Topic Archives: Crown Castle (CCI)

OK, I know, it’s getting a little ridiculous that I still haven’t covered the whole portfolio of stocks with my annual review updates — but for some I’m waiting to see what the quarterly update tells me, and for others, well, I’m just trying to catch up. Here’s what I’ve got for you by way […]

A pretty quiet week as I try not to overreact to market gyrations, so we’ll be briefer than usual this Friday… but there are a few interesting things to talk about…. Crown Castle (CCI) reported a “beat and raise” quarter this week, if just barely. They raised their dividend roughly as expected this week, bumping […]

I haven’t written about this particular ad, but I have seen it circulating over the past couple months… and the questions keep rolling in, so I guess the ad’s still in pretty heavy rotation and it’s time to get some answers for you. The pitch is for Jeff Brown’s The Near Future Report ($99/yr “on […]

The next wireless standard to be adopted by telecom service providers might be the biggest one since 3G enabled the first real “high speed” data and reasonably useful internet access by smart phones. And new wireless standards are always of interest to investors, not least because the growth of smartphones has tracked the improving networks […]

I’ve been mostly sitting on the sidelines during the “Crypto Mania” this year, because, well, anything “manic” makes me nervous and I still haven’t been able to come up with a rational price argument for any cryptocurrency…. … so I haven’t recently dug into all of the recent “Amazon is going to choose a cryptocurrency […]

As we enter mid-February and a slow week in Gumshoeland next week, I’ve got a few personal buys of stocks that we’ve mentioned before, and a new “Idea of the Month” candidate that’s maybe not quite ready to buy just yet (we’ll be closed on Monday, and will probably publish less than usual during the […]

The following was originally published on November 10 and has not been updated or revised. The teaser ad covered is being circulated again today with a slightly different headline pitch about cellphone royalties, but the balance of the ad (and the teased company) are largely unchanged. —from 11/10/14— Dr. David Eifrig is touting something that […]

Comments

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    akts... they make RF filters for companies like cci and amt to covert their towers from 4g to 5g more to the point the...

  • Travis Johnson, Stock Gumshoe

    My latest assessment was that they're both reasonable buys, I own more CCI but have been giving AMT the edge as their va...

  • Travis Johnson, Stock Gumshoe

    AMT and SBAC have generally grown a little faster than CCI, and CCI pays out a somewhat higher dividend than AMT and muc...

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    I like AMT, CCI and SBAC as long term 3-5 year holds, but in looking at the January, 2022 call options for all three com...

  • Travis Johnson, Stock Gumshoe

    I own it. I think the convergence in valuations has made AMT equally attractive, so I have been buying more of that lar...

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    Hello What do you think about CCI?...

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    Appreciate the update and your consistent approach and guidance. My Fastly basis has an average cost of $21.30 so I am ...

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    I'm wondering why CCI has seemed to lag AMT in revenue growth and share price appreciation in anticipation of 5G rollou...

  • Travis Johnson, Stock Gumshoe

    All indications I see are that satellite-to-mobile won’t be competitive with terrestrial wireless anytime soon, presum...

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    Thanks Travis and happy Friday. I too added a little CCI yesterday and sold FSLY for a tiny loss. I was too greedy this ...

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    What happens to CCI and other tower REIT's if Elon Musk is successful with his constellations of satellites providing di...

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    Now I'm confused about CCI prices! I, too, have had a seemingly identical limit order in for the last few weeks: buy at ...

  • Travis Johnson, Stock Gumshoe
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    There were three tiers in terms of allocation. The first really just obvious large caps. Anyone wants who wants to make ...

  • Travis Johnson, Stock Gumshoe

    The ones I own right now are CCI, IIPR, MPW and PW, with KW as kind of an honorary REIT. They’re all probably really ...

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    Now to find out what Alexander Green’s “retire on one 5G stock is ....hopefully it’s not AMT or CCI...

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    CCI looks pretty good until you look at their Div. payout ratio at 240%. They need to get the cash flowing. 2 cents...

  • Travis Johnson, Stock Gumshoe

    For the very fastest speeds using millimeter wave, yes, there need to be a lot more antennas and base stations since the...

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    Travis, again thank you for your thinkolater analysis. I have owned a big chunk of AMT since early 2018 and am up 69%. ...

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    Dear Travis and fellow Gumshoers, Being rather new in investing, I would very much appreciate your views on investing ...

  • Travis Johnson, Stock Gumshoe

    Sure, but if I recall correctly the Gates Foundation bought their CCI shares many, many years ago....

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    Just ask one of the richest man in the world. If you check his portfolio he bought 650 million dollars worth of CCI stoc...

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    Hi, Travis is CCI still a good buy here for the long-term and GWL?...

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    Thanks Travis for the IIPR update, especially news of 1st time insider buying. I too bought a few more IIPR shares in ...

  • Travis Johnson, Stock Gumshoe

    I expect all the tower stocks will do well, but prefer CCI for its better valuation and leverage to small cells and the ...

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    Travis, would you buy back XLNX if price drops more or is this one dead in the water for you? I miss out on both KEY an...

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    If any of you are TA types there is a ZLR on Woodies CCI, daily. Just sayin....

  • Travis Johnson, Stock Gumshoe

    It's not as direct a connection, though 5G will also depend on the towers to some degree -- and the REITs have all been ...

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    "Three unknown companies"? AMT -- equity market cap $95 billion CCI -- equity market cap $56 billion SBAC -- equit...

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    Unknown Companies....?? The Thinkolator knows! Thank you Travis for great sleuthing. May consider CCI Crown Castle....

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    CCI is very near it's all time high, & if I read this correctly, Gates is spending millions more here??? I don' beli...

  • Travis Johnson, Stock Gumshoe

    Navellier's grades are mostly driven by fundamental momentum (earnings and sales increases) and analyst momentum (estima...

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    According to https://finance.yahoo.com/quote/CCI?p=CCI Crown Castle International Corp. (REIT) (CCI) Close on NYSE 6/1...

  • Travis Johnson, Stock Gumshoe

    Hoping that there will be a knee-jerk reaction driving CCI shares lower. I would expect it to be mildly negative in the...

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    Travis what is your take on the Spirent/T-Mobile deal approval. I'm wondering how it affects CCI & AMT (one less custome...

  • Travis Johnson, Stock Gumshoe

    Lots of others potentially involved or impacted as well, in varying degrees, from chips to towers to data centers -- Sam...

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    I am hoping CCI will drop a bit in the summer....

  • Travis Johnson, Stock Gumshoe

    Those are the two that are most reasonably priced and reasonably low risk, in my mind. There are lots of more exciting ...

  • Travis Johnson, Stock Gumshoe

    I assume you're referring to CCI, yes? CCI is a REIT and is generally evaluated like REITs, which means that investors ...

  • Travis Johnson, Stock Gumshoe

    Short version: Dividend growth, current yield, and more diversification into small cells and fiber....

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    Hi Travis! I am assuming your pick of CCI over AMT was because of the dividend. I noticed that they also just increased...

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    Travis, although you touched on AMT above, why do you prefer CCI over AMT?...

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