Topic Archives: American Tower (AMT)

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

  • Travis Johnson, Stock Gumshoe

    That data is in the real money portfolio spreadsheet, but I don’t always mention it in the text when I write — thank...

  • Avatar

    Just saw a Motley Fool ad and googled Motley Fool exaggerated Landed here. Thus the necropost. But since I'm late to th...

  • Travis Johnson, Stock Gumshoe

    I own it. I think the convergence in valuations has made AMT equally attractive, so I have been buying more of that lar...

  • Avatar

    I'm wondering why CCI has seemed to lag AMT in revenue growth and share price appreciation in anticipation of 5G rollou...

  • Avatar

    AMT is recommended on the Cloud Disrupters Service....

  • Travis Johnson, Stock Gumshoe

    David Gardner's been recommending AMT for many years, for whatever that's worth -- for Rule Breakers, as I reca...

  • Avatar

    I'm actually surprised that AMT didn't make the list. They've already got 170k towers worldwide....

  • Travis Johnson, Stock Gumshoe

    Yes, that's the leading tower REIT -- all three of the big ones have been doing very well and are regularly teased as 5G...

  • Avatar

    Another 5G (backdoor?) play is AMT, up almost 10% ytd...

  • Travis Johnson, Stock Gumshoe

    Charles Akre is a great investor, for sure, I've looked at his funds in the past but been discouraged by the expense. ...

  • Avatar

    I've owned AMT for 7 years (+230%) and added in January(+20%) Solid stock w nice Div....

  • Avatar

    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...

  • Avatar

    Now to find out what Alexander Green’s “retire on one 5G stock is ....hopefully it’s not AMT or CCI...

  • Travis Johnson, Stock Gumshoe

    For the very fastest speeds using millimeter wave, yes, there need to be a lot more antennas and base stations since the...

  • Avatar

    I like AMT, for at least another year or so. But at some time, SWKS may take its place since its proposed satellite net...

  • Avatar

    Travis, again thank you for your thinkolater analysis. I have owned a big chunk of AMT since early 2018 and am up 69%. ...

  • Avatar

    My five current watchlist include: Intel, Nvidia , Nokia, AMT & Marvel Tech....

  • Avatar

    i guess i am the biggest dummy as i remember amt was about 50 cents a share i think back in around 1998...

  • Avatar

    Dear Travis and fellow Gumshoers, Being rather new in investing, I would very much appreciate your views on investing ...

  • Travis Johnson, Stock Gumshoe

    I expect that's AMT again, but will try to have a look....

  • Avatar

    They've been pushing AMT for a long time now....

  • Avatar

    AMT is one of my top 10 stocks- good history -solid returns- an ok dividend and good future growth prospects - what's n...

  • Avatar

    Non-related question....is the price of an ETF dependent upon the price of the positions included or on the amt of the ...

  • Travis Johnson, Stock Gumshoe

    I expect all the tower stocks will do well, but prefer CCI for its better valuation and leverage to small cells and the ...

  • Avatar

    Travis-- you mentioned AMT can you give a Opinion on the future of this stock ? thanks....

  • Avatar

    I bought AMT about ten years ago when I noticed two lists that contained only one company...Top growing companies and To...

  • Avatar

    "Three unknown companies"? AMT -- equity market cap $95 billion CCI -- equity market cap $56 billion SBAC -- equit...

  • Avatar

    Travis what is your take on the Spirent/T-Mobile deal approval. I'm wondering how it affects CCI & AMT (one less custome...

  • Travis Johnson, Stock Gumshoe

    Lots of others potentially involved or impacted as well, in varying degrees, from chips to towers to data centers -- Sam...

  • Travis Johnson, Stock Gumshoe

    AMT is the blue chip in the space, best diversification but also the highest valuation and a relatively low dividend....

  • Avatar

    I see American Tower referenced under topics but do not see it in the article. Any insights on AMT as it relates to 5G?...

  • Travis Johnson, Stock Gumshoe

    Short version: Dividend growth, current yield, and more diversification into small cells and fiber....

  • Avatar

    Hi Travis! I am assuming your pick of CCI over AMT was because of the dividend. I noticed that they also just increased...

  • Avatar

    Travis, although you touched on AMT above, why do you prefer CCI over AMT?...

  • Avatar

    5G rollout will surely happen - even though some claims regarding speed, etc, are overhyped. Trying to predict which com...

  • Avatar

    I hear American Tower will supply all of their towers for hardware placement for 5G. Also Bingo wireless (WIFI), EQIX, ...

  • Avatar

    I subscribed to Motley, and yes the recommended stock is American Tower (AMT ), however they don't seem to have the "m...

  • Avatar

    According to Motley Fool, it might be AMT (American Tower)....

  • Travis Johnson, Stock Gumshoe

    Haven't seen the latest pitch, but Apple-related teasers from the Fool have mostly been for American Tower (AMT) or Corn...

  • Avatar

    What most of you have failed to realise, is that the delivery mechanisms are important, but the cost of implentation of ...

  • Avatar

    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...

  • Avatar

    I have seen several high tech REIT comments, but none of them from Rule Breakers. American Tower sounds the closest. He...

  • Avatar

    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...

  • Avatar

    I bought American Tower last March and it is up 17%. Wish I had bought more at the time.......

  • Travis Johnson, Stock Gumshoe

    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...

  • Travis Johnson, Stock Gumshoe

    Yes, that's what the article above is all about -- they're teasing American Tower, info above....

  • Avatar

    just getting my feet wet again after a steep learning curve from the high tech a decade back., lost plenty not doing my ...

  • Avatar

    FYI: More Problems Coming For American Tower http://seekingalpha.com/article/344161-more-problems-coming-for-american...

  • Travis Johnson, Stock Gumshoe

    Marketwatch just published the top ten picks of analysts as well, as compiled by Thompson Reuters and Marketwatch column...

  • Avatar

    I imagine they're still teasing the same one, American Tower -- they've been on this for almost a year now wit...

  • We use cookies on this site to enhance your user experience. By clicking any link on this page you are giving your consent for us to set cookies.

    More Info