Creator Post Archive
Samuel Smith - Dividend Investing
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May 28, 2026
14% Dividend Yield + Massive Discount to NAV & Buybacks (Buy The Dip?)
Samuel Smith discusses Goldman Sachs Business Development Company (GSBD), highlighting its significant sell-off and current attractive valuation. He notes recent insider buying as a positive sign and analyzes the stock's technical and fundamental indicators, including a decent ROE and a high dividend yield, while acknowledging past balance sheet issues.
May 26, 2026
This 12% Yielding Dividend Stock Is Trading For Pennies On The Dollar — Is It a Steal or a Trap?
Samuel Smith discusses Blue L Capital Corporation (OBDC), a BDC trading at a significant discount to its book value with a high dividend yield. Despite a recent decline in Net Asset Value (NAV) per share due to widening spreads in the private credit market, Smith argues this is not a sign of fundamental distress but rather a market sentiment issue. The company has also deleveraged and repurchased shares, which was accretive to NAV.
Apr 24, 2026
Blue Owl Capital (OWL) Is Down 40% — Here's Why I'm Buying More
The creator expresses a bullish stance on Blue Owl Capital (OWL), despite its recent 40% decline. They argue that the market has overreacted to concerns about private credit, highlighting OWL's stable permanent capital base, strong regulatory oversight, low loss rates, resilient credit metrics, and conservative loan-to-value ratios. The creator believes OWL is undervalued and has been buying more shares, expecting a short squeeze and continued growth.
Apr 15, 2026
Retire On Dividends: My Simple 8% Income Strategy (No Selling Shares Required)
The creator outlines a strategy for retiring on dividends, emphasizing the benefits of dividend income over share liquidation to mitigate sequence of returns risk and reduce stress. The core of the strategy involves using the Schwab US Dividend Equity ETF (SCHD) as a backbone, supplemented by other ETFs and individual stocks in sectors like utilities, infrastructure, real estate, financials, and technology to achieve diversification and a target yield. The discussion also touches on tax implications and the strategic use of tax-advantaged accounts.
Mar 15, 2026
Index-Crushing 8%-Yielding Monthly Dividend To BUY
The video features an interview with Jay Hatfield of Infra Cap Partners discussing the Infrastructure Capital Bond Income ETF (BNDS). The ETF focuses on bonds with an 8% yield and lower volatility compared to preferred stocks or high-yield bond ETFs like JNK. Hatfield highlights the fund's active management strategy, which involves deep credit analysis to find mispriced credits, a bias towards asset-intensive businesses, and a focus on public companies. The discussion also touches on the fund's monthly dividend payouts, slight dividend growth, and concentration in top holdings, with Hatfield emphasizing the de minimus credit risk in these positions.
Mar 15, 2026
Rare Buying Opportunity: 2 BEST Dividend Stocks to BUY Now
The creator identifies a rare buying opportunity in alternative asset managers like Blackstone and Ares Management, which have been oversold due to fears surrounding private credit and software lending. Despite negative headlines, the underlying fundamentals of these companies remain strong, with attractive yields, projected growth, and undervalued valuations, making them compelling buys.
Mar 15, 2026
A ONCE-IN-A-DECADE 12% Yielding Dividend Opportunity: Blue Chip Stock Just CRASHED
The creator highlights Hercules Capital (HTGC) as a high-conviction investment opportunity, citing its attractive 12%+ yield, strong technicals, and robust fundamentals despite recent market concerns around software lending and a short report. The analysis suggests the sell-off is overplayed, presenting a buying opportunity.
Mar 15, 2026
4 Cheap Stocks to BUY In February 2026
The creator, a value investor focused on dividend stocks, reviews four stocks identified by Investing Pro's AI screeners. BWMX is highlighted as a compelling option due to its upside potential, health rating, and dividend yield, despite some balance sheet concerns. QSR (Restaurant Brands International) is also presented favorably, backed by a billionaire investor, with good dividend growth and earnings outlook, though concerns about debt and China exposure are noted.