HILLSIDE ADVISORS PUBLICATION INDEX

 

Press Release - February 2: Introducing Hillside Overall Convertibles Scores (HOCS) Index

 

- 2015 -

BLOOMBERG

         1-22-15  Our Bill Feingold With Bloomberg's Kathleen Hayes on the New Uber Convertible

 

HILLSIDE INCOME AND LIQUID ALTERNATIVE STRATEGIES

Vol 1 Issue 1

 

HYBRID VIGOR

12-07-15 Hybrid Vigor: Vol 2 Issue 46 "Do The Right Thing"

11-30-15 Hybrid Vigor: Vol 2 Issue 45 "Thinking Out Loud"

11-16-15 Hybrid Vigor: Vol 2 Issue 44 "Continuer"

11-09-15 Hybrid Vigor: Vol 2 Issue 43 "Even A Stopped Clock..."

11-02-15 Hybrid Vigor: Vol 2 Issue 42 "What Will You Leave Us This Time?"

10-26-15 Hybrid Vigor: Vol 2 Issue 41 "The Best Defense"

10-19-15 Hybrid Vigor: Vol 2 Issue 40 "The Residue of Design"

10-12-15 Hybrid Vigor: Vol 2 Issue 39 "What Goes Around"

10-05-15 Hybrid Vigor: Vol 2 Issue 38 "You Spin Me"

9-28-15 Hybrid Vigor: Vol 2 Issue 37 "Likeable Enough"

9-21-15 Hybrid Vigor: Vol 2 Issue 36 "We Understand But..."

9-15-15 Hybrid Vigor: Vol 2 Issue 35 "The Moment of Truth"

9-08-15 Hybrid Vigor: Vol 2 Issue 34 "While You Were Out"

8-17-15 Hybrid Vigor: Vol 2 Issue 33 "South Adirondack Soul"

8-10-15 Hybrid Vigor: Vol 2 Issue 32 "Teach Your Children Well"

8-03-15 Hybrid Vigor: Vol 2 Issue 31 "Bond Breeding"

7-27-15 Hybrid Vigor: Vol 2 Issue 30 "Tripped Up"

7-20-15 Hybrid Vigor: Vol 2 Issue 29 "One Year On"

7-13-15 Hybrid Vigor: Vol 2 Issue 28 "The Least Dirty Shirt"

7-06-15 Hybrid Vigor: Vol 2 Issue 27 "Mandate"

6-29-15 Hybrid Vigor: Vol 2 Issue 26 "The Reverse Trojan Horse?"

6-22-15 Hybrid Vigor: Vol 2 Issue 25 "A Rod By Any Other Name"

6-15-15 Hybrid Vigor: Vol 2 Issue 24 "Even When Bearing Gifts"

6-07-15 Hybrid Vigor: Vol 2 Issue 23 "Steady Wins the Race"

6-01-15 Hybrid Vigor: Vol 2 Issue 22 "Will He Or Won't He?"

5-26-15 Hybrid Vigor: Vol 2 Issue 21 "52 Tin Men"

5-18-15 Hybrid Vigor: Vol 2 Issue 20 "Get It Right The First Time"

5-11-15 Hybrid Vigor: Vol 2 Issue 19 "Hybrid Vigor Turns 50"

5-04-15 Hybrid Vigor: Vol 2 Issue 18 "Looking for Action"

4-27-15 Hybrid Vigor: Vol 2 Issue 17 "Run for the Roses"

4-20-15 Hybrid Vigor: Vol 2 Issue 16 "One Toke Over The Line"

4-13-15 Hybrid Vigor: Vol 2 Issue 15 "Sevens and Eights"

4-06-15 Hybrid Vigor: Vol 2 Issue 14 "Take Me Out to the Bond Game"

3-30-15 Hybrid Vigor: Vol 2 Issue 13 "I Can See Clearly Now"

3-23-15 Hybrid Vigor: Vol 2 Issue 12 "Phi Slamma Gamma"

3-16-15 Hybrid Vigor: Vol 2 Issue 11 "Green Beer And Cabbage"

3-09-15 Hybrid Vigor: Vol 2 Issue 10 "Baaaa!"

3-02-15 Hybrid Vigor: Vol 2 Issue 9 "Mandy, Mandy"

2-24-15  Hybrid Vigor: Vol 2 Issue 8 "Is It Spring Yet?"

2-17-15  Hybrid Vigor: Vol 2 Issue 7 "Here Comes The Sun"

2-10-15  Hybrid Vigor: Vol 2 Issue 6 "Show Me The Money"

2-03-15  Hybrid Vigor: Vol 2 Issue 5 "Icy Trading Conditions"

1-26-15  Hybrid Vigor: Vol 2 Issue 4 "On Such A Winter's Day"

1-20-15  Hybrid Vigor: Vol 2 Issue 3 "Spacing the Needle"

1-12-15  Hybrid Vigor: Vol 2 Issue 2 "Hot! Hot! Hot!"

