John M Lund Photography Inc/DigitalVision via Getty Images Reasons For Rational Optimism For Investors: Earnings And Strong Economic Growth I wanted to share some great news for long-term investors. The market is rocketing higher after what Bloomberg calls a “Goldilocks” jobs report. YCharts The jobs report points to a strong economy, but not too strong….
Anne Czichos Timing is everything in markets. When we last covered International Business Machines Corporation (NYSE:IBM) we looked at the results and the valuation and felt that this was almost there at the right level for investors to exit and not look back. Specifically, we said: The only time when it was more expensive was…
ricardoreitmeyer Early January this year, I wrote a bullish article on Blue Owl Capital (NYSE:OWL) establishing a clear buy rating considering the underlying focus on private credit space, which exhibits secular tailwinds. Another driver behind the bull thesis here was the relatively attractive dividend of ~ 4% that in conjunction with resilient and growing asset…
DjelicS/iStock via Getty Images Introduction Some investors may prefer to invest in other sectors like tech or consumer staples because of the capital appreciation those stocks tend to offer. But one sector that has offered investors some capital appreciation in the last few years is the BDC sector (BIZD). Since I’m constantly building and adding…
Pgiam/iStock via Getty Images In this article, we take a look at the Business Development Company Blue Owl Capital (NYSE:OBDC), a stock that has been our largest BDC overweight position for some time. The company has extended its strong run of performance with a +3.2% total NAV return in Q4. Over the past year, the…
Global Blue Group Holding AG (NYSE:GB) Q3 2024 Results Conference Call February 23, 2024 8:00 AM ET Company Participants Jacques Stern – CEO Roxane Dufour – CFO Frances Gibbons – Head of IR Jacques Stern Good morning. Good afternoon. I am, today with Roxanne Dufour, CFO of the group. I am Jacques Stern, the CEO…
Blue Owl Capital Corporation (NYSE:OBDC) Q4 2023 Earnings Conference Call February 22, 2024 10:00 AM ET Company Participants Dana Sclafani – Head of Investor Relations Craig Packer – President, CEO & Director Jonathan Lamm – CFO & COO Conference Call Participants Brian McKenna – JMP Securities Casey Alexander – Compass Point Erik Zwick – Hovde…
DutchScenery A lot of times with common durable goods, we just take them for granted and don’t ask where they come from, who made them, or what the business surrounding that manufacture looks like. A prime example of this is school buses. Today we’ll be looking at a long-time school bus manufacturer, Blue Bird Corporation…
JamesBrey Retirees more than anyone benefit from high sustainable yields. The reasons for this are clear: While the stock market tends to be unpredictable over short to medium periods and can at times be extremely volatile, dividend payments tend to be quite dependable with market volatility seldom having an impact on the cash distributions of…
ricardoreitmeyer/iStock via Getty Images Similar or virtually identical securities often create arbitrage opportunities. You can trade the more expensive one for the cheaper one and often get some extra mileage out of it. Of course, the first step is to determine how similar they are and whether it makes sense to actually use them interchangeably…
MicroStockHub The Blue Tower Global Value composite returned 10.83% net in Q4 2023 (11.11% gross) bringing our full year 2023 return to 32.44% net (33.81% gross). Sanctions have frozen our Russian investments, leading to high levels of dispersion among accounts in the composite, so please rely on your account statements for your individual investment performance….
ismagilov Blue Owl Capital (NYSE:OWL) is a mid-sized asset manager with a market cap of ~$20.8 billion that went public relatively recently (Q2, 2021). Since the date of IPO, OWL’s management fee (or revenues) has registered a 40% CAGR, which to a large extent could be attributable to successful and sizeable fundraisings that have taken…
This article is featured in Bitcoin Magazine’s “The Primary Issue”. Click here to get your Annual Bitcoin Magazine Subscription. Click here to download a PDF of this article. Click the image above to subscribe! Freedom is not granted; it is taken and defended. Our freedom is being eroded on nearly every front yet few push…
pidjoe Thesis: NextEra Energy (NYSE:NEE) has had a surprisingly volatile 2023 for a blue-chip utility stock and is currently down 30% across the last year. This extreme weakness represents an opportunity to be greedy and accumulate shares for a promising 2024. Pairing strong dividend growth, a commanding positioning in the industry, and a picture-perfect macroeconomic…
Cineberg/iStock Editorial via Getty Images Global Blue (NYSE:GB) is a company indirectly exposed to international travel and luxury goods. It is a clear market leader in its two primary businesses and has a new growth vertical. Global Blue is partly still in recovery from the rough years of pandemic. However, its revenue and operating margin…
shapecharge/E+ via Getty Images Logo (company website) Executive Summary Blue Owl Capital Corporation (NYSE:OBDC) emerges as a formidable force in the private credit and direct lending space, demonstrating remarkable growth and potential. The company is the largest publicly traded business development company, or BDC, by total assets ($12.9 billion) and is focused on senior secured…
Blue Bird Corporation (NASDAQ:BLBD) Q4 2023 Earnings Conference Call December 11, 2023 4:30 PM ET Company Participants Mark Benfield – Head of Invest Relations Phil Horlock – Chief Executive Officer Razvan Radulescu – Chief Financial Officer Conference Call Participants Eric Stine – Craig-Hallum Mike Shlisky – D.A. Davidson Craig Irwin – ROTH MKM Operator Hello,…
Scott Olson The recent market environment has proved especially challenging for a lot of stocks typically viewed as defensive. From the YTD high reached on July 27, 2023, the S&P 500 ETF Trust (SPY) has delivered a total return of -8.9%. Typically during market sell-offs, two sectors that tend to outperform due to their defensive…
jetcityimage Traditional Defensive Sectors Have Not Proved Defensive Recently The recent market environment has proved especially challenging for a lot of stocks typically viewed as defensive such as Utilities (XLU) and Consumer Staples (XLP). Typically during market sell-offs, these are two sectors that tend to outperform due to their defensive nature. However, in the most…
Tractor cultivating field at spring valio84sl As an almost entirely dividend growth-focused investor, my goal is to fill my portfolio from top to bottom with steadily growing businesses that possess robust fundamentals. That’s because such characteristics support my goal of building a portfolio that can consistently deliver growing passive income to yours truly. Among the…
PM Images Blue Owl Capital Corporation (NYSE:OBDC) may have changed its name from Owl Rock Capital Corporation, but returning large amounts of income to shareholders remains front and center. OBDC has been one of my favorite Business Development Corporations (BDC), and after reporting strong Q2 earnings, OBDC remains undervalued. It still amazes me that less…
May Lim/iStock via Getty Images Ares Capital Corp (NASDAQ:ARCC) and Blue Owl Capital Corp (NYSE:OBDC) are both blue chip Business Development Companies that offer 10%-12% dividend yields. In this article, we compare them side by side and offer our take on which is the better buy right now. OBDC Stock Vs. ARCC Stock: Balance Sheet…
ZE14361/iStock via Getty Images If you’re looking for a high-yield investment that profits from rising interest rates, the business development company sub sector has benefited greatly from higher rates in this new era. BDCs lend to privately-held companies, most of whom have co-sponsors with much larger stakes in these companies. Hence, there’s more security for…