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TMFAleph1 (96.59)

What Junk Bonds Tell Us About Stocks

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April 01, 2010 – Comments (7) | RELATED TICKERS: AMD , F , C

My thoughts on what the junk bond market is telling us about stocks.

7 Comments – Post Your Own

#1) On April 01, 2010 at 2:35 PM, anchak (99.85) wrote:

Good post!

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#2) On April 01, 2010 at 3:09 PM, cbwang888 (25.60) wrote:

Both junk bonds and soverign bonds will blow up in 2~5 years along with USD and that will be the biggest credit crisis ever. It may seem remote but it looks very likely day by day, unless emerging makets stop exporting and import US products crazily ...

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#3) On April 01, 2010 at 3:10 PM, chk999 (99.97) wrote:

Nice list of companies to examine for underperform calls.

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#4) On April 01, 2010 at 3:16 PM, TMFAleph1 (96.59) wrote:

All -- Thanks for the kind comments.

cbwang888 -- I agree that global imbalances are at the heart of the problem.

Best,

AD

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#5) On April 01, 2010 at 4:14 PM, russiangambit (29.47) wrote:

I would pose the question a bit differently - what junk bonds tell us about the  FED policies?

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#6) On April 01, 2010 at 5:55 PM, JakilaTheHun (99.94) wrote:

I agree with CHK.

HOT and WYNN both look aggressively valued to me.  HOT also has an extraordinarily large number of insider sells.  

I'm not ready to red thumb Marriott just yet, though; but I do think it's overvalued a bit. 

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#7) On April 07, 2010 at 5:19 AM, jgknot (30.45) wrote:

good study. thanks

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