Comments for AMT - Stockpickr! Your Source for Stock Ideas

Comments for AMT

Added By	Comments	Type	Date Added
sarah z	The wireless and broadcast communications infrastructure company said it will repurchase up to $1.5 billion in common stock. The Boston-based company plans to finance the repurchase through cash on hand, cash from operations, borrowings under its credit facility and future financing transactions. The company also provided full year 2008 outlook with rental and management segment revenues between $1.52 billion and $1.54 billion. Network development services segment revenues are projected to be in the range of $35 to $50 million and income from operations during 2008 is expected to be between $126 and $143 million. On February 25th American Tower reported fourth quarter and full year earnings with fourth quarter total revenue increasing 12% to $378.1 million. The company reported $128.9 million in cash from operating activities while free cash flow was $81.5 million. The company will report further financial information after it resolves a tax issue regarding its former satellite and fiber network access unit, Verestar. Jim Taiclet, American Tower’s CEO stated, “Due to a strong finish in 2007, our tower revenue performance exceeded our expectations. Moreover, the momentum of tower demand entering 2008 enables us to confidently raise our tower revenue outlook for 2008. Our performance and outlook are the result of three key factors: the robust demand for tower space among numerous carriers in all of our served markets, the high quality of our tower assets, and the proven ability of our people to deliver superior customer service and lease processing cycle times.”	Love	March 26, 2008
kerickson	Strong secular growth trends	Love	January 12, 2008
georgeapelian	Secular Trend	Love	December 16, 2007
Rusty Schindel	A dead dog	Hate	October 09, 2007
BULL55	PCMC	Love	August 26, 2007
BULL55	PCMC	Love	August 26, 2007
LROD1236	Bought this one back in 2000, bought in pieces at a time till we got our cps down to good level.	Love	August 08, 2007
Danny43b	Good long term holding. May become a REIT	Love	August 04, 2007
ryan5177	Cramer recommendation to ride the wireless trends	Love	July 18, 2007
wcpasha	One of two tower companies for cell infrastructure. Big turn around. Might be at peak, though.	Love	July 02, 2007
petergottfried	part of FBRVX	Love	June 21, 2007
fasteddie90027	cell phone towers	Love	June 12, 2007
paul simenauer	High Growth	Love	June 11, 2007
paul simenauer	High Growth	Love	June 11, 2007
SWAK	MAPS	Love	June 10, 2007
Gashgest	towers going up everywhere and will need ongoing maintenance	Love	June 08, 2007
Yodada	Cellular Infrastructure	Love	June 04, 2007
Happiness	Telecom. play, added for diversification to a portfolio top heavy with financials and stuff that comes out of the ground	Love	April 13, 2007
selconto	growth	Love	April 07, 2007
Guest	Rating: Overweight Macro thesis: High Growth	Love	April 01, 2007
Guest	Price Target: 48	Love	March 29, 2007
Oldbrush	Sounds like a winner	Love	March 19, 2007
Greg NTG1 Parker	Three reasons to sell: 1) Liabilities to Assets 10:1 (not even counting shareholder equity), 2) PE over 600, 3) over hyped stock for a correcting market. Skinny little needle pops that big fat balloon every time. Don't be afraid, instead, embrace the correction with gleeful certainty. Sell the hype and buy the value.	Hate	February 27, 2007
Robert Edgar Lee	cell phones, need towers	Love	February 19, 2007
gjain	P/FCF/g ratio is 1	Love	February 13, 2007
Jacques Cattier	simple and profitable business model which is levered to the growth in wireless voice and data	Love	February 05, 2007
Light Reading	American Tower makes, um, uh, towers. But not just in America – globally! Several of our top-tier, behind-the-scenes Wall Street sources – you know, the kind of people who live in faux-French mansions in Connecticut and whose hobbies include collecting celebrity lingerie and refurbishing antique Rolexes – say that this stock is "under accumulation," and for good reason. With all this 3G, WiFi, WiMax, and other McWiNot flying around, don’t you think the world will need more towers? We do. Here’s a futuristic prediction we will make: A more wireless world will need many more wireless towers. The numbers don't tell the whole story, because American Tower had been losing money for a while before it recently broke back into the black. But it’s on the cusp of profitability for this year, and it’s growing revenue at a 25 percent clip. That should give it a good earnings leverage now that it has turned the corner.	Love	January 26, 2007
Power Broker	more towers and more stuff hanging on them! Plus, need for more pic and short clip transmissions.	Love	January 19, 2007