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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
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Author: rogermunibond   😊 😞
Number: of 15056 
Subject: Re: Income from BH subsdiarie debt
Date: 03/10/2025 2:52 PM
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That's generally correct. The utilities, BHE, BNSF debt is non-recourse.

However, BHFC debt (used by Clayton for manufactured home financing) is recourse debt. So it does usually trade at a lower yield.

BHFC 2043 debt trades at 5.336% (discount bond 88.032; 4.3% coupon).

It does seem like the parent company guarantee isn't worth more than 30-50 bps.
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