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"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 > A good report

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Post by TickerTwit on Nov 06, 2019 2:46pm

A good report

A couple of things stood out for me:

(1) Improvements in ECR. I think the overall ECR picture is now the best it's been since I began following AD.
(2) Expectations for some small investements in the next six weeks.

I'm hoping for a dividend increase in early 2020. I think they might do a tiny one for optics, but with the payout ratio where it is now, item (2) could tip the scale for something more sizable.

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Comment by nedstar71 on Nov 06, 2019 4:19pm

Huge volume and nice performance today. Still significantly undervalued as far as I'm concerned. Management here deserves a premium for the way they've navigated through some of the more challenging partners. I missed the CC but will listen to it later.

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Comment by nedstar71 on Nov 09, 2019 1:02am

Just listened to the conference call. Management here is extremely sharp. Doesn't sound like any U.S. tax reform will be much of an issue at all DivysRock, barely moving the needle on payout ratio, and as the year is nearing the end likely wouldn't be retroactive to January either way. Sounds like they can also adjust the structure if it ever did become a problem. Worth listening if you ...more

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