Topic Archives: CoreSite Realty (COR)

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 […]

CoreSite (COR) announced their latest dividend increase this week, which I’ve been anticipating — would they continue to be a rapid dividend growth REIT and keep investors excited, or will the slowing of the dividend growth continue to make me more cautious about the valuation of this highflier? Well, it turns out that the dividend […]

We’ve seen a long stream of earnings reports and other worthwhile bits of data on Real Money Portfolio stocks since I last wrote to you, including some that actually included some interesting news, so prepare for a lot of quick updates…. Medical Properties Trust (MPW) reported another quarter of ho-hum… pretty much met the forecasts, […]

These kinds of ads always include some huge numbers that sound really, really impressive… here’s a little bit of the intro from the latest ad for Briton Ryle’s The Wealth Advisory: “*Jim T. collected $23,500 last month from ‘backdooring’ Google’s Account *Ron J. ‘backdoored’ $15,804 from Facebook’s Account *Aaron K. pocketed $6,817 last month from […]

This article originally appeared on January 24, 2017. It has not been updated. This ad has generated quite a few questions from Gumshoe readers, and I’ll agree that it sounds pretty enticing (of course, almost all ads do — that’s why they work so well!)… here’s part of the Jim Pearce email that gets the […]

We’re closing in on the end of my annual navel-gazing exercise in portfolio review, and today it’s time to look at the “income” stocks in my portfolio. During the week next week I’ll catch up with a few smaller positions that don’t fit into the neat sectors I’ve divvied up thus far, like Disney, for […]

NXP Semiconductor (NXPI) and Visteon (VC) both reported results this week, both pretty much in line with what I would have expected and pretty close to analyst estimates (Visteon earnings were well above estimates, revenue well below because analysts have a hard time getting very specific on Visteon quarters — but their big picture remains […]

I noted on Friday that I had added to my Douglas Dynamics (PLOW) holdings following their recent acquisition of Dejana… so I should note that this morning, ratings agencies gave PLOW a little slap on the wrist for their term loan — it is a leveraged company, so they downgraded the term loan by one […]

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 […]

Each year I go through all of the stocks that I either own personally or have brought to the attention of the Irregulars (there’s quite a bit of overlap on those lists), and I make sure to update my thoughts and opinion on that stock in an organized and, hopefully, disciplined way — that helps […]

All of you, dear Irregulars, know that Stock Gumshoe is not a “tip sheet,” and I don’t operate a portfolio for other people to emulate or copy, or even attempt to track the stocks we cover as if they were a portfolio of buys and sells with consistent trading advice… but I do keep a […]

I always get a lot of food for thought when I go to the Value Investing Congress, so I’ve got a teaser solution and some updates for your Friday File enjoyment but I thought I’d start with some musing about the Congress ideas that percolated to the top for me on the train ride home… […]

I’ve spent the past couple weeks going over my updated opinions on all of the past “Idea of the Month” stocks (or at least, those that haven’t already been dropped from coverage over the years), and I promised to put them all in one big list in order of likingness (yes, I know it’s not […]

The annual parade continues — I’m updating my thoughts on the stocks I’ve suggested in the past as “Idea of the Month” investments, and in this installment we’re looking at what are mostly dividend-growth stocks: income ideas, but not stocks that have particularly huge current dividends (those “bigger yielders” were covered in Part one here). […]

The folks at the Motley Fool have been promoting Dave Gardner’s Rule Breakers newsletter for years by using the same basic theme for their ads: Cloud computing scared Bill Gates into retirement, and the “Kings of Cloud Computing” in the next era will make you rich. If you’re not familiar with Gardner, he’s basically a […]

Comments

  • I understand that logic, and to some extent I agree -- but other companies do use both debt and equity to fund their gro...

  • improper tag, hopefully the new system won't have thhat issue... $cor...

  • Trade Note: As you can imagine, the majority of the positions in my Real Money Portfolio have hit stop loss trigger ...

  • I concur with Mike. Thanks for all you do. The valuation of the entire market is insane and it's impossible to predict w...

  • I have followed you for many years, and the best information that you stated and that I acted on was Coresite (COR). Rea...

  • That’s my estimate of the forward yield, incorporating a conservative guess about the size of the May and December div...

  • Yes, the ads are conceptually similar, and I’ve been happy with CoreSite — I sold much of my position in a stop loss...

  • Thanks for another great Friday File, and especially for sharing your feelings on the latest with $TDOC. Added 1 share o...

  • I don't have one standard. I sometimes buy a stock or option because of what I think is a temporary price imbalance...

  • Well, here we are about five months later... and now Digital Realty Trust has agreed to a merger deal with DuPont Fabros...

  • Speaking of REITs... CoreSite just announced a surprise rise in the dividend today, from 80 cents to 90 cents for the se...

  • I actually sold my position in Fairfax earlier this week because I've been disappointed in stock price. I know this is ...

  • Travis, thanks to your articles I took a position in Coresite last month and it's up about 14%. I agree with your poi...

  • Travis, This article...Jan 2016 ''..... but it yields about 4% and I’d say it’s not terribly likely to have massive ...

  • This istory was peddled over and over last year ia Britton Ryle, and at the end of the line to subscribe the stock was ...

  • These aren't really "Internet royalties," of course (though that's how a newsletter teases them), but CoreSite (a REIT t...

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

  • Thanks for the Coresite recommendation! Interesting higher volume over the last few days which has been specific to COR...

  • 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