Recent Research

First, we don't default to high yield or low dollar price. We push buys at high dollars running the gamut from a secured bond at 107 set to recover well in a bankruptcy, to a single-B bond we see having investment grade qualities. Our suite MGM trades varies the theme: the higher yields strike as still not high enough, while we favor mostly bonds yielding under 10%.

Second, our analysts feel the force of the great consumer - shoveling snow, consuming goods transported by railcar, buying a new construction home, dropping a quarter in a slot machine, or burning fossil fuels.  We are sellers of a TV station only because they can't quench the consumer's thirst for ever more entertainment when and how he likes it.

An important note: to make room for new trade ideas, we omitted some the trades from earlier Best Idea packages that still have good legs. Please keep those earlier editions handy (most recent: September 9)!