Highlighted Top Ideas: DRI – Darden Restaurants, Inc., GPS – The Gap, Inc., WBT – Welbilt, Inc.
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February 17, 2021
Highlighted Top Ideas: AXL – American Axle & Manufacturing Holdings, Inc., TPR – Tapestry, Inc., UAA – Under Armour, Inc.
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February 10, 2021
Highlighted Top Ideas: MAT – Mattel, Inc., KTOS – Kratos Defense & Security Solutions, Inc., VREX – Varex Imaging Corporation
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February 3, 2021
Highlighted Top Ideas: DISH – DISH Network Corporation, HCC – Warrior Met Coal, Inc., THS – TreeHouse Foods, Inc.
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January 27, 2021
Highlighted Top Ideas: CLW – Clearwater Paper Corporation, TMUS – T-Mobile US, Inc., UBER – Uber Technologies, Inc.
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January 26, 2021
CDS 460bps, Base Case iCDS 123bps
Negative Case iCDS 167bps, 2026 7.750% Bond YTW of 5.590%
iYTW of 1.730%, B1 Rating from Moody’s, XO (equivalent to Baa3) Rating from Valens
High Refinancing Need
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January 20, 2021
Highlighted Top Ideas: BZH – Beazer Homes USA, Inc., MCK – McKesson Corporation, MGM – MGM Resorts International
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January 6, 2021
Highlighted Top Ideas: AER – AerCap Holdings N.V., UHS – Universal Health Services, Inc., USM – United States Cellular Corporation
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December 30, 2020
Highlighted Top Ideas: GM – General Motor Company, MTOR – Meritor, Inc., TWTR – Twitter, Inc.
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December 23, 2020
Highlighted Top Ideas: MAR – Marriott International, Inc., MDP – Meredith Corporation, SKT – Lennar Corporation
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December 16, 2020
Highlighted Top Ideas: NFLX – Netflix, Inc., R – Ryder System, Inc., WYND – Wyndham Destinations, Inc.
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December 9, 2020
Highlighted Top Ideas: AN – AutoNation, Inc., DBD – Diebold Nixdorf, Incorporated, URI – United Rentals, Inc.
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December 2, 2020
Highlighted Top Ideas: CYH – Community Health Systems, Inc., HCA – HCA Healthcare, Inc., OC – Owens Corning
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November 18, 2020
Highlighted Top Ideas: GME – GameStop Corp., LEN – Lennar Corporation, RAD – Rite Aid Corporation
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November 13, 2020
No traded CDS, Base Case iCDS 215bps, Negative Case iCDS 1,100bps, 2023 10.000% Bond YTW of 9.979%, iYTW of 2.389%, B3 Rating from Moody’s, XO (equivalent to Baa3) Rating from Valens, Moderate Refinancing Need
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November 11, 2020
Highlighted Top Ideas: DRI – Darden Restaurants, Inc., ENR – Energizer Holdings, Inc., GPS – The Gap, Inc.
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November 4, 2020
Highlighted Top Ideas: DISH – DISH Network Corporation, DOOR – Masonite International Corporation, WK – Workiva Inc.
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October 28, 2020
Highlighted Top Ideas:BBY – Best Buy Co., Inc., BHC – Bausch Health Companies Inc., X – United States Steel Corporation
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October 21, 2020
CDS 1,108bps, Base Case iCDS 204bps
Negative Case iCDS 557bps, 2025 12.000% Bond YTW of 8.578%
iYTW of 2.358%, Caa1 Rating from Moody’s, XO (equivalent to Baa3) Rating from Valens
High Refinancing Need
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October 21, 2020
Highlighted Top Ideas: ADNT – Adient plc, LB – L Brands, Inc., TDG – TransDigm Group Incorporated
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