Jun 5, 2014 by Jordan WathenThis Part of Bank of America Corp Is Worth Nearly $50 BillionA look into Bank of America's commercial and coporate banking unit.
Jun 4, 2014 by Jordan WathenThe Most Valuable Part of Bank of America CorpBank of America's Consumer & Business Banking unit is remarkably profitable -- a true bright spot in the company's portfolio of businesses.
Jun 3, 2014 by Jordan WathenBank of America's Stock Is Cheap: The Complete ValuationBeneath Bank of America's complexity are an excellent U.S. retail bank, one of the world's best asset management businesses, and a rising investment bank.
May 28, 2014 by Jordan WathenAres Capital Corporation: Going Under the HoodHow Ares Capital's scale gives it an advantage in matching its investments with low-cost debt.
May 23, 2014 by Jordan WathenProspect Capital Corporation: Time For a Buyback?Prospect Capital could reward shareholders by repurchasing shares at prices well below its net asset value.
May 22, 2014 by Jordan WathenWarren Buffett Makes a Lesson of Fannie Mae and Freddie MacPreferred shareholders in Fannie Mae and Freddie Mac have little claim to a growing pile of dividends in arrears.
May 21, 2014 by Jordan Wathen1 Risk Annaly Capital Management, Inc. Investors Should ConsiderAnnaly Capital Management's extension into physical properties transfers power from shareholders to management.
May 19, 2014 by Jordan WathenWhy Warren Buffett Won’t Buy Kellogg CompanyThe rumor mill has ignored Charlie Munger's opposition to the cereal business.
May 18, 2014 by Jordan WathenHow Warren Buffett Earns 11.6% Per YearBerkshire Hathaway's "bank of energy" could be a big driving force behind its earnings power for years to come.
May 15, 2014 by Jordan WathenThe 12 Stocks Warren Buffett and Berkshire Hathaway Just Bought and SoldWarren Buffett's Berkshire Hathaway just filed its 13F -- here's what he's buying now.
May 15, 2014 by Jordan WathenMain Street Capital Corporation and Triangle Capital Corporation: 2 High-Yield Stocks With Stellar FundamentalsTriangle Capital and Main Street Capital trade at high prices, but investors are paying up for impressive fundamentals.
May 13, 2014 by Jordan WathenBad Loans Come Back to Bite Prospect Capital CorporationTaking a look into Prospect Capital Corporation and Ares Capital to find the best underwriter in the middle market.
May 12, 2014 by Jordan WathenWhat Went Wrong With Main Street Capital Corporation?Main Street Capital's earnings were better than the market gave it credit for.
May 12, 2014 by Jordan WathenProspect Capital Corporation’s Dirty Little SecretProspect Capital Corporation has long relied on stock sales and origination fees to boost NAV. These two items won't be in play this quarter.
May 12, 2014 by Jordan WathenWarren Buffett's Brilliant Plan to Make His Investors RicherBerkshire Hathaway has a bright future as a "cannibal," not a mere dividend-payer.
May 8, 2014 by Jordan WathenAmerican Capital Ltd. Makes a MoveAmerican Capital Ltd. announces a big deal that would free up cash on its balance sheet and build on the value of its largest portfolio company, American Capital Asset Management.
May 8, 2014 by Jordan WathenProspect Capital Corporation’s Hunt for Higher YieldsHow Prospect Capital can boost its overall portfolio yields with a new initiative.
May 7, 2014 by Jordan WathenProspect Capital Corporation Earnings Take an Interesting TurnThe SEC wants Prospect Capital to restate its earnings to consolidate the financials of its many wholly-owned operating companies.
May 7, 2014 by Jordan WathenAmerican Capital Agency Corp.'s Plan for GrowthAmerican Capital Agency turns to preferred stock to grow its balance sheet and secure new, long-term funding.
May 6, 2014 by Jordan WathenFifth Street Finance Corp. Earnings: What's In Store This Quarter?Fifth Street Finance's plan to cover its dividend is coming to fruition. New originations, improved credit ratings, and higher leverage could lead to an excellent first calendar quarter.