Varun Anand
QTS Realty Trust Inc.
QTS-N
PAST TOP PICK
Feb 04, 2021
(A Top Pick Feb 10/20, Up 16%) Executed well in 2020, exceeding guidance. Entering 2021 with a record backlog. Able to land government contracts. Technology that allows remote management, so sets them up well for the future.
A data center company. They have carrier neutral data center operations. They have one third hyper scale (large companies) with big companies. They only need to do 1 to 3 deals per year to hit their growth projections. Cloud computing continues to grow. (Analysts’ price target is $58.09)
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