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Rubicon Associates

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  • Rubicon Associates
    PECO (EXC) doing $350MM of 10yr debt. A1/A-
    9/10/12
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      • Rubicon Associates
        A REIT to avoid: http://seekingalpha.com/a/cmj3
        5/15/12
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          • Rubicon Associates
            Axis (AXS) issuing $250MM in preferred shares to tender for the AXS series B and possibly the Series A. Looks like 6.125%
            3/12/12
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              • Rubicon Associates
                SPG (A3/A-) doing $1.5B of 5.5, 10, 30yr debt for announced acquisitions. Curve seems like 130-160.
                3/8/12
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                  • Rubicon Associates
                    PEP (Aa3/A-) doing benchmark 3, 10 and 30s.
                    2/29/12
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                      • Rubicon Associates
                        IRC reopening their 8.125% perp preferred. (IRC-A)
                        2/28/12
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                          • Rubicon Associates
                            BHP (A1/A+) in doing benchmark 3,5,10 and 30s
                            2/21/12
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                              • Rubicon Associates
                                KMB (A2/A) doing $300MM of a 10yr to fund their Feb maturity ($400MM).
                                2/6/12
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                                  • Rubicon Associates
                                    MCD (A2/A) reopening '22s at +55 and doing 30s at +83.
                                    2/2/12
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                                      • Rubicon Associates
                                        IBM (Aa3/A+) launched. $2.5B. $1.5B 3yr at +42 and $1B 5yr at +62.
                                        2/1/12
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                                          • Rubicon Associates
                                            IBM (Aa3/A+/A+) doing benchmark size 3 and 5 yrs. Over $2B in orders.
                                            2/1/12
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                                              • Rubicon Associates
                                                Enbridge (Baa1/A-) doing $550MM 10yr to help pay for Seaway acquisition.
                                                1/10/12
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                                                  • Rubicon Associates
                                                    AIG (Baa1/A-) doing benchmark size 3y, 5y and 3y floaters. Paying off matched investment program.
                                                    9/8/11
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                                                      • Rubicon Associates
                                                        JNPR (Baa2/BBB) doing $1B 5s, 10s, and 30s. CSCO (A1/A+) trades at =60
                                                        2/28/11
                                                        Reply
                                                          • Rubicon Associates
                                                            POT (Baa1/A-) looking to print 7s and 30s. 19s trade 107ish, 15s +125ish. Would expect about 10-15 concession. COC on bonds.
                                                            11/22/10
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                                                              • Rubicon Associates
                                                                PPG Baa1/BBB+/A- doing 5s, 10s and 30s to repay $400MM term loan.
                                                                11/8/10
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                                                                  • Rubicon Associates
                                                                    BXP (Baa2/A-) doing $500MM of a 10.5yr, with proceeds to retire short term maturities. Liquidity building. '20s trade 165/60 think 175.
                                                                    11/8/10
                                                                    Reply
                                                                      • Rubicon Associates
                                                                        Rio Tinto (A3/BBB+/A-) doing benchmark 5,10 and 30s. Proceeds for tender of 5.875% notes due 2013. 14s are +90/z, 19s +112/z and 28s +180/z
                                                                        10/28/10
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                                                                          • Rubicon Associates
                                                                            TRV (A2/A-) doing $1B of 10s and 30s - looking to take out jr sub debt. +125ish?
                                                                            10/27/10
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                                                                              • Rubicon Associates
                                                                                EBAY (A2/A)10s at 20 back of CSCO - different business model, but value here. Benchmark deal. Hit 'em.
                                                                                10/21/10
                                                                                Reply
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