NeilNI like WFLPA but lack of CFd market worries me. One comment...

NeilN
I like WFLPA but lack of CFd market worries me.

One comment on MXUPA. I received an email today from an equity analyst in USA who covers Brookfield (the company who bought Muliplex); As they can access debt cheaper than the step up, he reckons Brookfield will pay out note holders asap:

"Given cost of this capital, and what they’ve recently paid for new capital – my best guess is that they would be paying that off asap."


On BEPPA, I also think return is a little skinny given MXUPA is around double but bought some anyway.

My favoured ones are TIMPB, AAZPB, MXUPA and IANG.

I am wondering why TIMPB has not been bid up; If TIM is above 50 cents in Sep09, these show 60% per annum return.