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Table of Contents

Click on a summary topic to navigate through the video.
Time Slide Summary
0.00 1 Welcome
0:14 2 Agenda
2:00 3 Disclaimer
3:09 4 What Does the Change in Rates Mean for Corporate Bond Investors?
8:53 5 When Does a Bond Become a ‘Sell’?
10:45 6 Ceilings and Floors of Bond Prices
12:16 7 Pricing Ranges of Recommended Bonds
15:47 8 When Does a Bond Become a ‘Sell’? (Cont’d)
18:56 9 Overview of New Bond Recommendations
22:57 10 Lennar Business Review
27:33 11 Lennar Nationwide Footprint
29:02 12 AECOM Business Review
33:40 13 Alphabet Business Review
38:17 14 Expedia Business Review
43:09 15 Financial Analysis (Credit Metrics)
49:32 16 Balance Sheet Analysis
51:59 17 Pricing Ranges of Recommended Bonds
53:13 18 Thank You and Tell a Friend!
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