Featured Top Idea
HES – Hess Corporation
Trade: Buy 2024 3.500% Bonds CUSIP: 42809HAF4 (1.479% YTW, 0.719% iYTW)
Trade: Buy 2026 5.625% Bonds CUSIP: 42809HAG2 (2.236% YTW, 1.226% iYTW)
The Latest from Weeklies News
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May 12, 2021
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May 11, 2021
Each week, the Valens Research team highlights our most interesting insights from across our tools and our analysis, including individual company, industry, and macro insights. Top Highlight: GOOGL – Alphabet Inc. Other Highlights: ADSK, AEP, AYI
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May 5, 2021
Featured Top Idea
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MU – Micron Technology, Inc.
Trade: Buy 2027 4.185% Bonds CUSIP: 595112BP7 (1.951% YTW, 1.151% iYTW) -
May 4, 2021
Each week, the Valens Research team highlights our most interesting insights from across our tools and our analysis, including individual company, industry, and macro insights. Top Highlight: AYI – Acuity Brands, Inc. Other Highlights: KO, OTEX, PYPL
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April 28, 2021
Featured Top Idea
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F – Ford Motor Company
Buy 2025 9.000% Bonds CUSIP: 345370CW8 (2.994% YTW, 1.494% iYTW)
Buy 2026 4.346% Bonds CUSIP: 345370CR9 (3.175% YTW, 1.425% iYTW) -
April 27, 2021
Each week, the Valens Research team highlights our most interesting insights from across our tools and our analysis, including individual company, industry, and macro insights. Top Highlight: LGIH – LGI Homes, Inc. Other Highlights: PEP, SIX, XOM
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April 21, 2021
Featured Top Idea
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GATX – GATX Corporation
Trade: Sell 2026 3.250% Bonds CUSIP: 361448AY9 (1.695% YTW, 2.525% iYTW)
Trade: Sell 2027 3.850% Bonds CUSIP: 361448AZ6 (1.990% YTW, 3.900% iYTW) -
April 20, 2021
Each week, the Valens Research team highlights our most interesting insights from across our tools and our analysis, including individual company, industry, and macro insights. Top Highlight: GTII – Green Thumb Industries, Other Highlights: BLKB, CGNX, CLF
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April 14, 2021 -
April 13, 2021
Each week, the Valens Research team highlights our most interesting insights from across our tools and our analysis, including individual company, industry, and macro insights. Top Highlight: COF – Capital One Financial Corporation Other Highlights: AMAT, BERY, SABR
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April 7, 2021 -
April 6, 2021
Each week, the Valens Research team highlights our most interesting insights from across our tools and our analysis, including individual company, industry, and macro insights. Top Highlight: LAMR – Lamar Advertising Company (REIT) Other Highlights: EPAM, PAYC, ZM
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March 31, 2021
Featured Top Idea
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BA – The Boeing Company
Trade: Buy 2026 2.750% Bonds CUSIP: 097023DA0 (2.127% YTW, 0.927% iYTW)
Trade: Buy 2026 2.196% Bonds CUSIP: 097023DG7 (2.370% YTW, 0.920% iYTW)
Trade: Buy 2026 3.100% Bonds CUSIP: 097023CH6 (2.132% YTW, 0.932% iYTW)
Trade: Buy 2026 2.250% Bonds CUSIP: 097023BR5 (2.200% YTW, 0.930% iYTW)
Trade: Buy 2027 2.700% Bonds CUSIP: 097023CM5 (2.377% YTW, 0.927% iYTW)
Trade: Buy 2027 5.040% Bonds CUSIP: 097023CU7 (2.516% YTW, 0.926% iYTW)
Trade: Buy 2028 3.250% Bonds CUSIP: 097023DB8 (2.680% YTW, 1.400% iYTW) -
March 30, 2021
Each week, the Valens Research team highlights our most interesting insights from across our tools and our analysis, including individual company, industry, and macro insights. Top Highlight: CVS – CVS Health Corporation, Other Highlights: ADP, ADT, AMN
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March 24, 2021 -
March 23, 2021
Each week, the Valens Research team highlights our most interesting insights from across our tools and our analysis, including individual company, industry, and macro insights. Top Highlight: LPLA – LPL Financial Holdings Inc. Other Highlights: KMB, ROP, SBUX
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March 17, 2021 -
March 16, 2021
Each week, the Valens Research team highlights our most interesting insights from across our tools and our analysis, including individual company, industry, and macro insights. Top Highlight: INOV – Inovalon Holdings, Inc. Other Highlights: ABT, ADS, CHTR
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March 11, 2021
MGM – CDS 195bps, Base Case iCDS 92bps
Negative Case iCDS 165bps, 2026 4.625% Bond YTW of 3.667%, Intrinsic YTW 1.557%
Ba3 Rating from Moody’s, HY1 (equivalent to Ba3) rating from Valens, High Refinancing Need
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March 10, 2021
Featured Top Idea
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VREX – Varex Imaging Corporation
Trade: Buy 2027 7.875% Bonds, CUSIP: 92214XAC0 (6.284% YTW, 3.454% iYTW)