Latest News and Media
Cincinnati Business Courier
26 Mar 2026
Carol Levenson: Analyst calls P&G's latest quarter 'squeezably soft' as organic sales stall
Downtown Cincinnati-based consumer products behemoth P&G (NYSE: PG) posted second-quarter earnings that were “soft,” in the view of Carol Levenson, director of research at Tarrytown, N.Y.-based fixed income analyst Gimme Credit.
P&G “delivered mediocre organic sales,” Levenson wrote this week in a research report she titled, “Squeezably Soft,” playing off the company's tagline for its Charminread more
Casino.org
25 Mar 2026
Kim Noland: Penn Poised for Improving Finances in 2026, Says Credit Analyst
Kim Noland, director of high-yield research at Gimme Credit, says Penn’s enhancement efforts at several of its regional casinos as well as improvements in its digital gaming unit could set the stage for better financial performance over the course of this year.
Management has forecast 2-3% cash flow growth for the 40+ bricks and mortar regional casinos that posted mostly declining results lastread more
Barron's
25 Mar 2026
Dave Novosel: Google Stock Slides Toward Bear Market Territory. Time to Buy?
Gimme Credit analyst Dave Novosel suggested the capex plans will likely mean Google will generate negative cash flow over the course of the yearread more
US News & World Report
18 Mar 2026
Evan Mann: 5 Best LNG Stocks to Buy in 2026
Gimme Credit senior bond analyst Evan Mann last week reaffirmed his "improving" credit score rating on Range Resources, saying the company should benefit in the medium term from an increase in LNG export capacity as well as other factors including production growth, low well costs and growing demand from data centers.
"With credit metrics comparable to its investment-grade peers, we believe itread more
USA Today
15 Mar 2026
Carol Levenson: Target opens 5 new stores, with No. 2000 located in North Carolina
"Target’s strong balance sheet gives it the financial wherewithal to execute" its expansion plans, said Carol Levenson, director of research for Gimme Credit, in a research note. But Levenson said she remained "skeptical about a miraculous turnaroundread more
Casino.org
13 Mar 2026
Kim Noland: Caesars Should Seek Takeover Price Above $35, Says Analyst. Another Warns on Regulatory Issues.
What needs no confirmation is that Fertitta Entertainment controls the Golden Nugget casinos and should the Houston Rockets owner win Caesars, there would be significant geographic overlap between the Caesars and Golden Nugget portfolios. That could catch the eye of regulators, according to Gimme Credit’s Kim Noland.
“There are potential regulatory issues given Mr. Fertittaʼs ownership of theread more
WinBuzzer
11 Mar 2026
Carol Levenson: Amazon $42B Bond Sale to Fund Record AI Infrastructure Push
Gimme Credit rated Amazon’s existing bonds “outperform” at 65 basis points above Treasuries. BondCliQ data confirmed spreads held steady after the announcement. Carol Levenson, analyst at Gimme Credit, noted that it remains “an attractive borrowing environment for an infrequent and very strong issuer” despite recent spread widening.
Gimme Credit’s Levenson estimates the company may need up to $83read more
Las Vegas Review-Journal
10 Mar 2026
Kim Noland: Wynn’s UAE resort could be affected by war in Iran, analyst says
Kim Noland, director of high-yield research at New York-based Gimme Credit LLC, said the escalation of the war in Iran may have implications for the company’s project in the UAE that has topped out the hotel tower and is on schedule for a 2027 opening.
“The expansion in the UAE is important geographical diversification for Wynn in what is a rapidly growing tourist destination,” Noland said in aread more
MarketWatch
10 Mar 2026
Carol Levenson: Amazon joins Meta, Google in jumbo bond club with up to $42 billion issuance
Amazon’s debt issuance comes as no surprise to Gimme Credit analyst Carol Levenson, who estimates that Amazon could require up to $83 billion in incremental debt this year to support its elevated capital expenditures.
