Seeking Alpha

Nicholas Marshi

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  • Nicholas Marshi
    BDC Biggest Losers: Fidus Investment On Comeback Trail ? $FDUS http://seekingalpha.com/a/19fm1
    Apr 1, 7:30 AM
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      • Nicholas Marshi
        New BDC TPG Specialty: Buy Or Hold ? $TSLX http://seekingalpha.com/a/196hz
        Mar 26, 12:17 PM
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          • Nicholas Marshi
            Get An 8% Yield In A Worthy New Closed-End Floating Rate Fund $TSLF http://seekingalpha.com/a/18rtd
            Mar 15, 8:20 AM
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              • Nicholas Marshi
                Is American Capital Senior Floating An All-Weather BDC ? $ACSF, $ACAS http://seekingalpha.com/a/17gzh
                Feb 18, 12:18 PM
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                  • Nicholas Marshi
                    Joe Massoud -CEO of Compass Diversified (ticker:CODI) steps down temporarily. Stock down over 8% today. More at bdcreporter.com
                    2/18/11
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                      • Nicholas Marshi
                        GSC Investment (GNV) describes genesis of Saratoga offer and full terms of equity investment.
                        5/13/10
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                          • Nicholas Marshi
                            Snippets: Hercules Technology (HTGC) filing suggests a new equity offering imminent. Good for capital structure, bad for divvy increase
                            4/16/10
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                              • Nicholas Marshi
                                Snippets: GSC Investments (GNV) sells minority stake to Saratoga Investments and brings in new financing but at too bargain basement price
                                4/15/10
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                                  • Nicholas Marshi
                                    Snippets: Fifth Street (FSC) Newsletter suggests busy M&A market and bad debt decreasing. Higher earnings will show up in 2nd half of 2010
                                    4/14/10
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                                      • Nicholas Marshi
                                        Snippets: We've added coverage of the latest public BDC: Solar Capital (SLRC). With the loss of Allied Capital, we're still tracking 21 BDCs
                                        4/8/10
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                                          • Nicholas Marshi
                                            Allied (ALD) has been acquired by Ares (ARCC). Kudos to ARCC for engineering acquisition despite PSEC opposition + w/o increasing price
                                            3/26/10
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                                              • Nicholas Marshi
                                                Medallion Financial (TAXI) reports IVQ earnings. Losses due to SPAC write-offs. Net margins higher. Cut dividend from 19 cents to 15 cents.
                                                3/5/10
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                                                  • Nicholas Marshi
                                                    Triangle Capital (TCAP): Stock dropping about (2.5%) on news. No material SEC filings or press releases. Worrying.
                                                    3/4/10
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                                                      • Nicholas Marshi
                                                        MCG Capital (MCGC) reported earnings today. In compliance on asset coverage. Liquidity OK. May restart distribution next year
                                                        3/4/10
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                                                          • Nicholas Marshi
                                                            BlackRock Kelso (BKC)) announced a $0.32 IQ 2010 dividend,unchanged. As expected.To date 9 BDCs reported:2 Up, 6 Unchanged, 1 Down.
                                                            3/4/10
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                                                              • Nicholas Marshi
                                                                Final comment on ALD-ARCC Merger: From the tenor of the questions this seems like a done deal and could close by month's end.
                                                                3/3/10
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                                                                  • Nicholas Marshi
                                                                    ARCC-ALD Merger: Allied management owns 5% of company (if I heard right) and still voted for merger.
                                                                    3/3/10
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                                                                      • Nicholas Marshi
                                                                        ARCC-ALD Merger: ARCC says it expects to target 0.75:1 debt to equity in the long term. On a pro-forma basis currently 0:45:1.0
                                                                        3/3/10
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                                                                          • Nicholas Marshi
                                                                            ARCC-ALD Merger: ARCC blinked-a little-and agreed to have ALD pay a cash dividend of $0.20 if the merger is approved
                                                                            3/3/10
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                                                                              • Nicholas Marshi
                                                                                ARCC-ALD: 25 ALD employees but no officers joining ARCC
                                                                                3/3/10
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