I'm Buying Up To 12% Yield For Recurring Income

Dividend stocks help to buffer the impacts of a volatile market. In this article, I highlight two names that offer 6-12% yields that are well-covered by cashflow. Both trade at significant discounts to NAV and historical valuation, thereby offering a margin of safety.

Seeking Alpha • 19 hours ago

Why 2026 Will Likely Bring More BDC Pain And Which 2 Picks I Like

The BDC sector faces heightened volatility in 2026 due to AI-driven software disruption and anticipated rate cuts. So far, multiple BDCs have reduced their leading dividends, with more likely in 2026. Ares Capital and Blackstone Secured Lending trade below NAV, offering yields of 10.3% and 12.9%, respectively, but near-term caution is warranted due to their 20%+ software exposure. Despite attractive yields, I recommend waiting until the back half of 2026 for better clarity on rates and software exposure before aggressive buying.

Seeking Alpha • Mar 3, 2026

Morgan Stanley Direct Lending Fund: 13.5% Yielding Gem To Buy For Pennies On The Dollar

Just as I predicted, Morgan Stanley Direct Lending Fund has cut its dividend. Yet, as the cut was minor (only 10%) and the recent SaaS-driven selloff has pushed the BDC into an even deeper discount zone, we can still buy MSDL at ~13.5% yield. Apart from the cut, MSDL has released several other important fundamental data points in its Q4 report, which support a long-term bull case here.

Seeking Alpha • Mar 2, 2026

The Most Dangerous Mistakes BDC Investors Keep Making

Double-digit yields look irresistible… but there are hidden risks few income investors truly understand. Business Development Company dividends are about to change – here's what everyone is missing.

Seeking Alpha • Mar 2, 2026

Morgan Stanley Direct Lending Fund (MSDL) Q4 2025 Earnings Call Transcript

Morgan Stanley Direct Lending Fund (MSDL) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 27, 2026

Morgan Stanley Direct Lending Fund Announces December 31, 2025 Financial Results and Declares First Quarter 2026 Regular Dividend of $0.45 per Share

NEW YORK--(BUSINESS WIRE)--Morgan Stanley Direct Lending Fund (NYSE: MSDL) (“MSDL” or the “Company”), a business development company externally managed by MS Capital Partners Adviser Inc. (the “Adviser”), today announced its financial results for the fourth quarter and fiscal year ended December 31, 2025. QUARTERLY HIGHLIGHTS Net investment income of $42.4 million, or $0.49 per share, as compared to $43.7 million, or $0.50 per share, for the quarter ended September 30, 2025; Net asset value of.

Business Wire • Feb 26, 2026

Morgan Stanley Direct Lending Fund (MSDL) Q4 Earnings Meet Estimates

Morgan Stanley Direct Lending Fund (MSDL) came out with quarterly earnings of $0.49 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.57 per share a year ago.

Zacks Investment Research • Feb 27, 2026

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 • Feb 24, 2026

Morgan Stanley Direct Lending - Be Patient

Morgan Stanley Direct Lending (MSDL) is rated Hold, due to sector headwinds, declining portfolio quality, and dividend coverage concerns. MSDL's non-accrual loans rose to 1.2% at cost, and portfolio yield declined to 9.7%, as SOFR and spreads compressed. The $0.50 dividend is barely covered by net investment income; a dividend cut appears likely and is partially priced in.

Seeking Alpha • Feb 16, 2026

MSDL: Time To Buy The Dip And Lock In 13% Yield

The market has punished MSDL very hard. Currently, MSDL trades at ~26% discount to NAV, which is the lowest level it has ever had and also way below the sector average. The key driver behind the depressed valuation is the increased credit risk.

Seeking Alpha • Feb 10, 2026