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  5. AD.UN: your thoughts on the recent quarterly report please? [Alaris Equity Partners Income Trust]
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Q: your thoughts on the recent quarterly report please? Seems like there is a pattern forming? last quarter was also disappointing. Is this stock worth holding ?

Arnold
Asked by arnold on November 10, 2025
5i Research Answer:

Results in the recent quarter looked good with book value up 10% and revenues up 8%. Alaris deployed another $74 mln in the quarter and recently announed a $115 mln investment, so they are putting their cash to work. They also repurchased 112,500 units in the quarter. With shares trading at 9X earnings and a 7% yield, we think it is fine to hold for income but we might not expect a whole lot in capital gains here.