Artificial intelligence has caused this company’s revenues to plummet – the price of its bonds to fall. Now, it’s fighting back, by flipping the story and using AI to create a better product. Whether or not it succeeds, investors will very likely get paid anyway.
Financial distress persists even when the S&P 500 and other indications seem to be emphatically signaling prosperity – and why this could mean more opportunities to earn excellent returns in coming months.
The company we recommend this month has unmatched brand loyalty. However, it’s had its share of stumbles. We believe its near-fanatic customer loyalty is why it will ultimately thrive, despite some recent and very public missteps.
The distressed-bond universe exhibits a rare market condition that in the past has produced an average annual return of 73%. On the face of it, as we discuss in this issue, this condition could prove to be an excellent time to be buying distressed debt.
Non-bank direct lenders, which normally concentrate on small-to-medium enterprises, are now playing in the big leagues. A big question is whether these non-traditional lenders will continue to keep a lid on defaults when the U.S. economy eventually hits a rough patch.
Non-bank direct lenders, which normally concentrate on small-to-medium enterprises, are now playing in the big leagues. A big question is whether these non-traditional lenders will continue to keep a lid on defaults when the U.S. economy eventually hits a rough patch.
In this issue, we recommend the stock and bond of a company that has moved itself from a financially precarious position to a secure one… but the market doesn’t yet appreciate this new reality.
Non-bank direct lenders, which normally concentrate on small-to-medium enterprises, are now playing in the big leagues. A big question is whether these non-traditional lenders will continue to keep a lid on defaults when the U.S. economy eventually hits a rough patch.
Owing to an oversupply of office space, the bond price of this commercial real estate company has declined as if a bankruptcy is likely. In this issue, we will show you why we think the bonds are worth more than that – possibly much more.
Because distressed-debt investing can be risky, this month’s update focuses on proper position sizing within a portfolio, plus some recommendations for investors new to this sector.