American Tower

AMT-N

NYSE:AMT

236.73
3.31 (1.42%)
American Tower Corporation is a publicly held company, owner and operator of wireless and broadcast communications infrastructure in several countries. American Tower is headquartered in Boston, Massachusetts and has local offices worldwide.
More at Wikipedia

Analysis and Opinions about AMT-N

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
June 12, 2019
5G? He bought into this back in Q1. It is a REIT of commercial towers around the world. He has a target of $223 -- very close to market. Yield 1.8%
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5G? He bought into this back in Q1. It is a REIT of commercial towers around the world. He has a target of $223 -- very close to market. Yield 1.8%
Kim Bolton

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Price
$211.500
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
May 22, 2019
Has a growth rate of about 15% and low volatility. There is a lot of catalyst for this stock to continue to rise higher. Good name to own.
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Has a growth rate of about 15% and low volatility. There is a lot of catalyst for this stock to continue to rise higher. Good name to own.
BUY
BUY
May 21, 2019
They build towers for telcos. They've grown with 3G and 4G and they should be a major beneficiary of 5G. Trades at 25X earnings, very well run company, it's global. Great growth overseas as land lines have disappeared in places like India.
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They build towers for telcos. They've grown with 3G and 4G and they should be a major beneficiary of 5G. Trades at 25X earnings, very well run company, it's global. Great growth overseas as land lines have disappeared in places like India.
BUY WEAKNESS
BUY WEAKNESS
April 4, 2019
Interest rates are waning now and REITs like this perform well in this environment. Low beta stock of 0.7. They own and lease cell towers. Lots of runway for growth in this sector. Particularly in EM. Great visibility. Interesting name long-term but it went a little too high now.
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Interest rates are waning now and REITs like this perform well in this environment. Low beta stock of 0.7. They own and lease cell towers. Lots of runway for growth in this sector. Particularly in EM. Great visibility. Interesting name long-term but it went a little too high now.
BUY WEAKNESS
BUY WEAKNESS
March 13, 2019
A great company and likely a good long-term hold, but it keeps setting new highs. It has great prospects for growth with the influx of 5G. It's structured like a REIT so they payout 90% of income. The yield has fallen to 1.9% because the stock has zoomed up. The 50-day moving average is $170 so look for that level.
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American Tower (AMT-N)
March 13, 2019
A great company and likely a good long-term hold, but it keeps setting new highs. It has great prospects for growth with the influx of 5G. It's structured like a REIT so they payout 90% of income. The yield has fallen to 1.9% because the stock has zoomed up. The 50-day moving average is $170 so look for that level.
Don Lato

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Price
$187.230
Owned
Unknown
COMMENT
COMMENT
December 6, 2018
He is watching it now. Many of the REITs in Canada are staring to perform. Yields moving up are less of a concern now. Dividend should increase over time. He still prefers the staples and health care names.
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American Tower (AMT-N)
December 6, 2018
He is watching it now. Many of the REITs in Canada are staring to perform. Yields moving up are less of a concern now. Dividend should increase over time. He still prefers the staples and health care names.
BUY
BUY
May 23, 2018

REITs as a whole are having a tough time with rising interest rates. However, American Tower is one of the highest-growth REITs, performing well ahead of its peers. Own it for a rising dividend. It is not economically sensitive. AMT is great if you're looking for an income stream though the shares may not rocket higher. A good income-producing stock.

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REITs as a whole are having a tough time with rising interest rates. However, American Tower is one of the highest-growth REITs, performing well ahead of its peers. Own it for a rising dividend. It is not economically sensitive. AMT is great if you're looking for an income stream though the shares may not rocket higher. A good income-producing stock.

PARTIAL BUY
PARTIAL BUY
January 29, 2018

This has the cell towers and fiber-optic networks that are going through all US cities. He is more attracted to the bonds than to the stocks, because it is a highly leveraged company. They are on the edge of investment grade, so a downturn could hurt. Demand for speed and 5G is coming and is going to be an opportunity. If you want to go into a company like this, the volatility is going to be very high, so you only want to go in with a half position, and manage it over time.

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American Tower (AMT-N)
January 29, 2018

This has the cell towers and fiber-optic networks that are going through all US cities. He is more attracted to the bonds than to the stocks, because it is a highly leveraged company. They are on the edge of investment grade, so a downturn could hurt. Demand for speed and 5G is coming and is going to be an opportunity. If you want to go into a company like this, the volatility is going to be very high, so you only want to go in with a half position, and manage it over time.

BUY
BUY
January 15, 2018

Owns cell towers in the US. Did extremely well for quite a while. Believes it has big exposure in Mexico. As we move into 5G coverage, more and more cell towers are needed. The opportunity for these companies to put in more towers is huge. They are expensive stocks, but if you want pure growth where you can sleep well at night, this is one. Buy and hold, and you will be fine in the long run.

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American Tower (AMT-N)
January 15, 2018

Owns cell towers in the US. Did extremely well for quite a while. Believes it has big exposure in Mexico. As we move into 5G coverage, more and more cell towers are needed. The opportunity for these companies to put in more towers is huge. They are expensive stocks, but if you want pure growth where you can sleep well at night, this is one. Buy and hold, and you will be fine in the long run.

BUY WEAKNESS
BUY WEAKNESS
December 20, 2017

Basically cell phone towers sit on top of buildings and in the middle of fields, etc. When this was initially listed, it had a huge run and the market actually processed it as a REIT. With a rising yield, the valuation climbed, and the stock continued having a huge run. At these levels, the argument would be how much more money can you squeeze out of them. Start thinking about companies that spin the tower businesses out. The business is a very good business. Telcos have to pay them. Without them, you can't run a telco network. He wouldn't buy at these levels.

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American Tower (AMT-N)
December 20, 2017

Basically cell phone towers sit on top of buildings and in the middle of fields, etc. When this was initially listed, it had a huge run and the market actually processed it as a REIT. With a rising yield, the valuation climbed, and the stock continued having a huge run. At these levels, the argument would be how much more money can you squeeze out of them. Start thinking about companies that spin the tower businesses out. The business is a very good business. Telcos have to pay them. Without them, you can't run a telco network. He wouldn't buy at these levels.

COMMENT
COMMENT
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.

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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.

COMMENT
COMMENT
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.

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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.

COMMENT
COMMENT
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.

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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.

Jon Vialoux

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Price
$134.530
Owned
Unknown
COMMENT
COMMENT
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.

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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.

BUY WEAKNESS
BUY WEAKNESS
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.

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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.

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