188

Alaris Royalty (AD-T)

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Alaris Royalty
AD-T

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What the experts are saying about AD-T

Signal	Opinion	Expert
BUY	Alaris Royalty(AD-T) March 29, 2019 He likes this name. They have done a good job of right sizing the ship. Their current portfolios of companies has improved. Things are moving in the right direction. May take a few quarters to make sure they are on track. They have about a 90% payout ratio. He thinks between yield and current pricing, investors will be rewarded, but is higher risk. Financial Services 0 0 0 0 0 0 comments	He likes this name. They have done a good job of right sizing the ship. Their current portfolios of companies has improved. Things are moving in the right direction. May take a few quarters to make sure they are on track. They have about a 90% payout ratio. He thinks between yield and current pricing, investors will be rewarded, but is higher risk. Financial Services 0 0 0 0 0 0 comments Ryan Modesto Managing P, 5i Research... Price $21.080 Owned Yes

BUY	Alaris Royalty(AD-T) March 20, 2019 He likes it and has recommended it before. They've stumbled the last few years with investments that stopped paying distributions, but they've worked out five of them recently. AD is back onto a trend. Can they continued to deploy capital at 13-15% rate of return and expand dividends? Yes, he believe they can do both cases, and do it well. He expects this to trade at higher stock prices in years to come. A well-run company. The CRA issue, he thinks, will work out in their favour. They need to find bigger companies to invest in, and those choices may be fewer. Meanwhile, they've increased their pipeline in people who sources prospective deals for them. (They are well-connected in the accounting community.) Financial Services 0 0 0 0 0 0 comments	He likes it and has recommended it before. They've stumbled the last few years with investments that stopped paying distributions, but they've worked out five of them recently. AD is back onto a trend. Can they continued to deploy capital at 13-15% rate of return and expand dividends? Yes, he believe they can do both cases, and do it well. He expects this to trade at higher stock prices in years to come. A well-run company. The CRA issue, he thinks, will work out in their favour. They need to find bigger companies to invest in, and those choices may be fewer. Meanwhile, they've increased their pipeline in people who sources prospective deals for them. (They are well-connected in the accounting community.) Financial Services 0 0 0 0 0 0 comments Michael Sprung President, Sprung Investment Ma... Price $20.750 Owned Yes
SELL	Alaris Royalty(AD-T) March 11, 2019 It's held in here, but a dividend this high likely get reduced. Over time, this has acted poorly. Heavy volume at $20. Financial Services 0 0 0 0 0 0 comments	It's held in here, but a dividend this high likely get reduced. Over time, this has acted poorly. Heavy volume at $20. Financial Services 0 0 0 0 0 0 comments Elliott Fishman Director o, Trading Services Gro... Price $20.640 Owned Unknown
HOLD	Alaris Royalty(AD-T) February 15, 2019 Their payout ratio is 65%, which he thinks is sustainable. Sales were down 3% and forward earnings are expected up 4% in 2019. They are producing free cash flow. Yield 8.63% (Analysts’ price target is $21.07) Financial Services 0 0 0 0 0 0 comments	Their payout ratio is 65%, which he thinks is sustainable. Sales were down 3% and forward earnings are expected up 4% in 2019. They are producing free cash flow. Yield 8.63% (Analysts’ price target is $21.07) Financial Services 0 0 0 0 0 0 comments Robert McWhirte President, Selective Asset Mana... Price $19.370 Owned No
HOLD	Alaris Royalty(AD-T) January 30, 2019 It had been expanding its portfolio, but then it had some problems with some of their partner companies. They struggled to get out of those assets and the stock price suffered. Management has done a decent job and is now switching back to deploy capital. He has just recently added it back. The dividend is safer today. (Analysts’ price target is $21.00) Financial Services 0 0 0 0 0 0 comments	It had been expanding its portfolio, but then it had some problems with some of their partner companies. They struggled to get out of those assets and the stock price suffered. Management has done a decent job and is now switching back to deploy capital. He has just recently added it back. The dividend is safer today. (Analysts’ price target is $21.00) Financial Services 0 0 0 0 0 0 comments Bruce Campbell President , Stone Castle Investm... Price $18.820 Owned Yes
COMMENT	Alaris Royalty(AD-T) January 23, 2019 DIV-T vs AD-T He owns Diversified. He likes their management team and it pays a good dividend. He waits to hear how management will deploy their capital going forward, but likes how management has been prudent with it. The yield is enticing. Alaris has stumbled as of late. He prefers DIV-T. Financial Services 0 0 0 0 0 0 comments	DIV-T vs AD-T He owns Diversified. He likes their management team and it pays a good dividend. He waits to hear how management will deploy their capital going forward, but likes how management has been prudent with it. The yield is enticing. Alaris has stumbled as of late. He prefers DIV-T. Financial Services 0 0 0 0 0 0 comments Peter Imhof Vice Presi, AGF Investments Inc... Price $18.800 Owned _N/A
DON'T BUY	Alaris Royalty(AD-T) January 17, 2019 They buy operating businesses. They have a large portfolio. He would prefer to have a closer look at their companies and because there are so many he shies away from it. Financial Services 0 0 0 0 0 0 comments	They buy operating businesses. They have a large portfolio. He would prefer to have a closer look at their companies and because there are so many he shies away from it. Financial Services 0 0 0 0 0 0 comments Michael Simpson Senior Vic, Sentry Investments... Price $18.670 Owned No
