American Tower

• Tower Wars: A Battle for Global Dominance

  By Dave Zaegel - May 17, 2013 | Tickers: AMT, CCI, SBAC

  With cells phones rapidly proliferating throughout the world and the technology used by those phones advancing at the rate of Moore's Law, the tower industry stands to greatly benefit.  In fact, it already has and it's not done yet.

  The three main publicly traded tower companies are American Tower (NYSE: AMT), SBA Communications (Nasdaq:SBAC) and Crown Castle (NYSE: CCI).  All three stocks have significantly outperformed the S more »

• Smart Investment Opportunities Within the Smartphone Industry

  By Greg Williamson - May 9, 2013 | Tickers: AMT, MSFT, NOK

  I am sure that most of you have heard the popular saying "this is the best thing since sliced bread", which is used often in sales when describing an innovative product. Well, in my opinion, smartphones are better than sliced bread!

  A decade ago, it was inconceivable that a phone could be utilized for functions such as internet browsing, e-mail, verbal capabilities (Siri), and photos. As impressive as these functions more »

• No Sign of Negative Returns in this Real Estate ETF

  By Jeff Stouffer - May 8, 2013 | Tickers: AMT, HCP, IYR, PSA, SPG

  It is not too often when a real estate investment strategy under review has posted positive returns, for all measuring periods, since inception. This once-in-a-blue-moon program is the iShares Dow Jones US Real Estate Index Fund (NYSEMKT: IYR), a well-diversified ETF that was created on June 12, 2000, that holds 95 different REITs and pays a nice dividend. One attractive feature of the ETF is that only approximately 8.4 more »

• Right Time for Specialty REITs?

  By Howard Rothman - May 6, 2013 | Tickers: AMT, CXW, EPR, PENN, PSA

  Today’s Real Estate Investment Trusts are not your father’s REITs. Designed for businesses that run income-producing properties like office buildings, shopping centers and apartment complexes, a growing array of newcomers includes owners of everything from private prisons and cellphone towers to casinos and self-storage facilities.

  Because the REIT designation dramatically reduces corporate taxes, conversion by non-traditional businesses like these has become a hot trend on Wall Street. Analysts more »

• Telecoms Have Little to Fear from a National 'Super WiFi' System

  By Mark Hibben - March 12, 2013 | Tickers: AMT, T, CCI, VZ

  Fellow Foolish Blogger Nate Wooley recently published an article (World Wide Wireless and Worried Telecoms) drawing the seemingly logical conclusion that big telecom companies such as AT&T (NYSE: T) and Verizon (NYSE: VZ) have something to fear from an FCC proposed “Super WiFi” system that he inferred would make broadband Internet access ubiquitous and free. In fact, the major wireless carriers are the most likely operators and beneficiaries of more »

• American Tower is a Long-Term Buy

  By Anh HOANG - March 11, 2013 | Tickers: AMT, CCI, SBAC

  According to Charlie Munger, in order to be successful in investing, investors just need to find a few great companies and hold on to them. Indeed, there were several stocks that kept appreciating for the last 10 years. One of them is American Tower (NYSE: AMT), a wireless and broadcast communications infrastructure company. Since 2003, American Tower has risen by more than 1,400%, from around $5 per share in more »

• Akre Capital Management’s Stock Picks for 2013

  By Meena Krishnamsetty - February 14, 2013 | Tickers: AMT, MKL, MA, MCO, ROST

  Charles Akre’s Akre Capital Management has filed its 13F for the fourth quarter of 2012, disclosing many of its long equity positions as of the end of December. We have been tracking 13F filings from hedge funds and other notable investors to build our database of filings, which can then be used to help find investments that are likely to beat the market based on historical trends. For example more »

• 10 Stocks for 2013: #7 - Kinder Morgan Energy

  By Dave Zaegel - January 29, 2013 | Tickers: AMT, INTC, KMP, PG

  At Fastball Financial, we've compiled a portfolio of 10 Stocks for 2013 to provide a portfolio of great stocks for:

  1. Diversification across industries and market caps
  2. Growth in some of the hottest themes and industries
  3. Sufficient stability and dividends to offset potential market losses

  Thus far, we've named Intuitive Surgical, Apple, F5 Networks, Starbucks, Chipotle, and Lululemon to this portfolio.  Let's take a break from the consumer more »

• Invest in America's Infrastructure and Future Growth

  By Joshua Bondy - January 28, 2013 | Tickers: AMT, STRL, TRP, WEC

  Recently the American Society of Civil Engineers released a report highlighting the funding gap in America's infrastructure. Surface transportation, wastewater and water services, and inland waterways and marine ports have funding gaps from 49% to 67% relative to their 2020 needs. Electricity and airport infrastructure are better situated, but they still face funding gaps from 15% to 28%. Fixing America's infrastructure budget should be a national priority otherwise more »

• Charles Akre’s Top Stock Picks

  By Meena Krishnamsetty - January 2, 2013 | Tickers: AMT, MKL, MA, MCO, ROST

  Chuck Akre has been managing money through one vehicle or another since 1989. For some time Akre operated the FBR Focus fund before relaunching as the Akre Focus fund in 2009. Oddly, the fund is based not in New York or Greenwich or Chicago but in Middleburg, Virginia- a town with a population of 632 in the 2000 Census.

