Americold Realty

COLD-N

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)

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.

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.

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.

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)

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)