Inflation has certainly caught the attention of everyone in the market these days, and whether or not you’re comfortable investing in stocks probably has as much to do with whether you think this 5-7% inflation will continue for more than a few months as it does with your analysis of the economy or the future […]
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I don’t know what will happen in the world, but I just looked over my regularly updated Annual Review spreadsheet… and it looks like about a dozen of the stocks I owned as of last February are in my “buy” range right now. Those are in many cases contextual, otherwise we wouldn’t be able to […]
Infrastructure week! Looks like there’s a big ol chunk of cash that will be rolling downhill in the coming years for all the construction companies, broadband companies, materials companies, etc. after Congress finally passed the bipartisan infrastructure bill that they’ve been sitting on for months. Certainly our roads and bridges and public transport systems and […]
This is the meat of earnings season for my holdings, so I’ve got a lot of fairly minor updates for you today in this one-day-early Friday File (OK, call it a Thursday File… sorry for the schedule change, but I’m traveling to Las Vegas, the Land of Good Choices, for a wedding this weekend, and […]
I’ve had several readers ask me about the Trump Media deal, which is an announced plan to take a new company, Trump Media & Technology, public through a merger with a SPAC called Digital World Acquisition Corp (DWAC). It has generated a lot of attention for sure, and the stock price has soared, but so […]
Today we’re starting with a little update on the portfolio, and that’s going to give me a chance to follow up on some reader questions about gold and cryptocurrencies. Then we’ll move on to Toast (TOST), a company I like but a stock that I can’t justify yet, a bunch of other minor updates on […]
The hardest thing to do is nothing, and I again failed in that task this week. I added a new position to the Real Money Portfolio earlier this week in Match Group (MTCH), added a new position in a new company to the Lock Box at the close yesterday, and I’ll get to all of […]
Is the world going to hell in a handbasket? I get essentially that question all the time, particularly as the newsletters who are more prone to fearmongering ads begin to pepper our inboxes with panic about debt and social collapse and government overreach and, well, whatever things happen to be scaring the people who are […]
The Motley Fool got into real estate investing last year with a service called MillionAcres, which largely focuses on buying into real estate more directly, but they’re now building on that service with some newsletters and portfolios. The one they launched recently is called Real Estate Trailblazers, with a focus on investing in real estate […]
This is one of the biggest weeks for earnings in the Real Money Portfolio, so I’ll mostly be checking up on the quarterly updates from some of my larger holdings for you today… but in analyzing quarterly updates and other news, I did find myself drawn to make a few purchases (and one sale). If […]
So… what’s happenin’ this week? I’m still wrapping my head around whether or not I’m interested in building a position in Coinbase (COIN) (or Voyager (VYGR.CX, VYGVF), or other brokerage/exchange companies in the cryptocurrency space), so I’ve been curious to watch the shares of COIN slowly drift down as Bitcoin prices fall from their highs. […]
Will this year bring a “wealth wipeout” as President Biden makes some effort to roll back the tax cuts of a few years ago, or as interest rates rise? Or will it be a massive rebound year thanks to government stimulus, really strong balance sheets among regular folks who have kept their jobs through the […]
Briton Ryle at The Wealth Advisory loves to tout the dividend-paying stocks that underly some big trends, and, of course, to hint at them in misleading ways to make them seem every more secretive and special… which doesn’t mean the stocks are necessarily bad ideas, but does mean we should dig deeper and understand the […]
None of us who speculate or invest in individual stocks in a volatile market are really managing money with the dispassionate application of numbers and analysis, a computer could do most of that better than humans can… no, what we’re mostly managing is our emotions. It’s been a wild week, and it’s often hard to […]
With each passing day this week, I became more and more interested in “boring” stocks — there is ALWAYS a temptation to chase hot ideas, and I’m certainly not immune to speculation, but the GameStop (GME) craziness is too much. Plenty of folks have asked me about it, so I’ll just blather on about that […]
