Lioness Associates, Inc.

Economic & Corporate Risk/Yield Reports

June 14, 2013  -- Walter Update to Risk/Yield for 2013

Comparing the WLT 2013 Delta Core/Transient to the Stock price chart (shown below) for the first 6 months of this year, it's somewhat obvious that they have a similar trend line —not exact but, similar.  The purple circle in each graph is highlighting a particular area which shows a sudden drop. In the WLT Delta Core/Transient, the rest of the year depicts that the Core (black line) stays in risk (below 0) for the rest of the year and starts to drop lower (but, not really by much considering how much it has already dropped) in the October timeframe.    The Transient (green line) had higher moves into Yield at the beginning of the year but, as the year progresses, the moves are more focused around the 0 level and in some months, below 0. 

Note, points are measured twice a month and some movement in either direction might occur in between the points. This is more of an issue with the Transient factors as it is the "faster acting".   


March 8, 2013 -- Walter Energy (WLT) Risk/Yield for 2013

Refer to Reading Graphs for information on interpretation of the graphs.

Also, refer to the Global, USA, and other company's graphs on this site for 2012 and compare to market prices for 2012.

Questions .... you can always send an email to

Disclosure as of 3/8/2013 - Walter Energy (WLT) is not part of our portfolio at this time.