Wednesday, September 4, 2013

Flash Update - Short-Biased High Yield Portfolio

Cracks in High Yield Companies Show Up Early  



Yesterday we tweeted about Kodak emerging from Bankruptcy.  Kodak was founded in 1880, at its peak employed more than 60,000 employees and filed for bankruptcy in January 2012.  So, was bankruptcy the catalyst for this storied American bellwether's bond and equity prices to plummet?  No, it was not...In early 2011, Kodak unsecured bonds traded at PAR.  It was already an older-line, dead or dying business that had significant competitive headwinds...It already had YEARS-long delays in embracing digital camera technology...It already was being weighed down by high pension costs...It had already expanded its adviser's duties to explore bankruptcy, among other options, and drew down on a $160 m credit line...It wasn't until September 30, 2011 when Kodak publicly confirmed hiring restructuring lawyers that the equity fell below $1/share.  The unsecured bonds fell to the 10-20 range, and the equity eventually went to zero.  Kodak is merely an example of the dying businesses we focus on that have weak fundamentals, are not macro-timing oriented, and have multiple catalysts to drive bond prices lower.


We have found a tremendous amount of catalyst-driven, fundamentally weak, high yield credits that together have created a tremendous opportunity to be short.  

Tradex Global Advisory Services, LLC
investorrelations@thetradexgroup.com 
203-863-1500
@Tradex_Global

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