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Compiling comments that experts make about stocks while on public TV.

Alaris Royalty Stock Symbol: AD-T

Last Price Recorded: $20.9800 on 2017-10-23

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Date Signal Expert Opinion Price
2017-10-12 WATCH Bruce Campbell (2)

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.


Price:
$20.750
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-10-04 SELL Jerome Hass

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.


Price:
$20.660
Subject:
CANADIAN MIDCAP
Bias:
UNKNOWN
Owned:
No
2017-09-14 COMMENT Bruce Campbell (2)

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.


Price:
$20.880
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Unknown
2017-09-13 TOP PICK Michael Sprung

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.)


Price:
$20.930
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-09-06 COMMENT Keith Richards

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%.


Price:
$20.950
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
No
2017-09-01 BUY on WEAKNESS Ross Healy

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.


Price:
$21.960
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2017-08-02 WAIT Ryan Modesto

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.


Price:
$22.300
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Unknown
2017-08-01 TOP PICK Alex Ruus

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.)


Price:
$22.680
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-07-27 BUY on WEAKNESS Andrey Omelchak

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%. 


Price:
$22.480
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-07-21 BUY Michael Sprung

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%.


Price:
$21.880
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-07-14 COMMENT Robert McWhirter

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.


Price:
$22.240
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH on ENERGY
Owned:
Unknown
2017-06-30 COMMENT Hap (Robert) Sneddon FCSI

The chart shows this had a little bounce off the bottom. There is overhead resistance, and you would like it to break out through that at around $24. Indicators are starting to turn up, which is pretty positive.


Price:
$23.030
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
BULLISH
Owned:
No
2017-06-28 COMMENT Jason Mann

A royalty company that buys revenue streams from other companies by financing them. They’ve had some problems with a few of their streams. This is a Short for him. It has had a weak price momentum and the valuation just isn’t there. It needs a high-priced currency to be able to issue shares and pick up their revenue streams. Great yield of 8.1%. Valuation is getting better on a PE basis, but ROE is not there yet. It is expensive on a EV to EBITDA basis.


Price:
$21.890
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-06-22 WAIT Bruce Campbell (2)

It broke down on a technical basis and he sold it.  They had a couple of royalty companies that went sideways.  Investors are in it for the yield.  They are constantly looking for new acquisitions, but they have been dealing with all these ones that went sideways.  Wait until they have things cleared up before buying.


Price:
$20.130
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
BULLISH
Owned:
No
2017-06-07 COMMENT Michael Sprung

 He still likes this. They have interests in what they call partner companies, where they issued preferred stocks on which they hope to make about 15%, and tend to pay out about 6%. This is really a long-term dividend growth story, but they’ve really stumbled in the last 1-1.5 years with a number of their partner investments, and it has taken longer to straighten out than anyone anticipated. It gives a generous yield, and doesn’t think the dividend is in any danger, at least for the time being. Still thinks there is significant capital appreciation in the stock. They’ve also started a “small-cap” division and he expects to see growth from this area as well. Dividend yield of 8.2%.


Price:
$19.780
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
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