Mercados españoles cerrados

American Tower Corporation (REIT) (AMT)

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216,13-8,62 (-3,84%)
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  • R
    RetiredCEO
    $HR-UN.TO conversation
    Goldman is pushing with other CEOs for a quick return to office. Does not like the WFH mentality.
    “It’s an aberration that we are going to correct as quickly as possible,”
    “This is not ideal for us, and it’s not a new normal,”

    https://www.forbes.com/sites/carlieporterfield/2021/02/24/its-not-a-new-normal-these-ceos-are-pushing-for-a-return-to-the-office/?sh=118e96f041f7

    $MAC $SPG $BXP $STOR $BPY $AMT $CCI $PLD $CIO $SPG
  • R
    RetiredCEO
    $D-UN.TO conversation
    Good REIT Update and 2021 Outlook:
    https://www.reit.com/data-research/research/nareit-research/2021-reit-outlook-economy-commercial-real-estate

    $CIO $BXP $BPY $SLG $HPP $HIW $CLI $SPG $AMT $CCI $PLD $PSA $EQIX $WELL
  • R
    RetiredCEO
    $HR-UN.TO conversation
    The rotation to reopening appear to just be starting. Now known as "The Great REIT-Opening".

    - Canadian REITs have had government support through "CERS" paying up to 90% of business' rent and related expenses. Those businesses must pay the landlord their rent as part of receiving government funding. This is one of the BEST programs in the world to keep business' paying rent and keep them alive for the REIT-Opening.
    - Canadian REITs are the perfect hedge against a weakening US Dollar. Canada is commodity driven, and the loonie has been strengthening against the greenback as commodities rise.
    - Canadian Real Estate is not saturated like the USA. For retail, 23.5 Sq Feet per capita in the USA. 16.8 Sq Feet per capita in Canada.
    - Canada land is highly concentrated in major markets. Specifically Vancouver, Toronto(GTA), and Southern Quebec/Montreal. Land is very limited in these areas due to Oceans/Lakes, US Boarder, and Mountains.
    - Canadian REITs have some of the lowest leverage and extremely high liquidity for their market cap, making them some of the safest REIT-Opening plays and are incredibly undervalued to NAV.
    - REITs in general have been refinancing at record low rates, and is working as a natural tail wind to earnings.
    - M&A and Buybacks are going to be the story in 2021 as the record amount of liquidity on these balance sheets are put to work.

    HR.UN, REI.UN, D.UN, AP.UN, SRU.UN, SOT.UN, MRT.UN, MR.UN remain very beat up to NAV, yet Year over Year revenue and FFO has been minimally impacted. These REITs have serious upside in the REIT-Opening Trade.

    Americans and Canadians should consider these names in their portfolio for a weakening US Dollar vs CAD Dollar, and as a natural inflation hedge. These all pay distributions monthly. New land cannot be made. It is limited, and Canada's land is very limited to these key areas.

    $MAC $SPG $BXP $STOR $BPY $AMT $CCI $PLD
  • s
    stocktargetprices
    $AMT conversation
    $AMT
    Target Lowered by Credit Suisse Outperform USD 307 » USD 296
    Target Lowered by Cowen Outperform USD 334 » USD 324
    Target Lowered by Raymond James Financial Outperform USD 258 » USD 244
  • R
    RetiredCEO
    $HR-UN.TO conversation
    Q3 Earnings FFO for HR.UN:

    "FFO per Unit in Q3 2020 was $0.41 compared to $0.38 in Q2 2020 and $0.43 in Q3 2019. Excluding the Q3 2020 provision for bad debts of $13.4 million,
    Q3 2020 FFO would have been $0.46 per Unit, an increase of $0.03 per Unit compared to Q3 2019. AFFO per Unit was $0.35 in Q3 2020 compared to $0.29 in Q2 2020 and $0.35 in Q3 2019. Distributions paid as a percentage of AFFO was 49.0% in Q3 2020, resulting in significant retained cash flow. "

    Let's take the 41 cent number, which I believe is low. 41 cents x 4 quarters = 1.64

    Price to FFO is around 7.7. That is ridiculous.

