Almost six years ago I wrote that "CyrusOne (CONE) intends to elect and qualify to be taxed as a REIT for U.S. federal income tax purposes, commencing with the taxable year ending Dec. 31 (2012). This proposed REIT conversion is worth exploring and the potential revenue model could provide some attractive dividend opportunities down the road."
Then around two years later (May 2015) I explained that "there are notable catalysts that could drive CyrusOne's share price performance in 2015 and beyond. The common thread for all of these (catalysts), though, is the durability