The creator is buying OTF, a Blue Owl Technology Finance Corp., due to its attractive 13.63% forward dividend yield, a deep discount to NAV (nearly 40%), very low non-accruals, and a strong track record, despite potential AI risks in software loans.
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I'm BUYING These 9-13% Dividend Yields That Have CRASHED
The creator discusses high-dividend yield stocks that have recently crashed and are now undervalued, presenting them as attractive investment opportunities. Despite potential yield trap concerns, the creator emphasizes the long-term potential of well-researched high-dividend stocks, highlighting Blue Owl Capital (OWL) as a primary example due to its current attractive yield and future growth prospects, even with some noted risks.
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Tickers discussed in this post
Oaktree (OWEL) shows attractive growth potential, especially in real assets and credit, which is expected to support future dividends.
Blue Owl Capital (OWL) is presented as a buy opportunity with a dividend yield over 9%, despite recent price drops and concerns about private credit exposure and dividend coverage, due to expected future AUM growth and dividend increases.