tag:blogger.com,1999:blog-7294165939647321702.post8510596021912351169..comments2024-03-11T10:31:06.107-04:00Comments on <center><a href="http://www.barelkarsan.com">Barel Karsan - Value Investing</a></center>: Convertible Debentures: Online Again!Saj Karsanhttp://www.blogger.com/profile/04493152766022812984noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-7294165939647321702.post-50098199075051226202019-05-22T13:40:37.892-04:002019-05-22T13:40:37.892-04:00Thanks for the ideas, Anon.
I'll look into ad...Thanks for the ideas, Anon.<br /><br />I'll look into adding more fixed income names (e.g. notes, prefs) to that list.Saj Karsanhttps://www.blogger.com/profile/04493152766022812984noreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-9909860760480253882019-05-17T07:09:08.642-04:002019-05-17T07:09:08.642-04:00Thanks for this list!
Anyway to add notes too, li...Thanks for this list!<br /><br />Anyway to add notes too, like GCM.NT.U? <br /><br />I own that one because it’s got a nice yield (~8%+), the underlying is not very levered (~0.4x net debt/ebitda) and they amortize quarterly with bonus payments dependent on the gold price.<br /><br />I also think EFR.DB is an excellent way to get exposure to Uranium which I think bottomed last year and while EFR loses money, this piece of debt is less than working capital.<br /><br />IVQ.DB.V is probably my favourite piece of straight debt (I own it for the YTM) on the list although DHX.DB has become interesting lately.<br /><br />Thanks again!Anonymousnoreply@blogger.com