© 2020 BondSavvy
We founded BondSavvy to enable investors to make high return fixed income investments by taking the guesswork out of bond investing. 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 four new corporate bond investment recommendations during each edition of The Bondcast, a subscriber-only investment webcast we host six 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.
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|