American Tower | StockChase
52
American Tower (AMT-N)

Last Price Recorded: $142.7600 on 2017-12-15

ON STOCKCHASE SINCE Dec 2001

Telecommunications
52
American Tower (AMT-N)

Last Price Recorded: $142.7600 on 2017-12-15

ON STOCKCHASE SINCE Dec 2001

Telecommunications

American Tower


Signal Opinion Expert
COMMENT
American Tower(AMT-N) 

December 7, 2017

Has no real estate in his portfolio, but there are going to be a few names that have done well and will probably continue to do so, and this is such a company. All they do is sell cell phone towers. It gives you about a 2% dividend yield, which should be pretty safe and secure.

Telecommunications

Has no real estate in his portfolio, but there are going to be a few names that have done well and will probably continue to do so, and this is such a company. All they do is sell cell phone towers. It gives you about a 2% dividend yield, which should be pretty safe and secure.

Telecommunications
Stan Wong

Director & Portfolio Manager, Private Wealth Manag...

PricePrice
$144.110
Owned Owned
No

COMMENT
American Tower(AMT-N) 

September 19, 2017

A bit of a complicated valuation exercise when you look at it, because it looks expensive on a price/earnings ratio, but really is not. It’s treated more like a real estate investment trust. The street looks at it on an adjusted funds from operations standpoint. When you look at it that way, it compares reasonably well against its major competitors. Growing very well internationally, but stumbling a little domestically. If you take a position, do it as part of a balanced portfolio. He wouldn’t put a lot of risk capital into it.

Telecommunications

A bit of a complicated valuation exercise when you look at it, because it looks expensive on a price/earnings ratio, but really is not. It’s treated more like a real estate investment trust. The street looks at it on an adjusted funds from operations standpoint. When you look at it that way, it compares reasonably well against its major competitors. Growing very well internationally, but stumbling a little domestically. If you take a position, do it as part of a balanced portfolio. He wouldn’t put a lot of risk capital into it.

Telecommunications
Gordon Reid

President, GoodReid Investment ...

PricePrice
$140.980
Owned Owned
No

COMMENT
American Tower(AMT-N) 

June 28, 2017

Although a REIT, it can generally be grouped into technology, which tends to do well from September until the end of the year. Average gain on a seasonal perspective is about 10%. Yesterday, this gapped higher. When you have these " gap moves higher", it acts as a point of support for any retracement. It pulled back today and is testing that level of support. That is a level you want to be shooting off of. If it trades below that, trim your positions and look to the less cyclical parts of the market. Right now, there is support at the 20-day moving average and the moving averages are still moving higher. There could be a slight retracement, but everything looks positive on a long-term basis.

Telecommunications

Although a REIT, it can generally be grouped into technology, which tends to do well from September until the end of the year. Average gain on a seasonal perspective is about 10%. Yesterday, this gapped higher. When you have these " gap moves higher", it acts as a point of support for any retracement. It pulled back today and is testing that level of support. That is a level you want to be shooting off of. If it trades below that, trim your positions and look to the less cyclical parts of the market. Right now, there is support at the 20-day moving average and the moving averages are still moving higher. There could be a slight retracement, but everything looks positive on a long-term basis.

Telecommunications
Jon Vialoux

Research Analyst, Timingthemarket.ca &...

PricePrice
$134.530
Owned Owned
Unknown

COMMENT
American Tower(AMT-N) 

June 20, 2017

American Tower (AMT-N), Crown Castle International (CCI-N) or SBA Communications (SBAC-Q)? US REITs that own cell towers. You want to own these because they have multiple tenants. The average tower has 3 or 4 tenants. They can put more and more gear on them, so there is lots of room to grow revenues. The US is going through a boom on bandwidth, certainly wireless spectrum. Of the 3, he prefers this, the most international of the group. About 60% of revenue comes from the US and the rest is international. Generates a lot of free cash flow, and is highly predictable because of 5 year contracts. As we move to 5G, there is going to be a whole bunch more gear getting loaded on these towers, allowing them to charge more rent. It doesn’t pay a big dividend, but it has grown 34% a year over the last 5 years.

