Investment Thesis In my last article on Oracle Corp (NYSE:ORCL), published in March 2024, I talked about the company’s third-quarter earnings and…
Overview Real Estate Investment Trusts unlock the ability to gain exposure to an avenue of investments that wouldn’t typically be accessible through…
FS KKR Capital Stock: 16% Discount To BV, 14% Yield, But There Are Risks (NYSE:FSK)
By Press Room
4 Mins read
FS KKR Capital Corp. (NYSE:FSK) reported a higher-than-anticipated increase in the non-accrual ratio in the December quarter, leading me to modify my…
By Elizabeth Hui and Paul Wightman At a glance Higher blending mandates for gasoline are contributing to the rising demand for ethanol…
Thesis In my previous article about Morgan Stanley (NYSE:MS), I assigned a “hold rating on the stock. This was because the results…
BlackRock TCP Capital: This 12% Yielding BDC Is Likely Fairly Valued (TCPC)
By Press Room
4 Mins read
BlackRock TCP Capital (NASDAQ:TCPC) completed the acquisition of BlackRock Capital Investment in the first-quarter, which has generated a larger, more diversified BDC…
By Lynn Song Weak confidence continued to drag growth China saw a mixed bag in terms of data releases over the past…
Welcome to another installment of our BDC Market Weekly Review, where we discuss market activity in the Business Development Company (“BDC”) sector…
Microsoft Corporation (MSFT) BofA Securities 2024 Global Technology Conference (Transcript)
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20 Mins read
Microsoft Corporation (NASDAQ:MSFT) BofA Securities 2024 Global Technology Conference Call June 6, 2024 1:00 PM ET Company Participants Ryan Roslansky – Chief…
W. P. Carey Inc. (NYSE:WPC) is a leading net-lease REIT that continues to represent deep value for passive income investors with a…