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Results(4) #CONE

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Why has CyrusOne, Inc been on a downward trend? - Omick99 - 2020-02-05 08:43:12 PDT - See full comment

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I took advantage and purchased CyrusOne (#CONE), I’m going long on these Datacenter REITs. The next one I plan to buy is #COR if the price drops to $110 post its earnings release. - CapitalKing - 2020-02-06 20:34:31 PDT

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#Cone jumped today on some news of M&A not sure on the details, but the stock went sky-high today. - AI_AI - 2020-02-12 23:31:13 PDT


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CyrusOne Announces Cost Reduction Initiative and European Leadership Transition - News released on Mon, 13 Jan 2020 08:33:09 -0500 - REITNewsHeadlines - 2020-01-13 09:36:29 PDT - See full comment

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I purchased #CONE about 1 hour ago and price still going lower. - RoTtom - 2020-01-14 10:03:45 PDT

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#Cone also announced in the press release that - it has mutually agreed with Tesh Durvasula, President of Europe, that he will leave CyrusOne to pursue other interests, effective March 1, 2020, and remain in a consulting role through June 30, 2020. Matt Pullen, Managing Director of Europe, will assume his responsibilities. - BlueBlue - 2020-01-13 15:24:40 PDT

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Why is #Cone down 6% this morning?? - Rocco64 - 2020-01-13 10:07:18 PDT

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#CONE is slowly rebounding, this was probably a good buy opportunity! - Kodibearb - 2020-01-15 19:22:41 PDT

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Any previous indications of this cut? - Omick99 - 2020-01-13 13:55:31 PDT

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#CONE today announced a “workforce reduction, effective immediately, that impacts 55 employees, representing approximately 12% of the Company’s workforce. “This step to rightsize the organization, while not an easy decision, will result in enhanced margins and higher profitability over time, strengthening our position in the current environment as we maintain our focus on driving organic growth,” said Gary Wojtaszek, president and chief executive officer of CyrusOne.” So this is concerning since it appears to come out of left field to me. That is why we saw an unexpected price drop. - LLNN - 2020-01-13 10:11:10 PDT


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Which REITs are trading at best prices right now and you think is a very good investment? - Molly23da - 2019-08-17 11:11:32 PDT - See full comment

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Why is Innovative Industrial Properties (#IIPR) valuation so high? The stock is $112 dollars and its TTM AFFO is $1.89 per diluted share, this equal a P/AFFO ratio of 59 x. This is more than double the multiple of many top REITs. So what is going on here? - Rubyckube - 2019-08-21 20:44:27 PDT

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I have my eyes on Essential Properties Realty Trust Inc. Symbol #EPRT. This REIT can be the next #O, #NNN, or #EPR, it is a young REIT (3 years old) which is growing fast, currently has 789 freestanding net lease properties. They improved their FFO & AFFO by a lot compared to last year, which has open additional space for dividends to grow. Properties are also 100% leased, EPRT grew Same-Store Contractual Cash Rents by 1.9%, reduced top 10 tenant concentration to 28.0. I want to lock them at a 4%+ div. yield within next week. - CapitalKing - 2019-08-20 23:23:35 PDT

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Hi CapitalKing, I like your enthusiasm for Essential as I do share in it. However, a couple of things to be aware of is that 30.7% of its Cash ABR is still concentrated in their top ten tenants, and these tenants are not the strongest/top brands in the industry (no offense to any of the brands, they are still good), the list includes Captain D’s, Mister, Art Van, Couche-tard, AMC, Zips Car Wash, the Malvern School, Rstore, VASA Fitness, Town Sports, previous companies on the top 10 list were Latitude, 84 Lumber, Perkins Restaurant. I guess what I’m saying is that although EPRT is growing fast we need to make sure they are adding strong tenants with sound creditworthiness. Now some of the things I like about #EPRT is that it has an average of 14.5 weighted average lease term maturity (WALTM) which is better than all the other triple Net lease REITs, for example, #O Realty Income is 9.2 years, #VER Vereit is 8.7 years, #NNN is 11.4 years, the closest is #STOR Store with 14 years. It also has one of the healthiest AFFO to dividend payout ratios at 68%. Hope these insights complement the research you are doing. Thanks. - Kev B - 2019-08-21 00:19:24 PDT

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REIT prices are just so high right now! Sorry Molly23da, it is hard to find REITs with the best prices at this moment. Maybe for a newcomer to the segment, they may seem like good dividend yields, but nothing compared to what we had in past years. - AI_AI - 2019-08-19 12:09:20 PDT

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Hi AI_AI, some have been coming down. For example #APTS, #VNO, #IRM and #BPR all which I consider good companies. - Molly23da - 2019-10-19 11:00:23 PDT

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Besides CyrusOne, Inc.’s price spike on Friday, the stock is still well priced. This REIT will likely continue raising dividends in the future, so even though #cone is only paying 3% it will be 4-5% within some years, not to mention further price appreciations. Best of luck! - Davestew - 2019-08-17 15:43:58 PDT

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I just read an article that talked about CyrusOne CONE, which made me curious to look them up in this site. Their share prices seems to be on the rise, and still below their Sep 2018 price. Is anyone else thinking of investing in them? Any thoughts? - GoGo - 2019-04-17 18:51:47 PDT - See full comment

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#CONE is one to buy and hold. The dividend yield is only 3.2%, but with the company's history of dividend bumps that yield will improve with time if you're holding. - Rubyckube - 2019-04-17 23:21:50 PDT

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