1-05-15  Hybrid Vigor: Vo1 2 Issue 1 "Year of the Convertible"

 

HILLSIDE ALERTS

2-6-15    New Issue: Immunomedica (IMMU) 4.75% Convertible Senior Notes Due 2020

2-5-15    New Issue: Microchip Technology Inc. (MCHP) Convertible Senior Subordinated Notes Due 2025

1-29-15  New Issue: Performant Financial Corp. (PFMT) Convertible Senior Notes Due 2020

1-29-15  New Issue: Xenoport (XNPT) $100 Million 2.50% Convertible Senior Notes Due 2/1/2022

1-28-15  EZCORP, INC. (EZPW): “Old School” Convert Looks Attractive At Current Levels

1-21-15  New Issue: SunEdison INC. (SUNE) 2.375%, $350 Million Convertible Bond Due April 15, 2022

1-13-15  Southwestern Energy CO. (SWN) $1.3 Billion Mandatory Convertible Issue

1-09-15  New Issue Update: Brocade Communications Systems (BRCD) $500 Million 1.375% Convertible Senior Notes of 1-1-2020

1-08-15  New Issue: Brocade Communications Systems (BRCD) $500 Million Convertible Senior Notes Due 2020

1-07-15  Update: ISIS Pharmaceuticals - Flying High

1-07-15  New Issue: The Medicines Company (MDCO) $300 Million Convertible Senior Notes Due 2022

 

THE WEEK THAT WAS

1-30-15  XNPT, PFMT, RMBS, EZPW, ARAY, ILMN, EA, YHOO, MTOR, NOW, LRCX, CTXS, HOLX, RYL, EPAY, RGLD, PFPT, QTM, ELX, INVN, JDSU, N, MTH, EFII, ELY, CPHD, CLF, BKD, HSNI, MU

1-23-15  PPP, SUNE, SNDK, INFN, TTMI, HLS, SQNM, Uber

1-16-15  SWN, KBH, INTC, AL, SUNE, ANR, BSFT, ISIS, KALU, MENT, SNDK,DEPO

1-09-15  MDCO, BRCD, RSO, MU, RPM, HSOL, ISIS, ALR, JKS, AL


- 2014 -

 

HYBRID VIGOR

12-22-14  Hybrid Vigor: Vol 1 Issue 31 "Auld Lang Delta"

12-15-14  Hybrid Vigor: Vol 1 Issue 30 "Pre-Solstice Chill"

12-08-14  Hybrid Vigor: Vol 1 Issue 29 "Put the Lime in the Coconut"

12-01-14  Hybrid Vigor: Vol 1 Issue 28 "Lazy Lunes"

11-24-14  Hybrid Vigor: Vol 1 Issue 27 "A Turkey  Happy Meal"

11-17-14  Hybrid Vigor: Vol 1 Issue 26 "Who Says (Baseball is Over)?"

11-10-14  Hybrid Vigor: Vol 1 Issue 25 "Calm Before the Storm"

11-03-14  Hybrid Vigor: Vol 1 Issue 24 "Welcome to the Jungle"

10-27-14  Hybrid Vigor: Vol 1 Issue 23 "To Buy or Not to Buy"

10-20-14  Hybrid Vigor: Vol 1 Issue 22 "Has the Bleeding Stopped?"

10-13-14  Hybrid Vigor: Vol 1 Issue 21 "Hurts So Good"

10-06-14  Hybrid Vigor: Vol 1 Issue 20 "Of Mice, Men and Sapphire"

9-29-14  Hybrid Vigor: Vol 1 Issue 19 "California, Here We Come"

9-22-14  Hybrid Vigor: Vol 1 Issue 18 "Just Another Small Cap Monday"

9-18-14  Hybrid Vigor: Vol 1 Issue 17 "Tweet Tweet! Boing! Another Biotech Winner!"

9-15-14  Hybrid Vigor: Vol 1 Issue 16 "HARP and HOCS: A Convertible Brew"

9-11-14  Hybrid Vigor: Vol 1 Issue 15 "Remember"

9-08-14  Hybrid Vigor: Vol 1 Issue 14 "Introducing HOCS: The Hillside Overall Convertible Score"

9-04-14  Hybrid Vigor: Vol 1 Issue 13 "Getting Back to Business"

8-28-14  Hybrid Vigor: Vol 1 Issue 12 "Stairway to HARP-ven"

8-21-14  Hybrid Vigor: Vol 1 Issue 11 "Greetings from Saratoga"

8-14-14  Hybrid Vigor: Vol 1 Issue 10 "Dog Day Deals"

8-11-14  Hybrid Vigor: Vol 1 Issue 9 "It's Officially Ugly"

8-07-14  Hybrid Vigor: Vol 1 Issue 8 "Mandys - More Giving and taking to Come Soon?"

