New BDC wanted 👀 - Ares, Hercules or an insider tip after all?

8Mon

$TSLX ?

Mainsteet can't get down from its high rating 😅🤔

Ares as well as Hercules actually had good figures and the quarterly figures are fresh .

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8Mon

@Asgard19 What do you like about $TSLX?

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SanSebastian@WarrenamBuffet

8Mon

@AktienRob88 Stable income and special distributions

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8Mon

$TRIN or $CSWC?
Trin is the little Hercules, so to speak.

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SanSebastian@WarrenamBuffet

8Mon

@WarrenamBuffet thank you, both very interesting, do you have a favorite?

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John@Transporter

8Mon

@AktienRob88 Trinity 16% above NAV, CSWC 36% above NAV. I am invested in Trinity.

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8Mon

@AktienRob88 phew difficult. Trinity is currently a little cheaper. But Capital southwest is more defensive and more stable. I have both.

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8Mon

Over the last few weeks, I have successively invested in $ARCC. Thanks to their size and positioning in the market and their affiliation with $ARES, they are in a robust position to generate stable income and thus predictable cash flow

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8Mon

@Dividendenopi thanks for your input, I will also open my first position here in the next few days, I would look forward to prices below €16 again

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8Mon

@AktienRob88 I don't 😇, it's best to go straight in and then 🚀😉😂

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8Mon

@Dividendenopi I made my first purchase today 70 units at a price of € 16.28 is the first tranche

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8Mon

@AktienRob88 then you're already further ahead than me in case it picks up. My first tranche was at 17 in the fall, now the position is full with EK 16.68

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Tom@Tomtom12

8Mon

$OBDC this one

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Dividenden_Dompteur@Dividenden_Dompteur

8Mon

@Tomtom12 I bought 60 more yesterday

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8Mon

$FDUS I'll throw into the ring

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Dividenden_Dompteur@Dividenden_Dompteur

8Mon

@Dividenden_Dompteur Dividend fluctuates wildly .

But this is more of an investment company? Bdc's usually give loans.

I haven't really looked into it yet

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8Mon

@Asgard19 is also a BDC, the fluctuation in dividends is due to the special dividends. The basic dividend is constant.

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8Mon

The question is whether shares will fall due to falling interest rates and the difficult environment.

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8Mon

@Asgard19 I don't think it will go much further down, and then the prices will go sideways for the time being

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Lucifer@Trial_and_Error

8Mon

@Asgard19 On the one hand, yes, and on the other, due to possible dividend cuts, as we have just seen at $GBDC.

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8Mon

@Asgard19 Falling interest rates would in any case put pressure on margins for the time being, although I think that a large part is already priced in so as not to be surprised by sharp setbacks. The economic environment in the USA is - astonishingly - robust, but of course we must always keep an eye on it

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8Mon

@Trial_and_Error one depends on the other

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8Mon

@AktienRob88 I think the stock market answered the question itself today 😅😂

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8Mon

@Asgard19 just bought the first position from $HTGC, of course after the dip of -7% 😂

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8Mon

@AktienRob88 As I said, I still see a lot that could push prices down by 10-20%.

Buy Trachen if you want to get in, otherwise be careful, even if the dividend is attractive.

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