For updated pricing and charts for each BDC, please see:
General Risk Articles:
- Assessing Risk for the BDCs: Upcoming Credit Downgrades
- Assessing Risk for the BDC Sector
- Reaching For Yield Part 3: BDC Risk Profiles
- Reach For Yield Part 2: BDC Risk Profiles
- The Need to Reach For Yield: BDC Risk Profiles
Other Risk Articles:
- PSEC: United Sporting Companies Driving Lower NAV And Dividend Coverage (8-29-17)
- Triangle Capital Continues To Suffer From Non-Accruals (8-3-17)
- Is GBDC Finally A Buy? (7-3-17)
- Rising Interest Rates: Good or Bad for BDCs? (3-15-17)
- Oil Exposure: BDC Risk Profiles (10-12-16)
- BDC Effective Leverage Ratios & Continued Bifurcation (6-15-16)
- BDC Leverage & Baby Bonds (6-7-16)
- BDCs & 7 Years of 20% Annual Returns (4-29-16)
- Which BDCs Are Attracting Institutional Investors In 2016? (4-22-16)
- Tax-Loss Harvesting History For BDCs (12-6-15)
- Investor Activism Continues In The BDC Sector: Part 1 (11-19-15)
- Is GLAD Still Looking Out For Shareholders? (10-27-15)
- Are BDCs Better Than Banks? Part 1 (10-21-15)
- Are BDCs Rebounding or Just a Dead Cat Bounce? (10-7-15)
- FSC: Will Management Do the Right Thing? (7-30-15)
- BDCs at 52-Week Lows Before Q2 2015 Earnings (7-28-15)
- BDC Volatility For 2015: Part 1 (7-8-15)
- High Water Mark Fee Structures Provide Higher Returns (6-18-15)
- GLAD: NAV Declines & Oil Exposure (5-11-15)
- TICC: CLO Exposure Driving Lower Returns (5-4-15)
- PNNT: NAV Growth vs. Oil Exposure (5-1-15)
- Prospect Capital: Oil, Energy & CLO Exposure (1-29-15)
- Top 10 BDC Issues For 2015: Oil, Interest Rates & Economy (1-27-15)
- Top 10 BDC Issues For 2015: Survey Results Part 1 (1-22-15)
- Oil & Energy Exposure for BDCs (1-20-15)
- Top 10 BDC Issues For 2015: Recent Positive Trends (1-14-15)
- Top 10 BDC Issues For 2015: Insider & Institutional Ownership (1-12-15)
- Top 10 BDC Issues For 2015: Pricing & Valuations (1-7-15)
- Top 10 BDC Issues For 2015: Total Return & NAV Growth (1-5-15)
- Total Returns for BDCs in 2014 (12-31-14)
- Top 10 BDC Issues For 2015: Share Issuances & Rising Rates (12-23-14)
- Top 10 BDC Issues For 2015: Dividend Coverage & Expenses (12-17-14)
- Required Return for BDCs (11-4-14)
You may have covered this somewhere already, but I see bank deregulation as a big risk factor for the BDC sector. I see BDCs as unregulated banks. If the over-regulation of banks that kicked in after the 2008 crash is rolled back, they could start competing harder with BDCs. That obviously would be very bad for BDCs. Can you write a Seeking Alpha article on this topic or point me to a place where you already have? Thanks.
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