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June 17, 2022
HOLX – Base Case iCDS 127bps
Negative Case iCDS 241bps, 2028 4.625% Bond YTW of 5.919%, iYTW of 4.769%
Ba1 Rating from Moody’s, IG4 (equivalent to Baa2) Rating from Valens
Low Refinancing Need...
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June 15, 2022
Featured Top Idea
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GM – General Motors Company
Action: Buy 2027 6.800% Bonds CUSIP: 37045VAU4 (5.206% YTW, 3.796% iYTW)
Buy 2028 5.000% Bonds CUSIP: 37045VAS9 (5.496% YTW, 4.103% iYTW)... -
June 14, 2022
Acuity Brands, Inc. (AYI) is the best positioned company to implement smart, connected lighting solutions as more companies and individuals look to adopt more IoT solutions. It is making smart investments into platforms to support its lighting solutions. Uniform Accounting highlights that the market is pricing in a reversal of recent profitability expansion, but management is confident about its momentum and is aligned to continue executing on improving profitability, signaling the potential for equity upside as the company continues executing....
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June 8, 2022
Featured Top Idea
CC – The Chemours CompanyAction: Buy 2027 5.375% Bonds, CUSIP: 163851AE8 (6.233% YTW, 4.133% iYTW)
Buy 2028 5.750% Bonds, CUSIP: 163851AF5 (6.395% YTW, 4.145% iYTW)June 7, 2022Aramark (ARMK) managed to survive during the pandemic, and now it has an opportunity to further consolidate the $900 billion food, facilities, and uniform management industry. Uniform Accounting highlights that the market is not pricing in this recovery. Considering management’s strong execution and alignment to continue executing, equity upside is warranted...
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