We founded BondSavvy to put the power of corporate bonds into the hands of every investor. We make bond investing simple and profitable and provide subscribers the information they need to make successful corporate bond investments.
We identify corporate bond investments that can appreciate in value and achieve total returns that can outperform bond mutual funds and fixed income ETFs. We present new corporate bond investment recommendations during each edition of The Bondcast, a subscriber-only investment webcast we host at least four times per year. Click above to view our June 5, 2020 edition and subscribe to see all of BondSavvy's fixed income investment recommendations.
For Informational Use Only
This sample edition of The Bondcast is provided for informational purposes only so that you can see the level of investment analysis BondSavvy presents in connection with its corporate bond investment recommendations. Based on this information and other information contained on the BondSavvy website, you can decide whether a BondSavvy subscription makes sense for you. Please click slide 3 for our full disclaimer.
Once BondSavvy recommends a corporate bond, we follow the performance of the bond and the issuing company. We then update subscribers on whether we recommend continuing to hold previously recommended bonds, to buy more, or to sell the bond.
Since these recommendations were made June 5, 2020, some or all of these recommendations could have had their recommendation subsequently changed. It is, therefore, not advised to make an investment decision solely on the content of this edition of The Bondcast, as buy/sell/hold updates are an integral part of the BondSavvy service. These updates are available exclusivity to BondSavvy subscribers.
Important Note Regarding Slides 4 and 5
On slides four and five of the June 5, 2020 edition of The Bondcast, you will see a summary of the industry diversification of our recommendations. Please note that, when we issue new recommendations, they are at the bond, or CUSIP, level. Therefore, when it shows, on slides four and five, we recommended the bonds of a particular issuer, we have not recommended all bonds but typically only one or two of the corporate bonds of that issuer. In addition, we may have sold a portion of the bonds shown on these slides to lock in capital appreciation and to maximize our total return. You can see the bonds we have sold on our corporate bond returns page.
Bonds We Recommended June 5, 2020
BondSavvy recommended the following corporate bond CUSIPs in this June 5, 2020 edition of The Bondcast:
RPM Int'l 4.550% 3/1/29
RPM Int’l 4.250% 1/15/48
Kirby Corp. 4.20% 3/1/28
TransAlta 4.500% 11/15/22
TransAlta 6.50% 3/15/40
|00:42||3||Current Investing Environment|
|04:52||4||Diversification of Our Bond Picks|
|08:56||5||Diversification of Our Bond Picks (Cont'd)|
|10:56||7||Recommended Bonds: Quotes and Financial Metrics|
|18:16||8||Recommended Bonds: Balance Sheet Info and Interest Rate Risk|
|24:06||9||Historical Prices of Recommended Bonds (1 of 2)|
|25:01||10||Historical Prices of Recommended Bonds (2 of 2)|
|25:26||11||RPM Int'l Cover Page|
|26:02||12||RPM Int'l Business Overview|
|28:00||13||RPM Int'l Key Stats|
|29:21||14||RPM Int'l Capital Structure & Allocation|
|33:51||15||Kirby Corp. Cover Page|
|34:00||16||Kirby Corp. Shipping Network|
|37:03||17||Kirby Corp. Business Overview|
|41:15||18||Kirby Corp. Capital Structure & Allocation|
|42:56||19||TransAlta Cover Page|
|43:07||20||TransAlta Business Overview|
|45:38||21||TransAlta Capital Structure & Allocation|
|51:02||22||Earn Subscription Credit by Referring New Subscribers|
|59:53||24||Thank You and Conclusion|
We founded BondSavvy to put the power of corporate bonds into the hands of every investor. We make bond investing simple and provide subscribers the information they need to make successful corporate bond investments.
We identify corporate bond investments that can appreciate in value and achieve total returns that can outperform bond mutual funds and fixed income ETFs. We present new corporate bond investment recommendations during each edition of The Bondcast, a subscriber-only investment webcast we host at least four times per year. Click above to view our March 8, 2018 edition and subscribe to see all of BondSavvy's fixed income investment recommendations.
Once BondSavvy recommends a bond, we follow the performance of the bond and the issuing company. We then update subscribers on whether we recommend continuing to hold previously recommended bonds, buy more, or sell the bond.
Please note that, over the course of a year and 20+ bond investment recommendations, we typically have an even split between investment-grade corporate bonds and high-yield corporate bonds. The composition of investment recommendations for a specific edition of The Bondcast is based on the credit analysis and investment research we conduct leading up to that edition of The Bondcast and where we see compelling investment opportunities in the US corporate bond market.
The corporate bond CUSIPs in this edition of The Bondcast include:
Lennar 4.750% 5/30/25
Aecom 5.125% 3/15/27
Alphabet 1.998% 8/15/26 (1)
Expedia 3.800% 2/15/28
(1) BondSavvy recommended a sell of the Alphabet '26 bond on April 1, 2019. The investment generated at 5.6% total return.
|3:09||4||What Does the Change in Rates Mean for Corporate Bond Investors?|
|8:53||5||When Does a Bond Become a ‘Sell’?|
|10:45||6||Ceilings & Floors of Bond Prices|
|12:16||7||Pricing Ranges of Recommended Bonds|
|15:47||8||When Does a Bond Become a ‘Sell’? (Cont’d)|
|18:56||9||Overview of New Bond Recommendations|
|22:57||10||Lennar Business Review|
|27:33||11||Lennar Nationwide Footprint|
|29:02||12||AECOM Business Review|
|33:40||13||Alphabet Business Review|
|38:17||14||Expedia Business Review|
|43:09||15||Financial Analysis (Credit Metrics)|
|49:32||16||Balance Sheet Analysis|
|51:59||17||Pricing Ranges of Recommended Bonds|
|53:13||18||Thank You and Tell a Friend!|