Telecommunications

American Tower (AMT-N), Crown Castle International (CCI-N) or SBA Communications (SBAC-Q)? US REITs that own cell towers. You want to own these because they have multiple tenants. The average tower has 3 or 4 tenants. They can put more and more gear on them, so there is lots of room to grow revenues. The US is going through a boom on bandwidth, certainly wireless spectrum. Of the 3, he prefers this, the most international of the group. About 60% of revenue comes from the US and the rest is international. Generates a lot of free cash flow, and is highly predictable because of 5 year contracts. As we move to 5G, there is going to be a whole bunch more gear getting loaded on these towers, allowing them to charge more rent. It doesn’t pay a big dividend, but it has grown 34% a year over the last 5 years.

Telecommunications
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$131.200
Owned Owned
Yes

BUY on WEAKNESS
American Tower(AMT-N) 

May 4, 2017

He loves it, but it is too expensive for him.  They took out the number 2 tower company in India.  If we got a pullback it would be one of those companies at the top of his list to add to.  When the street loves a stock you should sell it.  Then we can get in.

Telecommunications

He loves it, but it is too expensive for him.  They took out the number 2 tower company in India.  If we got a pullback it would be one of those companies at the top of his list to add to.  When the street loves a stock you should sell it.  Then we can get in.

Telecommunications
James Thorne

Sr Portfolio Manager & Chief Capital Markets Strat, Caldwell Investment ...

PricePrice
$127.390
Owned Owned
No

COMMENT
American Tower(AMT-N) 

April 19, 2017

A REIT which owns cell phone towers all over the world. Cell phone towers are pretty interesting REITs as they have almost unlimited capacity. They have all the major wireless providers as customers, putting their gear up on their towers. Every time there is a new generation of gear, they don’t take the old stuff off, but put the new one on, so rents keep going up. They’ve done a great job of growing geographically. Has a broad customer base and isn’t levered to any one mobility provider. Over the next couple of years, we are going to start seeing 5G LTE coming, the next generation of wireless gear. They’ll continue to grow their dividend.

Telecommunications

A REIT which owns cell phone towers all over the world. Cell phone towers are pretty interesting REITs as they have almost unlimited capacity. They have all the major wireless providers as customers, putting their gear up on their towers. Every time there is a new generation of gear, they don’t take the old stuff off, but put the new one on, so rents keep going up. They’ve done a great job of growing geographically. Has a broad customer base and isn’t levered to any one mobility provider. Over the next couple of years, we are going to start seeing 5G LTE coming, the next generation of wireless gear. They’ll continue to grow their dividend.

Telecommunications
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$124.670
Owned Owned
Yes

SELL
American Tower(AMT-N) 

February 27, 2017

They have exposure into India.  It is an expensive stock with a low dividend (~2%).  He sold it earlier this year.  He would not short it.

Telecommunications

They have exposure into India.  It is an expensive stock with a low dividend (~2%).  He sold it earlier this year.  He would not short it.

Telecommunications
James Thorne

Sr Portfolio Manager & Chief Capital Markets Strat, Caldwell Investment ...

PricePrice
$113.340
Owned Owned
No

HOLD
American Tower(AMT-N) 

January 31, 2017

He really likes this because it is globally focused. It is the largest tower company in the US. These are literally wireless towers, and have long-term agreements with telecommunication companies in the US and globally. Any time there is a migration to a new higher speed technology, effectively the telco has to pay to upgrade all the equipment on the tower. A very visible and predictable business. If you think of data traffic tripling or quadrupling over the next 4-5 years, this is a company that is really going to benefit. This has great long-term growth potential.

Telecommunications

He really likes this because it is globally focused. It is the largest tower company in the US. These are literally wireless towers, and have long-term agreements with telecommunication companies in the US and globally. Any time there is a migration to a new higher speed technology, effectively the telco has to pay to upgrade all the equipment on the tower. A very visible and predictable business. If you think of data traffic tripling or quadrupling over the next 4-5 years, this is a company that is really going to benefit. This has great long-term growth potential.

Telecommunications
Andy Nasr

VP & Investment Strategist, Sentry Investments...

PricePrice
$103.500
Owned Owned
Yes

SPECULATIVE BUY
American Tower(AMT-N) 

October 18, 2016

It is quite expensive at 50 times earnings.  It is a cell tower story that is growing in the US modestly and a lot more internationally.  They view a tower as needing as many different tenants as possible.  They want to increase acquired towers from 1.5 tenants to over two, where they normally have them.

