Alaris Royalty Corp ALARF

Industrials Conglomerates

"Alaris Royalty Corp is engaged in investing in operating entities. Its operations consist primarily of investments in private operating entities, typically in the form of preferred limited partnership interests, preferred interest in limited liability corporations in the United States, loans receivable, or long-term license and royalty arrangements."

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Alaris Royalty Corp > Under valued

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Comment by SunsetGrillon Jan 04, 2019 10:50am

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Post# 29186090

RE:RE:RE:Under valued

Dude - they have a >90% payout ratio. You dont think that makes a few managers a bit nervous (he ll it makes me nervous). One thing goes wrong and Kaboom. Please dont say you think AD is a sleep at night holding over a bank (which increases divy yr after yr by as much as 10%) AD divy increase <2% over 4 yrs likely).

They better get growing or they are in big trouble

Capharnaum wrote:

SunsetGrill wrote: No material reason?? - The markets just had their worst qrt since the world was coming apart in 2008. The markets dont need a reason; but if they did it would have been "world wide selling". Look around - this is not the only stock at book and 9x earnings. The market is not going to go to AD first; they will be going to faster growth names in a turnaround (energy and financials are just as cheap/cheaper than AD; with more growth). This is a divy stock as part of an overall portfolio 10% divy - sit back and collect it - and if its so cheap buy more.

Canadian stocks in general are really cheap (especially financials).

As to the growth part, I have to disagree with you... Alaris at this point has a better growth profile since they have room to improve results by another 10% in the coming year. That's not even accounting for extra $ they may get back (that was written down previously). Alaris also has built-in organic growth in their contracts (collars) that the banks don't have.