NYSE:COLD
35.34
0.13
(0.37%)
Americold Realty
COLD-N
Analysis and Opinions about COLD-N
Signal
Opinion
Expert
TOP PICK
TOP PICK
November 26, 2020
Temperature-controlled warehouses are an integral part of the food chain connecting producers and retailers to the consumer. Defensive cashflows, structural tailwinds. High demand sector. E-commerce potential. Seasoned management. Share price attractive, significant discount to peers but with secure growth. Yield is 2.49%. (Analysts’ price target is $41.67)
Show full opinionHide full opinion
Temperature-controlled warehouses are an integral part of the food chain connecting producers and retailers to the consumer. Defensive cashflows, structural tailwinds. High demand sector. E-commerce potential. Seasoned management. Share price attractive, significant discount to peers but with secure growth. Yield is 2.49%. (Analysts’ price target is $41.67)
PAST TOP PICK
PAST TOP PICK
November 10, 2020
(A Top Pick Nov 04/19, Down 7%) COLD specializes in frozen warehouse storage, a very defensive asset class with growth. They have a good moat. COLD is the largest player in this space. There's a mismatch in valuation in the private market; these buildings trade at a discount to industrial assets. The spread is too wide. During the pandemic, it was defensive. He still likes it. There is an opportunity for them to store vaccines. Still likes it.
Show full opinionHide full opinion(A Top Pick Nov 04/19, Down 7%) COLD specializes in frozen warehouse storage, a very defensive asset class with growth. They have a good moat. COLD is the largest player in this space. There's a mismatch in valuation in the private market; these buildings trade at a discount to industrial assets. The spread is too wide. During the pandemic, it was defensive. He still likes it. There is an opportunity for them to store vaccines. Still likes it.
PAST TOP PICK
PAST TOP PICK
March 5, 2020
(A Top Pick Nov 04/19, Down 16%) He continues to own it. He believed there would be quarterly volatility. There are peaks a valleys throughout the year. He has been aggressive buyers recently.
Show full opinionHide full opinion(A Top Pick Nov 04/19, Down 16%) He continues to own it. He believed there would be quarterly volatility. There are peaks a valleys throughout the year. He has been aggressive buyers recently.
PAST TOP PICK
PAST TOP PICK
January 15, 2020
(A Top Pick Jul 31/19, Up 7%) Few real estate stocks have a moat, and this does. They are the biggest player in temperature-controlled warehouses worldwide. Great managers. It's still early, so there's room to run. Still likes it. Also a top pick.
Show full opinionHide full opinion(A Top Pick Jul 31/19, Up 7%) Few real estate stocks have a moat, and this does. They are the biggest player in temperature-controlled warehouses worldwide. Great managers. It's still early, so there's room to run. Still likes it. Also a top pick.
TOP PICK
TOP PICK
January 15, 2020
In industrial real estate, a great space, but also in a protected niche--refrigerated warehouses. Difficult to build these, so this limits competition. They benefit from growing demand for fresh food and ready to eat food. Fine managers. Valus will rise in this space, and there'll be a secular re-rating as investors recognize COLD's niche. High growth ahead. (Analysts’ price target is $40.06)
In industrial real estate, a great space, but also in a protected niche--refrigerated warehouses. Difficult to build these, so this limits competition. They benefit from growing demand for fresh food and ready to eat food. Fine managers. Valus will rise in this space, and there'll be a secular re-rating as investors recognize COLD's niche. High growth ahead. (Analysts’ price target is $40.06)
TOP PICK
TOP PICK
December 2, 2019
They own chilled warehouses, the biggest player in this space. Given consumers' food tastes (fresh foods), this will attract market demand. There's been a recent pullback in COLD, so now is a good entry point. (Analysts’ price target is $40.58)
Show full opinionHide full opinionThey own chilled warehouses, the biggest player in this space. Given consumers' food tastes (fresh foods), this will attract market demand. There's been a recent pullback in COLD, so now is a good entry point. (Analysts’ price target is $40.58)
PAST TOP PICK
PAST TOP PICK
November 27, 2019
(A Top Pick Jul 31/19, Up 13%) ONe of the few real estate entities that has a moat -- a very defensive position. They have air controlled assets and is one of the largest in the world. It is also listed on the NYSE. A core holding for them for a long time to come.
Show full opinionHide full opinion(A Top Pick Jul 31/19, Up 13%) ONe of the few real estate entities that has a moat -- a very defensive position. They have air controlled assets and is one of the largest in the world. It is also listed on the NYSE. A core holding for them for a long time to come.
