Q: I remain with a small position in OBDC. Even though it is down a fair bit and has been for quite some time, There has been many comments about OWL but not OBDC. I bought it for the dividend and will be happy enough as long as it continues. Do you see the OBDC dividend as secure? Do you see any prospect that the whole enterprise might collapse? Thanks for your excellent service.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Both of these stocks seem to have performed in a fairly stable manner and have yields at current prices in the range of 11-12.5%. Can you recommend either or both as at least 3-5 year holds?
Thanks again
Thanks again
Q: Is this company investable at this time?
Thank you
Miroslaw
Thank you
Miroslaw
Q: Do you have updates from your last comments on Blue Owl? It seems to be stagnating
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Oaktree Specialty Lending Corporation (OCSL $11.97)
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Schwab US Dividend Equity ETF (SCHD $30.56)
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Blue Owl Capital Corporation (OBDC $10.87)
Q: Hi 5i Team,
I am pondering selling some positions in my cash account and buy a few USD income producing investments. Could you please give me your opinions and analysis of OBDC and OCSL given the current interest rate and macro outlook?
SCHD is an EFT I have heard a lot about and looks like a quality holding in an income focused portfolio. Are there any other U.S. ETFs with a similar yield that you would recommend as an alternative or addition to SCHD?
Finally what are the tax implications for a Canadian holding these investments in a non-registered account?
Thanks for the Great Service and Happy Holidays!
Colin
I am pondering selling some positions in my cash account and buy a few USD income producing investments. Could you please give me your opinions and analysis of OBDC and OCSL given the current interest rate and macro outlook?
SCHD is an EFT I have heard a lot about and looks like a quality holding in an income focused portfolio. Are there any other U.S. ETFs with a similar yield that you would recommend as an alternative or addition to SCHD?
Finally what are the tax implications for a Canadian holding these investments in a non-registered account?
Thanks for the Great Service and Happy Holidays!
Colin
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BlackRock Inc. (BLK $999.31)
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KKR & Co. Inc. (KKR $91.22)
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Blackstone Inc. (BX $114.83)
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Apollo Global Management Inc. (APO $104.28)
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Ares Management Corporation Class A (ARES $100.46)
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Blue Owl Capital Corporation (OBDC $10.87)
Q: At 71, I'm getting a little scared of the Market (Wednesday), and I'm 100% in equities mostly Tech. I'll keep the Mag 7 but want to sell the rest and move to safety in these Large Mgt. Firms. Please LMK if you agree with my strategy and can you kindly Rank them? Thanks!
Q: Blue Owl's share price was on a good up trend from last November until the end of May 2024, when it turned south. It has been declining since then. Can you identify what caused it to decline at that time? And what do you see happening with the share price going forward? Many thanks for your excellent service.
Q: Hello,
If you had to chose between OWL vs ARCC, which would you chose. Thanks
Dave
If you had to chose between OWL vs ARCC, which would you chose. Thanks
Dave
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PennantPark Investment Corporation (PNNT $4.46)
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Brookfield Asset Management Inc Class A Limited (BAM $44.90)
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Blue Owl Capital Corporation (OBDC $10.87)
Q: Please compare the first two with BAM. Seems they have much higher dividends, and lower valuation. Would you comfortable to pick one today for a long term investing? Thank you!
Q: I dip my toe on this sort of fairly diversified financial,my reasons is the divi,9+,the payout ratio at 60% fairly big at 5g.,they did increase the DIV since 2019,and this is my only doubt 4 years history ? Bought some on my TSFA strictly as income, i'm 80.
Your opinion ?
Thanks again
Dan
Your opinion ?
Thanks again
Dan