GREY:ALARF - Post by User
Comment by
maypeterson Apr 03, 2018 10:03am
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Post# 27819914
RE:More thoughts on Attention Deficit stock
RE:More thoughts on Attention Deficit stockI am guessing my definition of short term is not causing me the stress and anxiety that your definition does (if indeed it is causing stress)
No denying its out of favour and stock is down big from the highs. As Alec Baldwin said in GlenGarry GlenRoss "it takes brass balls to buy and hold AD"
As long as management works out the problem files and sign new (good) partners the valuation will come back on track in the long term (my defination of long term)
BSdetector2016 wrote: @Maypeters: I don't know what definitions of short-term you ascribe to but the Alaris rout has been going on since late 2014. Over three years and counting; that is not "short-term" by any definition. Share price is now back to 2011 levels. Yes, the dividend is wonderful but the 50% capital destruction in three years is not. Most Canadian high dividend payers have been toilet dwellers as of late, however, this is not an excuse for inaction. Management needs to do more to stabilise this ship. I would welcome a dividend cut if it went to reducing share count and debt. Time to wake-up Alaris!