Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
July 30, 2009
Extendable step up note starting at 3.6% interest and going to 6.35% over 10 years. (Aimed at retail investors who would rather not do a laddered bond portfolio.) She would figure out effective yield of the life of the bond is and compare it with just a straight 3, 5 and 10-year note in the marketplace to see if there is something more attractive out there. It would be difficult to sell them so it would be a Buy & Hold.
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Extendable step up note starting at 3.6% interest and going to 6.35% over 10 years. (Aimed at retail investors who would rather not do a laddered bond portfolio.) She would figure out effective yield of the life of the bond is and compare it with just a straight 3, 5 and 10-year note in the marketplace to see if there is something more attractive out there. It would be difficult to sell them so it would be a Buy & Hold.
DON'T BUY
DON'T BUY
July 30, 2009
High yield bond market has been a very strong performer year-to-date but it is really coming off a very bad year in 2008. Up about 30% this year but were down 30%-35% last year. She would recommend an active high yield manager.
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High yield bond market has been a very strong performer year-to-date but it is really coming off a very bad year in 2008. Up about 30% this year but were down 30%-35% last year. She would recommend an active high yield manager.
TOP PICK
TOP PICK
July 30, 2009
6.91% bond maturing July 3/19. High BBB yielding about 200 basis points over Canada. Play on infrastructure. Major player in construction/engineering. One of the top 10 worldwide.
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6.91% bond maturing July 3/19. High BBB yielding about 200 basis points over Canada. Play on infrastructure. Major player in construction/engineering. One of the top 10 worldwide.
TOP PICK
TOP PICK
July 30, 2009
4.85% bond maturing May 8/14. High BBB yielding about 150 basis points over Canada. #1 grocer in Canada and are working very hard to maintain that position. Have a great platform to work from.
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4.85% bond maturing May 8/14. High BBB yielding about 150 basis points over Canada. #1 grocer in Canada and are working very hard to maintain that position. Have a great platform to work from.
TOP PICK
TOP PICK
July 30, 2009
Tier-1 9.976% bond maturing June 30/19. Rated A and yielding about 300 basis points over Canada. This bank is working on back to basics reducing their wholesale risks.
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Tier-1 9.976% bond maturing June 30/19. Rated A and yielding about 300 basis points over Canada. This bank is working on back to basics reducing their wholesale risks.
PAST TOP PICK
PAST TOP PICK
July 30, 2009
(A Top Pick April 13/09. Up 5.8%.) Still likes this one and still has an attractive yield.
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Wells Fargo (WFC-N)
July 30, 2009
(A Top Pick April 13/09. Up 5.8%.) Still likes this one and still has an attractive yield.
PAST TOP PICK
PAST TOP PICK
July 30, 2009
(A Top Pick April 13/09. Up 18.7%.) Still attractive but estimated return is in the high single digits rather than double digits.
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(A Top Pick April 13/09. Up 18.7%.) Still attractive but estimated return is in the high single digits rather than double digits.