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No. of Recommendations: 1
"Another set of opportunities I'm tracking is GEO, both the common and bonds."

A SeekingAlpha article on the GEO play from Dec.

It seems a little intriguing as some of the recent drop is 'political' in that there is a belief that the new administration will not be outsourcing jails and jail management, but I imagine they won't made be building new ones either, so I suspect the impact will be smaller.
Have not delved in to the actual financial picture yet to see how viable they will be from a balance sheet perspective.
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