Dividend Developments
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EARN: ﹩500 Million Shelf Expands Financing Options
EARN filed a ﹩500 million mixed-securities shelf for future financing, adding flexibility while leaving dilution, leverage, timing, and terms unresolved.
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PNNT: ﹩64 Million Notes Extend Funding Profile
PNNT issued ﹩64 million of senior unsecured notes to refinance near-term debt and reduce its credit facility, but at a materially higher funding cost.
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CSWC: Authorized Shares Increase to 135 Million
CSWC shareholders approved increasing authorized common shares to 135 million, expanding financing flexibility while raising future dilution capacity.
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Factory Growth Slows as Price Pressure Holds
Manufacturing stayed in expansion, but slower orders and high prices kept earnings and funding pressure in view for the Fly High universe.
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Tanker Attacks Push Oil and Yields Higher
Tanker attacks lifted oil and long yields, sharpening the earnings and refinancing watch across the Fly High universe.
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Long Yields Reach Highest Since January 2025
The 10-year Treasury yield reached its highest since January 2025, tightening funding and valuation conditions across the Fly High universe.
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TCPC: Amended Complaint Alleges Valuation Failures
TCPC faces an amended securities complaint alleging misstated loan values and NAV; the claims are unproven and no liability has been established.
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Strait Fighting Revives Oil Pressure
Renewed Strait of Hormuz fighting lifts oil, adding borrower-earnings and funding pressure across the Fly High universe.
Featured Articles:
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The Hidden Dividend Treasure Inside Fly High Investing
Imagine discovering that your Fly High Investing portfolio contains a treasure chest you didn’t know was there. You can’t see it by looking at the dividend yield, and you won’t find it by simply comparing a company’s earnings with its dividend. You can’t even find it when our companies report earnings most of the time.…
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Who Really Moves the Stock Market and Why It Matters
If you asked most investors who moves the stock market, they’d probably say individual investors, mutual funds, pension funds, and large investment firms buying and selling stocks based on what they believe companies are worth. That answer would have been largely correct a few decades ago. Today, it isn’t. The stock market has quietly undergone…
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Fly High Investing vs. Wall Street
“Wall Street” is not one mind with one plan. It is an ecosystem of advisors, brokers, banks, asset managers, exchanges, analysts, insurers, and product sponsors. Each participant operates under a business model, and each business model creates incentives. An asset manager may earn more as assets under management grow. A broker may benefit from transactions…
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The Dividend Feedback Loop: When Falling Prices Create Explosive Income Growth
Most investors panic when stock prices fall. They see red on the screen, assume something is broken, and rush to sell before things “get worse.” But dividend investors who understand the relationship between stock prices and dividend payouts know something very different: sometimes a falling stock price isn’t a catastrophe at all. Sometimes it’s the…
