TPG Specialty Lending, Inc. Stock News

I believe the current administration will prioritize broad growth over fighting inflation, creating a rare, bullish environment for certain stocks. Economic indicators show growth is bottoming, inflation remains sticky, and recent policies set the stage for cyclical opportunities to thrive. I see a perfect setup for select companies to deliver strong income and total returns, and I'm closely mo...

Q2 earnings confirmed my call for a market rotation in BDCs; quality bias and selectivity remain critical for outperformance. Structural headwinds—spread compression, falling base rates, and thin dividend coverage—signal elevated risk of further dividend cuts across the sector. Current sector repricing is insufficient for broad new BDC allocations; most remain unattractive except for select nam...

We take a look at the action in business development companies through the first week of August and highlight some of the key themes we are watching. BDCs underperformed despite strong early earnings, with sector valuations dipping below historical averages. Tight lending spreads continue to pressure BDC net income.

High yield dividend stocks are the personal favorite of investors who want both consistent income and long-term growth.

Sixth Street Specialty remains a top BDC player for its defensive portfolio, strong diversification, and reliable dividend coverage, consistently delivering solid total returns. The company's NAV per share continues to grow, and dividend coverage is robust, even as the sector focus shifts from credit quality to dividend sustainability. Lower interest rates have reduced income potential, but imp...

Investors love dividend stocks, especially those with ultra-high yields, because they provide a substantial income stream and offer significant total return potential.

I believe BDC investors face higher odds of unfavorable returns over the next 1-3 years due to macro and sector-specific headwinds. Key risks include a negatively sloped interest rate curve, tight spreads, thin dividend coverage, and historically low non-accruals likely to mean-revert. My strategy: short- to medium-term profit seekers should exit BDCs, while long-term income investors should up...

Sixth Street Specialty Lending, Inc. (NYSE:TSLX ) Q2 2025 Earnings Conference Call July 31, 2025 8:30 AM ET Company Participants Cami Senatore - Head of Investor Relations Ian Timothy Simmonds - Chief Financial Officer Joshua William Easterly - CEO & Chairman of the Board Robert Stanley - President Conference Call Participants Arren Saul Cyganovich - Truist Securities, Inc., Research Division B...