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Investors snap up Brightline Bonds

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  • Member since
    June 2009
  • From: Dallas, TX
  • 6,952 posts
Investors snap up Brightline Bonds
Posted by CMStPnP on Wednesday, May 1, 2024 9:23 PM
  • Member since
    January 2015
  • 2,678 posts
Posted by kgbw49 on Wednesday, May 1, 2024 9:35 PM

Municipal bonds are typically double tax exempt - no Federal tax or state tax on the interest earnings. Not always but typically. If these bonds are paying 5.5% and they are double tax exempt, depending on one's Federal tax bracket and what state they are in, that could be the equivalent of approximately a 7.0% taxable bond interest rate from a corporate entity such as, say, Union Pacific, CSX, or Norfolk Southern.

https://emma.msrb.org/IssueView/Details/P1425934

 

  • Member since
    February 2016
  • From: Texas
  • 1,552 posts
Posted by PJS1 on Friday, May 17, 2024 8:42 PM

Brightline issued a series of bonds with different nominal interest rates, pricing and maturity dates.  Based on my tax shield, the effective interest rate on the 5.5% bonds would be 6.625%. 

Based on the initial issue price of $102.297, the Yield to Maturity -29 years - on the bonds would be 5.34%.  Based on the latest price shown in the article, the Yield to Maturity would be 5.13%.  I could do nearly as well with BBB+ or A- corporates.

I have been trading bonds for more than 30 years.  I have never lost any money on them.  One of the reasons is I stay away from BBB- bonds and non-investment grade bonds.  

As a rule, I believe, the interest on municipals is not subect to federal income tax.  And it is not subject to state income tax if the buyer resideds in the state where the issuer is located.  

Rio Grande Valley, CFI,CFII

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