GREY:ALARF - Post by User
Comment by
Bailey88on Nov 14, 2017 10:40pm
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Post# 26965079
RE:RE:RE:RE:RE:RE:RE:Parameters to assess Alaris...(add or eliminate )
RE:RE:RE:RE:RE:RE:RE:Parameters to assess Alaris...(add or eliminate )I made my comments with direct reference to the Q3 financial statements and conference call. As stated in the conference call, I heard that the dividend will not be cut Q4....... IF new deals are made going forward. Even with new investments, it will take time for any investments to generate cash flow. I don't have much control over the future but the AD Q3 report shows the Cash decreased by more than 50% year over year. I thereforeassumed the payout ratio must be increasing. After reading your comment, I checked Morningstar. They show the 2016 average payout was 90%. They now show 2017 payout ratio year to date is 270%.. Alaris either sells more equity or decreases the payout if this continues and as an income investor, I don't see either of these options as positive. Lets see if Alaris can pull a rabbit out of the hat this time---obviously I have a great deal of skeptimism.