Portafogli e Strategie (investimento) Investment Grade, entro le frontiere conosciute.
- Creatore Discussione canchye
- Data di Inizio
waltermasoni
Caribbean Trader
marcob77
Moderator
Scusa il disturbo, ho visto che posti molti titoli in dollari solidi. Potrei chiederti se l'interesse è perchè hai una view positiva sul dollaro rispetto all'euro? Se sì, potresti condividere il tuo pensiero?
grazie
waltermasoni
Caribbean Trader
Nennun problema.
No il motivo e’ cue Da gennaio 2019 passerò come residente estero in rdominicana che e’ appunto area dollaro
Non lo faccio per il cambio che considero di conseguenza come elemento neutrale.
Compro tds , ig e sovranazionali sacrificando il rendimento perché nella mia mente ci sarà tra 1\2 anni statisticamente una recessione\rallentamento mondiale.
Questo farebbe crescere gli Investimenti solidi a discapito degli hy(che comunque ho in piccola parte).
Dopo lo storno azionario e hy allora potrei vendere i miei titoli e entrare su azionario mondiale e hy a prezzi molto piu’ bassi e gonfiati degli attuali
marcob77
Moderator
ahhh. ok grazie
waltermasoni
Caribbean Trader
Fitch Affirms eBay at 'BBB'/'F2'; Outlook Stable
21 SEP 2018 03:35 PM ET
Fitch Ratings-Chicago-21 September 2018: Fitch Ratings has affirmed the ratings for eBay, Inc., including the Long- and Short-Term Issuer Default Ratings (IDRs), at 'BBB'/'F2', respectively. The Rating Outlook is Stable. Fitch's affirmation affects $11.3 billion of debt, including the $2.0 billion undrawn revolving credit facility (RCF) expiring 2020. A full list of rating actions follows at the end of this release.
21 SEP 2018 03:35 PM ET
Fitch Ratings-Chicago-21 September 2018: Fitch Ratings has affirmed the ratings for eBay, Inc., including the Long- and Short-Term Issuer Default Ratings (IDRs), at 'BBB'/'F2', respectively. The Rating Outlook is Stable. Fitch's affirmation affects $11.3 billion of debt, including the $2.0 billion undrawn revolving credit facility (RCF) expiring 2020. A full list of rating actions follows at the end of this release.
waltermasoni
Caribbean Trader
Rating Action:
Moody's affirms McDonald's Baa1 senior unsecured and P-2 commercial paper ratings
21 Sep 2018
New York, September 21, 2018 -- Moody's Investors Service ("Moody's") today affirmed McDonald's Corporation's ("McDonald's") Baa1 senior unsecured rating and P-2 short term commercial paper rating. The ratings outlook is stable.
"The ratings affirmation reflects our view that McDonald's credit profile will remain within the range appropriate for its Baa1 senior unsecured and Prime-2 ratings despite the increase in its dividend and the additional debt required to fund its shareholder return target" stated Bill Fahy, Moody's Senior Credit Officer. McDonald's recently announced that it will raise its dividend by approximately 15% and will increase its shareholder return target to about $25 billion from $24 billion. "Overall, McDonald's is supported by its brand strength, global scale, geographic reach and unique business model that generates strong and steady cash flows which offset certain quantitative credit metrics that are weak for the rating.' stated Fahy.
Moody's affirms McDonald's Baa1 senior unsecured and P-2 commercial paper ratings
21 Sep 2018
New York, September 21, 2018 -- Moody's Investors Service ("Moody's") today affirmed McDonald's Corporation's ("McDonald's") Baa1 senior unsecured rating and P-2 short term commercial paper rating. The ratings outlook is stable.
"The ratings affirmation reflects our view that McDonald's credit profile will remain within the range appropriate for its Baa1 senior unsecured and Prime-2 ratings despite the increase in its dividend and the additional debt required to fund its shareholder return target" stated Bill Fahy, Moody's Senior Credit Officer. McDonald's recently announced that it will raise its dividend by approximately 15% and will increase its shareholder return target to about $25 billion from $24 billion. "Overall, McDonald's is supported by its brand strength, global scale, geographic reach and unique business model that generates strong and steady cash flows which offset certain quantitative credit metrics that are weak for the rating.' stated Fahy.
waltermasoni
Caribbean Trader
Spain 'A-/A-2' Ratings Affirmed; Outlook Positive
OVERVIEW
- 21-Sep-2018 17:01 EDT
OVERVIEW
- We expect that Spain's GDP will continue to expand faster than the
eurozone average over 2018-2021. - Despite the recent restatement of budgetary goals, the government deficit
is trending downward, and Spain continues to run current and capital
account surpluses. - As a result, we are affirming our sovereign credit ratings on Spain at
'A-/A-2'. - The outlook is positive.