolio. So, in short, wish I had more Ares and less Prospect. I’m keeping a close eye on PSEC to make sure that, with the current dividend payout, it’s not turning into a self-liquidating concern.
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