Latest ideas and analyses related to credit research

You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
TMUS , T , VZ

+12 pts



Bite the (TMUS) Bullet

By mooreideas on Sept. 21, 2022, 11:07 a.m.
Tagged topics: credit research

Views: 9, Votes: 3, Responses: 0, Attachments: 1
META

+18 pts



Too wide but tough to Like

By realjoe on Sept. 19, 2022, 10:16 a.m.
Tagged topics: initiation report , credit research

Views: 13, Votes: 3, Responses: 0, Attachments: 1
NXPI

+34 pts



$NXPI Stay OW after results as Autos semis keep rolling

By josiebe on July 26, 2022, 2:10 p.m.
Tagged topics: credit research

Views: 21, Votes: 4, Responses: 0, Attachments: 1
AMD , ADI , AMAT , ARW , AVT , AVGO , INTC , KLAC , LRCX , MRVL , MCHP , MU , NVDA , NXPI , QRVO , QCOM , SWKS , TXN , WDC

+36 pts



A summary of credit analyst recommendations in the Semiconductor sector

By realjoe on July 6, 2022, 10:41 a.m.
Tagged topics: credit research

Views: 31, Votes: 4, Responses: 0, Attachments: 1
ATVI , GOOGL , AMZN , AAPL , BR , CDW , GIB , CSCO , GLW , DELL , EBAY , EA , EFX , FDS , FIS , FISV , GPN , HPE , HPQ , IBM , MSFT , MCO , MSI , ORCL , PYPL , CRM , NOW , SPGI , VRSK , VMW

+36 pts



A summary of credit analyst recommendations in the Technology (ex-Semiconductors) sector

By realjoe on July 6, 2022, 10:39 a.m.
Tagged topics: credit research

Views: 22, Votes: 3, Responses: 0, Attachments: 1
ORCL , WDAY , NOW

+34 pts



Easy voyages on the Enterprise Refreshing on Enterprise Software as we initiate on Workday and ServiceNow ahead of Oracle new issue

By rIsILAwr on June 6, 2022, 5 p.m.
Tagged topics: credit research

Views: 28, Votes: 3, Responses: 0, Attachments: 1
DIS , VZ , FOXA , PARA , WBDWV

+1 pts



Will consumers continue to cut streaming services through 2022 , and when will it stop...

By 12MeterYacht on June 2, 2022, 8:22 a.m.
Tagged topics: credit research

Views: 1, Votes: 1, Responses: 0, Attachments: 0
DXYN

+53 pts



Ada's Insights - Quant Strategy (Stocks for a Rising Dollar)

By toastcrunch.info on May 19, 2022, 5:07 a.m.
Tagged topics: credit research

Views: 18, Votes: 4, Responses: 0, Attachments: 0
STRATEGY

+32 pts



Macro Credit Views: Negative asymmetry

By ethonomics on April 26, 2022, 5:14 p.m.
Tagged topics: credit research

Views: 17, Votes: 2, Responses: 0, Attachments: 1
CAR , HTZ , ACI , NAVI , OMF , TDG , URI , HRI , CSTM , OXY , NBR , LPI

+31 pts



Micro considerations from a slowing macro

By ethonomics on April 13, 2022, 4:14 p.m.
Tagged topics: credit research

Views: 15, Votes: 1, Responses: 0, Attachments: 1
DIS , VZ , FOXA , PARA , WBDWV

+12 pts



Interesting to see the debt perspective on these. But I’m not sure I would buy any of these bonds with inflation this high, and content...

By realmomobags on April 11, 2022, 5:18 p.m.
Tagged topics: credit research

Views: 3, Votes: 3, Responses: 0, Attachments: 0
DIS , WBDWV , PARA , FOXA , VZ

+41 pts



Stream of Consciousness Refreshing Media views with ratings re-instated on Warner Bros. Discovery (OW) and Paramount (N)

By rIsILAwr on April 11, 2022, 8:36 a.m.
Tagged topics: credit research

Views: 62, Votes: 2, Responses: 2, Attachments: 1
DELL , HPQ , SWKS , CSCO , AVT , KLAC , CRM , MU , AVGO , QCOM

+36 pts



Hard times in hardware - Trade ideas and ratings changes in IG Tech

By bbern3 on April 6, 2022, 11:43 a.m.
Tagged topics: credit research

Views: 31, Votes: 3, Responses: 0, Attachments: 1
STRATEGY

+33 pts



High Yield Credit Notes: Optimizing portfolios for new issue risk

By ethonomics on March 25, 2022, 3:30 p.m.
Tagged topics: credit research

Views: 29, Votes: 3, Responses: 0, Attachments: 1
High Yields

+35 pts



High Yield Consumer Products - 3Q21 Outlook and Key Trade Ideas

By ethonomics on Oct. 21, 2021, 12:16 p.m.
Tagged topics: trade ideas , credit research , inflationary pressures

Views: 50, Votes: 1, Responses: 0, Attachments: 2
High Yields

+30 pts



High Yield Consumer Products - 3Q21 Outlook and Key Trade Ideas

By ethonomics on Oct. 21, 2021, 12:16 p.m.
Tagged topics: trade ideas , credit research , inflationary pressures

Views: 2, Votes: 1, Responses: 0, Attachments: 0