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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: I asked a question about this corporation on May 10 and mistakenly made it a private question. If you can now do so, please make it a public question.

Your answer referred me to recent comments and questions on this corporation but the most recent question I see is from March 12.

I would like to ask a follow up question. What are your thoughts about the recent Q1 report from Alaris?
John

Read Answer Asked by John on May 10, 2025
Q: Retired, dividend-income investor.

I've held Alaris just about forever and the current AD.UN iteration since 2018...bought in the $12 range. It has been on a bit of a run lately and hit $20 today. It is now in the asset allocation range I usually reserve for blue chip companies....instead of a smaller allocation reserved for smaller, higher risk companies.

With their portfolio of partner companies, I have also considered Alaris as almost ETF-like. I break out their holdings into the various asset allocation sectors, while maintaining a 50% weight in financials.

Q#1 = related to their valuations (P/B, P/CF, P/S, P/E), is Alaris on the cheap or expensive side?

Q#2 = do you agree with my thinking, that AD is almost ETF-like? If so, then I can live with the slightly higher asset allocation. If not, then I could comfortably trim and reallocate the proceeds.

Any comments would be appreciated. Thanks for your help...Steve
Read Answer Asked by Stephen on January 28, 2025
Q: Portfolio Analytics has suggested I reduce of my exposure in the Financial Services sector. My holdings consist of ACGL and BN at a full position plus AD.UN, BNS, and TD at a 1/2 position each.

My thought is to reduce BN to a half postion and sell AD.UN (after the current uptrend). I would keep ACGL for its International exposure and diversification. The banks, I just consider a long term hold

Is a full position of ACGL too high?

Is there a suggested balance amongst the subsectors?

Any other comments would be appreciated.

Thank you
Read Answer Asked by J Stephen on October 17, 2024
Q: How would you rank these for overall return for a TFSA and a cash account? Would you buy them are their current prices?
Read Answer Asked by David on July 18, 2024
Q: this one is eligible for dividend credit?as with GIC its interest ,correct?
So for tax reasons it would be more preferable?
About Alaris,what is happening with this company?and why is it lagging ?
You think alaris would be a good investment now?
Read Answer Asked by mary on April 25, 2024
Q: hi, can you rank these ( longer term prospects ) as a buy, sell, or hold please. cheers, chris
Read Answer Asked by chris on April 19, 2024
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
Read Answer Asked by Stephen on March 11, 2024
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