I have zero issues continuing to hold WELL Health right now. In fact, I'm likely going to be adding to my position in the new year with some new contributions to the portfolio.
In terms of Alaris, it is one I hold as well, and is one we have had on the Bull List as a value play for the last while here. It's certainly done very well, and in my opinion fair value would be in the $20.50 range, which would be a price point that represents the company's typical price to book valuation. At that point, I'd probably look to sell my position and it would probably be removed from the Bull List because the thesis of it being a value stock would have came to fruition.
There is the possibility the company keeps reporting quarterly earnings and price to book grows. In this case, my "fair value" would continue to tick upwards.
However, for those who want the high income, would have zero issues holding onto the company as well because for someone who enjoys the income, a fairly valued 7%+ yielder is something that will likely make them very happy. I just didn't really buy it for the yield