American Tower Corp (NYSE:AMT)

CAPS Rating: 4 out of 5

A wireless and broadcast communications infrastructure company. The Company's primary business is leasing antenna space on multi-tenant communications sites to wireless service providers and radio and television broadcast companies.

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Member Avatar TMFPencils (99.85) Submitted: 8/18/2015 4:44:19 PM : Outperform Start Price: $100.20 AMT Score: -3.25

I expect AMT will continue to be a long-term outperformer, although there will be short-term bumps in the road. More data is being consumed worldwide which will play right into AMT's field. The company has an experienced leadership team and a market-leading position offering a service that should only get more relevant in the coming years. Outperform.

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Member Avatar TMFBuck (90.05) Submitted: 8/18/2015 4:11:50 PM : Underperform Start Price: $100.20 AMT Score: +3.25

I think rising interest rates will result in a lower future multiple for this business.

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Member Avatar TMFGreedandFear (68.13) Submitted: 8/18/2015 4:02:40 PM : Underperform Start Price: $100.20 AMT Score: +3.25

I think rising interest rates will be the main cause of this company's under-performance,.

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Member Avatar TMFJourneyMan (< 20) Submitted: 8/18/2015 3:54:23 PM : Outperform Start Price: $100.48 AMT Score: -3.13

Wireless data boom will fuel growth for the company, especially as emerging markets experience the same increase in smartphone penetration and data usage that more developed countries have already gone through with the help of cheaper devices.

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Member Avatar TMFSpiffyPop (99.61) Submitted: 8/18/2015 3:53:31 PM : Outperform Start Price: $100.48 AMT Score: -3.13

Particularly the growth in existing towers -- hugely more data being consumed w/ 4G vs. 2G -- persuades me this is a business you want to (continue to) be in and be a leader in. Solid international presence. Unsinkable Molly Brown business. Conversion to REIT has been a success. Outperform.

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Member Avatar TMFOpie (96.52) Submitted: 8/18/2015 3:53:28 PM : Underperform Start Price: $100.48 AMT Score: +3.13

I'm giving this a short-term thumbs down with the dividend environment, currency headwinds (though the strong dollar might help them buy assets cheaply to expand intl) and intl markets. Though longer-term I agree this opportunity is pretty massive. For now, thumbs down.

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Member Avatar TMFCavalier (66.53) Submitted: 8/18/2015 3:52:46 PM : Underperform Start Price: $100.48 AMT Score: +3.13

The company is starting to take on deals below its hurdle rate (10%), which doesn't bode well for it going forward. Not sure how tied the company is to growing data consumption around the world, and also worried about the company's growth prospects outside of the US.

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Member Avatar TMFAgewone (97.24) Submitted: 8/18/2015 3:52:26 PM : Outperform Start Price: $100.41 AMT Score: -3.03

Incredible and under-appreciated operating leverage in the biz model. Can grow near high-single digit rates on an organic basis alone.

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Member Avatar TMFTortoise (98.15) Submitted: 8/18/2015 3:50:32 PM : Underperform Start Price: $100.41 AMT Score: +3.03

Having to accept lower cap rates and it seems management is really pushing to satisfy their "double digit AFFO growth" promises. If they don't manage to grow at that level (or get tempted into fiddling with the numbers to meet the goal), share price could get hammered. It should probably be priced at a more conservative 15x AFFO rather than the current 20x AFFO.

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Member Avatar XMFGreatScott (< 20) Submitted: 8/18/2015 3:49:23 PM : Underperform Start Price: $100.41 AMT Score: +3.03

Valued for unsustainable growth.

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Member Avatar TMFEarlyRiser (59.10) Submitted: 8/18/2015 3:49:07 PM : Outperform Start Price: $100.41 AMT Score: -3.03

capacity to add both towers and new antennas to existing towers so I think they can achieve the growth to justify the high multiple. High fixed cost structure so high incremental margins. Long-term secular trends of mobile usage should also support growth.

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Member Avatar luremaster (41.54) Submitted: 5/2/2015 2:53:20 AM : Outperform Start Price: $93.79 AMT Score: +3.75

wireless growth

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Member Avatar Jimmie71 (24.05) Submitted: 3/4/2015 11:04:28 PM : Outperform Start Price: $97.01 AMT Score: -0.15

Need more towers...demand is clear

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Member Avatar AdamGalas (< 20) Submitted: 3/2/2015 4:03:23 PM : Outperform Start Price: $98.41 AMT Score: -0.60

A Grand Adventure Dividend Project holding.

http://boards.fool.com/the-grand-adventure-121197.aspx

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Member Avatar Kidkerner (69.87) Submitted: 2/8/2015 1:22:11 PM : Outperform Start Price: $94.78 AMT Score: -0.12

MONOPOLY

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Member Avatar IRVINGP (66.32) Submitted: 1/29/2015 10:18:14 PM : Outperform Start Price: $96.77 AMT Score: -4.01

Wireless infrastructure businesses will ride the exponential growth of wireless communications and modes of doing business world wide.

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Member Avatar purplehayes4 (60.82) Submitted: 11/8/2014 7:09:24 AM : Underperform Start Price: $97.54 AMT Score: +3.42

The cell tower market will become saturated in the next 5 -10 years.

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Member Avatar wimmreuter (32.48) Submitted: 10/24/2014 6:55:01 AM : Outperform Start Price: $94.50 AMT Score: -4.42

Wee need more mobile bandwidth and the new LTE technology needs more towers.
With that, AMT faces "new" demand without joining the race to the bottom as seen for cellphone makers.

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Member Avatar franktrain84 (57.64) Submitted: 9/29/2014 7:59:31 PM : Outperform Start Price: $92.61 AMT Score: -1.28

I've worked in telecom all over the country and by and I see AMT over and over again. I'm sure there are other tower companies, but I can't think of them. It's mostly AMT.

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Member Avatar rdlake40 (< 20) Submitted: 9/4/2014 1:08:02 PM : Outperform Start Price: $97.03 AMT Score: -4.06

The increased move to wireless connectivity will require more cert/wireless towers to support this demand.

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