RE:RE:RE:ALA vs. BLXGentlemen: you are talking apples and oranges here in the sense that BLX only pays 1.8% dividend and it is true that analysts see much more upsie over 12 months for BLX. The 4% Vega was rathe runique in that it was the result of a court decision which will not happen on a regualr basis.
It will be interesting to see how the market reacts when they hav etheir investor day on June 1st.
I think it is likely in recovery mode and may do quite well going forward although its last ER was not inspiring.
It has debt higher than the street would like to see at 6.8 times EBITDA so many larger players will stay away - but it has the pinache of renewable in its profile and that increasingly will mean a lot.
It may be a choice for now between growth or dividend income between the two companies.
Over time they may both do well. I see the higher risk profile as BLX but also the 12 month growth potentially better than ALA - There just isn't too much certainty. If that court decision gets reversed on appeal that 4% gain today could evaporate quickly. Pays your money....