Company Overview and News
TSLX's credit platform continues to outperform on many levels including a record amount of new fundings to offset repayments driving accelerated fee income to pay special dividends. (34-0)
Oaktree Specialty Lending is overpriced, and investors should be prepared for another dividend cut announcement in early 2018. (5-0)
GLAD has recently reduced its borrowing expenses due to the refinancing of its preferred stock on September 27, 2017, and could result in higher net interest margins. (1-0)
Non-accruals increased to 1.5% and 3.4% of the portfolio fair value and cost, respectively (previously 0.2% and 0.7%), due to Bolttech Mannings, Inc. being added to non-accrual status. (1-0)
Nineteen months into this journey, I only hold three names out of the original A-Team names. (31-0)
Good day, ladies and gentlemen, and welcome to the Gladstone Investment Corporation's Second Quarter Earnings ended September 30, 2017 Earnings Call. [Operator Instructions]. As a reminder, this conference is being recorded. I would like to introduce your host for today's conference, David Gladstone, Chairman. You may begin.
18 of 80 Dividend Challengers (5-9 annual dividend hikes) were tagged "safer" because they showed positive annual-returns, and free cash-flow yields greater than dividend yields 10/6/17. (66-0)
* Gladstone Investment - on Oct. 10, 2017, co appointed Nicole Schaltenbrand to serve in a temporary capacity as Acting Principal Financial Officer
15 of 55 Monthly Paying (MoPay) U.S. Dividend stocks were tagged "safer" for showing positive annual-returns, and free cash-flow yields greater than their dividend yields as of 10/3/17. (30-0)
October's U.S. Exchange monthly-paid dividends, upsides, and net-gains: 1. Stocks by yield (55); 2. Stocks by price-upside (30); 3. Closed-End Investment Companies, Exchange-Traded Funds & Notes (CEICs/ETFs/ETNs) by yield (80). (28-0)
GLADN seems to offer good relative returns when compared to the other securities in the "Gladstone family."
All of the Gladstone preferreds are monthly pay securities, creating a steady stream of income, which is often favored by investors.
Dividend dog "followers" suggested 37 names by comment and suggestion. Some comments were about bad news, so bad news stocks made the list as Follower Rogues. (114-0)
It’s important to remember that GOOD invests in primarily office properties and this adds another layer of risk. (2-0)
One of the attractive factors for investing in farmland, from an investment perspective, is the opportunity for consolidation. (2-0)
2017-10-28 - Wilton
2017-10-25 - Wilton
2017-10-10 - Wilton
2017-10-09 - Wilton
2017-08-25 - Wilton