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Table of Contents

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Time Slide Summary
00:00 1 Opening
00:19 2 Disclaimer
00:42 3 Current Investing Environment
04:52 4 Diversification of Our Bond Picks
08:56 5 Diversification of Our Bond Picks (Cont'd)
10:00 6 Agenda
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 and 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 and Allocation
42:56 19 TransAlta Cover Page
43:07 20 TransAlta Business Overview
45:38 21 TransAlta Capital Structure and Allocation
51:02 22 Earn Subscription Credit by Referring New Subscribers
59:53 24 Thank You and Conclusion
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