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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Selectric II who wrote (39423)	7/27/2001 11:49:01 AM
From: Jim Willie CB	Read Replies (4) of 65232

A CALL TO ARMS: in search of Landlord Stocks I have been studying like a busy little mickbee lately trying to learn about upcoming energy winners but also thinking as I have been for months about a theme 95% of american millionarie$ made their fortune with REAL ESTATE the concept is transferrable to other businesses American Tower (AMT) might be building a locked wireless landlord business as we speak, with a dominant market share of north american towers almost completely covering our entire continent they are building and buying up towers from carriers then renting the same towers to other carriers efficiently they will benefit from saturation resistance later real hard to get towers approved in many communities their overhead costs are low their return on investment is high strong similarity to community and highway billboards VeriSign (VRSN) might be building an internet landlord business as we speak, with a monopoly on domain registration and a dominant market share with commerce encryption so they are the internet landlord who sells bestinbreed "keys" they are ready for the exploding internet commerce phenomenon I love the Landlord Theme "build it and they must rent" can anyone think of OTHER landlord theme stocks out there? where competitors will have an impossible time catching up? where recurring income is the order of the day? where rents can rise in time? I dont mean patented IP like with CDMA and QCOM I dont mean gorilla owned and dominated sectors I mean Landlords owning limited land, space, air, software, media ideas will be appreciated I believe all Landlord Theme stocks are easy 20-baggers with the potential of large dividend income later or else simple vertical integration subsidized expansion unlike gorillas, landlords are not easily displaced by "discontinuous" innovation case in point, eventually Microsoft will be less relevant thanks for any ideas / jim

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