Posted on 11/25/19
Iron Mountain Building A Fortress With Data Centers
Since our initial report in June 2019, Iron Mountain’s (IRM) stock price is up nearly 7% on better than expected second quarter results. Despite this move, . . .
Posted on 10/21/19
Blackstone Mortgage Trust - Wait Until Earnings To Sell
Summary Despite the recent decline in rates, we believe the impact to BXMT will be limited and that the dividend is solid.The company has a strong . . .
Posted on 10/10/19
General Electric: It Brought Good Things To Life - At One Point
Summary GE has historically been the epitome of a buy-and-hold safety stock to have in your portfolio. With a new CEO and 'a new direction', there . . .
Posted on 10/10/19
General Electric: It Brought Good Things To Life - At One Point
SummaryGE has historically been the epitome of a buy-and-hold safety stock to have in your portfolio.With a new CEO and 'a new direction', there might be . . .
Posted on 8/13/19
American Tower: Riding The Data Demand Wave To 20% Dividend Growth
SummaryAMT often gets overlooked by income investors because of its relatively low dividend.However, the company has grown its dividend 20% and that growth rate is expected . . .
Posted on 6/10/19
Omega Healthcare Investors: A High Dividend REIT Chugging Along To Safety
Summary After a rough couple of years dealing with bankrupt operators and changing regulations, OHI seems to be on stable ground and gaining momentum. Management has . . .
Posted on 6/10/19
Omega Healthcare Investors: A High Dividend REIT Chugging Along To Safety
SummaryAfter a rough couple of years dealing with bankrupt operators and changing regulations, OHI seems to be on stable ground and gaining momentum.Management has proven its . . .
Posted on 6/10/19
IBM: Big Blue Preparing For The Next Chapter In Cloud
SummaryBig blue has transformed itself from maker of computers to technology consultants - there's no reason why it can't transform into a major cloud competitor.The stock . . .
Posted on 6/7/19
Omega Healthcare Investors: A High Dividend REIT Chugging Along To Safety
Summary After a rough couple of years dealing with bankrupt operators and changing regulations, OHI seems to be on stable ground and gaining momentum. Management has . . .
Posted on 6/7/19
Omega Healthcare Investors: A High Dividend REIT Chugging Along To Safety
SummaryAfter a rough couple of years dealing with bankrupt operators and changing regulations, OHI seems to be on stable ground and gaining momentum.Management has proven its . . .
Posted on 10/9/17
American Tower: Taking Advantage Of Mobile Data Demand - Arturo Neto's Idea Of The Month
We have extended our partnership with Cheddar TV to produce a Seeking Alpha 'Idea of the Month' segment with Marketplace authors.SA Marketplace author Arturo Neto continues . . .
Posted on 7/18/17
American Tower: Perfectly Priced For 25% Upside
In a recent article I published on my Marketplace service, I highlighted the appeal of American Tower (AMT) because of its ability to leverage the robust . . .
Posted on 7/17/17
American Tower: Priced Perfectly For Upside
In a recent article I published on my Marketplace service, I highlighted the appeal of American Tower (AMT) because of its ability to leverage the robust . . .
