At Durig Capital, we have developed a process for our clients to review, select, purchase and monitor Oregon Municipal Bonds. Enclosed is our review along with supporting documents showing why we believe it makes sense with our Oregon clients' portfolios. You can find other Oregon Municipal Bonds listed on our web site here.
We reviewed 95 separate listings of Oregon Municipal Bonds to find what, we believe, currently is the best Oregon Municipal Bond for investors. The following includes our selection criteria.
1. Yield Curve at 4-7 Years Out
First, we went out on the yield curve enough to receive higher returns in yield but not far enough that if inflation starts to increase, due to our country's largest deficit spending, instead of taking a principle loss our clients could possibly just hold to maturity.
2. Extra Protection
We like sewer and water bonds, because they often have higher yields:
A. This is one of our most essential services, and often one of the last that families and companies could not do without.
B. Tualatin is in a high-end community, which is still demonstrating growth - real growth.
C. Sewer and water have their own income sources, and are usually profitable as they pay for additional government services.
D. If the services fail, there is belief that other local governments would support them (but, of course, no guarantee).
E. Since buying these sewer and water bonds for over 20 years, I have never seen a default.
F. These bonds are MBIA insured.
3. Oregon State and Federal Tax-Free Income
We selected the Oregon Water project as the best Oregon Municipal bonds we could identify for February 2, 2010.
More data can be found below. Please feel free to contact me to talk. You might enjoy selecting your own bonds?
Financial Investment Advisor
11600 SW 69th Avenue
Tigard, OR 97223
971-327-8847 TEL 877-720-3010 TOLL FREE
Durig.com | Investment-Income.net
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Tualatin Water Municipal Bonds have the following:
|Current Price 110.367
||Yield to maturity 1.941||Yield to call 1.941
|CUSIP||Moody's/S&P||Security Description||Current Coupon Rate||Maturity Date|
|89855PCP6||AA3/AA+||TUALATIN VALLEY ORE WATER DISTRICT WATER REVENUE 4.000% Coupon
Tualatin Valley Water District Financial Summary
|Use of Proceeds||WATER|
|Revenue Type||REVENUE ONLY|
|Day Count Basis||30/360|
|DTC Eligibility||DEPOS/WDRW CHILLED|
|First Coupon Date||12/01/2005|
|Escrow to Maturity||NO|
|Subject to AMT||NO|
Disclosure: We currently do not own these bonds