Equinix, Inc. (NASDAQ:EQIX)

Because I'm investing in.... Simple on recommandation

EQIX helps customers reduce their monthly operational costs for cloud services while increasing performance. What's better than that. Included in that are 2.7 times faster upload times than its closest competitor. With all these pluses there is a forward looking negative impact on taxes (as this is in the limelight as of late). Cash tax liabilities were $46M in 2012. In 2013, this number rises to $175M to 250M. But business continues to rock with revenues and EBITA and free cash flow up solidly. Debt is far enough on the horizon not to worry about it...... for now because it does spike up in FY18 substantially, but most companies don't have a problem refinancing. I would be out of this stock as 2018 approaches.

Hedge vs new outperform call in RAX

The expansion of the market that EQIX serves is phenomenal. They seem well positioned to keep pace and grow exponentially.

Outperformed S&P during Great Recession and has continued to do since.

Here's another bet on a company converting into a REIT. I wish that I had hopped on this trendy data center "cloud" play earlier this year 50% lower, but if what Jeff Kolitch of the Baron Real Estate Fund is correct there's still a lot of upside.

According to a recent Barron's article

"At its recent price of $153, the stock was trading around 14 times operating cash flow. Equinix's stated goal is to double revenue and cash flow by 2015. Applying a current REIT multiple on that larger cash-flow number, Kolitch argues that the stock can exceed $400 within a few years."

Deej

Facebook play

Often-misunderstood business -- it's all about connectivity. Not hosting, not cloud delivery, but fat BGP-routed peering connections among high-bandwidth players. A clear growth market as media moves to the Internet, and EQIX is building a clear moat via the set of companies they connect to.

Cloud play

P/E=100. Sure, this isn't overvalued.....didn't we learn anything is 2002?

This is a small/mid cap high growth stock that should outperform the S&P during the bull market.

While behind the curve for now. The business sector will be taking this one up to the Clouds. Good growth for the next few years.

Cloud Business Software

Raymond James Picks 2011

33% drop back down to earth, scoop it up. data centers aren't going anywhere for a while

30%+ is ridiculous for a $6 million adjustment on underplanned churn. Even if they come in with these week numbers for 3Q, 4Q, and YE they are still killing it. As management settles in with its typical colo, hosting, and network deals I am sure they will land a couple global strategic relationships that will make up for missing plan.

If we are all smart we jump in and enjoy the ride back to $100 before the end of the year.

Very highly overvalued.

expensive.

A company with low earning, but great growth and market position. However, their growth is financed by heavy debt which will not be able to continue with the "credit crunch". Would be a great buy in a strong economy, but with the economic slow down this stock is way overpriced for their earnings as the growth will not be able to continue on debt alone and they have no cash income to do it themselves.