Related by context. Frequent words. (Click for all words.) 49 overleveraging 49 Fridson 49 highly leveraged 49 underleveraged 48 Gimme Credit analyst 46 Peter Appert 45 Barcap 45 Jeff Macke 45 Moec 45 unduly pessimistic 44 macro headwinds 44 Philip Dorgan 44 Arden Partners 44 Karen Finerman 44 FTN Equity Capital Markets 44 curve flattening 43 analyst Nick Bubb 43 valuation multiples 43 Joe Terranova 43 Finerman 43 Guy Adami 43 valuations 43 RBoS 43 Mr Klusman 43 Sinche 42 Narter 42 LBOs 42 Singer Capital Markets 42 covenant lite 42 Laura Champine 42 shareprice 42 Petercam analyst 42 speculative excesses 42 arbitrageur 42 leveraged buyout 42 inverted yield curve 42 Broker snap 42 Tjornehoj 42 Whistlejacket 42 LBO 42 Ghriskey 41 Hawkpoint 41 leveraged buyouts 41 Tanona 41 Currency strategists 41 Guinness Peat 41 balance sheet 41 Arbuthnot Securities 41 relative underperformance 41 selldown 41 Accuma 41 overleveraged 41 Exane 41 Pyykkonen 41 MacBank 41 Natexis 40 leveraged recapitalization 40 Atorino 40 Matthew Harrigan 40 Pzena 40 Moral hazard 40 CMC Markets dealer 40 underperformance 40 toppy 40 highly levered 40 Asness 40 irrationally exuberant 40 overhang 40 balance sheets 40 Scott Mushkin 40 Lutts 40 cyclical downturn 40 Investec Securities 40 Beder 39 cashflows 39 Cazenove 39 Westpac WBC 39 Kinnel 39 risk averse 39 Degroof 39 arbs 39 Marcus Padley 39 dealer Ric Klusman 39 cashflow 39 technically overbought 39 underpromise 39 Kathleen Shanley 39 monolines 39 multiples 39 private equity 39 Lehmans 39 Taulli 39 analyst Adrianne Shapira 39 negative newsflow 39 PE multiples 39 JB Were 39 outperformance 39 GSJBW 39 Numis 39 Goldilocks scenario 39 debt