Author: Brett Owens, Contrarian Outlook

There’s only one reason they buy: they believe the shares are going up.

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.