Valens Credit Weekly Insights for September 21, 2016
Each week the Valens Credit team highlights our most interesting insights from across our tools and our analysis. This week interesting insights include:
Credit and Market Mispricings
Most Compelling Credit v Equity Market Mispricings
AN, CYH, NAV, SGMS, THC
Most Compelling Credit Rating Dislocations
BLDR, EXPE, GM, JCP, R, TWTR, UIS, VRX, X, YRCW
Most Compelling CDS Market Mispricings
AVP, AMD, CHK, HNT, NAV, PKD, RIG, SHLD, UIS, X
Most Compelling Bond Market Mispricings
AKS, AMD, ATW, CHK, MDR, TSX:MEG, NAV, RIG, SVU, VRX
Highlighted Top Ideas
BLDR – Builders FirstSource, Inc.
TIME – Time Inc.
YRCW – YRC Worldwide Inc.
Other Recent Analyses
Consumer Discretionary
AN – AutoNation, Inc.
Healthcare
BSX – Boston Scientific Corporation
Quantitative Credit Outlier Report Review
SHLD, X, and CHK top our quantitative outlier report this week.
Aggregate Credit Market and Credit Fundamental Review
If you are interested in seeing any of the highlighted analyses, please contact the Valens team at valens@valens-securities.com