BST: Continues To Generate High-Single Digit Yields And Can Go Higher
Summary
- BST trades at a -4.39% discount to its NAV while having a distribution yield that exceeds 8% which is an opportunity for investors.
- BST's top-10 holdings have an average of 42.50% EPS growth on the horizon over the next 2 fiscal years from the 8 companies that are public.
- As the Fed lowers rates, the cost of capital will decline and this will be bullish for many of the investments within BST's portfolio.
Analyst’s Disclosure:I/we have a beneficial long position in the shares of BST, AAPL, AMZN, NVDA, META either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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