GREY:ALARF - Post by User
Comment by
Capharnaumon Dec 17, 2018 11:25am
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Post# 29123817
RE:Recession or slow growth in 2019-2020 and Alaris Strategy
RE:Recession or slow growth in 2019-2020 and Alaris Strategygraffiti99 wrote: Hi all. I’m a holder of Alaris for some time now. I like the business. But storm clouds are forming on the macro economic horizon. Many analysts are recommending to raise cash, play a little defence into 2019 and 2020. Some are using the “R” word too. (Recession). May I have your opinion please on this statement:
Alaris will sell off when one or two of its companies experiences difficulties during the next period of slow growth or recession. Because they have a stable of small, private businesses, they are more vulnerable. Alaris is great coming out of a recession, not at the end of the business cycle.
thanks in advance, good luck all
Imo you should probably send this to IR.
The recession scenario is a recurring fear that has been talked about a couple of times already in the past 5-7 years. It could happen in 2-5 years, hard to predict.
What I know is that right now, some of Alaris' investments can't even respond to the current demand, so even if demand was to tail off some, it wouldn't be a problem. Alaris newer investments are also targetting business which should be somewhat recession resistant.