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Thib-a-doe Tiger
LSU Fan
LaTour and in BRgetthenet's head
Member since Nov 2012
28041 posts

re: There are some major issues lurking in the US financial markets
quote:

Does anyone here know of a good website that lets you track company debt interest rates already on the books?




SEC.gov

10k filings


LSUtoOmaha
LSU Fan
Nashville
Member since Apr 2004
24695 posts

re: There are some major issues lurking in the US financial markets
LINK

Here is a link to ATT's debt. Most of the coupon rates appear to be in the 4 to 5 percent range. The highest I see is 8 percent (there are some floating rates in here as well).


LSURussian
LSU Fan
Member since Feb 2005
112317 posts

re: There are some major issues lurking in the US financial markets
That’s interesting stuff. Thanks.

They have some debt not due until 2095. Now THAT is long-term debt!!


wutangfinancial
LSU Fan
Dallas, TX
Member since Sep 2015
1022 posts

re: There are some major issues lurking in the US financial markets
I’ve read before they have more debt than all but 20ish countries lol I didn’t know about the 2095 notes that’s hilarious


HYDRebs
Ole Miss Fan
Houston
Member since Sep 2014
1005 posts

re: There are some major issues lurking in the US financial markets
I stated this on page one, but most companies would have a higher than normal debt load if they just spent $85 billion to acquire time warner 6 months ago. I will be shocked if the amount of content they added does not more than make up for it in the long run.


Thib-a-doe Tiger
LSU Fan
LaTour and in BRgetthenet's head
Member since Nov 2012
28041 posts

re: There are some major issues lurking in the US financial markets
They are supposed to retire 20b in debt this year


TheWiz
LSU Fan
Third World, LA
Member since Aug 2007
9748 posts

re: There are some major issues lurking in the US financial markets
Wait.... Should I dump my T?


Thib-a-doe Tiger
LSU Fan
LaTour and in BRgetthenet's head
Member since Nov 2012
28041 posts

re: There are some major issues lurking in the US financial markets


Shankopotomus
New Orleans Saints Fan
Who Dat Shack
Member since Feb 2009
18997 posts

re: There are some major issues lurking in the US financial markets
Ok I have a question maybe one of you can help make sense of it....

Why would they create a whole new media company "WarnerMedia" to compete with Netflix etc. When they already have DirecTV Now?

Would it not make sense to add/continue the investment into that asset?

Wondering what I'm missing?


leoj
Texas A&M Fan
Member since Nov 2010
2899 posts

re: There are some major issues lurking in the US financial markets
Direct tv now is streaming cable television channels, Warner media is original content with HBO etc.

They have to separate it the same way hbo is separated right now from your normal cable package.

People want cheap tv and then they will pick their streaming service for original shows as extra, or at least as a stand alone subscription.

ATT is going to expand the Time Warner/HBO movie/tv universe to take on Disney/Hulu/Amazon/Netflix. That is a separate initiative beyond getting cord cutters to go with their normal tv streaming services.
This post was edited on 1/9 at 11:39 pm


TheWiz
LSU Fan
Third World, LA
Member since Aug 2007
9748 posts

re: There are some major issues lurking in the US financial markets
Hmmm.... I'm not too heavy in them. F it, let's ride!


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CajunTiger92
LSU Fan
Member since Dec 2007
1702 posts
 Online 

re: There are some major issues lurking in the US financial markets
quote:

I will be short again at SPX 2525 and will add shorts at 2600 and again close to 2700 if we make it back up there ( just want to get this on the record NOW so there is NO confusion ).


On a percentage basis (% of the planned three phase short purchases) how much did you purchase when SPX crossed 2525?


Hussss
Auburn Fan
Living the Dream
Member since Oct 2016
3901 posts

re: There are some major issues lurking in the US financial markets
5% of my risk purchasing volatility at that level. Put on 10% more volatility yesterday.

VIX level of 18 I will have 40% of my risk (will add 25% more)
This post was edited on 1/10 at 12:09 pm


Shankopotomus
New Orleans Saints Fan
Who Dat Shack
Member since Feb 2009
18997 posts

re: There are some major issues lurking in the US financial markets
ok that makes sense, thanks for the clarity


leoj
Texas A&M Fan
Member since Nov 2010
2899 posts

re: There are some major issues lurking in the US financial markets
No problem. For the record though their tv streaming options are about to be confusing and T destroyed shareholder value with the direct tv acquisition, at this point.


CajunTiger92
LSU Fan
Member since Dec 2007
1702 posts
 Online 

re: There are some major issues lurking in the US financial markets
You might get your vix tomorrow. Do you use puts to create your short position?


Shankopotomus
New Orleans Saints Fan
Who Dat Shack
Member since Feb 2009
18997 posts

re: There are some major issues lurking in the US financial markets
agreed, I suppose my opinion on the matter was confusing my own understanding of their "grand plan"



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00
Hussss
Auburn Fan
Living the Dream
Member since Oct 2016
3901 posts

re: There are some major issues lurking in the US financial markets
Some SPX puts but they are a small percentage of my risk. I mostly use inverse ETFs and volatility ETNs.


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22
Doc Fenton
LSU Fan
New York, NY
Member since Feb 2007
52694 posts

re: There are some major issues lurking in the US financial markets
quote:

but I'm starting to wonder if the markets might be trickling up in a manner that is starting to have these market bounces already baked in the cake


I'm starting to think it is. I don't think the market is going to be very sensitive to the outcome of the government shutdown, and according to a WSJ article last night ( LINK), it appears as though these U.S.-China trade negotiations are going to drag on for several more weeks without any spectacular breakthrough press announcements.

quote:

For now, Vice Premier Liu He is planning to meet with his U.S. counterparts including U.S. Trade Representative Robert Lighthizer and Treasury Secretary Steven Mnuchin for negotiations on Jan. 30 and Jan. 31, according to people briefed on the matter. These people caution that the plan could be delayed by the partial U.S. government shutdown.


So I went ahead and started tip-toeing back into short positions this afternoon, going for SPX put options this time rather than using the SPXU inverse ETF.

I got K = 2350, T = 6/18/2020 for $128.00 while the S&P 500 was at 2591.81 and the VIX was at 18.55. We'll see where it goes from here.

If the U.S.-China thing goes through the roof, then maybe I'll pull out quickly, but I think this is a good short position that could potentially hold for the duration over the next 17 months.


Hussss
Auburn Fan
Living the Dream
Member since Oct 2016
3901 posts

re: There are some major issues lurking in the US financial markets
They have been trying to get em' up through SPX 2600 most of the week. AMZN and AAPL are holding SPX back. VIX is right here just a stone's throw away from its 200 dma.


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