In today’s briefing:
- Bond Market Monitor: Bonds Are Back
- Charter Communications Inc.: Detailed Credit Analysis & Financial Strength Evaluation Report
- Exact Sciences Corporation: Detailed Credit Analysis & Financial Strength Evaluation Report
- Sysco Corporation: Detailed Credit Analysis & Financial Strength Evaluation Report
Bond Market Monitor: Bonds Are Back
- 10 months + since Russia invaded Ukraine and there is yet no end to the war in sight.
- The negative 2/10 spread generates quite a conviction by almost all of market participants that the world is heading into recession next year.
- We believe inflation could slow down and the on-going rate hikes may end faster than expected. Slower/smaller than expected rate hikes provide a bullish case for bond investments in 2023..
Charter Communications Inc.: Detailed Credit Analysis & Financial Strength Evaluation Report
- Charter Communications is one of the leading cable operators and broadband connectivity companies in the U.S.
- The company’s recent financial performance has been tepid despite consistent additions of new Internet customers throughout the year.
- They further offer the nation’s fastest Internet, WiFi, and mobile speeds when combined with WiFi, all while saving consumers thousands of dollars a year or serving them.
Exact Sciences Corporation: Detailed Credit Analysis & Financial Strength Evaluation Report
- Exact Sciences is one of the leading cancer diagnostics companies across the globe.
- The company has a resilient business model and a unique platform that it has created to engage patients and medical professionals.
- Exact Sciences can support new cancer tests with a small incremental investment due to their well-known test, smart patient navigation, electronic ordering and resultant platform, extensive lab capabilities, and strong payer partnerships.
Sysco Corporation: Detailed Credit Analysis & Financial Strength Evaluation Report
- Sysco Corporation is one of the largest foodservice distribution companies in the U.S.
- The company’s financial performance has shown a simultaneous recovery along with the foodservice sector after the pandemic.
- Restaurant partners of the company continue to be resilient, and its travel hospitality and industry and business segment has regularly posted improvements in financial performance.
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