• Todd Johnson
    $HYG, $JNK, $SDRL learn lessons of "quality of debt".
    5/31/12
    Reply (5)
    • TruffelPig: I thought it is always bad but SDRL seems to pull it off. A lot of debt though.
      5/31/12
    • Todd Johnson: Hi Truffel, I would own a hedged $SDRL. They can always pull it off until they don't pull lit off. Check out John F.'s other company: $FRO
      5/31/12
    • TruffelPig: I hear you. I am scared of highly indebted companies. The telecoms are also full with those.
      5/31/12
    • TruffelPig: FRO lost ROE and dividend ;P - very very bad for portfolio
      5/31/12
    • TruffelPig: make that ROI
      5/31/12
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