Analyst RecommendationAnd overall, he's not a big fan of REITs. GLTA
https://www.bnnbloomberg.ca/video/jason-mann-discusses-alaris-equity-partners~2512436
HOLD
Alaris Equity Partners Income Trust(AD.UN-T)
31/08/2022 at 08:00pm
Top quartile on price momentum, top 10-15% among peers for value and stability. 16% ROE, 6x cashflow. Juicy yield at 7.5%. Carries a fair bit of debt, but payout ratio is only 39%, so he's not concerned about the dividend. Debt makes them a little more cyclical.
TRUST, SAVINGS AND LOAN
Jason Mann
$16.93
Owned