Bond Tax Question

Mar 08, 2009 20 Replies

Right. It is very risky.

But the same can, of course, be said for a similar bond that you buy for $100, that will be worth the same $100 at maturity, but which pays

70% annual interest. Economically it is the same thing. And any bond paying 70% interest must have a high likelihood of default before the 3 years are up.

The key differentiation between interest-like investments and capital- gain-like investments is whether the return is fixed in advance. If it is fixed, even if risky, then it really is more bond-like than stock-like. And also whether the issuer has an obligation to pay regardless of how well or poorly the company does (short of bankruptcy...)

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