Difference between revisions of "User:ColemanDalgety"

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Revision as of 06:58, 1 May 2019

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iPhone Cases However, the core thesis is ultimately built on the idea that even in the event of a Windstream bankruptcy, its strong master lease would result in uninterrupted rent.Let's take a look at how Uniti's turnaround is going, and why I still believe there are six reasons Uniti is potentially a good long term investment for highly risk tolerant investors.At the same time learn why Uniti's biggest three risks are growing larger, and thus why I'm downgrading its outlook (for now) to negative from stable. That means that while I won't be selling any shares, I now recommend that investors target a 1% portfolio allocation to this high risk/high reward investment proposition.Reason One: Great Asset Base And Solid Core Business Model In 2015, Windstream spun off most of its fiber optics lines as Communications Sales Leasing, which was later renamed Uniti Group.Sources: Uniti Investor PresentationOver the years Uniti has invested billions into growing and diversifying its asset base to reduce its dependence on its former troubled parent company.Source: Uniti Investor PresentationToday Uniti is one of the ten largest owners of fiber optic cables in America (4.9 million strand miles of fiber), as well as the owner of 667 telecom towers.Source: Uniti Investor PresentationThis means that Uniti's basic business model has a very wide moat. Better yet the very low maintenance costs on its assets means that its gross margins are very high, thanks in part to operating many of its assets under triple net leases.This means that the tenant pays for maintenance, taxes, and insurance, while Uniti just collects high margin rent iPhone Cases..
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