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BUY
Based on a $2,000 price target, you can take some profits now to lock in a gain. But he thinks this will hit $2,000.
food services
COMMENT
Home builders lately have been hit by supply shortages. They merged with a company to become the leader in building materials. Has popped from $20 last summer to $52 now.
INDUSTRIAL PRODUCTS
BUY
They own wireless towers and carriers need more bandwidth as 5G becomes the new normal. Boasts a huge network in the US and abroad. He's liked this since shares were in the $30's. Up 30% YTD. Has a great, long track record. The only problem is that the dividend has shrunk to 1.78%, given its long, strong rally.
Telecommunications
BUY
A totally US cell tower REIT, unlike AMT. They paused their dividend for a year to build its network in dense areas, and has now slashed its capital spending. The last quarter disappointed. Pays a 2.8% dividend, more than AMT, though CCI's stock performance lags AMT.
Business Services
BUY
They own the best malls in the U.S. His favourite REIT in this space. Reported a strong quarter in August with occupancy rates climbing. It's trading the cheapest ever, so the stock is bound to rise. Pays a 4.6% dividend.
investment companies / funds
BUY
They reported a fine quarter last month. It just raised its dividend which is now from 4.2%.
Consumer Products
BUY
A REIT that holds fulfillment centres including Amazon, Home Depot, FedEx and others. A fine e-commerce play. It pays only a 1.9% dividend because shares keep rising to pay a great total return. It's pulled back 7% from highs.
investment companies / funds