Featured Top Idea
CRS – Carpenter Technology Corporation...
The Latest from Weeklies News
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August 20, 2025
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August 6, 2025
Featured Top Idea
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UAA – Under Armour, Inc.
Action: Buy 2030 7.250% Bonds CUSIP: 904311AD9 (6.947% YTW, 5.611% iYTW)... -
August 5, 2025
MU – Base Case CDS 57bps, Base Case iCDS 23bps,
Negative Case iCDS 30bps, 2029 6.750% Bond YTW of 4.701%, iYTW of 4.201%,
Baa3 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens,
Low Refinancing Need...
Read More -
July 23, 2025 -
July 23, 2025
Featured Top Idea
XYZ – Block, Inc.Action: Buy 2031 3.500% Bonds CUSIP: 852234AM5 (5.391% YTW, 4.756% iYTW)...
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July 16, 2025
Featured Top Idea
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MUR – Murphy Oil Corporation
Action: Close Trade: 2028 6.375% Bonds CUSIP: 626717AN2
2029 7.050% Bonds CUSIP: 626717AA0... -
July 9, 2025
Featured Top Idea
NRG – NRG Energy Inc.Action: Buy 2028 5.750% Bonds CUSIP: 629377CE0 (5.153% YTW, 4.219% iYTW)
Buy 2029 3.375% Bonds CUSIP: 629377CQ3 (5.411% YTW, 4.292% iYTW)
Buy 2029 5.250% Bonds CUSIP: 629377CH3 (5.619% YTW, 4.292% iYTW)
Buy 2031 3.625% Bonds CUSIP: 629377CR1 (5.496% YTW, 4.292% iYTW)...
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July 2, 2025
Featured Top Idea
CRWD – CrowdStrike Holdings, Inc.Action: Buy 2029 3.000% Bonds CUSIP: 22788CAA3 (5.037% YTW, 4.348% iYTW) 
June 18, 2025
Featured Top Idea
ON – ON Semiconductor CorporationAction: Buy 2028 3.875% Bonds CUSIP: 682189AQ8 (5.581% YTW, 4.600% iYTW) 
June 18, 2025
June 11, 2025
Featured Top Idea
WMS – Advanced Drainage Systems, Inc.Action: Buy 2030 6.375% Bonds CUSIP: 00790RAB0 (5.840% YTW, 5.045% iYTW) 
June 4, 2025
Featured Top Idea
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MU – Micron Technology, Inc.
Action: Buy 2029 6.750% Bonds CUSIP: 595112BV4 (5.120% YTW, 4.253% iYTW)
Buy 2030 4.663% Bonds CUSIP: 595112BQ5 (5.182% YTW, 4.372% iYTW)
Buy 2031 5.300% Bonds CUSIP: 595112CD3 (5.286% YTW, 4.372% iYTW)...
May 28, 2025
Featured Top Idea
CRS – Carpenter Technology CorporationAction: Buy 2030 7.625% Bonds CUSIP: 144285AM5 (5.816% YTW, 4.759% iYTW)...
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May 21, 2025
Featured Top Idea
SWKS – Skyworks Solutions, Inc.Action: Buy 2031 3.000% Bonds, CUSIP: 83088MAL6 (6.455% YTW, 4.891% iYTW)...
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May 14, 2025
Featured Top Idea
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CIEN – Ciena Corporation
Action: Buy 2030 4.000% Bonds, CUSIP: 171779AL5 (5.820% YTW, 4.990% iYTW)...
May 7, 2025
Featured Top Idea
NRG – NRG Energy IncAction: Buy 2028 5.750% Bonds CUSIP: 629377CE0 (5.849% YTW, 4.322% iYTW)
Buy 2029 3.375% Bonds CUSIP: 629377CQ3 (5.711% YTW, 4.309% iYTW)
Buy 2029 5.250% Bonds CUSIP: 629377CH3 (5.856%YTW, 4.309% iYTW)
Buy 2031 3.625% Bonds CUSIP: 629377CR1 (5.886% YTW, 4.309% iYTW)...
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May 2, 2025
MUR – Base Case iCDS 191bps
Negative Case iCDS 286bps, 2029 7.050% Bond YTW of 7.332%, iYTW of 5.898%
Ba2 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens
Low Refinancing Need...
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April 30, 2025
Featured Top Idea
F – Ford Motor CompanyAction: Buy 2028 6.625% Bonds CUSIP: 345370BY5 (6.267% YTW, 5.019% iYTW)
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Buy 2030 9.625% Bonds CUSIP: 345370CX6 (6.788% YTW, 5.134% iYTW)
Buy 2031 7.450% Bonds CUSIP: 345370CA6 (6.814% YTW, 5.311% iYTW)...
April 23, 2025
Featured Top Idea
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UBER – Uber Technologies, Inc.
Action: Close Trade: 2028 6.250% Bonds, CUSIP: 90353TAG5
2029 4.500% Bonds, CUSIP: 90353TAK6
2030 4.300% Bonds, CUSIP: 90353TAN0...
April 21, 2025
SWKS – Base Case iCDS 74bps,
Negative Case iCDS 103bps, 2031 3.000% Bond YTW of 6.455%, iYTW of 4.891%,
Ba1 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens,
Low Refinancing Need...
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