    Now remove bad debts (CECRA replaced by CERS, so bad debts will drop), factor in rising contractual rents, higher new leases, improvements in rentals from Jackson Park, and FFO from all their just launched developments such as River Landing, and likely have FFO around .46 to .50. At the mid end .48, price to FFO is around 6.6.

    Worst case, bad debts get worse, leasing of new properties falls apart, CERS support is stopped, and we are looking at FFO around .38/quarter. That works out to a price to FFO around 8.3. I find this highly unlikely, and still incredibly cheap.

    No matter how you cut it, fire sale is happening on this highly diversified REIT designed to weather a storm like this.

    "As at September 30, 2020, H&R had $1.0 billion of unused borrowing capacity available under its lines of credit, $54.4
    million of cash on hand and an unencumbered asset pool of approximately $3.5 billion. "

    Additionally, 250M unsecured debenture at 2.906% was completed in December, adding even more liquidity in Q4. This low interest rate on unsecured debt shows the quality of H&Rs credit rating.

    $SPG $BPY $WPC $BXP $ARE $SLG $AMT $CIO

    It would be irresponsible to not put that cash to work in Q2 through buybacks and/or a payout increase.
  • J
    John
    Crown Castle International Corp. (REIT)
    ...at this point I'm in $AMT & $CCI to cover my 5G investments. anyone know the company that makes the component that makes the new 5G chips work?
  • D
    David
    $AMT conversation
    AMT best tweet of the day:

    Jonathan Litt - L&B @JonLitt ·2h
    Cell tower REIT $AMT signed an MLA (Master Lease Agreement) with T-Mobile signaling the real kick-off to the 5G wars and what we believe should be another decades-long period of strong growth for cellular towers.
  • M
    Megan
    $AMT conversation
    Top Bullish Charts for November 2020 💰💵📈

    https://chart-analysis.tools/Bullish-Charts

    #AMT #NXRT #RDN #HOMB #MFC #MITEY #MS #EPRT
  • B
    Bob
    $AMT conversation
    What happened today?!?!?!?!
  • J
    John
    Tower One Wireless Corp.
    Cell Tower REITs: 5G's True Killer App https://seekingalpha.com/article/4255831?source=ansh $AMT, $CCI, $CHTR, $CMCSA, $DISH, $IYR, $S, $SBAC, $T, $TMUS, $VNQ, $VZ
  • B
    Brett
    @WaltBTIG tweet today. What is he trying to say here? Does this change the synergies between T-Mobile and Sprint assuming that they merge?
    👇
    The wireless industry is on the cusp of a #5G capital investment cycle that looks increasingly more likely to rely on towers and mid-band spectrum than small cells and mmWave spectrum. $SBAC $AMT $CCI btigresearch.com/
  • c
    cleverlittleme
    $ERBB conversation
    Go to OTC markets there you will find the truth about Erbb’s finances .
    ERBB SECURITY DETAILS
    Share Structure

    Market Cap Market Cap
    996,543
    05/06/2020
    Authorized Shares
    60,970,000,000
    04/30/2020
    Outstanding Shares
    538,671,785
    04/30/2020
    Restricted
    1,696,223
    04/30/2020
    Unrestricted
    536,975,562
    04/30/2020
    Held at DTC
    Not Available
    Float
    Not Available
    Par Value
    No Par Value
    Market Value calculated only for respective security
    Transfer Agent

    Olde Monmouth Stock Transfer Co., Inc.
    Shareholders

    Shareholders of Record 635
    03/02/2020
    Corporate Actions

    Symbol Changes
    ACTION TYPE EFFECTIVE DATE SYMBOL DESCRIPTION
    Symbol Change 10/21/2019 ERBB Symbol change from ERBBD to ERBB
    Symbol Change 09/23/2019 ERBB Symbol change from ERBB to ERBBD
    Symbol Change 05/16/2011 ERBB Symbol change from AMNG to ERBB
    Displaying 3 of 3 Actions
    Dividends & Splits
    DividendsSplits
    DATE TYPE $AMT SHAREAMT* EX DATE RECDATE PAYDATE
    12/31/2010 Ex-Dividend 0.00 1 12/31/2010 12/31/2010 01/11/2011
    Div: +; + Each of the Corporation's shareholders shall be entitled to receive 1 share of Panpacific International, Inc., shares of common stock, currently held in the name of Corporation, for every TEN (10) shares of the Corporation's common stock validl
    09/28/2004 Ex-Dividend — — 09/28/2004 09/30/2004 10/22/2004
    Displaying 2 of 2 dividends
    Dividends are not adjusted for stock splits. * Per share ratio for stock dividend.
    Short Selling Data

