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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Paul Senior who wrote (79132)2/9/2026 3:45:06 PM
From: Elroy  Read Replies (1) | Respond to of 79147
 
Why buy anything else when you can own SIMO?



To: Paul Senior who wrote (79132)2/9/2026 3:46:25 PM
From: Grommit1 Recommendation

Recommended By
deg33

  Respond to of 79147
 
BBDC. I am avoiding BDC's for a while. But I took a very quick look at your BBDC. New November CEO may scrub the asset values for year end. They have mostly floating rate loans which will drop if %rates drop 2026. Paired with fixed rate debt. High yield is scary. Too complex for me. GL.