March 25, 2024 | Daily JAM, DLR, Videos |
Today’s Quick Pick is Digital Realty Trust (DLR). This dividend stock, currently pays at 3.46% (previously a bit higher) but the stock has done well on price appreciation too. This is a different way to play the AI boom–by investing in the data center realty space. Data centers are the hottest part of the real estate market at the moment and AI data center capacity is likely to double in the next 6-10 years. Digital Realty has about 300 data centers worldwide with 40 million square feet of rentable space. They recently made a deal with Brookfield in order to raise more capital to build out more facilities and expand their business. The stock is up only about 5.6% year to date which isn’t great if you’re looking at the AI boom. It is up 43% over the last year but recent guidance from the company disappointed investors. The “meh” stock performance recently marks a good time to get in on a stock that has good dividends and a potential for capital appreciation when growth picks up again. The stock has been a member of my Dividend Portfolio since March 16, 2019. The shares are up 161% since then as of March 25.Â
August 25, 2020 | Daily JAM |
Part 3A: Strategies and Picks for the less risky end of a retirement portfolio Part 3 of my Special Report : "Meeting Your Retirement Challenge," which will focus on 5 concrete steps that you can take in your retirement portfolio. In this, Part 3A, I'm going to begin...
November 12, 2019 | CMI, CMWAY, Daily JAM, DLR, IEF, ITW, KMI, MRK, MSFT, OKE, PAC, PFXF, Special Reports, VZ, WBK |
Just to put all the changes in my Dividend Portfolio in one list after my Special Report 3 Ways to Higher Income in a Low Yield Desert Here are the sells: Bank of America (BAC) as of November 1 ING Group (ING) as of November 1 Tapestry (TPR) as of November 1 Westpac...
March 14, 2019 | Daily JAM, DLR, Stock Alerts |
For Digital Realty Trust (DLR), a REIT that owns 198 data centers in 32 metropolitan areas with 2,300 customers, the case for stable earnings growth--one of my criteria for stocks to own during the earnings recession that's looming for 2019--is pretty solid. The...
February 20, 2019 | Daily JAM, Special Reports |
The U.S. stock market is worried about an economy recession--two consecutive quarters of negative GDP growth--and an earnings recession--two consecutive quarters of negative growth for the stocks in the Standard & Poor's 500. Neither is certain. But of the two an...
June 26, 2012 | Daily JAM, Stock Alerts |
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...
March 22, 2012 | Daily JAM, Stock Alerts |
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...