Category: Blog
-

Company Focus – Capital Southwest (CSWC)
Specs Capital Southwest Corp Share Price – $24.88 Financials / Asset Management & Custody Banks $576 million P/E 9.62 Dividend Yield – 7.62% Dividend Streak – 5 yrs Current as of January 20, 2022 Company Profile Capital Southwest Corporation (CSWC) is an internally managed investment company, which is engaged in providing customized financing to middle…
-

Company Focus – KKR Real Estate (KREF)
Specs KKR Real Estate Finance Trust Share Price – 21.95 Financials / Mortgage REIT Market Cap – $1.34 billion P/E – 10.3 Dividend Yield – 7.84% Dividend Streak – 3 Yrs Current as of January 20, 2022 Company Profile KKR Real Estate Finance Trust Inc. is a real estate finance company. The Company focuses primarily…
-

P&G reports strong quarter and consumer acceptance of higher prices
The Cincinnati-based consumer-products company reported revenue of $21 billion for the period ended Dec. 31, a 6% increase compared with a year earlier, fueled in part by the company’s highest average-price increases since spring 2019. U.S. inflation in 2021 hit its fastest pace in nearly four decades as pandemic supply and demand imbalances pushed up prices on…
-

Teekay LNG (TGP) merger closed. Reinvested funds in KKR Real Estate (KREF) & Capital Southwest (CSWC)
On January 13th Teekay LNG completed their merger with Stonpeak and paid out $17.00 per common unit to shareholders. Teekay Corporation announces the closing of the previously announced merger of Teekay LNG Partners L.P. with investment vehicles managed by Stonepeak. As part of the Merger, Teekay sold all of its ownership interest in Teekay LNG,…
-

Exxon sets 2050 net zero carbon emission goal… sort of
Not that I’m for this kind of feel good nonsense, but, if this gets the crazy environmentalists off their backs I’m all for it. I worry they will just want more. The oil giant said Tuesday it had developed detailed emission-reduction plans for major facilities and assets and can profitably navigate the nascent transition to…
-

Microsoft to buy Activision Blizzard for $68.7 billion… all cash
The deal, if completed, would sharply expand Microsoft’s already sizable videogame operation, adding a stable of popular game franchises including Call of Duty, World of Warcraft and Candy Crush to Microsoft’s Xbox console business and its own games like Minecraft and Doom. Microsoft said the transaction would make it the world’s third-largest gaming company by…