Stock Gumshoe is closed in honor of Dr. Martin Luther King, Jr. today, as the markets are also closed, but for those looking for a little reading… I’m sharing here a taste of the Friday File from a month ago. What follows was the final section of the Friday File I published on December 18 […]
I don’t know what’s going to happen to interest rates, taxes, GDP growth or the stock market, all of which are intertwined, but right now the sentiment expressed by the market seems still to be vaccine-driven optimism about economic recovery from the pandemic, which implies that the renewed push to speed up vaccinations will lead […]
As we close in on the end of the year, with the market still rallying so fiercely, I’ve begun to think about risk management a little bit more — I’ve been using the stellar performance of many of my options speculations this year to take profits and “let out the steam.” As I see it, […]
This spiel from Christian DeHaemer touches on many of the “trend” stories that investment pundits have been talking about in recent years, with a pitch about the “new normal” and the five big trends that will make you rich. It’s an ad for his Bull and Bust Report newsletter ($99 for the first year, renews […]
Sea Ltd (SE) is the stock I spent most of my time writing to you about last week, and they reported strong first quarter earnings on Monday. As expected, they saw some acceleration in users and revenue as the coronavirus began to impact Southeast Asia in March… and some indications that April represented even stronger […]
We’re now a month past the “bottom” that the market hit on March 23 in the heat of the panic, and although the world is thinking about opening up now and throwing ever more “rescue” money from helicopters, we’re still not all that close to predicting when “back to normal” might hit… and just now […]
Briton Ryle at The Wealth Advisory loves to tout the dividend-paying stocks that underly some big trends, and, of course, to hint at them in misleading ways to make them seem every more secretive and special… which doesn’t mean the stocks are necessarily bad ideas, but does mean we should dig deeper and understand the […]
You should follow Eddy Elfenbein on Twitter, he’s a funny and interesting guy. But you shouldn’t sign up for his newsletter just to learn a “secret” stock pick. I’m not picking specifically on Elfenbein there, of course, just my regular public service announcement that sending money to someone to learn about a stock pick that […]
It’s not uncommon to see these pitches that are based on daydreams of, “What if you had bought Brand Name Stock X 50 years ago?” And there’s a reason for that: They’re compelling, they help you to think about long time horizons, and they play off of a huge bias that we all have to […]
Zach Scheidt is pitching his Lifetime Income Report ($49) newsletter by hinting at some more big 5G winners — and while there’s probably not a whole lot new in the four stocks he’s teasing, since most of the 5G stocks have been discussed to death as we wait for the surge of next-generation profits to […]
The headline of the latest ad for Bull and Bust Report was pretty much all we needed to predict that a bunch of readers would ask about this ad: “How America’s 5G Revolution Just Opened a $12 Trillion Reservoir of Cash For Investors Everywhere “Right now, THREE unknown companies have a stranglehold on the entire […]
We’ve got a lot of choices when it comes to teaser pitches this week, including some ratcheted-up reruns from Dr. Kent Moors reiterating his older Permian Basin and Solar Energy pitches, some CBD stocks, and a few others that are generating attention… but the one that caught my eye was from a smaller publisher, Motley […]
Sometimes I get so deep in the weeds in struggling through the absurd promises and promotions from investment newsletters that I forget to mention the one key common-sense tool that we all have at our disposal: If it sounds way to good to be true, it’s not true. Sadly, in the world of investing we […]
Time, once again, for the Annual Review of all of the stocks I hold in the Real Money Portfolio. Many of my positions are built up over many years, and sometimes they’re stocks that don’t generate a lot of news or attention for months at a time, so I promise each January to cover every […]
We have a couple traditions here at Stock Gumshoe… we call out one of the worst teaser stock ideas around Thanksgiving and identify the “Turkey of the Year,” and then, as the year comes to a close and holiday merriment washes all around us, we call attention to the best teaser stocks of the year. […]
