October 4, 2023, Wednesday
12:00 PM – 1:00 PM CT...
Read MoreTDG – Base Case iCDS 134bps,
Negative Case iCDS 158bps, 2029 4.875% Bond YTW of 6.901%, iYTW of 6.001%,
B1 Rating from Moody’s, IG4 (equivalent to Baa2) Rating from Valens,
High Refinancing Need...
Read MoreFeatured Top Idea
SYNA – Synaptics Incorporated
Action: Buy 2029 4.000% Bonds CUSIP: 87157DAG4 (6.570% YTW, 6.020% iYTW)...
PBF – Base Case iCDS 139bps,
Negative Case iCDS 181bps, 2028 6.000% Bond YTW of 6.853%, iYTW of 6.083%,
Ba3 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens,
Low Refinancing Need...
Read MoreFeatured Top Idea
TWI – Titan International Inc.
Action: Buy 2028 7.000% Bonds CUSIP: 88830MAM4 (7.338% YTW, 5.198% iYTW)...