Hi Steini,
I also sold the majority of CER holding today, but I used those funds to increase my position in EXM.
I have that much confidence in MDT, that it represents 40% of my portfolio right now!! If I was prepared to increase my position (above 40% of my portfolio), then I would still be buying at the current SP.
The CMBS debt due on October 1 is relatively insignificant in the overall scheme of things. I am however very confident that this debt facility will be extended or renegotiated on terms that are in the best interests of shareholders - sometimes to get a good deal you have to shop around & play hardball with these financiers!
I'm not a stockbroker or financial advisor so don't take this as anything more than my own opinion.
Good luck to all.
Cheers.
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