Thomas Lott
Contributor since: 2011
Articles
Black Stone Minerals: High-Quality Business At Exceedingly Cheap Multiple
Top IdeaThu, Jan. 17 BSM20 Comments
Investment Strategy Statement - Thomas Lott
Editors' PickNov. 15, 2018 RJF, AMP, GOOG46 Comments
Ameriprise:  High Quality, High Margin Business Trading At 9x Earnings
Top IdeaOct. 30, 2018 AMP12 Comments
Daimler AG: Huge Margin Of Safety At 6.5x Earnings And A 20% FCF Yield
Top IdeaSep. 11, 2018 DDAIF41 Comments
Tech Data: Great Business At A Bargain Basement Valuation
Top IdeaAug. 7, 2018 TECD14 Comments
Andeavor Logistics: High-Quality MLP Has 30-40% Upside And Trades At A 9.5% Yield
Top IdeaMay 9, 2018 ANDX16 Comments
FS Investment Corp: Insider Buying, 9.9% Yield, 25-35% Upside
Top IdeaJan. 12, 2018 FSIC-OLD16 Comments
Updating The Portfolio And Assessing My 2016 And 2017 Stock Picks
Dec. 26, 2017 AGN, FOXA, MIC18 Comments
Pattern Energy: Beaten Up Growth Stock Trades At Only 12.5x Cash Flow, Yields 8%
Top IdeaDec. 15, 2017 PEGI64 Comments
Macquarie Infrastructure: Investment Grade Balance Sheet, 8% Dividend Yield, Trading At 11x FCF
Top IdeaOct. 27, 2017 MIC85 Comments
Community Healthcare Trust: The Best Healthcare REIT To Buy Today, With A Generous 6.25% Yield
Top IdeaAug. 19, 2017 CHCT79 Comments
Buy This Dividend Achiever At A 5-Year Valuation Low And A 4.8% Dividend Yield
Editors' PickMay 27, 2017 NNN71 Comments
W.P. Carey: Dividend Achiever At 35% Discount To Its Peers
Editors' PickApr. 11, 2017 WPC28 Comments
Viper Energy: Net Cash Balance Sheet, 6% Yield And 50% Upside
Top IdeaFeb. 14, 2017 VNOM36 Comments
This Renewable Stock Yields 6.2% And Could Return Over 50%
Editors' PickFeb. 4, 2017 CWEN27 Comments
SA Interview: Contrarian Investing With Thomas Lott
Editors' PickJan. 8, 2017 RSX
Reviewing My Stock Picks In 2016, Plus A Top Idea For 2017
Editors' PickDec. 30, 2016 RSX39 Comments
21st Century Fox: Bargain Basement Price For An Outstanding Business
Top IdeaOct. 7, 2016 FOXA28 Comments
Fortress: Money Manager Trading At 6.5x Fee-Based Earnings And 7% Dividend Yield
Top IdeaAug. 11, 2016 FIG45 Comments
Scorpio Tankers: Beaten Up Stock Trades At A 12% Dividend Yield And Could Be A Double
Top IdeaJul. 12, 2016 STNG49 Comments
Allergan: Quality Pharma With Lots Of Upside Post Pfizer
Editors' PickApr. 21, 2016 AGN19 Comments
Updating Aircastle Post Analyst Day
Apr. 15, 2016 AYR1 Comment
Atlas Financial: This Small-Cap Niche Insurer Could Be A Double
Top IdeaMar. 12, 2016 AFH14 Comments
Raymond James: The Best Financial Stock You Probably Have Never Heard Of
Top IdeaFeb. 20, 2016 RJF10 Comments
AerCap Holdings: At Some Point Valuations Matter
Top IdeaFeb. 5, 2016 AER28 Comments
Medley Management: Oversold Asset Manager Could Be A Double
Top IdeaJan. 22, 2016 MDLY31 Comments
Medical Properties Trust: Oversold Hospital REIT With 50-70% Upside
Editors' PickNov. 5, 2015 MPW47 Comments
Sinclair Broadcasting: Spectrum Value Offers Huge Margin Of Safety
Editors' PickOct. 12, 2015 SBGI13 Comments
Crestwood: This Turnaround Yields 20% And Could Be A Double
Editors' PickSep. 11, 2015 CEQP133 Comments
Three Safety Income Trades For A Volatile Market
Aug. 27, 2015 RHP, EFT, BAC7 Comments
Viacom: Value Trap?
Aug. 18, 2015 VIAB11 Comments
Williams Partners' Sell-Off Completely Unjustified
Editors' PickAug. 7, 2015 WPZ40 Comments