I’m increasing 3 positions today. All 3 of these have recently underperformed and have significant discounts to our target prices.
We also recently received some cash from the RCA (RCA) maturity. There was no trade alert for the bond maturing, but we have moved it to our “closed positions” and listed the sale price as the $25.00 payment for maturity.
The 3 positions I’m increasing are:
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