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The Latest from
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July 20, 2022
Featured Top Idea
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MUR – Murphy Oil Corporation
Action: Buy 2025 5.750% Bonds, CUSIP: 626717AJ1 (6.382% YTW, 4.582% iYTW)
Buy 2027 5.875% Bonds, CUSIP: 626717AM4 (7.628% YTW, 4.458% iYTW)
Buy 2028 6.375% Bonds, CUSIP: 626717AN2 (8.028% YTW, 4.449% iYTW)... -
July 20, 2022
X – Traded CDS 709bps, Base Case iCDS 223bps
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Negative Case iCDS 373bps, 2029 6.875% Bond YTW of 9.266%
iYTW of 5.184%, Ba3 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens
Low Refinancing Need... -
July 18, 2022
MUR –Traded CDS 481bps, Base Case iCDS 144bps
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Negative Case iCDS 263bps, 2027 5.875% Bond YTW of 7.628%, iYTW of 4.458%
Ba2 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens
Low Refinancing Need... -
July 13, 2022
Featured Top Idea
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MOH – Molina Healthcare, Inc.
Action: Buy 2028 4.375% Bonds CUSIP: 60855RAJ9 (6.241% YTW, 3.941% iYTW)... -
July 12, 2022
MOH – Traded CDS 279bps, Base Case iCDS 100bps
Negative Case iCDS 168bps, 2028 4.375% Bond YTW of 6.241%, iYTW of 3.941%
Ba3 Rating from Moody’s, IG3+ (equivalent to A1) Rating from Valens
Low Refinancing Need...
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July 12, 2022
Generac Holdings Inc. (GNRC) has a dominant and growing market position for backup power generation and storage, a trend that is likely to grow for years. Uniform Accounting highlights that the market not pricing in these tailwinds, and Generac’s potential to grow and expand returns faster signal the potential for equity upside....
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