Cogent Communications (CCOI)

(A Top Pick Oct 31/22, Up 34%)

Can add volume to its network at almost no cost, so it's pure profit. Plans to integrate and turn around last year's cheap Sprint acquisition. Continues to add data, boosted by AI. Yield is close to 6%, increased for 44 consecutive quarters.

Major internet services provider. Large opportunities for company going forward. Company has valuable assets with large amounts of growth. Internet use growing rapidly with increase streaming services. Taking large amounts of business from T-Mobile. Dividend yielding ~7% (expect to grow further).