Mostly: Classical

[ItsAllCyclical]

AES - I was heavily invested in RRI sub 2 at one pt which looks to be in the same sector. Never touched AES that I recall. The stock seems to have recovered well, but at a glance they still appear to be drowning in debt. Are you currently long AES or just interested?

I still like RRI LT, but management has made quite a few mistakes the past few years. I'm thinking if/when the market/economy starts to crater again that electric generation will suffer as it did post 2000 and maybe we'll get some bargins again - probably not as extreme though as many of the players have reduced debt burdens. No position in RRI currently or any other util. Pretty heavy cash here waiting for PMs and energy to bottom again.