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Strategies & Market Trends : Dividend investing for retirement -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (31186)	4/28/2019 12:14:02 PM
From: Max Fletcher	Respond to of 34328

I agree that 5G is a big wave that offers a lot of investment opportunity. CSCO is obviously not a pure play on 5G, but they have a foot in that door, are cash rich, and pay a reasonable dividend (2.5% or so at today’s price). AMT is another that should benefit, but they have had quite a run recently so not sure about their valuation. I believe 5G will require a lot of local nodes (Block by Block in cities) which Crown Castle CCI is going after, but M* believes they are trading at a 50% premium so I am giving them a pass. Tangential to 5G, the Internet of Everything with self driving cars and the like will require a lot of data, for which DLR is my pick. I’d love to hear of other 5G ideas.