Topic Archives: American Tower (AMT)

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. […]

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 […]

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 […]

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 […]

Comments

  • 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...

  • 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...

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