FSKKR is mentioned as a big name that reduced its dividend, but was already struggling.
Source Post
I'm Buying These 12%+ Yielding Dividend Stocks Despite the Warnings
Dividend BullApr 15, 2026
The creator discusses the business development company (BDC) sector, noting that concerns about falling interest rates have subsided due to current higher rates, effectively canceling a potential BDC crisis. Despite market fears around AI's impact on software companies (the "SaaS-pocalypse"), the creator believes the market is overreacting and highlights several BDCs they are buying: Ares Capital, Sixth Street Specialty Lending (TSLX), Hercules Capital, and Capital Southwest.
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Tickers discussed in this post
Palmer Square Capital BDC is mentioned as one of the companies that cut its dividend.
The creator hopes for a bigger drop in Main Street Capital stock, implying they are waiting for a better entry point rather than actively selling.
The creator is buying Capital Southwest for its generous special dividend, healthy spillover, and low software allocation, making it a safer choice.
The creator is buying the most of Hercules Capital due to its strong dividend coverage and insider buying, despite market headwinds from a short report and software allocation.
The creator is buying Sixth Street Specialty Lending (TSLX) because it offers strong dividend coverage and is now trading cheaper than usual.
The creator is buying Ares Capital, confident in its dividend coverage, but holds off due to it already being a large portfolio holding.