8-04-14  Hybrid Vigor: Vol 1 Issue 7 "The Orphans of BioTech"

7-31-14  Hybrid Vigor: Vol 1 Issue 6 "Tracking Convertible Fund Flows"

7-28-14  Hybrid Vigor: Vol 1 Issue 5 "The Second Ugly 20"

7-24-14  Hybrid Vigor: Vol 1 Issue 4 "Home is Where the Builders Are"

7-23-14  Hybrid Vigor: Vol 1 Issue 3 "Another Look at HARP"

7-18-14  Hybrid Vigor: Vol 1 Issue 2 "HARPing at Lower Prices"

7-14-14  Hybrid Vigor: Vol 1 Issue 1 "Welcome to Hybrid Vigor"

 

HILLSIDE ALERTS

12-18-14  Hedging Your Trade On ARCP

12-10-14  New Issue: IGI Laboratories (IG) $125 Million Convertible Senior Notes Due 2019

12-10-14  Envestnet, Inc. (ENV) Convertible Notes Due 12-15-2019

12-09-14  New Issue: Envestnet, Inc. (ENV) Convertible Notes Due 12-15-2019

12-04-14  New Issue: Pros Holding (PRO) Convertible Senior Notes Due 2019

11-25-14  New Issue: $1 Billion NXP Semiconductors (NXPI) 1% Of 12-1-2019

11-20-14  A Future Flush Candidate?

11-18-14  New Issue: $75 Million LGI Homes (LGIH) 4.25% Convertible Subordinated Notes of 11-15-2019

11-12-14  New Issue: $425 Million ISIS Pharmaceuticals (ISIS) 1% Convertible Senior Notes of 11-15-2021

11-11-14  New Issue (Pending): $425 Million ISIS Pharmaceutical (ISIS) Convertible Senior Notes

11-06-14  Tesla (TSLA)-Update on the 0.25% and 1.25% Senior Convertible Notes

11-06-14  New Issue Update: $1.15 Billion LinkedIn (LNKD) 0.5% Convertible Senior Notes of 11-1-2019

11-05-14  New Issue (Pending): $1.15 Billion LinkedIn (LNKD) Convertible Senior Notes

10-31-14  New Issue: $350 Million (+$52.5 SHOE) Euronet Worldwide (EEFT) 1.5% Convertible Bonds of 10-1-2044

10-24-14  Dryships Looks Set to Pay Off $700 Million Convertible Bond

10-23-14  Still Ugly After All These Drops

10-22-14  Illuminating The Ugly 20

10-08-14  A Mandy Where Credit Matters ($400 Million Dynegy $5.375 Preferred of 11-1-2017)

10-02-14  New Issue: $700 Million Red Hat (RHT) Convertible Bonds of 2019

10-01-14  New Issue: $700 Million Red Hat (RHT) Convertible Bonds of 2019

9-26-14  Salix: Invert or Acquire?

9-24-14  New Issue: $500 Million Solar City (SCTY) Convertible Bonds of 10-1-2019

9-23-14  New Issue: $165 Million Tesaro (TSRO) Convertible Bonds of October 1, 2021 (Preliminary)

9-3-14  New Issue: Electronics For Imaging (EFII) $300 Million 0.75% of 2019 Convertible Senior Notes

9-3-14  New Issue: Clovis Oncology (CLVS) $200 Million Convertible Senior Notes

8-25-14  Tower Group International: Take the Money and Run

8-25-14  ITMN: Hillside Advice Pays Off Big

8-12-14  Molina Healthcare Exchange Should Boost Stock Next Week

8-12-14  New Issue: Aegerion Pharmaceuticals $300M Convertible Senior Notes

8-05-14  Herbalife Bonds Below 80. Here's Why.

7-09-14  New Issue: MacQuarie Infrastructure (MIC) $305 Million Convertible Senior Notes

7-01-14  Navistar International (NAV) Keeps On Truckin': Convert and Company Summary

7-01-14  The Tower Group (TWGP) Follow-Up: Are You Feeling Lucky?

6-26-14  Intermune (ITMN) Convertible & Company Summary

6-24-14  New Issue: Mercadolibre, Inc. (MELI) $300 Million Senior Convertible Notes Due 2019

6-24-14  New Issue: Palo Alto Networks (PANW) $500 Million Convertible Senior Notes

6-18-14  New Issue: Restoration Hardware (RH) $300 Million Convertible Senior Notes

6-18-14  New Issue: Acorda Therapeutics $300M Convert Senior Notes

6-17-14  New Issue: EZCORP $175 Million Convertible Senior Notes

6-16-14  Dryships (DRYS) Convertible & Company Summary

6-12-14  Verint (VRNT) Brings Convertible Senior Notes to Market

6-10-14  Renewable Energy Group (REGI): The Right Blend For Success

6-06-14  SMID Cap Healthcare Convertibles : Conference Insights

5-22-14  E-House Beats, Raises Guidance, Rallies and Convertible Summary

5-15-14  Cobalt International Energy, Inc. Company and Convertible Summary

5-09-14  The Happy Math of Convertible Issuance

5-07-14  This Tower Is Toppling

 

THE WEEK THAT WAS

12-05-14  QDEL, PRO, ANIP, FCAU, Uber, ELY, JAZZ, JCOM, MOH, VRNT, INCY

11-21-14  CLD, KND, WLH, RWT, LGIH, LXRX, FNSR, JKS, TSL, YGE, SUNE, TERP, SCTY, TAN, ALJ, CRM, ILMN, INTC, MENT, MGM