Q: In anticipation of the coming 5G technology in the next few years, what are your thoughts on this company for a long term hold, (5+ years) ? I'm thinking of adding a small position to my RRSP investment account.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Equinix Inc. (EQIX $848.12)
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American Tower Corporation (REIT) (AMT $171.27)
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Crown Castle Inc. (CCI $80.88)
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Digital Realty Trust Inc. (DLR $171.62)
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SBA Communications Corporation (SBAC $180.74)
Q: I am looking for investing in one of the cell tower real estate in the USA. I would appreciate to know which one among the following would be better options now.
AMT, CCI, EQIX, DLR, SBAC
AMT, CCI, EQIX, DLR, SBAC
Q: Hi there,
For real estate exposure in the US i have held AMT for 10 years at about a 2% position. With the 5G rollout i beleive these tower services will become significantly more profitable as they sell 'extra space on the existing infrastructure. Your thoughts on this theme and if you were going to add would you add to AMT or CCI. AMT has performed better but has a lower yield. As well, CCI had lower earnings last quarter while AMTs earnings have been growing consistently. I am approaching retirement (next 5 years) so i like a decent dividend with a bit of growth. Thanks for all you do!
For real estate exposure in the US i have held AMT for 10 years at about a 2% position. With the 5G rollout i beleive these tower services will become significantly more profitable as they sell 'extra space on the existing infrastructure. Your thoughts on this theme and if you were going to add would you add to AMT or CCI. AMT has performed better but has a lower yield. As well, CCI had lower earnings last quarter while AMTs earnings have been growing consistently. I am approaching retirement (next 5 years) so i like a decent dividend with a bit of growth. Thanks for all you do!
Q: Hi Ryan
I have been trying to formulate an investment thesis regarding the impending roll out of 5G and am wondering if 5i has developed any ideas as how to invest in this technology. Noticed a few commentators have indicated that the best way would not necessarily be with the telcos but rather with the "picks and shovels" providers like chip makers or contract manufacturers.
Also, read an interesting piece the other day on SA regarding CCI in the US positioning itself for 5G.
Thanks for your insight
Brad
I have been trying to formulate an investment thesis regarding the impending roll out of 5G and am wondering if 5i has developed any ideas as how to invest in this technology. Noticed a few commentators have indicated that the best way would not necessarily be with the telcos but rather with the "picks and shovels" providers like chip makers or contract manufacturers.
Also, read an interesting piece the other day on SA regarding CCI in the US positioning itself for 5G.
Thanks for your insight
Brad
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QUALCOMM Incorporated (QCOM $137.34)
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Skyworks Solutions Inc. (SWKS $62.10)
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American Tower Corporation (REIT) (AMT $171.27)
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Crown Castle Inc. (CCI $80.88)
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Baylin Technologies Inc. (BYL $0.27)
Q: Investing in 5G network companies - I hearing a lot about this - do you have any suggestion of US or Canadian companies that I can invest in to take advantage of this? Thanks
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QUALCOMM Incorporated (QCOM $137.34)
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Skyworks Solutions Inc. (SWKS $62.10)
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American Tower Corporation (REIT) (AMT $171.27)
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Crown Castle Inc. (CCI $80.88)
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Baylin Technologies Inc. (BYL $0.27)
Q: What would your choices be to invest in 5G
Is there an etf that would be better, spread the risk
Many thanks
Is there an etf that would be better, spread the risk
Many thanks
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American Tower Corporation (REIT) (AMT $171.27)
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Crown Castle Inc. (CCI $80.88)
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Baylin Technologies Inc. (BYL $0.27)
Q: Hi team,
I am looking for your best ideas (small / medium / large cap) to invest in the ongoing and ever-increasing move to 5G. Telcos will be spending billions over next decade. And ultimately benefitting of course. But which companies will benefit from that, or government's (?) spending? Mostly interested in Canadian-based companies. I know AMT and CCI are the big players in US. Any chance they get a foothold in Canada? Does small company like Baylin have unique expertise to deliver in this space? Are they well-managed and well-known enough? Anyone else?
Thanks for advice.
I am looking for your best ideas (small / medium / large cap) to invest in the ongoing and ever-increasing move to 5G. Telcos will be spending billions over next decade. And ultimately benefitting of course. But which companies will benefit from that, or government's (?) spending? Mostly interested in Canadian-based companies. I know AMT and CCI are the big players in US. Any chance they get a foothold in Canada? Does small company like Baylin have unique expertise to deliver in this space? Are they well-managed and well-known enough? Anyone else?
Thanks for advice.
Q: Good morning from the West Coast.
What is your opinion of this stock as a long term hold in an income portfolio ?
Thanks
Rick
What is your opinion of this stock as a long term hold in an income portfolio ?
Thanks
Rick
Q: What are your thoughts on Crown Castle International (CCI in the US) as a long term stable force in a portfolio? I'm looking for stability and some growth in Communications in the US. Would this also double as a REIT?
In terms of its competition, how would you rank CCI against American Tower and SBA Communications? ... and here's the naive part of the question, but ... do these tower companies hold footing in Canada as well, or what would be the equivalent for a Canadian holding?
Thanks!
In terms of its competition, how would you rank CCI against American Tower and SBA Communications? ... and here's the naive part of the question, but ... do these tower companies hold footing in Canada as well, or what would be the equivalent for a Canadian holding?
Thanks!