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High-Yield Credit Vs. Municipal Safety: Building An All-Terrain Income Portfolio
Seeking Alpha· 2026-01-21 12:35
Group 1 - The article highlights the experience of Rida Morwa, a former investment and commercial banker with over 35 years in the industry, focusing on high-yield investment strategies since 1991 [1] - The Investing Group High Dividend Opportunities, led by Rida Morwa, aims to provide sustainable income through various high-yield investments with a targeted safe yield of over 9% [1] - The service includes features such as a model portfolio with buy/sell alerts, preferred and baby bond portfolios for conservative investors, and regular market updates, emphasizing community and education [1] Group 2 - The article mentions that recommendations are closely monitored, and buy/sell alerts are issued exclusively for members [3]
Capital Southwest(CSWC) - 2026 Q3 - Quarterly Results
2026-02-02 21:08
Financial Results - Capital Southwest Corporation announced preliminary estimates of its financial condition and results of operations for the fiscal quarter ended December 31, 2025[4]. - The press release detailing these estimates was issued on January 15, 2026[4]. - The report indicates that the information disclosed will be deemed "filed" for purposes of the Securities Exchange Act of 1934[5]. - The financial statements and exhibits related to the report include a press release and an interactive data file[6]. Company Information - The company is listed on The Nasdaq Global Select Market under the trading symbol CSWC[3]. - Michael S. Sarner serves as the President and Chief Executive Officer of Capital Southwest Corporation[9].
Capital Southwest Announces Preliminary Estimate of Third Quarter 2026 Operating Results and Earnings Release and Conference Call Schedule
Globenewswire· 2026-01-15 21:25
Core Viewpoint - Capital Southwest Corporation has announced preliminary operating results for the third quarter of its 2026 fiscal year, indicating positive financial performance and upcoming earnings release details [1][4]. Financial Performance - The preliminary estimate of Capital Southwest's third quarter 2026 pre-tax net investment income is projected to be between $0.59 and $0.60 per share [2]. - The estimated net investment income for the same period is expected to range from $0.63 to $0.64 per share [2]. - The preliminary estimate of net asset value per share as of December 31, 2025, is between $16.72 and $16.77 [3]. - Non-accruals as a percentage of the total investment portfolio are estimated at 3.2% at cost and 1.5% at fair value [3]. Upcoming Events - Capital Southwest will finalize and release its third quarter 2026 results on February 2, 2026, after market close [4]. - A live webcast for investors is scheduled for February 3, 2026, at 11:00 a.m. Eastern Time [4][5].
Capital Southwest: Too Good To Sell, Too Expensive To Buy (NASDAQ:CSWC)
Seeking Alpha· 2026-01-13 21:46
分组1 - Capital Southwest (CSWC) is positioned to outperform most of the Business Development Company (BDC) sector due to its internally-managed structure and strong portfolio [1] - The focus of the analysis includes sectors such as technology, real estate, software, finance, and consumer staples, which are also part of the investment portfolio [1] - The article emphasizes the importance of dividend investing as a straightforward path to financial freedom, aiming to share insights and experiences to help others build long-term wealth [1] 分组2 - The author has a beneficial long position in the shares of CSWC, MAIN, and MSDL, indicating a vested interest in the performance of these companies [2] - The article expresses personal opinions and does not constitute investment advice or recommendations [3]
Bayer Aktiengesellschaft (BAYRY) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
Seeking Alpha· 2026-01-13 21:46
Core Insights - Bayer Pharma is experiencing significant progress, with a focus on renewing its top line and identifying clear near-term growth drivers [2] - Innovation is emphasized as essential for the success of the pharmaceutical company, with notable advancements in the pipeline [2] - The organizational model is being optimized to enhance efficiencies, reduce costs, and streamline operations [3]
Capital Southwest: Too Good To Sell, Too Expensive To Buy
Seeking Alpha· 2026-01-13 21:46
分组1 - Capital Southwest (CSWC) is positioned to outperform most of the Business Development Company (BDC) sector due to its internally-managed structure and strong portfolio [1] - The focus of the analysis includes sectors such as technology, real estate, software, finance, and consumer staples, which are also part of the core investment portfolio [1] - The article emphasizes the importance of dividend investing as a straightforward path to achieving financial freedom, aiming to share insights and experiences to help others in their investment journey [1] 分组2 - The author has a beneficial long position in the shares of CSWC, MAIN, and MSDL, indicating a vested interest in these companies [2] - The article expresses personal opinions and does not constitute investment advice or recommendations [3]
Capital Southwest: Buy This Huge 11% Yield (NASDAQ:CSWC)
Seeking Alpha· 2026-01-13 17:08
Group 1 - The article emphasizes the importance of investing in businesses with strong cash generation, a wide moat, and significant durability for high rewards when bought at the right time [1] - Capital Southwest (CSWC) is highlighted as a quality business development company (BDC) with a stable book value, distinguishing it from many other BDCs and making it a low-risk investment choice [1] - The Cash Flow Club, where the analysis is published, focuses on company cash flows and access to capital, providing features like a personal income portfolio targeting 6%+ yield and coverage of various sectors including energy midstream and commercial mREITs [1]
Capital Southwest: Buy This Huge 11% Yield
Seeking Alpha· 2026-01-13 17:08
Group 1 - The article emphasizes the importance of investing in businesses with strong cash generation, a wide moat, and significant durability for high rewards when bought at the right time [1] - Capital Southwest (CSWC) is highlighted as a quality business development company (BDC) with a stable book value, distinguishing it from many other BDCs and making it a low-risk investment choice [1] - The Cash Flow Club, where the analysis is published, focuses on company cash flows and access to capital, providing resources such as a personal income portfolio targeting a yield of over 6%, community chat, and a "Best Opportunities" List [1]
Capital Southwest: Income Still Works - Just Don't Expect The Last Cycle (NASDAQ:CSWC)
Seeking Alpha· 2026-01-12 11:14
Group 1 - The thesis for Capital Southwest (CSWC) focuses on setting expectations in a falling rate environment, indicating a shift in total return outcomes compared to historical norms [1] - The analysis emphasizes the importance of understanding macroeconomic trends and corporate earnings to identify high-growth investment opportunities [1] Group 2 - The research approach combines rigorous risk management with a long-term perspective on value creation, aiming to provide actionable ideas for investors [1] - The analysts have a strong background in quantitative research, financial modeling, and risk management, enhancing the quality of insights provided [1]
Capital Southwest: An All-Weather BDC For Retirees, Yielding 10%
Seeking Alpha· 2026-01-10 14:15
Market Overview - The BDC (Business Development Company) sector has experienced significant volatility recently, with notable ups and downs, yet it has advanced on a year-to-date basis, generally aligning with the overall stock market performance [1] Key Personnel - Roberts Berzins has over a decade of experience in financial management, assisting top-tier corporates in shaping financial strategies and executing large-scale financings. He has contributed to institutionalizing the REIT framework in Latvia to enhance liquidity in pan-Baltic capital markets. His policy-level work includes developing national SOE financing guidelines and frameworks for channeling private capital into affordable housing [2] Analyst Background - The analyst has no stock, option, or similar derivative positions in any of the companies mentioned and has no plans to initiate any such positions within the next 72 hours. The article reflects the analyst's own opinions and is not compensated beyond Seeking Alpha [3] Disclosure Information - Seeking Alpha emphasizes that past performance does not guarantee future results and does not provide recommendations or advice regarding investment suitability for particular investors. The views expressed may not reflect those of Seeking Alpha as a whole [4]