Q: Alaris reported Q4 results yesterday and they were mixed. Although they recently increased the dividend by 9%, and reported increased revenues in Q4, distributable csh flow was down significantly. They give reasons for that, but I am left wondering how genuine they are. Are you worried about the reduced cash flow or are you ok with their explanation? i have a full position and a nice profit in it, but i am wondering if I should reduce my holding. Is it a buy, hold or should I reduce my position?

Q: Could you provide comments on their quarter. What metrics are more important to watch when evaluating their quarterly Financials?

Q: Good afternoon,
Very curious on your thoughts regarding Alaris' latest investment. Mostly preferreds at high rates, and some common. Sounds like a Berkshire-type of deal, with the preferreds playing such a large role. Seems out of the ordinary for them -- from my limited knowledge -- and does it de-risk the units somewhat, or add to the risk.
Thank you as always