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.
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With the share price down and with a handful of catalysts likely to drive the price higher, we provide an update on V.F. Corporation – and look at three other stocks in the portfolio as well: OneSpan, Orthofix Medical, and Mercury Systems.
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While non-standard insurance policies guard against high-risk events – like Kiss’ Gene Simmons hurting his tongue or Bruce Springsteen losing his voice – this doesn’t necessarily make for a riskier business model as we show with this highly profitable company that is eating up market share.
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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.
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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.
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This issue is devoted to an expanded portfolio review – looking at five of our holdings that are finding ways to win in the current stagflationary environment in the U.S. economy.
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The biotech company we recommend in this issue has a solid balance sheet and features more potential catalysts to success than many other biotech opportunities. These characteristics make it particularly well-suited to the investing environment we find ourselves in today.
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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.
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This company is a leading manufacturer of electrical components used in construction and manufacturing – and stands to benefit from the more than $2 trillion of infrastructure funds being poured into projects across the U.S.
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This cybersecurity and digital-documents company has been the target of an activist since 2018 – now steady progress is about to show up in the financials and drive shares higher.
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