Yes, I also read this and it was one of the things that made me...

Yes, I also read this and it was one of the things that made me feel comfortable in holding it even the company started to decline. I just wish we could get some information on what is happening to the realisation of the security linked to these bonds. The trustee surely has an obligation to keep the bond holders informed. Reading articles, such as the Intelligent Investor one, could easily lead you down the path of being overweight in such a security. It certainly made me thankful that we were well diversified and had kept our investment to a level that losing it wouldn't change our lives. A lesson that you learn quickly when these sort of events happen !