This is a page where bonds can be discussed. I am thinking primarily $1,000 issues which are of interest to folks.
Like the other discussion pages posts will stay intact for a number of months.
This is a page where bonds can be discussed. I am thinking primarily $1,000 issues which are of interest to folks.
Like the other discussion pages posts will stay intact for a number of months.
Prospect Capital Man, 01/22/2026
Rated BBB-/Baa3 Stable
Yield 7.8%
CUSIP 74348TAU6
————————————
ArcelorMittal, 03/11/2026
Rated BBB-/Baa3 Stable
Yield 5.4%
CUSIP 03938LBA1
———————————–
Main Street Capital, 05/01/2024
Rated BBB-/NR
Yield 5.5%
CUSIP 56035LAD6
HSBC Holdings, 08/18/2025
Rated BBB/Baa1 Stable
Yield 5.3%
CUSIP 404280AU3
REYNOLDS AMERN INC, 06/12/2025
Rated BBB+/Baa2
Yield 5.2%
CUSIP 761713BG0
BLACKSTONE PRIVATE C, 11/22/2024
Rated BBB-/Baa3 Stable
Yield 6.2%
CUSIP 09261HAH0
Duke Energy Corp, 06/15/2041
Rated BBB/Baa2
Yield 5.6%
CUSIP 26441CBM6
Tex- I completely concur with you on PCG. I looked at Vistra awhile back and have a Fitch link I can share for anyone who wants a little DD. I do believe the big driving factor of that outlier yield relative to other bonds with same credit rating has been sky rocketing price of natural gas. This is a big negative for this kind of structure as it drives up collateral for hedges etc.
Are you nibbling on any other junkier investment grade 2-5 year floats? I was debating on some of those Blackrock private issues. I’m going to be doing some new scans shortly.
https://www.fitchratings.com/research/corporate-finance/fitch-rates-vistra-operations-senior-secured-notes-bbb-rr1-10-05-2022