TOP PICK
TOP PICK
November 27, 2019
Industrial warehouse assets that will benefit to the shift to fast delivery on fresh foods. It has twice the growth potential of the warehouse players in the space and trades at the same multiples. Yield 2.12% (Analysts’ price target is $40.58)
Show full opinionHide full opinionIndustrial warehouse assets that will benefit to the shift to fast delivery on fresh foods. It has twice the growth potential of the warehouse players in the space and trades at the same multiples. Yield 2.12% (Analysts’ price target is $40.58)
TOP PICK
TOP PICK
November 4, 2019
Temperature controlled warehouses. They are an integral part of the food chain. There is high demand for their space. There is no new supply in this space. It trades at the same multiple as an industrial warehouse but has double the growth. (Analysts’ price target is $39.79)
Show full opinionHide full opinionTemperature controlled warehouses. They are an integral part of the food chain. There is high demand for their space. There is no new supply in this space. It trades at the same multiple as an industrial warehouse but has double the growth. (Analysts’ price target is $39.79)
TOP PICK
TOP PICK
October 9, 2019
The largest owner and operator of temperature controlled warehouses in the US. Part of the food supply chain -- on trend. They are partnering with the largest food suppliers in the US. Yield 2.12% (Analysts’ price target is $39.79)
Show full opinionHide full opinionThe largest owner and operator of temperature controlled warehouses in the US. Part of the food supply chain -- on trend. They are partnering with the largest food suppliers in the US. Yield 2.12% (Analysts’ price target is $39.79)
BUY
BUY
August 22, 2019
Pays a 2% dividend, typical for the US. It went public 1-2 years ago and has done very well. She likes the fumdamentals for cold storage, because it's expensive to build. It's a consolidation play; they're now the 3rd-largest operator. The street sees 10% growth, fuelled by long-term occupancies.
Show full opinionHide full opinionPays a 2% dividend, typical for the US. It went public 1-2 years ago and has done very well. She likes the fumdamentals for cold storage, because it's expensive to build. It's a consolidation play; they're now the 3rd-largest operator. The street sees 10% growth, fuelled by long-term occupancies.
BUY
BUY
August 21, 2019
Owns it in a diversified fund. It is good with their cold-storage offering. One-day shipping will help this company, since fresh produce needs cold storage. Likes this name, and can expect about 10% growth.
Show full opinionHide full opinionOwns it in a diversified fund. It is good with their cold-storage offering. One-day shipping will help this company, since fresh produce needs cold storage. Likes this name, and can expect about 10% growth.
BUY
BUY
August 12, 2019
The chart makes every portfolio manager look like a genius. There were a couple of drops but if you have been in it a while you can absorb them. Hang onto it or pick it up as it gets to new highs.
Show full opinionHide full opinionThe chart makes every portfolio manager look like a genius. There were a couple of drops but if you have been in it a while you can absorb them. Hang onto it or pick it up as it gets to new highs.
TOP PICK
TOP PICK
July 31, 2019
A mote in the real estate space. They specialize in temperature controlled warehousing. This is all about logistics for fresh food. Yield 2.37% (Analysts’ price target is $36.07)
Show full opinionHide full opinionA mote in the real estate space. They specialize in temperature controlled warehousing. This is all about logistics for fresh food. Yield 2.37% (Analysts’ price target is $36.07)
TOP PICK
TOP PICK
July 9, 2019
The only holder of cold warehouses. Temperature controlled for storage close to consumers. The value will continue to grow as investors understand their strong hold in the market. Yield 2.33% (Analysts’ price target is $36.07)
Show full opinionHide full opinionThe only holder of cold warehouses. Temperature controlled for storage close to consumers. The value will continue to grow as investors understand their strong hold in the market. Yield 2.33% (Analysts’ price target is $36.07)
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Americold Realty(COLD-N) Rating
Ranking : 4 out of 5
Bullish - Buy Signals / Votes : 3
Neutral - Hold Signals / Votes : 0
Bearish - Sell Signals / Votes : 0
Total Signals / Votes : 3
Americold Realty(COLD-N) Frequently Asked Questions
What is Americold Realty stock symbol?
Americold Realty is a American stock, trading under the symbol COLD-N on the New York Stock Exchange (COLD). It is usually referred to as NYSE:COLD or COLD-N
Is Americold Realty a buy or a sell?
In the last year, 3 stock analysts published opinions about COLD-N. 3 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is TOP PICK. Read the latest stock experts' ratings for Americold Realty.
Is Americold Realty a good investment or a top pick?
Americold Realty was recommended as a Top Pick by Michelle Wearing on 2020-11-26. Read the latest stock experts ratings for Americold Realty.
Why is Americold Realty stock dropping?
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
Is Americold Realty worth watching?
3 stock analysts on Stockchase covered Americold Realty In the last year. It is a trending stock that is worth watching.
What is Americold Realty stock price?
On 2021-01-21, Americold Realty (COLD-N) stock closed at a price of $35.34.