  Akre’s investment philosophy centers on finding companies with high returns more »

• Don't Bet On a Casino REIT

  By Reuben Brewer - December 6, 2012 | Tickers: AMT, IRM, LAMR, MAR, PENN, PCL, RYN, RHP, WY

  Penn National Gaming (NASDAQ: PENN) shares shot up after it announced plans to split itself into a gaming company and a real estate investment trust (REIT). This follows on the heels of a number of other companies announcing or making similar shifts. While it makes sense for some companies, it is probably best for investors to avoid Penn National's “casino REIT” when, and if, it comes along.

• Four Picks from Cramer's Nov. 26 Lightning Round

  By Dr. Osman Gulseven - November 29, 2012 | Tickers: AMT, NVDA, PSX, S

  First aired in 2005, CNBC's “Mad Money” is one of the most popular finance shows on air. Jim Cramer, the host and best-selling author, presents investing opportunities in a unique style. He has one goal: to help stock traders make some “mad money.” During the Lightning Round, he accepts callers' challenges and comments on several stocks. He only needs a few seconds to make a call. However, it is more »

• Apple Loses to Samsung - Who Cares?

  By Robert Zimmerman - November 23, 2012 | Tickers: AMT, AAPL, T, BBRY, CCI

  The past few days have seen much beating of breast, gnashing of teeth, wringing of hands and banging of heads in response to Samsung’s mobile phones outselling Apple’s (NASDAQ: AAPL) iPhones.  I say, “Big Deal.”  
  
  Is Apple in Trouble? No.
  
  Yes, Apple is down about 20% from its recent high.  Some say its because competition, others claim its macro-economics making life tough for all tech companies (I guess more »

• Profiting From AT&T’s Game of Catch Up

  By Douglas Ehrman - November 11, 2012 | Tickers: AMT, T, CCI, SBAC, VZ

  AT&T (NYSE: T) recently announced plans to dramatically ramp up 4G LTE coverage by increasing capital spending by $14 billion over the next three years. The plan allows the company to attack more aggressive coverage targets as it struggles to catch up with rival Verizon Communications (NYSE: VZ). The biggest immediate winners from the news are cell tower owners including American Tower (NYSE: AMT), Crown Castle International (NYSE: CCImore »)

• Crown Castle’s Gain is T-Mobile’s Gain

  By Peter Pham - October 15, 2012 | Tickers: AMT, CCI, SPY

  Houston based Crown Castle International Corp. (NYSE: CCI) has successfully acquired the rights to operate T-Mobile USA’s 7,200 towers for $2.4 billion. According to the agreement, Crown Castle will have exclusive operational and leasing rights over T-Mobile’s towers for 28 years with the option of a complete buyout at the end of the lease for another $2.4 billion which can be paid over a period more »

• Piling on the REIT Bandwagon

  By Gerelyn Terzo - October 15, 2012 | Tickers: AMT, IRM, LAMR

  Real Estate Investment Trusts, or REITs, were designed decades ago as tax-friendly structure for developers who provide investment vehicles for those looking for a piece of the commercial real estate pie. Times have changed, and it seems that today, if a company can convince the Internal Revenue Service that owning some tangible asset qualifies the business for REIT structure, it’s allowed membership into the exclusive club. I'm exaggerating more »

• 3 REITs I'm Adding to my Watchlist

  By Matthew DiLallo - October 10, 2012 | Tickers: AMT, CBL, DDR, TCO

  “Do you know the only thing that gives me pleasure? It’s to see my dividends coming in.” – John D. Rockefeller.

  I’ve used the above quote from John D. Rockefeller quite a few times because as an income-seeking investor, I’m always on the lookout for a nice dividend.  Sometimes though you can find that a large future dividend will come in a currently small package.  With some of more »

• Carlson Capital’s Top Stock Picks

  By Meena Krishnamsetty - August 15, 2012 | Tickers: AMT, CPN, C, GOOG, PNC

  Carlson Capital, managed by Clint Carlson, is a Texas-based hedge fund founded in 1993. The fund follows multiple strategies but focuses on understanding the people and philosophy behind a company in addition to its business prospects. Carlson Capital doesn’t recommend or endorse any of the stocks or analysis in this article, and we have no relationship with the fund, but based on SEC filings these are our opinions of more »

• Towering Competition

  By Chad Henage - July 21, 2012 | Tickers: AMT, CCI, SBAC

  An interesting article that I recently read on The Motley Fool, prompted me to consider a few companies that I really had never researched. Interestingly, the title of the article was, “One stock to sell before its earnings release.” While I understand the author's reservations about the particular company Crown Castle International (NYSE: CCI), that doesn't mean that the whole industry is a problem. The industry we are talking about, is the ownership of cell towers. Generally speaking, when I come across a new industry that I have not researched before, I like to compare multiple companies to see which one might represent the best value. Let's take a look at three different companies that are cell tower owners, and see if we can determine if any of these companies should be a part of your portfolio.

• More Expensive But Still a Long Term Winner

  By Steve Van Tiem - July 17, 2012 | Tickers: AMT, CCI, SBAC

  In a posting in mid-April, I was bullish on shares of American Tower (NYSE: AMT), the world's leading wireless communications and broadcast tower owner. At that time, the company’s shares were trading around $64 per share and my positive outlook was based on an anticipated increase in intrinsic value driven by share repurchases, margin improvement, geographic expansion, increased tower utilization, reduced capital expenditures (as a percent of revenue more »

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