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Mike Smith, CFA, an analyst with Blue River Investments, is considering buying a Montrose Cable Company corporate bond. He has collected the balance sheet and

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Mike Smith, CFA, an analyst with Blue River Investments, is considering buying a Montrose Cable Company corporate bond. He has collected the balance sheet and income statement information for Montrose as shown in Table 1 below. Table 1 Montrose Cable Company Year Ended March 31, 2017 (USD Thousands) Balance Sheet Current assets Fixed assets Total assets Current liabilities Long-term debt Total liabilities Shareholders' equity Total liabilities and shareholders equity Income Statement Revenue Operating and administrative expenses Operating income Depreciation and amortization Interest expense Income before income taxes Taxes $4,770 43,270 $48,040 4,540 10,000 $14,540 33,500 $48,040 $18,550 14.120 $4,430 1,695 949 $1,786 684 $1,102 Net income He has also calculated the three ratios shown in Table 2 below, which indicate that the bond is currently rated "A" according to the firm's internal bond rating criteria. Table 2 Selected Ratios and Credit Yield Premium Data for Montrose EBITDA/interest expense 4.67 0.30 1.05 Long-term debt/equity Current assets/current liabilities Credit yield premium over U.S. Treasuries 60 basis points Smith has decided to consider some off-balance-sheet items in his credit analysis, as shown in Table 3. Table 3 Montrose Off-Balance Sheet Items Montrose has guaranteed the long-term debt (principal only) of an unconsolidated affiliate. This obligation has a present value of $970,000. Montrose has sold $525,000 of accounts receivable with recourse at a yield of 10 percent. Montrose is a lessee in a new noncancelable operating leasing agreement to finance transmission equipment. The discounted present value of the lease payments is $0,148,000 using an interest rate of 12 percent. The annual payment will be $1,000,000 Specifically, Smith wishes to evaluate the impact of each of the off-balance-sheet items on each of the ratios found in Table 2. Assume that the "loan proceeds from the financed receivables would be invested at interest rate of 10 percent. D a. Calculate the combined effect of the three off-balance-sheet items in Table 3 on each of the following three financial ratios shown in Table 2. Do not round intermediate calculations. Round your answers to four decimal places. 1. EBITOA/interest expense: 2. Long-term debt/equity: a. Calculate the combined effect of the three off-balance-sheet items in Table 3 on each of the following three financial ratios shown in Table 2. Do not round intermediate calculations. Round your answers to four decimal places. 1. EBITDA/interest expense: 2. Long-term debt/equity: 3. Current assets/current liabilities: b. Evaluate whether or not the credit yield premium incorporates the effect of the off-balance-sheet items, state and justify whether or not the current credit yield premium compensates Smith for the credit risk of the bond, based on the internal bond-rating criteria found in the firm's internal bond-rating criteria. Round your answers to the nearest whole number. Interest Coverage Leverage Current Ratio Credit Yield Premium over U.S. Treasuries Bond Rating (in basis points) Select M 600 B The current rating of the www.bond as an "A" Select the effect of the off-balance-sheet items, and the current credit yield premium of 60 basis points salect-sufficient to compensate Smith for the credit risk of the bond. The current rating of the Montrose bond as an "A" elect basis points select-sufficient to compensate Sect does not incorporate incorporate the effect of the off-balance-sheet items, and the current credit yield premium of 60 of the bond. The current rating of the Montrose bond as an "A" -Select- the effec basis points: -Select- sufficient to compensate Smith for the credit risk of the ba -Seact- is is not Mike Smith, CFA, an analyst with Blue River Investments, is considering buying a Montrose Cable Company corporate bond. He has collected the balance sheet and income statement information for Montrose as shown in Table 1 below. Table 1 Montrose Cable Company Year Ended March 31, 2017 (USD Thousands) Balance Sheet Current assets Fixed assets Total assets Current liabilities Long-term debt Total liabilities Shareholders' equity Total liabilities and shareholders equity Income Statement Revenue Operating and administrative expenses Operating income Depreciation and amortization Interest expense Income before income taxes Taxes $4,770 43,270 $48,040 4,540 10,000 $14,540 33,500 $48,040 $18,550 14.120 $4,430 1,695 949 $1,786 684 $1,102 Net income He has also calculated the three ratios shown in Table 2 below, which indicate that the bond is currently rated "A" according to the firm's internal bond rating criteria. Table 2 Selected Ratios and Credit Yield Premium Data for Montrose EBITDA/interest expense 4.67 0.30 1.05 Long-term debt/equity Current assets/current liabilities Credit yield premium over U.S. Treasuries 60 basis points Smith has decided to consider some off-balance-sheet items in his credit analysis, as shown in Table 3. Table 3 Montrose Off-Balance Sheet Items Montrose has guaranteed the long-term debt (principal only) of an unconsolidated affiliate. This obligation has a present value of $970,000. Montrose has sold $525,000 of accounts receivable with recourse at a yield of 10 percent. Montrose is a lessee in a new noncancelable operating leasing agreement to finance transmission equipment. The discounted present value of the lease payments is $0,148,000 using an interest rate of 12 percent. The annual payment will be $1,000,000 Specifically, Smith wishes to evaluate the impact of each of the off-balance-sheet items on each of the ratios found in Table 2. Assume that the "loan proceeds from the financed receivables would be invested at interest rate of 10 percent. D a. Calculate the combined effect of the three off-balance-sheet items in Table 3 on each of the following three financial ratios shown in Table 2. Do not round intermediate calculations. Round your answers to four decimal places. 1. EBITOA/interest expense: 2. Long-term debt/equity: a. Calculate the combined effect of the three off-balance-sheet items in Table 3 on each of the following three financial ratios shown in Table 2. Do not round intermediate calculations. Round your answers to four decimal places. 1. EBITDA/interest expense: 2. Long-term debt/equity: 3. Current assets/current liabilities: b. Evaluate whether or not the credit yield premium incorporates the effect of the off-balance-sheet items, state and justify whether or not the current credit yield premium compensates Smith for the credit risk of the bond, based on the internal bond-rating criteria found in the firm's internal bond-rating criteria. Round your answers to the nearest whole number. Interest Coverage Leverage Current Ratio Credit Yield Premium over U.S. Treasuries Bond Rating (in basis points) Select M 600 B The current rating of the www.bond as an "A" Select the effect of the off-balance-sheet items, and the current credit yield premium of 60 basis points salect-sufficient to compensate Smith for the credit risk of the bond. The current rating of the Montrose bond as an "A" elect basis points select-sufficient to compensate Sect does not incorporate incorporate the effect of the off-balance-sheet items, and the current credit yield premium of 60 of the bond. The current rating of the Montrose bond as an "A" -Select- the effec basis points: -Select- sufficient to compensate Smith for the credit risk of the ba -Seact- is is not

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