Alaris Royalty | StockChase
136
Alaris Royalty (AD-T)

Last Price Recorded: $18.7400 on 2017-11-16

ON STOCKCHASE SINCE Apr 2011

Financial Services

Alaris Royalty


Signal Opinion Expert

2017-11-14

DON'T BUY
Alaris Royalty (AD-T)

This is having a hard time being on the right side of a new release. Went through some litigation, and results were not quite as stable as had been expected. They are having to deal with a few of their companies going into default. They are managing, but now the payout ratio is getting really tight, and they don’t have a lot of cash on the balance sheet. If they have more issues with some of the loans they have, they could run into problems with their payout. He would sit on the sidelines for now.

Financial Services
Ryan Modesto

Managing Partner, 5i Research

Price: $18.180
Owned: No

2017-11-13

COMMENT
Alaris Royalty (AD-T)

He likes the company. Feels management has a good strategy in place. A diversified company with a lot of holdings. They have a good strategy of letting the companies grow. 8.8% dividend yield.

Financial Services
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $18.350
Owned: Yes

2017-11-08

COMMENT
Alaris Royalty (AD-T)

Has fallen to its lowest level in a year, as a result of a Q3 loss. What surprised the market was the write-down they took on an investment. Most people thought they were going to continue to work it out and get something resolved. Going forward, most people are looking for them to continue to clear the decks for underperforming investments they've had, and the next step is what they are doing with new investments. Thinks the market is watching to see the new investment they did 3 months ago, and if the next one is the same rate and, if a trend, are they investing at lower rates than in the past, and if it's private equity big money, the effect on businesses. He is just watching to see what they do with the next deal where they deploy capital, and what rate it's at.

Financial Services
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $18.630
Owned: Unknown

2017-10-25

PAST TOP PICK
Alaris Royalty (AD-T)

(A Top Pick Dec 21/16. Down 5.77%) The last two years have been difficult. A lot of that is behind them now. They’ve recently made some large investments and he expects to see good results over the next year. The stock is still depressed and he expects to see fairly significant dividend increase going forward.

Financial Services
Michael Sprung

President, Sprung Investment Management

Price: $20.900
Owned: Yes

2017-10-12

WATCH
Alaris Royalty (AD-T)

There have been a lot of moving parts on this one.  They have had a long track record of doing this.  They did fairly well as a private company.  They have a diversified portfolio but some partners have run into financial difficulties.  Their due diligence is being questioned.  It has been staying in a trading range.  He thinks you will see resolution of a couple of outstanding issues plus they will add a couple of new partners in the near term.  Longer term it is a business with a nice dividend.

Financial Services
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $20.750
Owned: Unknown

2017-10-04

SELL
Alaris Royalty (AD-T)

Has looked at this over the years, and never thought they charged enough for their product. They hold about a dozen investments and collect a royalty off of that. He would be very cautious on this. If you own, you might consider taking your money off the table.

Financial Services
Jerome Hass

Portfolio Manager, Lightwater Partners

Price: $20.660
Owned: No

2017-09-14

COMMENT
Alaris Royalty (AD-T)

This has been really timely and topical of late, because of a short report that came out, where they were called into question on what they were doing, which was followed by them announcing their biggest royalty deal yet. Over the last 18 months, it had a number of their royalty payments that haven’t been too successful. It has been a little slower than what the street would have liked.

Financial Services
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $20.880
Owned: Unknown

2017-09-13

TOP PICK
Alaris Royalty (AD-T)

Over the last 2 years, this company has had its share of setbacks, but most of that seems to be getting worked through. Recently one of the companies that provided a large chunk of their cash flow has redeemed, and people have been wondering what they are going to do. They’ve made the largest capital deployment in their history with the Sales Benchmark Index, which is a large consulting firm. That is going to go a long way. The key is that they put money into private businesses at a certain rate and then pay the dividends through to shareholders at a slightly lesser rate. Feels we are now going back on a path where there are going to be dividend increases going forward. Dividend yield of 7.7%. (Analysts’ price target is $24.)

Financial Services
Michael Sprung

President, Sprung Investment Management

Price: $20.930
Owned: Yes

2017-09-06

COMMENT
Alaris Royalty (AD-T)

The kind of stock that you buy for the dividend. Its net trend has been kind of negative, and now looks to be consolidating. Chart shows there may be a triangle, which is a good consolidation. If it breaks out to the upside, that would be a very positive thing. If you break down, then you are still in that nasty downtrend. He sold his holdings about a year ago. Dividend yield of 7.6%.

Financial Services
Keith Richards

Portfolio Manager, ValueTrend Wealth Management

Price: $20.950
Owned: No

2017-09-01

BUY on WEAKNESS
Alaris Royalty (AD-T)

When the earnings were growing nicely, the stock was rising and actually went up to 2X BV. However, since that time, nothing much has happened and the earnings have flatlined and the stock came down quite a bit. It actually fell down to its BV at about $19.50-$20. It has now had a nice bounce, because it has a nice yield too. If this fell back to $19-$21, he wouldn’t mind buying it.

Financial Services
Ross Healy

Chairman, Strategic Analysis Corp

Price: $21.960
Owned: Unknown

2017-08-02

WAIT
Alaris Royalty (AD-T)

A company he wants to like. It has a nice distribution, but they’ve run into issues with some investments they’ve made. The nature of this business is that they make concentrated investments, so that when one goes bad, it can really impact the results. Currently they have 2 that are having issues. Management’s forecast for 2017 seems to be a breakeven payout ratio. They have some cash, so doesn’t think there are going to be cuts, but it is tight. He would give it 6 months.

Financial Services
Ryan Modesto

Managing Partner, 5i Research

Price: $22.300
Owned: Unknown

2017-08-01

TOP PICK
Alaris Royalty (AD-T)

This became public about 10 years ago and has done extremely well over the long-term. They’ve had a few issues in the last couple of years, and the stock has struggled because of that. Dividend yield of 7.1%. (Analysts’ price target is $24.00.)

Financial Services
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $22.680
Owned: Yes

2017-07-27

BUY on WEAKNESS
Alaris Royalty (AD-T)

A good, solid company.  But a number of investments they made recently are having to be restructured.  The dividend is sustainable, with payout close to 90%. 

Financial Services
Andrey Omelchak

President & CIO, LionGuard Capital Management

Price: $22.480
Owned: Unknown

2017-07-21

BUY
Alaris Royalty (AD-T)

This had a bit of a setback over the last couple of years, but we are finally beginning to see them work out of the problems they’ve had with their partner companies. A good stock for people who are looking for steady income. One of the fears was when a number of these companies were having trouble meeting their preferred payments. They’ve made a few new investments with some new companies and have started a small-cap division. They are finally getting back on track. Dividend yield of 7.25%.

Financial Services
Michael Sprung

President, Sprung Investment Management

Price: $21.880
Owned: Yes

2017-07-14

COMMENT
Alaris Royalty (AD-T)

An approximate 7% dividend yield, indicating there might be some risk. The most recent 4 quarters of cash flow was 76%. Historically that is high, but is also typically maintainable. Earnings is expected to be $1.50 this year, growing to $1.64. His ranking out of 720 stocks is 124, which is an acceptable risk.

Financial Services
Robert McWhirter

President, Selective Asset Management

Price: $22.240
Owned: Unknown

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