Hybrid Vigor: Vol 2 Issue 3 "Spacing The Needle"

Dear Friends,

Greetings from Seattle, home of both the best team in the NFL (quiet, Patriots fans—do you know how much it kills me as a 49ers fan to say that?) and the luckiest one.  Wow. I was waiting Sunday night at JFK with a bunch of Seahawks fans who were thrilled that our flight was delayed, giving them a chance to witness a comeback from the twilight zone. Or somewhere.

Anyway, I wasn’t completely sleepless here last night, despite all the coffee, so I’m awake enough to send you a slew of comments.  2015 is shaping up as a treacherous year, but one likely to be filled with opportunities. We hope as many of you as possible will be making Hybrid Vigor part of your efforts to keep moving the chains downfield.

If Bill Belichick were a convertible trader, he’d probably be a fan of KEYW. In fact, that suspicious email that just showed up on my computer was probably launched near Boston and sent out here to spy on the Seahawks. Anyway, Kathy Schick has comments today about one of the small-cap stalwarts of the HOCS 20.

Curt Peters continues his revolutionary analysis of the Ugly 20, following some movement at the vanguard of the list as well as some changes further down.  Roman Terekhin summarizes last week’s wild scene—there is no other way to describe it—at FXCM, and Jeff Alton says he’s willing to get a Mohawk if a certain company follows our advice and issues a convertible to finance a new acquisition.

All this and more in this week’s Hybrid Vigor!  And a not-so-gentle reminder—time’s just about up for all you non-subscribers.  If that’s you, get in touch with John Anderson this week at janderson@hillsideadvisors.com or (646) 665-4025.  He’ll help you find a plan that fits your desk and your budget.  We don’t want you to stop hearing the voice of the convertible market.

Bill

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