Telecommunications

It is quite expensive at 50 times earnings.  It is a cell tower story that is growing in the US modestly and a lot more internationally.  They view a tower as needing as many different tenants as possible.  They want to increase acquired towers from 1.5 tenants to over two, where they normally have them.

Telecommunications
Gordon Reid

President, GoodReid Investment ...

PricePrice
$114.150
Owned Owned
Unknown

COMMENT
American Tower(AMT-N) 

July 19, 2016

(Market Call Minute.) In the REIT camp, and a high growth company. Looks quite attractive.

Telecommunications

(Market Call Minute.) In the REIT camp, and a high growth company. Looks quite attractive.

Telecommunications
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$117.370
Owned Owned
Yes

BUY
American Tower(AMT-N) 

May 18, 2016

They sell telephone towers, mostly in the US, but globally as well. The company is growing quite nicely. Cash flow growth is at 15%+ in the next few years, and that will drive very solid dividend growth. Very low risk because it is long-term contracts. There is nice structural growth in the industry because some countries are moving from 2G to 3G, etc. That drives more demand for space on their towers.

Telecommunications

They sell telephone towers, mostly in the US, but globally as well. The company is growing quite nicely. Cash flow growth is at 15%+ in the next few years, and that will drive very solid dividend growth. Very low risk because it is long-term contracts. There is nice structural growth in the industry because some countries are moving from 2G to 3G, etc. That drives more demand for space on their towers.

Telecommunications
Steve Belisle

Senior Portfolio Manager & Managing Director, Manulife Asset Manag...

PricePrice
$104.550
Owned Owned
Unknown

BUY
American Tower(AMT-N) 

March 30, 2016

(Market Call Minute.) They lease their towers back to telecommunication companies under long-term contracts. Have some global exposure. A great way to get a pretty low, but stable dividend.

Telecommunications

(Market Call Minute.) They lease their towers back to telecommunication companies under long-term contracts. Have some global exposure. A great way to get a pretty low, but stable dividend.

Telecommunications
Andy Nasr

VP & Investment Strategist, Sentry Investments...

PricePrice
$102.310
Owned Owned
Yes

PAST TOP PICK
American Tower(AMT-N) 

January 19, 2016

(A Top Pick Jan 26/15. Down 8.92%.) A real estate investment trust that owns cell towers globally. They lease space to mobile phone operators to put their gear on towers. Have had very, very good cash flow growth. REITs has been a bit of a tougher space over the last year. Not sure he would Buy, but would keep it on the list to buy when the market starts to turn around.

Telecommunications

(A Top Pick Jan 26/15. Down 8.92%.) A real estate investment trust that owns cell towers globally. They lease space to mobile phone operators to put their gear on towers. Have had very, very good cash flow growth. REITs has been a bit of a tougher space over the last year. Not sure he would Buy, but would keep it on the list to buy when the market starts to turn around.

Telecommunications
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$90.910
Owned Owned
No

PAST TOP PICK
American Tower(AMT-N) 

September 29, 2015

(Top Pick Oct 9/14, Down 6%) They are a REIT but own cellular towers.  He moved to tech and consumer.

Telecommunications

(Top Pick Oct 9/14, Down 6%) They are a REIT but own cellular towers.  He moved to tech and consumer.

Telecommunications
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$87.010
Owned Owned
No

TOP PICK
American Tower(AMT-N) 

August 27, 2015

We all love to hate the towers that are out there, but this company owns about 70,000 of them, mostly in the US. They just picked up another 4,000 international towers. Earnings were up about 13% last quarter. They secured another $649 million in acquisitions. There is a consolidation going on in the industry and this company leads the way. The dividend is only 1.89%, so he is looking at it for capital gain. The dividend did increase 29% last quarter and the company has targeted a 20% dividend growth going forward.

Telecommunications

We all love to hate the towers that are out there, but this company owns about 70,000 of them, mostly in the US. They just picked up another 4,000 international towers. Earnings were up about 13% last quarter. They secured another $649 million in acquisitions. There is a consolidation going on in the industry and this company leads the way. The dividend is only 1.89%, so he is looking at it for capital gain. The dividend did increase 29% last quarter and the company has targeted a 20% dividend growth going forward.

Telecommunications
Michael Bowman

Portfolio Manager, Wickham Investment M...

PricePrice
$93.870
Owned Owned
Yes

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