Many investors believe bond investing is too hard. We founded BondSavvy to change this so more investors can benefit from owning individual corporate bonds. We present our new bond picks during The Bondcast. Click to view our May 31 edition and subscribe to see all 16 of our current recommendations.
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 non-investment-grade corporate bonds (aka high-yield). 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.
The corporate bond CUSIPs in this edition of The Bondcast include:
Pitney Bowes 4.625% 3/15/24
L Brands 6.875% 11/1/35
DISH DBS Corp 7.750% 7/1/26
Citrix Systems 4.500% 12/1/27
There is a mistake on slide 11 of The Bondcast presentation. It says Pitney Bowes sold its Newgistics business when it should have said it sold its production mail business.
|0:13||4||What We Are Seeing|
|3:19||6||Overview of New Corporate Bond Recommendations|
|5:53||7||Historical Prices of Recommended Bonds|
|9:52||8||Pitney Bowes Business Overview|
|13:28||9||Pitney Bowes Financial Trends|
|15:47||10||Pitney Bowes’ Momentum|
|18:14||11||Pitney Bowes Upcoming Debt Maturities|
|19:26||12||L Brands Business Overview|
|21:57||13||L Brands’ Momentum|
|24:26||14||DISH DBS Corp Business Overview|
|32:48||16||Citrix Systems Business Overview|
|34:02||17||Citrix Systems Revenue Breakout|
|35:20||18||Citrix Systems Momentum|
|38:01||19||Recommended Bonds: Credit Metrics & Growth|
|42:06||20||Recommended Bonds: Balance Sheet Analysis|