Analysis

The Latest from Weeklies News

  • October 5, 2022
    Valens Credit Weekly Insights for October 5, 2022

    Featured Top Idea
    MUR – Murphy Oil Corporation
    Action: Buy 2027 5.875% Bonds CUSIP: 626717AM4 (7.620% YTW, 5.290% iYTW)
    Buy 2028 6.375% Bonds CUSIP: 626717AN2 (7.564% YTW, 6.079% iYTW)...

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  • September 28, 2022
    Valens Credit Weekly Insights for September 28, 2022

    Featured Top Idea
    MOH – Molina Healthcare, Inc.
    Buy 2028 4.375% Bonds CUSIP: 60855RAJ9 (6.156% YTW, 4.536% iYTW)...

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  • September 21, 2022
    Valens Credit Weekly Insights for September 21, 2022

    Featured Top Idea
    HOLX – Hologic, Inc.
    Action: Buy 2028 4.625% Bonds, CUSIP: 436440AM3 (5.744% YTW, 4.124% iYTW)
    Buy 2029 3.250% Bonds, CUSIP: 436440AP6 (6.213% YTW, 4.933% iYTW)...

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  • September 14, 2022
    Valens Credit Weekly Insights for September 14, 2022

    Featured Top Idea
    CPE – Callon Petroleum Company
    Action: Buy 2026 6.375% Bonds CUSIP: 13123XAZ5 (8.185% YTW, 4.715% iYTW)
    Buy 2028 8.000% Bonds CUSIP: 13123XBD3 (8.711% YTW, 4.601% iYTW)

     ...

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  • August 31, 2022
    Valens Credit Weekly Insights for August 31, 2022

    Featured Top Idea
    CC – The Chemours Company

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  • August 24, 2022
    Valens Credit Weekly Insights for August 24, 2022

    Featured Top Idea
    BA – The Boeing Company

    Action: Buy 2026 2.750% Bonds CUSIP: 097023DA0 (4.063% YTW, 3.151% iYTW)

    Buy 2026 2.196% Bonds CUSIP: 097023DG7 (4.510% YTW, 3.108% iYTW)

    Buy 2026 2.250% Bonds CUSIP: 097023BR5 (4.475% YTW, 3.135% iYTW)

    Buy 2026 3.100% Bonds CUSIP: 097023CH6 (4.269% YTW, 3.087% iYTW)

    Buy 2027 2.700% Bonds CUSIP: 097023CM5 (4.525% YTW, 3.109% iYTW)

    Buy 2027 5.040% Bonds CUSIP: 097023CU7 (4.630% YTW, 3.108% iYTW)

    Buy 2028 3.250% Bonds CUSIP: 097023DB8 (4.681% YTW, 3.109% iYTW)

    Buy 2029 3.200% Bonds CUSIP: 097023CD5 (4.889% YTW, 2.976% iYTW)...

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  • August 17, 2022
    Valens Credit Weekly Insights for August 17, 2022

    Featured Top Idea
    FCX – Freeport-McMoRan Inc.
    Action: Buy 2027 5.000% Bonds CUSIP: 35671DCC7 (5.144% YTW, 3.474% iYTW)
    Buy 2028 4.125% Bonds CUSIP: 35671DCE3 (5.294% YTW, 3.254% iYTW)
    Buy 2028 4.375% Bonds CUSIP: 35671DCG8 (5.137% YTW, 3.257% iYTW)...

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  • August 10, 2022
    Valens Credit Weekly Insights for August 10, 2022

    Featured Top Idea
    MTDR – Matador Resources Company
    Action: Trade: Buy 2026 5.875% Bonds CUSIP: 576485AE6 (5.223% YTW, 4.043% iYTW)...

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  • August 3, 2022
    Valens Credit Weekly Insights for August 3, 2022

    Featured Top Idea
    SQ – Square, Inc.
    Action: Trade: Buy 2026 2.750% Bonds CUSIP: 852234AL7 (5.382% YTW, 3.522% iYTW)...

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  • July 27, 2022
    Valens Credit Weekly Insights for July 27, 2022

    Featured Top Idea
    MTCH – Match Group, Inc.
    Action: Trade: Buy 2027 5.000% Bonds CUSIP: 57665RAG1 (6.496% YTW, 4.356% iYTW)
    Trade: Buy 2028 4.625% Bonds CUSIP: 57665RAN6 (6.385% YTW, 4.625% iYTW)...

