Oaktree Specialty Lending (OCSL) has been focused on growing its investment portfolio and optimizing its operations to enhance profitability over the past year. Here are some key strategies they have employed: ✓ Portfolio Growth: OCSL has actively sought to expand its investment portfolio by originating new loans and selectively acquiring existing debt investments. This has helped increase their overall exposure and generate higher interest income. ✓ Credit Quality Focus: The company has m...
$Oaktree Specialty Lending (OCSL.US)$So on every platform it is saying their dividend date is Monday. However, on Yahoo there saying it was done a couple days ago???? Anyone ??
1. Share Prices and P/NAV Multiples Have Expanded on Improved Sentiment YTD BDC shares have performed well YTD, both on an absolute and relative basis (vs. the S&P 500 Index) as multiples have expanded on improved investor sentiment. The tailwinds from higher benchmark interest rates have persisted through 1H23 (and our estimates reflect further benefits from rates ex...
Living Stone
:
I bought it in April at $19+ (I was new and just threw money at the market) and it has lost over 18% since then... I also haven't received a dividend yet as far as I can tell...
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Oaktree Specialty Lending Stock Discussion
Here are some key strategies they have employed:
✓ Portfolio Growth: OCSL has actively sought to expand its investment portfolio by originating new loans and selectively acquiring existing debt investments. This has helped increase their overall exposure and generate higher interest income.
✓ Credit Quality Focus: The company has m...
2. $Oaktree Specialty Lending (OCSL.US)$ - very high yield with rising earnings & high rates.
3. $Bank of America (BAC.US)$ - still pretty cheap w/ sky-high margins
4. $Brookfield (BN.US)$ - cheap, good assets, very strong revenue growth, will gain if Fed cuts
5. $PDD Holdings (PDD.US)$ - only at 20 times earnings (ish) despite triple digit growth
6. $Taiwan Semiconductor (TSM.US)$ - high moat, may sell this one if it ris...
BDC shares have performed well YTD, both on an absolute and relative basis (vs. the S&P 500 Index) as multiples have expanded on improved investor sentiment. The tailwinds from higher benchmark interest rates have persisted through 1H23 (and our estimates reflect further benefits from rates ex...
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