Special Situations: US Picks & Pans - Oct 2025
Peter Sakon, CFA - Senior Analyst, Special Situations
Jory M. Eisenberg, CFA, FRM - Senior Analyst, Special Situations, 糖心视频
Joshua Kramer - Senior Analyst, Special Situations, 糖心视频
Nick Williams - Senior Analyst, Special Situations, 糖心视频
Hunter Martin, CFA - Head of Media/Cable, 糖心视频
Davis Hebert, CFA - Co-Head HY Research, Head of Telecom/Media, 糖心视频
Ben Morgan, CFA - Senior Analyst, Energy, 糖心视频
James Goldstein, CFA - Head of Retail, 糖心视频
Andy Li, CFA - Senior Analyst, Technology, 糖心视频
Ahsan Shaikh - Analyst, 糖心视频
Nick Moglia, CFA - Senior Analyst, REITs, Utilities and Refiners, 糖心视频
Savannah Buzzeo - Analyst, Telecom / Media, 糖心视频
Matt Woodruff, CFA - Head of Aerospace & Defense / Transports, 糖心视频
Brian McKenna - Analyst, Telecom & Media/Cable, 糖心视频
Todd Duvick, CFA - Head of Autos, 糖心视频
Will Lee - Analyst, Autos, 糖心视频
27 October 2025
Insights into Special Situations US Picks and Pans, including:
- 听Top ‘Picks’ Across High-Yield Sectors: Explore leading opportunities in entertainment, media, oil & gas, internet, retail, and office equipment with our report.
- Underperformers and ‘Pans’ to Avoid: Identify high-risk credits in healthcare, commercial services, REITs, and transportation that may face near-term headwinds.
- Relative Value Insights: Gain actionable comparisons on yield, net leverage, and credit ratings for top picks.
- Capital Structure and Liquidity Analysis: Review detailed company-level debt profiles, leverage multiples, and liquidity positions supporting each recommendation.
- Actionable Recommendations: Leverage our key phrase to understand which bonds and loans offer compelling yields and structural advantages in today鈥檚 market.
Executive Summary
- Our analyst team highlights 11 US Special Situations credits loans under coverage which we think the bonds and/or loans offer attractive risk adjusted returns (picks) and those which are unattractive (pans).
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