Wall Street analysts forecast that American Tower (AMT) will report quarterly earnings of $2.18 per share in its upcoming release, pointing to a year-over-year decline of 6.8%. It is anticipated that revenues will amount to $2.73 billion, exhibiting an increase of 1% compared to the year-ago quarter. The consensus EPS estimate for the quarter has been revised 0.1% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial e ...

股市趋势 - S&P 500本周再次收于5000点，市场仍然让分析师和投资者感到惊讶[1] - 股市继续扭曲，为公司的股息股票组合提供购买和增持机会[1] 股息股票筛选 - 通过股息股票筛选器购买被低估的股息股票，关注PE比率、派息比率和历史派息增长[4] - 每周自动购买两只股息ETF，增加每周投资和增长[5] 投资收益 - 投资AMT是因为其质量和不断增长的股息[9] - 投资AMT和Realty Income分别增加了6.80美元和6美元的年度股息收入[10][13] - 投资SBUX和APD分别增加了3.97美元和14.16美元的年度股息收入[18][21] - 本周总投资近1400美元，增加45美元的年度股息收入，Yield on Cost为3.27%[21]

通货膨胀持久性 - 通货膨胀变得比市场预期的更持久[3],[4],[7],[11] - 服务价格持续上涨，而住房价格增长放缓，这表明当前通货膨胀环境复杂[8],[9],[10] - 由于通货膨胀压力再次出现，对于美联储政策的影响是微妙的[11],[12] 高股息股票 - 高股息股票目前不受市场青睐，但公司认为这一策略仍然具有价值[13],[17],[18],[19],[20] - 高质量股票的特征包括稳定的股息增长、安全的收益率、稳健的商业模式和财务实力、以及增长潜力[23],[24],[25],[26] - Realty Income (O) 是我们最喜欢的股票之一，收益率接近6%，并且连续25年以上每年都有股息增长。公司是三重净租赁房地产的无敌领导者，受益于强劲的租户、优秀的管理和A-信用评级的资产负债表。根据下面的数据，公司预计到2026年的年总回报率为20%[27] - Rexford Industrial Realty (REXR) 是美国最大的工业地产投资信托公司之一，专注于南加州的资产，这个市场供应受到巨大压力，为长期价格带来了好处。公司的股息率为3.4%，年股息增长率为两位数，信用评级为BBB+[28] - 美国塔公司 (AMT) 是美国最大的塔楼业主，向大型电信巨头出租塔楼。股息率超过5%，具有投资级别的BBB+信用评级，公司估值吸引人，有能力长期表现优异[29] - 百事可乐 (PEP) 拥有最安全的资产负债表，信用评级为A+，连续50年以上每年都有股息增长。最近的股息增长后，股息率超过3.1%，估值吸引人，可能为每年接近10%的回报率铺平道路[30] - Enbridge (ENB) 是北美最大的中游公司，拥有管道和相关资产，支持能源行业。目前的股息率超过8%，估值有利，因为其股价下跌并未伴随着盈利的下降（预期）[31] - Hershey Company (HSY) 是零食行业的一家股息率为2.9%的巨头。公司拥有A级资产负债表，具有强大的定价能力和10.0%的五年股息复合年增长率[32] - 这六只股票自1999年以来的回报率为12.4%，标准偏差为13.8%，而同期标普500指数的回报率为7.5%，标准偏差更高达15.4%。换句话说，从长期来看，这六只“无聊”的股票带来了更高的回报率，风险更低[33] - 过去十年，这些股票表现不佳，回报率为9.3%，而标普500指数的回报率为12.5%。投资者对股息增长和安全性并不关心，科技/成长股更具吸引力[34] - 尽管这些股票只是一个例子，而不是持有这个投资组合的呼吁，但我们相信专注于高质量股息股票的策略是长期基础上击败市场的好方法，风险较低，收入稳步增长[35] - 鉴于通货膨胀看起来是持久的，股息股票再次处于有利地位。预期较高的利率和通货膨胀对价值股而非成长股有利，因为传统贴现模型下，较高的通货膨胀降低了成长股的现值。鉴于当前的宏观发展，投资者可能会注意到成长股的风险/回报不佳，并回归价值股，尤其是一些估值非常有吸引力的股票。这就是为什么我们越来越专注于高质量的股息股票而不是成长股[36] - 在一个专注于成长的市场中，高质量的股息股票已经不再受青睐。然而，持续的通货膨胀挑战了短期经济状况的说法，可能再次有利于支付股息的公司。尽管科技和人工智能的趋势已经掩盖了传统的股息策略，但历史数据强调了股息增长的长期价值[37] - 通过寻找具有持续股息增长、强大财务状况和增长潜力的公司，投资者可以在市场不确定性中航行，同时享受稳定的收入和潜在的资本增值。在通货膨胀仍然令人担忧的情况下，对股息的兴趣再次复苏，预示着长期成功的价值投资策略[38]

