Ares Capital Corporation is mentioned as having low non-accruals, indicating strong performance within the publicly traded BDC space.
Source Post
Rare Buying Opportunity: 2 BEST Dividend Stocks to BUY Now
Samuel Smith - Dividend InvestingMar 15, 2026
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.
Linked Mentions
Tickers discussed in this post
Blue Owl Capital is mentioned as a company whose fundamentals are fine despite being made a 'pariah', with management reporting no red flags in their software lending.
Ares Management is a highly compelling opportunity with strong growth prospects, a nearly 5% dividend yield, and a valuation significantly below its historical average.
Blackstone is presented as a compelling buy due to its attractive valuation, nearly 5% dividend yield, and projected double-digit growth, despite market fears.