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From: "Barrett, Paul S" To: Jeffrey Epstein <[email protected]> CC: "Giuffrida, David J" Subject: RE: Oil and SGD Date: The, 08 Mar 2011 19:58:49 +0000 One last thing: We have 5.2MM of the Ford 7% 2015 which is currently yiel
ord 7% 2015 which is currently yielding 4.75%. I think we should switch half of the position into American Axel 7.875% 2017. You pick up 200bps over F. AXL supplies parts to the major motor companies and this will diversify our exposure away from F given how much the F bonds have rallied. We also own $S
From: "Barrett, Paul S" To: Jeffrey Epstein <[email protected]> CC: "Giuffrida, David J" Subject: RE: Oil and SGD Date: Tue, 08 Mar 2011 21:30:07 +0000 We sold 2.5MM of the Ford 7% 2015 at 108.50 Bought 2.5MM of the American
ord 7% 2015 which is currently yielding 4.75%. I think we should switch half of the position into American Axel 7.875% 2017. You pick up 200bps over F. AXL supplies parts to the major motor companies and this will diversify our exposure away from F given how much the F bonds have rallied. We also own $5
From: "Giuffrida, David J" <I To: "Barrett, Paul S" 4 k Jeffrey Epstein Subject: RE: Oil and SGD Date: Wed, 09 Mar 2011 13:35:31 +0000 Jeffrey, We bought SGD, so
ord 7% 2015 which is currently yielding 4.75%. I think we should switch half of the position into American Axel 7.875% 2017. You pick up 200bps over F. AXL supplies parts to the major motor companies and this will diversify our exposure away from F given how much the F bonds have rallied. We also own $5
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