公司股价表现 - American Tower (AMT) 最新收盘价为$188.42，较前一天下跌1.75%[1] - AMT股价在过去一个月下跌了8.43%，表现不佳[2] 公司财务状况 - 公司计划于2024年2月27日公布财报，预计每股收益为$2.18，同比下降6.84%[3] - 分析师对American Tower的盈利预期进行了修订，这反映了短期业务趋势的变化[4]

Bill Oxford American Tower (NYSE:AMT) currently offers a discounted valuation compared to its history and has a sustainable dividend, making it an interesting play within the REIT sector. As I’ve covered in a previous article, American Tower is a good long-term income investment due to strong fundamentals and a sustainable dividend. However, its relatively weak growth prospects have been a drag on its share price performance, and since my previous article its shares are up by ~5%, clearly underperforming th ...

股价表现 - American Tower (AMT) 最新收盘价为$193.62，较前一日上涨了+1.02% [1] - 过去一个月，该公司股价下跌了9.53%，表现不佳 [2] 财务预测 - 分析师预计，American Tower 将在2024年2月27日公布财报，预计每股收益为$2.18，同比下降6.84% [3] - 近期分析师对American Tower的预期变化可能反映了短期业务趋势的变化 [4] 股票评级 - Zacks Rank模型显示，近30天内Zacks Consensus EPS预估上调了0.71%，目前American Tower的Zacks Rank为3 (Hold) [6] 估值比较 - American Tower目前的前瞻市盈率为18.66，高于行业平均值10.55 [7] - AMT目前的PEG比率为1.44，低于REIT and Equity Trust - Other行业的平均值2.47 [8] 行业评级 - REIT and Equity Trust - Other行业属于金融领域，目前Zacks Industry Rank为112，排名前45% [9] - Zacks Industry Rank评估了不同行业群体的实力，研究显示排名前50%的行业胜过后50%的行业 [10] 建议 - 建议关注Zacks.com以获取更多关于股票影响因素的信息 [11]

Bill Oxford Investment Thesis American Tower Corporation (NYSE:AMT) is well positioned to experience growth, taking advantage of the increasing mobile penetration and data demand. The expansion of voice and data networks, along with the growing adoption of devices (excluding IoT), indicates a demand for AMT's infrastructure services worldwide. From my perspective, AMT has consistently shown revenue growth despite some fluctuations in earnings per share due to factors only effecting the business in the short ...

In the latest market close, American Tower (AMT) reached $198.39, with a +1.4% movement compared to the previous day. The stock exceeded the S&P 500, which registered a gain of 1.25% for the day. At the same time, the Dow added 0.97%, and the tech-heavy Nasdaq gained 1.3%. The the stock of wireless communications infrastructure company has fallen by 8.87% in the past month, lagging the Finance sector's loss of 2.58% and the S&P 500's gain of 1.58%. Market participants will be closely following the financial ...

The fourth-quarter reporting cycle is underway, and investors can be lured by the profits of companies that have already released their quarterly figures. However, rather than adding the stock later to your portfolio, accumulating the ones poised to beat estimates can generate higher gains. This is because an earnings beat usually serves as a catalyst, raising investors’ confidence in the stock and resulting in price appreciation. This is likely to be reflected in the earnings releases of American Tower Cor ...

The most recent trading session ended with American Tower (AMT) standing at $197.29, reflecting a -1.46% shift from the previouse trading day's closing. The stock's performance was behind the S&P 500's daily loss of 0.07%. Elsewhere, the Dow gained 0.16%, while the tech-heavy Nasdaq lost 0.36%. Heading into today, shares of the wireless communications infrastructure company had lost 7.81% over the past month, lagging the Finance sector's loss of 1.77% and the S&P 500's gain of 3.05% in that time. Market par ...