Why BDC Dividend Cuts Matter Less Than You Think

System-wide BDC dividend cuts are highly likely as base dividend coverage averages 99% and growth is constrained. As a result, many BDC investors have decided to sit on the sidelines until the expected dividend cuts materialize. The idea is that a cut will lead to a negative share price reaction and thus provide a better opportunity to buy at a bargain price.

Seeking Alpha • 11 hours ago

This Major Market Rotation Just Handed Dividend Investors A Huge Gift

This Major Market Rotation Just Handed Dividend Investors A Huge Gift

Seeking Alpha • Feb 23, 2026

The SaaSpocalypse Just Created One Of The Best 11%+ Yielding Opportunities I've Ever Seen

A $1 trillion wipeout just rocked software stocks. However, the real opportunity may be hiding in plain sight. While everyone debates AI disruption, a deeply undervalued, high-quality, well-covered 11%+ yielding opportunity to profit from the SaaS carnage has just emerged.

Seeking Alpha • Feb 22, 2026

2 High-Yield CEFs To Enhance Your Retirement Income

2 High-Yield CEFs To Enhance Your Retirement Income

Seeking Alpha • Feb 19, 2026

10%+ Dividends And Stress-Free Retirement: My Top 2 Picks

Ultra-high-yield strategies (e.g., CLO equity, aggressive call option funds) risk capital destruction and income instability. Yet, conservative blue-chip income portfolios often yield too little (3-4%) to meet robust income goals or outpace inflation. My approach is to strike a balance between these two worlds.

Seeking Alpha • Feb 19, 2026

VanEck's Top 10 Income ETFs Ranked by ETF Yields

Today's market environment is pushing investors to look beyond traditional fixed income for higher yield. VanEck's income-focused ETFs provide access across asset classes.

ETF Trends • Feb 15, 2026

If I Had To Retire With 2 BDCs, These Would Be My Picks

The BDC sector faces mounting risks: falling base rates, spread compression, and rising credit issues, driving a ~23% index drawdown in 12 months. Dividend cuts have accelerated, with 12 out of ~55 BDCs—including GBDC and GLAD—reducing payouts in the past year. Sector-wide average base dividend coverage sits at 100%, with fully leveraged balance sheets and no margin of safety.

Seeking Alpha • Feb 15, 2026

I Wouldn't Want To Retire Without The 3 Most Undervalued Income Machines

Three income powerhouses are trading at very compelling valuations right now. Each offers attractive income with substantial upside potential. Here's why I'm overweighting them while the market is still giving them away at a discount.

Seeking Alpha • Feb 13, 2026

2 BDCs To Dump Before They Cut Their Dividend

The market has become worried about BDCs mostly from the credit risk perspective. However, some of the recent earnings reports and BDC examples show that dividend cut risk has not disappeared. In this article, I share two BDC examples that are very likely to slash their dividends soon.

Seeking Alpha • Feb 12, 2026

2026 Is About Volatility And 10%+ Covered Call Yields

Volatility and dispersion are the likely key themes for 2026. The sky-high valuations and increasingly shaky economic/financial fundamentals support that view. At the same time, the market's "put mechanism," which has made the buy-the-dip strategy work since really the GFC, has not disappeared.

Seeking Alpha • Feb 11, 2026