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I recently opened a small position in Geo Group's 5.125% of 2023, CUSIP 36159RAG8. Yields of GEO's bonds have been trending lower lately but still very attractive. Certainly, there are concerns of how the new administration will handle criminal justice and related reforms... plus other challenges. I'm thinking there won't be any substantial change to GEO's revenue stream in the next 2-4 years. We'll see.

Interesting recent SA article worth reading IMHO:
https://seekingalpha.com/article/4388559-geo-group-debt-now-...
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