Author: Brett Owens, Contrarian Outlook

It’s trading more than 25% off the all-time high it hit in late 2024… an absurd price for a company generating $14 billion in yearly free cash flow.

2026 has been rough sledding for BDC’s… but in these shadows is where we can find value.

One yields 8.1%, the other 9.2%, and both names are cheap… for now.

They can bring high risk, and with that high risk can come high reward.

It’s another dividend magnet name… with payouts marching higher, prices wandering before racing to catch up, and Wall Street late to the party as always.