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You Snooze You Lose!!

Up until last week I held the Entergy New Orleans 5.50% baby bonds (ENO) in my portfolio–you snooze you lose on this one. Obviously I sold it–I wan’t snoozing, but I might have been dozing a bit.

Everyone wants safety—everyone–plus a decent coupon. But someone is asleep at the wheel on this one.

This issue becomes redeemable on 4/1/2021–just a short 7 months from now. Al things being equal to today this issue has huge call risk.

The issue is trading at $27.12—a yield to call of around MINUS 7%.

As mentioned by Bob-in-DE (and others) there is a lot of silly pricing out there right now.

Investors in this issue should exit immediately–there is no telling when the Rip Van Winkle investors will awake.

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