TSX:AD.DB.A - Post Discussion
Post by
retiredcf on Mar 18, 2022 6:46am
Panic-Proof Portfolio
TOP PICK
Alaris Equity Partners Income Trust(AD.UN-T)
16/03/2022 at 08:00pm
Stockchase Research Editor: Michael O’Reilly We once again reiterate this private equity based income trust, who focuses on unique buyout and industry consolidation opportunities, as a TOP PICK. It generates about 85% of its cashflow from US operations (the rest in Canada), in a well diversified portfolio of assets. It trades at 6x earnings compared to peers at 24x and trades at 1.2x book value. It pays a good dividend, backed by a payout ratio under 45% of cash flow from operating activity. We recommend keeping the stop at $17.00, looking to achieve $24.00 -- upside potential over 19%. Yield 6.6% (Analysts’ price target is $23.61)
TRUST, SAVINGS AND LOAN
The Panic-Proof Portfolio (Stockchase Research)
$20.230
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