Michael Terry, CFA has nearly 20 years of experience in the investment management industry focused on the analysis, investment and management of fixed income and preferred stock portfolios. Over the years, Mr. Terry has analyzed and invested in both public and private companies around the world... More
Sold my O-E to buy call protection in the O-F, cost me 15bps. Bought NNN-D to replace my NNN-Cs being called. Looking at the new Colony Financial issue north of 8.5%, but cautious as I have been burned in CMBS/mezz before.
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$DDR (Baa3/BBB-) doing $300 of 10yr debt. '22s trade at +160/curve, look for 170ish for the new deal.
May 16, 2013
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$ETR doing 50yr $25 par first mortgage bonds through their Louisiana sub (A3/A-). Looks like 4.75%. Value here is in the diversification.
May 15, 2013
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$CTU (Baa3/BBB-) doing a 40yr noncall 5yr $25 par senior debt at 6.125%. Looks cheap to $1000 par senior (10yr at 4.50%)
May 14, 2013
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