Amazon’s November bonds, which Gimme Credit gives an outperform rating, are trading around 65 basis points higher than 10-year U.S. Treasury notes. According to data from BondCliQread more
Fixed Income Beacon
9 Mar 2026
Gimme Credit Cited: Fees Surge, NIM Ticks Up, Capital Stands Firm
Gimme Credit nails it: “strong credit profile, supported by the broadly diversified geographic platform, a well-diversified lending mix, continued enhancements to the fee revenue base, benign asset quality positioning, and a strong capitalization structure supported by a conservative capital allocation strategyread more
MarketWatch
2 Mar 2026
Dave Novosel: HBO Max and Paramount+ will become one streaming service. What does that mean for you?
But Gimme Credit's Dave Novosel said that, with other aspects of the deal-like covering Netflix's (NFLX) $2.8 billion breakup fee, the possible 25-cent-per-share "ticking fee" every quarter if the Paramount deal doesn't close by Sept. 30 and other financing charges - that ratio could soar as much as eight times Ebitda.
"We suspect that virtually all of its free cash flow will go to reducing debtread more
MoneyWeek
27 Feb 2026
Saurav Sen: Profit from the rise of Asia’s Silicon Valley
Thanks to the AI boom, it begins the year “in a position that few industrial companies ever reach: simultaneously capacity-constrained, margin-expanding and structurally indispensable,” says Saurav Sen of Gimme Creditread more
Bloomberg Linea
23 Feb 2026
Alexandre Dray: From Chapter 11 to recovery: Latam gains scale, reduces debt and outperforms rivals on the stock market
"While upside potential seems limited at these levels, we believe the bond still offers an interesting carry," said Alexandre Dray, head of emerging markets research at Gimme Credit, adding that the bond rates the stock as an above-average performerread more
Bloomberg
23 Feb 2026
Alexandre Dray: Out of Bankruptcy, Latam Soars 76% and Dominates Rival Airlines
“While upside potential appears limited at these levels, we believe the bond still offers a decent carry,” said Alexandre Dray, director of emerging markets research at Gimme Credit, adding that his firm rates the notes as outperformread more
The U.S. Sun
17 Feb 2026
Evan Mann: Kohl’s follows Target with new ‘Deal Bar’ section to all 1,153 stores – everything is under $10
Gimme Credit Senior Bond Analyst Evan Mann wrote that Kohl’s needs to target lower-spending shoppers.
He said: “While the department store retailer’s turnaround efforts seem to be benefiting results in the near term, we remain concerned about middle-to-low-income consumer’s constrained discretionary spending as well as declining department store traffic trends over the longer term.”
Mann claimedread more
Retail Dive
17 Feb 2026
Evan Mann: Kohl’s launches ‘Deal Bar’ in all stores
But in the meantime, Kohl’s consumers have been increasingly under pressure financially, according to Gimme Credit Senior Bond Analyst Evan Mann.
“While the department store retailer’s turnaround efforts seem to be benefiting results in the near term, we remain concerned about middle-to-low-income consumer’s constrained discretionary spending as well as declining department store traffic trendsread more
Gambling News
16 Feb 2026
Kim Noland: Mohegan Tribe Backs Crackdown on Prediction Markets
“Analyst Kim Noland of Gimme Credit noted that core properties continue to face challenges. Domestic resort revenue fell 3.9% to $300 million, driven by fewer arena events and tough comparisons to the prior yearread more
Hartford Business Journal
13 Feb 2026
Kim Noland: Mohegan warns of prediction market threat amid tepid 1Q financial results
Kim Noland, a high-yield analyst at Gimme Credit who covers Mohegan, said the company’s core properties continue to face performance pressures.
“The company’s flagship Mohegan Sun Connecticut and the Poconos Pennsylvania casino both continue to report lackluster operations in the first fiscal quarter,” Noland wrote in a research note, characterizing the quarter’s results as “uninspiringread more
IFR News
9 Feb 2026
Dave Novosel: AI jitters fail to stymie Alphabet’s US$20bn bond binge
“Considering that the company may spend as much as US$185bn on capital expenditures this year, it is possible that free cash flow could be negative, a scenario unimaginable a couple of years ago,” Dave Novosel, a senior analyst at research Gimme Credit, said on Monday.
