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Alaris Equity Partners Income 6 25 Senior Unsecured Debentures T.AD.UN


Primary Symbol: T.AD.DB.A Alternate Symbol(s):  ADLRF

Alaris Equity Partners Income Trust (the Trust) is a Canada-based trust. The Trust’s operations consist of investments in private operating entities, typically in the form of preferred or common limited partnership interests, preferred or common interest in limited liability corporations in the United States, and loans receivable. The Trust’s Canadian investments are made through a wholly owned Canadian corporation, Alaris Equity Partners Inc. and its American investments are made through two Delaware corporations, Alaris Equity Partners USA Inc., Salaris USA Royalty Inc., and their subsidiaries.


TSX:AD.DB.A - Post by User

Comment by TickerTwiton Jun 20, 2021 10:11am
215 Views
Post# 33417754

RE:RE:RE:Sell-off

RE:RE:RE:Sell-offHowever, to keep the discussion balanced, I'll note that arguments the other way exist:

(1) potential for a 4th wave of COVID-19 arising from nCOV variants
(2) fall in value of the USD
(3) pre-existing royalties likely static in aggregate for 2021 due to weighted resets from 2020 performance netting out to zero ... royalty growth expected only from recent/new investments
(4) meaningful dividend increase counter-indicated by (2), (3), and a statement from management on the last quarterly call (they like the new payout ratio after cutting the dividend).
(5) the new tax treatment, announced in March/2021, will discourage many investors from holding Alaris in a non-registered account.

.
born2trade wrote: Under 16, it seems a decent buy considering 8% current yield with potential increase in next few quarters and target price north of $20 in a year .  This eqates to total ROI of 30- 35% .  Not bad in the current environment . 

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