DON'T BUY	Alaris Royalty(AD-T) January 16, 2019 The dividend payout ratio is about 65% -- fairly secure. Earnings are expected to grow by 4% -- a 10.5 PE. It should do okay, but is not on his buy list. He has some concern when the yield gets this high. Yield 9%. (Analysts’ price target is $23.50) Financial Services 0 0 0 0 0 0 comments	The dividend payout ratio is about 65% -- fairly secure. Earnings are expected to grow by 4% -- a 10.5 PE. It should do okay, but is not on his buy list. He has some concern when the yield gets this high. Yield 9%. (Analysts’ price target is $23.50) Financial Services 0 0 0 0 0 0 comments Robert McWhirte President, Selective Asset Mana... Price $18.420 Owned No
BUY	Alaris Royalty(AD-T) January 15, 2019 He likes this one. Has had problems over the last few years with partner investments, but people are looking too much at the past and not at the future. Key is how efficiently can they deploy capital. Generous dividend was just increased, and management wouldn't have done this if there was the possibility of a cut. Positive resets on preferreds will produce more cash. (Analysts’ price target is $21.07) Financial Services 0 0 0 0 0 0 comments	He likes this one. Has had problems over the last few years with partner investments, but people are looking too much at the past and not at the future. Key is how efficiently can they deploy capital. Generous dividend was just increased, and management wouldn't have done this if there was the possibility of a cut. Positive resets on preferreds will produce more cash. (Analysts’ price target is $21.07) Financial Services 0 0 0 0 0 0 comments Michael Sprung President, Sprung Investment Ma... Price $18.190 Owned Unknown
COMMENT	Alaris Royalty(AD-T) January 14, 2019 They had a pullback earlier in the year and have come back. This is where you should buy into the company. They do well this time of the year. From a fundamental perspective if we are having a slowing economy then it may pull back. Financial Services 0 0 0 0 0 0 comments	They had a pullback earlier in the year and have come back. This is where you should buy into the company. They do well this time of the year. From a fundamental perspective if we are having a slowing economy then it may pull back. Financial Services 0 0 0 0 0 0 comments Brooke Thackray Research A, Horizons ETFs (Canad... Price $17.990 Owned Unknown
SHORT	Alaris Royalty(AD-T) January 14, 2019 Given the 10 years of low interest rates, why would companies go to Alaris for financing. He has a small short position. He does not dislike the company or management, but he questions the business model. Financial Services 0 0 0 0 0 0 comments	Given the 10 years of low interest rates, why would companies go to Alaris for financing. He has a small short position. He does not dislike the company or management, but he questions the business model. Financial Services 0 0 0 0 0 0 comments James Hodgins Chief Inve, Curvature Hedge Stra... Price $17.990 Owned Yes
HOLD	Alaris Royalty(AD-T) January 11, 2019 He used to own it. They had invented a non-resource royalty business. They lost some market respect when they made a couple of bad investments. At this yield it may be worth looking into. The model is to pay out the full cash flow, so the payout ratio is 100% by design. Yield 9.1%. Financial Services 0 0 0 0 0 0 comments	He used to own it. They had invented a non-resource royalty business. They lost some market respect when they made a couple of bad investments. At this yield it may be worth looking into. The model is to pay out the full cash flow, so the payout ratio is 100% by design. Yield 9.1%. Financial Services 0 0 0 0 0 0 comments Fabrice Taylor Publisher, The President's Club... Price $18.050 Owned No
WEAK BUY	Alaris Royalty(AD-T) November 29, 2018 8% yield and valuation-wise they are cheap. They are in a kind of a turnaround situation now. They are now investing more in their own properties as opposed to making investments in outside companies. There is some credibility issue with Management at the moment. Higher risk name for an income name. He thinks that the troubles are behind them. (Analysts’ price target is $21.07) Financial Services 0 0 0 0 0 0 comments	8% yield and valuation-wise they are cheap. They are in a kind of a turnaround situation now. They are now investing more in their own properties as opposed to making investments in outside companies. There is some credibility issue with Management at the moment. Higher risk name for an income name. He thinks that the troubles are behind them. (Analysts’ price target is $21.07) Financial Services 0 0 0 0 0 0 comments Ryan Modesto Managing P, 5i Research... Price $18.550 Owned _N/A
WEAK BUY	Alaris Royalty(AD-T) November 15, 2018 They ran into portfolio problems a couple of years ago and people were worried about write downs and yield cuts. Good dividend. They did a good job since. This is not a one quarter fix. He would be a cautious buyer. Problems are slowly getting resolved. Financial Services 0 0 0 0 0 0 comments	They ran into portfolio problems a couple of years ago and people were worried about write downs and yield cuts. Good dividend. They did a good job since. This is not a one quarter fix. He would be a cautious buyer. Problems are slowly getting resolved. Financial Services 0 0 0 0 0 0 comments Peter Hodson CEO & Head, 5i Research Inc.... Price $17.410 Owned Unknown
BUY	Alaris Royalty(AD-T) November 5, 2018 It was a Top pick July 27th. He liked it after it bounced off its bottom. It pulled back a little bit. It is a high dividend payer at 8.5%. It still looks pretty good. $18.50 is the support line. The downtrend is reversing. He would be a buyer again here. Financial Services 0 0 0 0 0 0 comments	It was a Top pick July 27th. He liked it after it bounced off its bottom. It pulled back a little bit. It is a high dividend payer at 8.5%. It still looks pretty good. $18.50 is the support line. The downtrend is reversing. He would be a buyer again here. Financial Services 0 0 0 0 0 0 comments Jeff Parent B. VP & Portf, Castlemoore Inc.... Price $19.590 Owned Unknown

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