“The company has extremely low leverage and accelerating revenue growth, suggesting the deal will be well received by investorsread more
IFR News
2 Feb 2026
Dave Novosel: Oracle returns with another jumbo bond to fund AI expansion
“We suspect Oracle will need to offer some very generous spreads to get this deal done because of its size, the recent weakness in the trading levels of existing bonds, the poor performance of the stock, and the huge increase in debt, recently and prospectively,” said Dave Novosel, a senior bond analyst at Gimme Creditread more
Techstock2
29 Jan 2026
Kim Noland: Carnival (CCL) stock price jumps as Royal Caribbean’s upbeat outlook lifts cruise shares
At the same time, Kim Noland of Gimme Credit highlighted “a winning combination of affordable packages to popular destinations” that’s held steady despite ongoing uncertainty. (Reutersread more
Bloomberg
27 Jan 2026
Kim Noland: Analysts say locals casino companies are strong, will outperform Strip properties
Noland believes Trump’s economic plan will work favorably for locals customers. “Administration tax policies on tips, overtime and a senior citizen tax deduction will continue to assist the company’s core customers in the locals market,” she wroteread more
Bloomberg
27 Jan 2026
Jay Cushing: FedEx Freight Sells $3.7 Billion of Bonds Ahead of Spinoff
" As for FedEx, “proceeds from the note offering will only partially offset FDX creditors for the lost profitability and diversification from the spin,” according to a Gimme Credit note published Tuesdayread more
IFR News
27 Jan 2026
Jay Cushing: United Airlines lands rare junk bond with eye on IG status
“[United's] profitability now sits near the top of the industry,” Jay Cushing, a senior bond analyst at Gimme Credit, said on Monday.
“The fundamental outlook for 2026 appears relatively constructive after tariff noise and government shutdown headwinds pushed operating profits modestly lower in 2025.”
“United still has a relatively high percentage of secured debt in its capital structureread more
Yahoo Finance
22 Jan 2026
Dave Novosel: Paramount extends deadline for Warner Bros. offer, which company calls 'inferior scheme' amid Netflix deal
"We would not be surprised to see Paramount raise its offer because it has a much greater need for WBD than does Netflix. Moreover, a higher bid may be necessary to sway WBD shareholders," Dave Novosel, senior bond analyst at Gimme Credit, told Yahoo Financeread more
World Financial News
22 Jan 2026
Franck Bekaert: Copper and cocoa: the new geography of power
“Many of the world’s major copper mines are aging, and the average copper content (ore grade) is declining, meaning that more rock must be processed to extract the same amount of copper,” Franck Bekaert, senior emerging markets analyst at Gimme Credit, highlighted. “Additionally, permit delays and ecological constraints are hindering the launch of new projects, which is driving up costs. To meetread more
The Atlanta Journal Constitution
21 Jan 2026
Dave Novosel: How profitable is CNN? New filing shares details for first time in years.
Still, the year-over-year decline is not massive, Dave Novosel, a senior analyst with bond research firm Gimme Credit. “It shows that even though (WBD) is saying this is a declining business, it’s maybe not to the degree that others expected,” Novosel saidread more
OraFinanza
14 Jan 2026
Dave Novosel: Netflix accelerates on the acquisition of Warner Bros: a cash offer ready
Gimme Credit downgraded Netflix’s debt to “Underperform” due to the impact of the acquisition, despite the A rating from Moody’s and S&Pread more
Hartford Business Journal
9 Jan 2026
Kim Noland: Mohegan discloses loss of South Korea casino to Bain Capital
The takeover followed Mohegan’s default on the project’s $275 million loan after visitation came in far below projections, according to Kim Noland, an analyst with Gimme Creditread more