Diversified Royalty Corp T.DIV

RE:RE:To the stalwart fans of DIV

[maypeters]

Hi babedinkleman: 

Hope all good. No talk or conversation in long time. You make some very good points as always.

Alaris has been beaten down through the years as most investors find it hard to identify the value of the PE model as Alaris has it. They have definitely made some good moves in the recent past and are learning from past mistakes. DIV is just too small for most folks. They need to leave the restaurant industry alone - has been bad luck for them even though the first qualifying deal was a restaurant. 

Let us hope it moves up. Nothing more than a divvy player at this point. From total return point of view not worth it. Having said that it pays me the $550 odd dividend each month without me having to spend a minute on watching it.

If it reaches $3.25 - I will switch out to another investment.  

babedinkleman wrote: Interesting. Won't have much effect overall but worth noting. This stock is a complete dog as far as performance goes either way....and will continue to be one. At this point it's basically a self fulfilling prophecy....it's been a dog for 7 straight years now with the odd glimpse of mediocre mixed in....nothing they will do that's in line with past moves will impress anyone or change that. Alaris is far better bang for your buck at this point. They are making some decent moves and the stock should move up (albeit the market hates that one too). DIV needs to do something ....ANYTHING different to get some real interest in this dog. The real kicker with this one is it trades like junk in a good market because no point in owning a confirmed dog when good stocks are running ....and it trades like mega junk in a bad market.....because that's just what dogs do. Doing another royalty deal.....good or bad will do nothing to change that. Not that anyone even mentions new royalties anymore.....and why would they? A good share price is the only way this model works. Without a good share price to fund new royalty deals any deal....other than somewhat diluting the risk is pointless. The return on these royalties is too low to do with pure debt. I think there is some great management here.....but it disturbs me more and more each year that passes that they have just continued down the same unloved path all these years now, when the market has clearly indicated it has no interest in this model. The good news? If everything lines up just perfectly....all the royalties recover....the markets stay strong for the next two years (yeah right) ....maybe.....just maybe...we can get the stock back to $3.25 within 18-24 months. Of course followed by the usual dip back down into the low or mid 2's for whatever reason shortly afterward. Some would say I'm being negative .....but it really needs to be said.....apparently again and again if my annoying ramblings are any indication. Booyahhhh!