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.
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.
Christine Horoyski
VP of Fixed Income, Aurion Capital Management
Price
$62.150
Owned
No
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.
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.
Christine Horoyski
VP of Fixed Income, Aurion Capital Management
Price
$83.100
Owned
Unknown
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.
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.
Christine Horoyski
VP of Fixed Income, Aurion Capital Management
Price
$46.000
Owned
Yes
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.
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.
Christine Horoyski
VP of Fixed Income, Aurion Capital Management
Price
$34.290
Owned
Yes
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.
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.
Christine Horoyski
VP of Fixed Income, Aurion Capital Management
Price
$66.180
Owned
Yes
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.
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.
Christine Horoyski
VP of Fixed Income, Aurion Capital Management
Price
$24.870
Owned
Yes
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.
(A Top Pick April 13/09. Up 18.7%.) Still attractive but estimated return is in the high single digits rather than double digits.
Christine Horoyski
VP of Fixed Income, Aurion Capital Management
Price
$52.800
Owned
Yes