8 stock positions increased/added today.

$ADC, $AMT, $HIW, $IIPR, $IRM, $RPT, $SPG, $STOR

The 'Fat Cat Investing' portfolio is up 1.33% today, down 3.55% overall since inception, and is a part of my ongoing "Real Estate Rumble".

Sweet, sweet DRIP action, baby.

Found this graphic really interesting from $AMT earnings presentation. While this is just sample economics, it lines up closely with Morningstar estimates. In 2017, (the last time American Towers updated the number) they had 1.9 tenants per tower.

I think upcoming earnings are going to be really important in this volatile market. Companies will likely get punished (further) on even slightly bad results or outlook, and I'm hopeful strong earnings like we saw with $TEAM or $AAPL will buoy the overall market or at least software sector that I'm playing close attention to.

Personally, I have a handful of companies on my buy list including $CRM, $COUP, $ESTC, $SMAR, $POSH, but will only do so once they make it past earnings either scathed (lower price) or unscathed (peace of mind) :)

So we've put together our most anticipated earnings for all of Feb!

Keep an eye out!

1: $GOOGL $XOM $PYPL $UPS

2: $FB $ABBV $TMO $NVS

3: $AMZN $LLY $MRK $TNX

4: $BMY $SNY $REGN $ETN

7: $SPGI $SPG $GPN $TSN

8: $PFE $AMGN $BP $FISV

9: $DIS $CVS $GSK $CME

10: $KO $PEP $LIN $PM

11: $ENB $D $MGA $FTS

14: $SCI $ANET $OMCL $VNO

15: $ZTS $FIS $ECL $MAR

16: $NVDA $CSCO $EQIX $BIDU

17: $WMT $AMAT $SO $PXD

18: $DE $AEE $VTR $LBTYA

21: $UIS

22: $HD $BMO $MDT $BNS

23: $RY $LOW $BKNG $TJX

24: $CRM $AMT $ABNB $INTU

25: $EOG $OXY $PEG $CM

28: $JLL TGNA $LAZR $SAIL