I haven’t written about this particular ad, but I have seen it circulating over the past couple months… and the questions keep rolling in, so I guess the ad’s still in pretty heavy rotation and it’s time to get some answers for you. The pitch is for Jeff Brown’s The Near Future Report ($99/yr “on […]
The next wireless standard to be adopted by telecom service providers might be the biggest one since 3G enabled the first real “high speed” data and reasonably useful internet access by smart phones. And new wireless standards are always of interest to investors, not least because the growth of smartphones has tracked the improving networks […]
I’ve been mostly sitting on the sidelines during the “Crypto Mania” this year, because, well, anything “manic” makes me nervous and I still haven’t been able to come up with a rational price argument for any cryptocurrency…. … so I haven’t recently dug into all of the recent “Amazon is going to choose a cryptocurrency […]
As we enter mid-February and a slow week in Gumshoeland next week, I’ve got a few personal buys of stocks that we’ve mentioned before, and a new “Idea of the Month” candidate that’s maybe not quite ready to buy just yet (we’ll be closed on Monday, and will probably publish less than usual during the […]
The following was originally published on November 10 and has not been updated or revised. The teaser ad covered is being circulated again today with a slightly different headline pitch about cellphone royalties, but the balance of the ad (and the teased company) are largely unchanged. —from 11/10/14— Dr. David Eifrig is touting something that […]
I have to give the Motley Fool Rule Breakers folks credit on this one — they’ve been touting this stock consistently for just about two and a half years now, and it has, despite the fact that it always looks kind of expensive, refused to spend much time going down during that time. But every […]
The folks at the Motley Fool have run lots of ads for stock picks that “piggyback” on the iPhone’s gargantuan success — as have lots of other newsletter publishers, of course — and it looks like that trend will continue. The ad I’ve seen today takes a somewhat different tack on this same basic idea […]
Today we’re looking again at a teaser from our old friends at the Motley Fool — this time, the Rule Breakers folks, led by founding bro Dave Gardner … and they’ve got what they think is a hot growth stock that you have to buy now, before the next iPhone comes out in a few […]
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I think it's a good deal for American Tower (AMT), and I bought more AMT on the news (I had sold Coresite earlier). It'...
Those are all out of buying range for me, AMT is the only one I own from that bunch, but I’d be loathe to sell a consi...
own AMT (towers, think 5G) and PLD (logistic) both are up there with the best REITs. Don't follow DLR...
Nice write up and very interesting; I think one or more of the Stansberry guys, maybe more, have been AMT and possibly C...
Travis, I love your work and I’m very pleased with my gumshoe subscription. Please keep up the good work. A questio...
AMT and 5G...
akts... they make RF filters for companies like cci and amt to covert their towers from 4g to 5g more to the point the...
My latest assessment was that they're both reasonable buys, I own more CCI but have been giving AMT the edge as their va...
AMT and SBAC have generally grown a little faster than CCI, and CCI pays out a somewhat higher dividend than AMT and muc...
I like AMT, CCI and SBAC as long term 3-5 year holds, but in looking at the January, 2022 call options for all three com...
That data is in the real money portfolio spreadsheet, but I don’t always mention it in the text when I write — thank...
Just saw a Motley Fool ad and googled Motley Fool exaggerated Landed here. Thus the necropost. But since I'm late to th...
I own it. I think the convergence in valuations has made AMT equally attractive, so I have been buying more of that lar...
I'm wondering why CCI has seemed to lag AMT in revenue growth and share price appreciation in anticipation of 5G rollou...
AMT is recommended on the Cloud Disrupters Service....
David Gardner's been recommending AMT for many years, for whatever that's worth -- for Rule Breakers, as I reca...
I'm actually surprised that AMT didn't make the list. They've already got 170k towers worldwide....
Yes, that's the leading tower REIT -- all three of the big ones have been doing very well and are regularly teased as 5G...
Another 5G (backdoor?) play is AMT, up almost 10% ytd...
Charles Akre is a great investor, for sure, I've looked at his funds in the past but been discouraged by the expense. ...