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  • July 20, 2022
    Valens Credit Weekly Insights for July 20, 2022

    Featured Top Idea
    MUR – Murphy Oil Corporation
    Action: Buy 2025 5.750% Bonds, CUSIP: 626717AJ1 (6.382% YTW, 4.582% iYTW)
    Buy 2027 5.875% Bonds, CUSIP: 626717AM4 (7.628% YTW, 4.458% iYTW)
    Buy 2028 6.375% Bonds, CUSIP: 626717AN2 (8.028% YTW, 4.449% iYTW)...

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  • July 13, 2022
    Valens Credit Weekly Insights for July 13, 2022

    Featured Top Idea
    MOH – Molina Healthcare, Inc.
    Action: Buy 2028 4.375% Bonds CUSIP: 60855RAJ9 (6.241% YTW, 3.941% iYTW)...

    Read More

  • July 12, 2022
    Valens Equity Weekly Insights for July 12, 2022

    Generac Holdings Inc. (GNRC) has a dominant and growing market position for backup power generation and storage, a trend that is likely to grow for years. Uniform Accounting highlights that the market not pricing in these tailwinds, and Generac’s potential to grow and expand returns faster signal the potential for equity upside....

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  • July 6, 2022
    Valens Credit Weekly Insights for July 6, 2022

    Featured Top Idea
    PDCE – PDC Energy, Inc.
    Action: Buy 2026 5.750% Bonds, CUSIP:69327RAJ0 (7.390% YTW, 4.740% iYTW)...

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  • July 5, 2022
    Valens Equity Weekly Insights for July 5, 2022

    Antero Resources (AR) has a low-cost, unhedged inventory of high-quality natural gas. Uniform Accounting highlights what the company’s returns could look like during a strong natural gas cycle, something that the market is not pricing in. That makes Antero a compelling buy....

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  • June 29, 2022
    Valens Credit Weekly Insights for June 15, 2022

    Featured Top Idea
    TRIP – Tripadvisor, Inc.
    Action: Buy 2025 7.000% Bonds, CUSIP: 896945AAO(8.066% YTW, 4.696% iYTW)...

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  • June 28, 2022
    Valens Equity Weekly Insights for June 28, 2022

    Fox Factory (FOXF) has a high quality brand and growth opportunities into related markets. Uniform Accounting shows the value of the company’s brand, and it shows that the market isn’t pricing that sustainably. That makes Fox Factory a compelling buy...

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  • June 22, 2022
    Valens Credit Weekly Insights for June 22, 2022

    Featured Top Idea
    HOLX – Hologic, Inc.
    Action: Buy 2028 4.625% Bonds, CUSIP: 436440AM3 (5.919% YTW, 4.769% iYTW)
    Buy 2029 3.250% Bonds, CUSIP: 436440AP6 (6.213% YTW, 4.933% iYTW)...

    Read More

  • June 15, 2022
    Valens Credit Weekly Insights for June 15, 2022

    Featured Top Idea
    GM – General Motors Company
    Action: Buy 2027 6.800% Bonds CUSIP: 37045VAU4 (5.206% YTW, 3.796% iYTW)
    Buy 2028 5.000% Bonds CUSIP: 37045VAS9 (5.496% YTW, 4.103% iYTW)...

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  • June 14, 2022
    Valens Equity Weekly Insights for June 14, 2022

    Acuity Brands, Inc. (AYI) is the best positioned company to implement smart, connected lighting solutions as more companies and individuals look to adopt more IoT solutions. It is making smart investments into platforms to support its lighting solutions. Uniform Accounting highlights that the market is pricing in a reversal of recent profitability expansion, but management is confident about its momentum and is aligned to continue executing on improving profitability, signaling the potential for equity upside as the company continues executing....

    Read More

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    Action: Buy 2027 5.375% Bonds, CUSIP: 163851AE8 (6.750% YTW, 4.330% iYTW)
    Buy 2028 5.750% Bonds, CUSIP: 163851AF5 (7.437% YTW, 4.437% iYTW)