The 5G Play

Published on
October 9th, 2018
Topic
Equities, Technology, Trading
Duration
11 minutes
Asset class
Equities

The 5G Play

Trade Ideas ·
Featuring Kevin Kelly

Published on: October 9th, 2018 • Duration: 11 minutes • Asset Class: Equities • Topic: Equities, Technology, Trading

Kevin Kelly, managing partner at Benchmark Investments, says it’s time to buy shares of Crown Castle. He thinks this wireless-infrastructure provider is poised to benefit from the coming 5G revolution. Kevin discusses his full thesis in this interview with Justine Underhill. Filmed on October 5, 2018.

Comments

  • TW
    Thomas W.
    10 October 2018 @ 14:52
    And no one says a word about the bombardment of our bodies by frequencies that damage our health. Typical. Yeah, just put a friggin' tower on everybody's street. Great. And then we can treat the sick with worthless and dangerous drugs from Big Pharma. That's a double win for the Wall Street crowd and insider elites, while the people, as usual get screwed. Health concerns don't just take a back seat. They're clinging to the bumper.
    • GF
      Gordon F.
      10 October 2018 @ 19:24
      I agree, and no one appears to be researching what the effects may be. Perhaps it would be better to say that no one is publishing or publicizing such research, and when attempts are made to do so, it is dismissed as invalid, not peer-reviewed, or downplayed in other ways. I am an engineer, and my sister is a veterinarian. We discussed what we can do individually, and are agreed that whatever effects cell-phone radiation may have, it is likely to be dose-dependent. We both know people who use their cell-phones a LOT more than we do, so we will let others be the guinea pigs. With regard to 5G, I do not live in an area where deployment is likely any time soon, and any visits I may make to such areas will be brief. Again, let others be the guinea pigs.
  • MC
    Michael C.
    10 October 2018 @ 06:16
    I guess the issue for CCI is whether returns in small cells can be as high as for their core macro cell business. Towers are essential for 5G, but a massive issue in the US is the lack of densification vs Japan and China. Those two markets look much better prepared for 5G.
  • AG
    Adam G.
    10 October 2018 @ 04:02
    hmmm. Dish is down 40 % YTD so there seems to be some-other views on this theme that have Not been discussed here-in.
  • DV
    Dimitri V.
    9 October 2018 @ 15:35
    Yay for 5G! Let's see a trade/investment idea on spectrum consolidation in advance of 5G a la $STRP, $NIHD. Also wireless backhaul device providers, 5G semis, etc. Untapped subject on RV thus far would be nice to see!
  • GR
    George R.
    9 October 2018 @ 13:39
    Forget 3, 4 or 5G. In the next few years, it'll be Lifi with no spectrum issues.

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