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  5. AD.UN: Alaris reports on March 13. [Alaris Equity Partners Income Trust]
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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Alaris reports on March 13. I already have a mostly full position (relative to it's market cap and risk level....ie; not a full position like some of the blue chips I own, like BCE, BNS, FTS, RY, TRP, etc.), but am considering adding a bit more at this level. Good USA small cap exposure with a great dividend and good upside potential (at least I think so).

Add before they report or after? Ya I know....don't add based on one quarterly report. Your current thoughts on Alaris please.

Thanks...Steve
Asked by Stephen on March 11, 2024
5i Research Answer:

We would be ok buying pre quarter. It does carry some small cap risks, and private equity risk, but we have no reason to expect a problematic quarter. 

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