GuruFocus Premium Membership

Serving Intelligent Investors since 2004. Only 96 cents a day.

Free Trial

Free 7-day Trial
All Articles and Columns »

Baron Funds Comments on Equinix

August 23, 2012 | About:
Holly LaFon

Holly LaFon

266 followers
From Baron Funds' second-quarter letter:

Shares of network-neutral data center operator Equinix, Inc. performed well during the quarter, as demand from its interconnection-focused data center customers remained strong, and the company raised its earnings guidance for the full year. In addition, management continued exploring the viability of converting to a REIT structure, which we believe continued to drive a meaningful revaluation of the shares. Compared with other REITs, we believe Equinix's shares remain notably undervalued.

Rating: 3.0/5 (1 vote)

Comments

Please leave your comment:


Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK