Featured Top Idea
ZIP – ZipRecruiter, Inc.
Action: Buy 2030 5.000% Bonds CUSIP: 98980BAA1 (7.172% YTW, 6.634% iYTW)...
The Latest from Credit News
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September 18, 2024
AMKR – Base Case iCDS 80bps,
Negative Case iCDS 109bps, 2027 6.625% Bond YTW of 5.533%, iYTW of 4.423%,
Ba2 Rating from Moody’s, IG4+ (equivalent to Baa2) Rating from Valens,
Low Refinancing Need...
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September 18, 2024
Featured Top Idea
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ROST – Ross Stores, Inc.
Action: Buy 2030 4.800% Bonds, CUSIP: 778296AD5 (4.772% YTW, 4.153% iYTW)... -
September 17, 2024
SQ – Base Case iCDS 67bps,
Negative Case iCDS 107bps, 2031 3.500% Bond YTW of 5.174%, iYTW of 4.329%,
Ba2 Rating from Moody’s, IG3+ (equivalent to A1) Rating from Valens,
Low Refinancing Need...
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September 17, 2024
SYNA – Base Case iCDS 141bps,
Negative Case iCDS 164bps, 2029 4.000% Bond YTW of 5.322%, iYTW of 4.907%,
Ba2 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens,
Low Refinancing Need...
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September 11, 2024
Featured Top Idea
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OII – Oceaneering International, Inc.
Action: Buy 2028 6.000% Bonds CUSIP: 675232AB8 (5.742% YTW, 5.133% iYTW)... -
September 9, 2024
CNC – Base Case CDS 136bps, Base Case iCDS 72bps,
Negative Case iCDS 73bps, 2028 2.450% Bond YTW of 4.783%, iYTW of 4.283%,
Ba1 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens,
Low Refinancing Need
...
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September 9, 2024
ON – Base Case iCDS 57bps,
Negative Case iCDS 72bps 2028 3.875% Bond YTW of 5.427%, iYTW of 4.110%,
Ba1 Rating from Moody’s, IG4+ (equivalent to Baa2) Rating from Valens,
Low Refinancing Need...
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September 5, 2024
TEX – Traded CDS 172bps, Base Case iCDS 209bps,
Negative Case 380bps, 2029 5.000% Bond YTW of 5.703%, iYTW of 5.759%,
Ba2 Rating from Moody’s, IG4 (equivalent to Baa2) Rating from Valens,
Low Refinancing Need...
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September 4, 2024
OII – Base Case iCDS 146bps,
Negative Case iCDS 215bps, 2028 6.000% Bond YTW of 5.742%, iYTW of 5.133%,
Ba2 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens,
Low Refinancing Need...
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September 4, 2024
Featured Top Idea
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AR – Antero Resources Corporation
Action: Buy 2029 7.625% Bonds CUSIP: 03674XAQ9 (5.911% YTW, 4.830% iYTW))
Buy 2030 5.375% Bonds CUSIP: 03674XAS5 (5.750% YTW, 4.840% iYTW)... -
September 2, 2024
MOH – Base Case CDS 118bps, Base Case iCDS 84bps,
Negative Case iCDS 155bps, 2028 4.375% Bond YTW of 5.513%, iYTW of 4.781%,
Ba2 Rating from Moody’s, IG3 (equivalent to A2) Rating from Valens,
Low Refinancing Need...
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August 28, 2024
Featured Top Idea
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BA – The Boeing Company
Action: Buy 2028 3.250% Bonds, CUSIP: 097023DB8 (5.216% YTW, 4.386% iYTW)
Buy 2028 3.250% Bonds, CUSIP: 097023BX2 (5.183% YTW, 4.386% iYTW)
Buy 2028 3.450% Bonds, CUSIP: 097023CA1 (5.260% YTW, 4.386% iYTW)
Buy 2029 3.200% Bonds, CUSIP: 097023CD5 (5.239% YTW, 4.346% iYTW)
Buy 2029 6.298% Bonds, CUSIP: 097023DQ5 (5.299% YTW, 4.386% iYTW)
Buy 2030 2.950% Bonds, CUSIP: 097023CN3 (5.399% YTW, 4.386% iYTW)
Buy 2030 5.150% Bonds, CUSIP: 097023CY9 (5.289% YTW, 4.386% iYTW)
Buy 2031 3.625% Bonds, CUSIP: 097023DC6 (5.401% YTW, 4.551% iYTW)
Buy 2031 6.388% Bonds, CUSIP: 097023DK8 (5.425% YTW, 4.386% iYTW)... -
August 28, 2024
KSS – Base Case CDS 487bps, Base Case iCDS 275bps,
Negative Case iCDS 326bps, 2029 7.250% Bond YTW of 8.495%, iYTW of 6.404%,
Ba2 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens,
Low Refinancing Need
...
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August 22, 2024
AR – Base Case CDS 112bps, Base Case iCDS 108bps,
Negative Case iCDS 122bps, 2029 7.625% Bond YTW of 5.911%, iYTW of 4.830%,
Ba1 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens,
Low Refinancing Need...
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August 22, 2024
MU – Base Case CDS 70bps, Base Case iCDS 28bps,
Negative Case iCDS 44bps, 2028 5.375% Bond YTW of 4.693%, iYTW of 4.040%,
Baa3 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens,
Low Refinancing Need
...
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August 21, 2024
Featured Top Idea
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CIEN – Ciena Corporation
Action: Buy 2030 4.000% Bonds, CUSIP: 171779AL5 (5.742% YTW, 5.080% iYTW)... -
August 14, 2024
Featured Top Idea
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HOLX – Hologic, Inc.
Action: Buy 2028 4.625% Bonds, CUSIP: 436440AM3 (5.743% YTW, 5.029% iYTW)
Buy 2029 3.250% Bonds, CUSIP: 436440AP6 (5.494% YTW, 5.075% iYTW)... -
August 7, 2024
Featured Top Idea
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BRBR – BellRing Brands, Inc.
Action: Buy 2030 7.000% Bonds, CUSIP: 07831CAA1 (6.210% YTW, 5.384% iYTW)... -
August 7, 2024
CIEN – Base Case iCDS 115bps,
Negative Case iCDS 154bps, 2030 4.000% Bond YTW of 5.742%, iYTW of 5.080%,
Ba1 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens,
Low Refinancing Need...
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