    Short Interest
    280,798
    (6999.82%)
    04/15/2020
    Significant Failures to Deliver
    No
    SECURITY NOTES
    Cap. Change=shs decreased by 1 for 50 split. Pay. date=02-02-99.
    Stk Div.=4%. Ex-date=6-8-01. Rec date=6-6-01. Pay date=6-15-01
    Capital Change=shs decreased by 1 for 1000 split Pay date=06/25/2007.
    Capital Change=shs decreased by 1 for 500 split. Ex-date=09/23/2019.
  • a
    andrei
    $AMT conversation
    All aboard, shorts are covering their positions.
  • S
    Stocktargetadvisor
    $AMT conversation
    $AMT
    Maintains Credit Suisse Outperform USD 300 » USD 301
    Target Lowered by Raymond James Financial Outperform USD 276 » USD 258
  • D
    Dustyone
    $AMT conversation
    7:40 EST ... NASDAQ: $AMT... Last (legit) report: (Orders, NOT trades)... $209.29. Add'l reports are "orphan", "ghosting", or head-fakes to cause traders to reset their stops/limit orders. (Remember, Yahoo reports stop at 4:00 EST.) We are all good.
  • D
    David
    $AMT conversation
    So who knows anything about BTIG Research? Not me, but they just put their AMT target @ 140, saying it is undervalued. Yow. I'll take it, and fully expect that we will get there, but maybe we shouldn't hold our breath.
  • S
    Suryoday
    $AMZN conversation
    Why Amazon donot go up by 5%, 10% like other stocks?
    Cause investors see $amt and not %.
    Bozos just don’t get it! Split d stock!
  • c
    cleverlittleme
    $ERBB conversation
    Research
    ERBB SECURITY DETAILS
    Share Structure

    Market Cap Market Cap
    996,543
    05/06/2020
    Authorized Shares
    60,970,000,000
    04/30/2020
    Outstanding Shares
    538,671,785
    04/30/2020
    Restricted
    1,696,223
    04/30/2020
    Unrestricted
    536,975,562
    04/30/2020
    Held at DTC
    Not Available
    Float
    Not Available
    Par Value
    No Par Value
    Market Value calculated only for respective security
    Transfer Agent

    Olde Monmouth Stock Transfer Co., Inc.
    Shareholders

    Shareholders of Record 635
    03/02/2020
    Corporate Actions

    Symbol Changes
    ACTION TYPE EFFECTIVE DATE SYMBOL DESCRIPTION
    Symbol Change 10/21/2019 ERBB Symbol change from ERBBD to ERBB
    Symbol Change 09/23/2019 ERBB Symbol change from ERBB to ERBBD
    Symbol Change 05/16/2011 ERBB Symbol change from AMNG to ERBB
    Displaying 3 of 3 Actions
    Dividends & Splits
    DividendsSplits
    DATE TYPE $AMT SHAREAMT* EX DATE RECDATE PAYDATE
    12/31/2010 Ex-Dividend 0.00 1 12/31/2010 12/31/2010 01/11/2011
    Div: +; + Each of the Corporation's shareholders shall be entitled to receive 1 share of Panpacific International, Inc., shares of common stock, currently held in the name of Corporation, for every TEN (10) shares of the Corporation's common stock validl
    09/28/2004 Ex-Dividend — — 09/28/2004 09/30/2004 10/22/2004
    Displaying 2 of 2 dividends
    Dividends are not adjusted for stock splits. * Per share ratio for stock dividend.
    Short Selling Data

    Short Interest
    280,798
    (6999.82%)
    04/15/2020
  • D
    Dustin
    American Tower Corporation
    Great company, great stock! I Would rather on this, than any of the teleco's. Just IMO.
  • a
    andrei
    $AMT conversation
    Going to to$108