Scott Kennedy
Contributor since: 2013
Articles
Ares Capital's NAV, Valuation, And Dividend Vs. 14 BDC Peers - Part 1 (Includes Recommendation For All Covered Peers As Of 9/16/2022)
Annaly Capital's BV, Sector Valuation, And Dividend Sustainability Vs. 19 mREIT Peers - Part 1 (Post Q2 2022 Earnings)
AGNC Investment's Q2 2022 Income Statement And Earnings Projection - Part 2 (Includes Current Recommendation And Price Targets)
AGNC Investment's Q2 2022 Income Statement And Earnings Projection - Part 1 (BV Under Pressure But True Earnings Should Hold Up)
Annaly Capital's BV, Sector Valuation, And Dividend Sustainability Vs. 19 mREIT Peers - Part 2 (Includes Q3 + Q4 2022 Dividend Projection)
Ares Capital's NAV, Sector Valuation, And Dividend Vs. 14 BDC Peers - Part 2 (Includes Q3 + Q4 2022 Dividend Projection)
Annaly Capital's BV, Sector Valuation, And Dividend Vs. 19 MREIT Peers - Part 1 (Post Q1 2022 Earnings)
Ares Capital's NAV, Valuation, And Dividend Versus 14 BDC Peers - Part 1 (Includes Recommendation For All Covered Peers As Of 6/3/2022)
AGNC Investment's Q1 2022 Income Statement And Earnings Projection - Part 2 (Includes Current Recommendation)
AGNC Investment's Q1 2022 Income Statement And Earnings Projection - Part 1 (BV Under Notable Pressure)
Annaly Capital's Dividend, BV, And Valuation Vs. 19 mREIT Peers - Part 2 (Includes Q2 + Q3 2022 Dividend Projection)
Ares Capital's NAV, Dividend, And Valuation Versus 15 BDC Peers - Part 2 (Includes Q2 + Q3 2022 Dividend Projection)
Annaly Capital's BV, Dividend, And Valuation Vs. 19 mREIT Peers - Part 1 (Post Q4 2021 Earnings)
Ares Capital's NAV, Dividend, And Valuation Versus 15 BDC Peers - Part 1 (Includes Recommendation For All Covered Peers)
Assessing AGNC Investment's Results For Q4 2021 (Includes Dividend Projection Through April 2022)
AGNC Investment's Q4 2021 Income Statement And Earnings Projection - Part 2 (Includes Current Recommendation)
AGNC Investment's Q4 2021 Income Statement And Earnings Projection - Part 1 (BV Under Pressure)
Annaly Capital's Dividend, BV, And Valuation Vs. 19 mREIT Peers - Part 2 (Includes Q1 + Q2 2022 Dividend Projection)
Ares Capital's NAV, Dividend, And Valuation Vs. 14 BDC Peers - Part 2 (Includes Q1 + Q2 2022 Dividend Projection)
Ares Capital's NAV, Dividend, And Valuation Vs. 14 BDC Peers - Part 1 (Post Q3 2021 Earnings)
Annaly Capital's BV, Dividend And Valuation Vs. 19 mREIT Peers - Part 1 (Post Q3 2021 Earnings)
Assessing AGNC Investment's Results For Q3 2021 (Includes Dividend Projection Through January 2022)
AGNC Investment's Q3 2021 Income Statement And Earnings Projection - Part 2 (Includes Current BV Projection)
AGNC Investment's Q3 2021 Income Statement And Earnings Projection - Part 1 (Includes Current Recommendation)
Annaly Capital's Dividend, BV, And Valuation Vs. 19 mREIT Peers - Part 2 (Includes Q4 2021 + Q1 2022 Dividend Projection)
Ares Capital's NAV, Dividend, And Valuation Vs. 14 BDC Peers - Part 2 (Includes Q4 2021 Dividend Projection)
Ares Capital's NAV, Dividend And Valuation Vs. 14 BDC Peers - Part 1 (Post Q2 2021 Earnings)
Annaly Capital's BV, Dividend, And Valuation Vs. 19 mREIT Peers (Post Q2 2021 Earnings - Includes Current Recommendation)
Assessing AGNC Investment's Results For Q2 2021 (Includes Dividend Projection Through October 2021)
AGNC Investment's Q2 2021 Income Statement And Earnings Projection - Part 2 (Includes Current BV Projection, Some Caution Warranted)
AGNC Investment's Q2 2021 Income Statement And Earnings Projection - Part 1 (Recent Rise In Spread/Basis Risk)
Annaly Capital's Dividend, BV, And Valuation Vs. 19 mREIT Peers - Part 2 (Includes Q3 2021 Dividend Projection)
SLR Investment's NAV, Dividend, And Valuation Vs. 13 BDC Peers - Part 2 (Includes Q3 2021 Dividend Projection)
SLR Investment's NAV, Dividend, And Valuation Vs. 13 BDC Peers - Part 1 (Post Q1 2021 Earnings, Including Current Recommendation For All Covered Peers)
Annaly Capital's BV, Dividend, And Valuation Vs. 19 mREIT Peers (Post Q1 2021 Earnings - Includes Current Recommendation)
Assessing AGNC Investment's Results For Q1 2021 (Includes Dividend Projection Through July 2021)
AGNC Investment's Q1 2021 Income Statement And Earnings Projection - Part 2 (Includes 3/31/2021 And Current BV Projection)
AGNC Investment's Q1 2021 Income Statement And Earnings Projection - Part 1 (Outperformance When Compared To Sub-Sector Peers)
Ares Capital's NAV, Dividend, And Valuation Vs. 13 BDC Peers - Part 2 (Includes Q2 2021 Dividend Projection)
Annaly Capital's Dividend, BV, And Valuation Vs. 19 mREIT Peers - Part 2 (Includes Q2 2021 Dividend Projection)