Seeking Alpha

Michael Terry's  Instablog

Michael Terry
1,184 Followers
32 Following
Send Message
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
My blog:
Follow me on twitter @RubiconAssoc
  • Trades Today 0 comments
    Mar 12, 2012 2:46 PM | about stocks: O, NNN, CLNY
    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.
    Stocks: O, NNN, CLNY
Back To Michael Terry's Instablog HomePage »

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

Full index of posts »
Latest Followers

StockTalks

  • $DDR (Baa3/BBB-) doing $300 of 10yr debt. '22s trade at +160/curve, look for 170ish for the new deal.
    May 16, 2013
  • $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
  • $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
More »

Latest Comments


Most Commented
Posts by Themes
agencies, Agencies, auto, Auto, autos, BABs, Bank of America, banking, bankruptcy, banks, Banks, Barofsky, blog, Bonds, bonds, Buffett, Bundesbank, capital, carried interest, CDO, CDS, cement, cftc, china, chrysler, Chrysler, closed-end-funds, cloud, cmbs, CMBS, Commercial real Estate, commodities, commodity, corporate bonds, corporate profits, correlation, Covenants, covenants, cre, CRE, credit, credit Union, creditor, debt, debt relief, distressed, dividend-ideas, dividends, earnings, ECB,
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.