RE:RE:RE:It nedstar71 wrote: The likelyhood of a slowdown or recession in the US is increasing, and so is the commentary on it. That's likely spooking some with the majority of Alaris' investments in the US and are by no means recession proof. I've noticed more the past week on CNBC many big names are saying a recession is a real possibility.
They got through covid fine.
Also, something imo that is underrated with Alaris is that many of their contracts have inflators based on sales which due to inflation should be on the higher side for the year.
I think Kitco redemption is great. For a long time, it looked like dead money.