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Strategies & Market Trends : Value Investing
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To: Jurgis Bekepuris who wrote (57004)3/4/2016 6:45:14 PM
From: Spekulatius  Read Replies (1) of 78683
 
I sold most of my ATW bonds a bit higher than where I bought some. Still cheap, but I think the liquidity profile is concerning, if they can't get the credit line renewed. I also sold most of my FLR as it seems about fairly valued right now.

It does appear like the stress in the credit markets is easing, especially in the beleaguered energy sector.
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