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ns' ;)id:image001.png@01D1B4D 2.34B2F410 From: jeffrey E. [mailto:jPeyacationghgmatISQM) Sent Monday, Aug
ns' ;)id:image001.png@01D1B4D 2.34B2F410 From: jeffrey E. [mailto:jPeyacationghgmatISQM) Sent Monday, Augu
lphabet — $ 2 billion Chart Two shows Investment Grade ETF, LQD, is at the top of a long term range with shares outstanding around an all time high. Hans Mikkelsen noted on Friday in "Credit Market qtrategist" with Japanese inflows into IG market already at max strength there are mostly downside risks to US cre
oughts on fixed income, mandatory converts To: "Jeffrey E." <[email protected]>, Richard Kahn imacie001.
acie001.0nq image002.1pg imacte003.i0q imacie004.ipq irrapg imaqe006.iPq imaee007.ioq imacie008.ipq imaae009.Mq imaoe010.Mq imacie011.clif Jeffrey, AGN 5.5% Pfd $886.50 (6.3% strip yield) TEVA 7.0% Pfd $894.00 (7.9% strip yield) We could trade today if we can deliver into your account at MS o
phabet — $ 2 billion Chart Two shows Investment Grade ETF, LQD, is at the top of a long term range with shares outstanding around an all time high. Hans Mikkelsen noted on Friday in "Credit Market Strategist" with Japanese inflows into IG market already at max strength there are mostly downside risks to US cr
From: jeffrey E. <[email protected]> Sent: Monday, August 8, 2016 8:59 PM To: Ens, Amanda; Richard Kahn Subject: Re: Preferreds, thoughts on fixed income, man
is has a 19% 30-day vol (vs 24% for the common stock) and 30% 90-day vol (vs 41% for the common stock)= For comparison, PFF had a 4.5-5% vol. From: jeffrey =. [mailto:[email protected] <mailto:[email protected]> I Sent: Monday, August 08, 2016 4:40 PM To: Ens, Amanda Subject: Re: Preferreds, tho
t - $ 2 bill ion=/u> Chart Two shows Investment Grade ETF, L=D, is at the top of a long term range with shares outstanding around an all time high. Hans Mikkelsen noted on Friday in "Credit Market Strategist <http://rsch.baml.com/r?q=OaYw89Yo1IRsHX6GX=POlw&e=amanda.ens%40baml.com&h=QasuWw> " with Japanese inf
onday, August 8, 2016 6:26 PM To: [email protected] Cc: Richard Kahn Subject: RE: Preferreds, thoughts on fixed income, mandatory converts Jeffrey, I continue to=like the AGN, TEVA and FTR mandatory convert preferreds. While AGN missed =n sales today, is was mostly due to noise around the last
hursday, August 04, 2016 6:30 PM To: '[email protected]' Cc: 'Richard Kahn' Subject: Preferreds, thoughts on fixed income, mandatory converts Jeffre=, Rich m=ntioned you're interested in potentially buying preferreds. While th=y still pay a decent yield, I wanted to share some thoughts about why
phabet — $ 2 billion Chart Two shows Investment Grade ETF, L=D, is at the top of a long term range with shares outstanding around an al= time high. Hans Mikkelsen noted on Friday in "Credit Market Strategist <http://rsch.baml.com/r?q=OaYw89Yo1lRsHX6GXUP0lw=amp;a=amanda.ens%40baml.com&h=QasuWw>" with Japanese
From: jeffrey E. <[email protected]> Sent: Tuesday, August 9, 2016 2:23 PM To: Ens, Amanda Subject: Re: Preferreds, thoughts on fixed income, mandatory conver
tel:212.449.7781> Mobil=: 917.386.3280 <tel:917.386.3280> <javascript:_e(=78%7D,1cvmr );> </=> The power of global conne=tionr <1=> <1=> From: jeffrey =. [mailto:[email protected] <javascript:_e(%7B%7D;cvmr/jeevacation@=mail.comt> I Sent: Monday, August 08, 2016 4:14 PM To: Ens, Amanda Subject:
et — $ 2 billion=/u> Chart Two shows Investment Grade ETF, L=D, is at the top of a long term range with shares outstanding around an all time high. Hans Mikkelsen noted on Friday in "Credit Market Strategist <http://rsch.baml.com/r?q=OaYw89Yo11RsHX6GX=P0lw&e=amanda.ens%40baml.com&h=QasuWw> " with Japanese inf
ns, Amanda Sent: Mond 08 2016 2:26 PM To: Cc: Richard Kahn Subject: RE: Preferreds, thoughts on fixed income, mandatory converts EFTA00821586 Jeffrey, I continue to like the AGN, TEVA and FTR mandatory convert prefeneds. While AGN missed on sales today, is was mostly due to noise around the last mi
lphabet — $ 2 billion Chart Two shows Investment Grade ETF, LQD, is at the top of a long term range with shares outstanding around an all time high. Hans Mikkelsen noted on Friday in "Credit Market Strateulg: with Japanese inflows into IG market already at max strength there are mostly downside risks to US cred
005.jpg: imagc006.jpg: image007.jpg: image008.jpg: image009.jpg: intage010.gie imagc011.png: image003.jpg: imagc015.jpg: image016.jpg: image017.jpg Jeffrey, Rich mentioned you're interested in potentially buying preferreds. While they still pay a decent yield. I wanted to share some thoughts about why I
lphabet — $ 2 billion Chart Two shows Investment Grade ETF, LQD, is at the top of a long term range with shares outstanding around an all time high. Hans Mikkelsen noted on Friday in "Credit Market Strategist" with Japanese inflows into IG market already at max strength there are mostly downside risks to US cre
PM To:'[email protected] <[email protected]> ' Cc: 'Richard Kahn' Subject: Preferreds, thoughts on fixed income, mandatory converts Jeffrey, Rich mentioned you're interested in potentially buying preferreds. While they still pay a decent yield, I wanted to share some thoughts about why
phabet — $ 2 billion Chart Two shows Investment Grade ETF, LQD, is at the top of a long term range with shares outstanding around an all time high. Hans Mikkelsen noted on Friday in "Credit Market Strategist <http://rsch.baml.com/r?q=0aYw89Yo1lRsHX6GXUP0lw&e=amanda.ens%40baml.com&h=QasuWw> " with Japanese inf
To: '[email protected] <mailto:[email protected]> ' Cc: 'Richard Kahn' Subject: Preferreds, thoughts on fixed income, mandatory converts Jeffrey, Rich mentioned you're interested in potentially buying preferreds. While they still pay a decent yield, I wanted to share some thoughts about why
phabet — $ 2 billion Chart Two shows Investment Grade ETF, LQD, is at the top of a long term range with shares outstanding around an all time high. Hans Mikkelsen noted on Friday in "Credit Market Strategist chttp://rsch.baml.com/r?q=0aYw89Yo11RSHX6GXUP0Iw&e=amanda.ens%40baml.com&h=QasuWw> " with Japanese inf
To: '[email protected] <mailto:[email protected]> ' Cc: 'Richard Kahn' Subject: Preferreds, thoughts on fixed income, mandatory converts Jeffrey, Rich mentioned you're interested in potentially buying preferreds. While they still pay a decent yield, I wanted to share some thoughts about why
phabet — $ 2 billion Chart Two shows Investment Grade ETF, LQD, is at the top of a long term range with shares outstanding around an all time high. Hans Mikkelsen noted on Friday in "Credit Market Strategist chttp://rsch.baml.com/r?q=0aYw89Yo11RSHX6GXUP0Iw&e=amanda.ens%40baml.com&h=QasuWw> " with Japanese inf
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