I've owned AMT for 7 years (+230%) and added in January(+20%) Solid stock w nice Div....
A fund that you should look into is AKREX (Akre Retail Fund). I am a big fan of Charles Akre and his 3 stool approach...
Now to find out what Alexander Green’s “retire on one 5G stock is ....hopefully it’s not AMT or CCI...
For the very fastest speeds using millimeter wave, yes, there need to be a lot more antennas and base stations since the...
I like AMT, for at least another year or so. But at some time, SWKS may take its place since its proposed satellite net...
Travis, again thank you for your thinkolater analysis. I have owned a big chunk of AMT since early 2018 and am up 69%. ...
My five current watchlist include: Intel, Nvidia , Nokia, AMT & Marvel Tech....
i guess i am the biggest dummy as i remember amt was about 50 cents a share i think back in around 1998...
Dear Travis and fellow Gumshoers, Being rather new in investing, I would very much appreciate your views on investing ...
I expect that's AMT again, but will try to have a look....
They've been pushing AMT for a long time now....
AMT is one of my top 10 stocks- good history -solid returns- an ok dividend and good future growth prospects - what's n...
Non-related question....is the price of an ETF dependent upon the price of the positions included or on the amt of the ...
I expect all the tower stocks will do well, but prefer CCI for its better valuation and leverage to small cells and the ...
Travis-- you mentioned AMT can you give a Opinion on the future of this stock ? thanks....
I bought AMT about ten years ago when I noticed two lists that contained only one company...Top growing companies and To...
"Three unknown companies"? AMT -- equity market cap $95 billion CCI -- equity market cap $56 billion SBAC -- equit...
Travis what is your take on the Spirent/T-Mobile deal approval. I'm wondering how it affects CCI & AMT (one less custome...
Lots of others potentially involved or impacted as well, in varying degrees, from chips to towers to data centers -- Sam...
AMT is the blue chip in the space, best diversification but also the highest valuation and a relatively low dividend....
I see American Tower referenced under topics but do not see it in the article. Any insights on AMT as it relates to 5G?...
Short version: Dividend growth, current yield, and more diversification into small cells and fiber....
Hi Travis! I am assuming your pick of CCI over AMT was because of the dividend. I noticed that they also just increased...
Travis, although you touched on AMT above, why do you prefer CCI over AMT?...
5G rollout will surely happen - even though some claims regarding speed, etc, are overhyped. Trying to predict which com...
I hear American Tower will supply all of their towers for hardware placement for 5G. Also Bingo wireless (WIFI), EQIX, ...
I subscribed to Motley, and yes the recommended stock is American Tower (AMT ), however they don't seem to have the "m...
According to Motley Fool, it might be AMT (American Tower)....
Haven't seen the latest pitch, but Apple-related teasers from the Fool have mostly been for American Tower (AMT) or Corn...
What most of you have failed to realise, is that the delivery mechanisms are important, but the cost of implentation of ...
there are stocks being presented as buy and hold one being intc of course however i have to say i bought intc at 19. sol...
I have seen several high tech REIT comments, but none of them from Rule Breakers. American Tower sounds the closest. He...
I would like to add AMT (American Tower); while its payout rate is only 1-2% it is organized as a REIT. Once it stops pu...
I bought American Tower last March and it is up 17%. Wish I had bought more at the time.......
No, American Tower is a $20+ billion market cap company. May or may not be worth your money or fairly valued, but it's n...
Yes, that's what the article above is all about -- they're teasing American Tower, info above....
just getting my feet wet again after a steep learning curve from the high tech a decade back., lost plenty not doing my ...
FYI: More Problems Coming For American Tower http://seekingalpha.com/article/344161-more-problems-coming-for-american...
Marketwatch just published the top ten picks of analysts as well, as compiled by Thompson Reuters and Marketwatch column...
I imagine they're still teasing the same one, American Tower -- they've been on this for almost a year now wit...