bjdlzx Long-time readers know that Crescent Energy (NYSE:CRGY) was a combination of Chairman John Goff’s Contango (MCF) and a privately held KKR Entity. The main idea at the time was to combine forces to go after bigger deals that were discounted. To some extent that has happened. The unexpected bonus was operational outperformance of the…
PM Images Overview The rise of interest rates has left many investors scrambling to find the best deals in the market. Unfortunately, many people in the world are on the wrong side of the cash register; they provide the dividends, interest, and debt for the major corporations in the world and dish out most of…
Dilok Klaisataporn Crescent Capital (NASDAQ:CCAP) could be the right option for a dividend portfolio due to its potential to generate solid returns over the long term. Moreover, the BDC offers downside protection as its debt investment portfolio is substantially diversified with an average investment size of 0.5% and a high concentration on non-cyclical sectors. Moreover,…
ADragan/iStock via Getty Images Crescent Capital BDC, Inc. (NASDAQ:CCAP) is a well-managed business development company, but headwinds to the BDC sector with respect to interest rates could hurt the company’s growth potential as it focused heavily on the creation of a floating-rate investment portfolio. The BDC’s merger with First Eagle Alternative Capital BDC accentuated this…
bjdlzx Like any other “trend” or noteworthy industry activity, there is a tendency for “all the players” to head in the same direction. But shareholders are paying management to find a deal or a low-cost way that the main crowd does not find. Crescent Energy (NYSE:CRGY) is a major consolidator that does not follow the…
bjdlzx Crescent Point Energy Corp. (NYSE:CPG) recently announced a disposition of the United States operations for about US$500 million. In the future, the company will have only Canadian operations and will report in Canadian dollars. This should set up the company to continue to grow earnings for years to come. Crescent Point Energy Comparison Of…
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shotbydave Investment Thesis Crescent Point Energy (NYSE:CPG) is a Canadian oil producer, that is listed on both New York Stock Exchange and Toronto Stock Exchange (TSX:CPG:CA), and it reports in Canadian Dollars. Figure 1 – Source: Crescent Point August Corporate Presentation The company has some natural gas and NGLs production, but the majority of production…
maciek905/iStock via Getty Images Dear Shareholder Performance Overview The FPA Crescent Fund – Institutional Class (MUTF:FPCSX, “Fund” or “Crescent”) gained 6.29% in Q2 2023 and 16.13% in the trailing twelve months.1 The Fund captured 97.6% of the MSCI ACWI’s return in the trailing twelve months, outperforming its 73.8% average net risk exposure.2 Performance versus Illustrative…