Crown Castle International Corp.

  • The Best Wireless Tower Play

    By Dan Moskowitz - August 15, 2013 | Tickers: AMT, CCI, SBAC

    Investing in wireless tower companies should seem like a logical investment. The popularity of smartphones and tablets has led to increased demand from wireless service providers. Not only that, but most wireless tower companies have entered long-term agreements with wireless service providers, price escalations included. Furthermore, wireless tower companies are acquiring smaller players at a rapid rate in order to capitalize on growth potential for the industry.

    No bull 

    If more »

  • Is American Tower Really a Strong Sell?

    By Bill Stoller - July 22, 2013 | Tickers: AMT, CCI, SBAC

    Carson Block, CEO of Muddy Waters Research, dropped a "blockbuster" on American Tower (NYSE: AMT) during a featured interview early July 17 on Bloomberg TV .  The worst accusations targeted American Tower's reporting and business practices in "emerging and frontier" markets.  An accounting discrepancy regarding a purchase of communication tower assets in Brazil was discussed at length.  Mr. Block also spoke about American Tower’s REIT status as being “just more »

  • Betting on the Wireless Revolution

    By Marshall Hargrave - July 22, 2013 | Tickers: AMT, CCI, SBAC

    The latter part of the telecom market is heavily concentrated, with the likes of major telecoms, including AT&T, Verizon, Sprint Nextel and T-Mobile owning the market. However, if we travel back up the telecom food chain, the concentration is even greater in the telecom tower providers. The market is run by three major players, including American Tower (NYSE: AMT)Crown Castle International (NYSE: CCI) and SBA Communications (NASDAQ: SBACmore »)

  • This Stock Should Trade at a Premium to its Peers

    By Mark Lin - June 12, 2013 | Tickers: AMT 131116P00072500, CCI, SBAC

    Strong barriers to entry and long term recurring revenue streams are characteristics of quality stocks that investors want to own. American Tower (NYSE: AMT), an owner and operator of wireless and broadcast communications sites both in the U.S. and globally, belongs to this category of quality stocks. It is also the least leveraged and most geographically diversified among its peers. Despite this, American Tower is valued at similar EV more »

  • Tower Wars: A Battle for Global Dominance

    By Dave Zaegel - May 20, 2013 | Tickers: AMT 131116P00072500, CCI, SBAC

    With cell phones rapidly proliferating throughout the world and the technology used by those phones advancing at the rate of Moore's Law, the tower industry stands to benefit greatly.  In fact, it already has, and it's not done yet.

    The three main publicly traded tower companies are American Tower (NYSE: AMT), SBA Communications (NASDAQ: SBAC), and Crown Castle (NYSE: CCI).  All three stocks have significantly outperformed the S more »

  • Maverick Capital’s Largest New Positions

    By Meena Krishnamsetty - March 19, 2013 | Tickers: CCI, EMC, FFIV, FIS, FLT

    With the most recent quarter over, we have been able to compile over four hundred 13F filings that were submitted to the SEC in the past few weeks. These filings outline the positions that hedge funds and money managers are holding during that quarter, and our proprietary analysis lets us decipher what the smart money is doing, where the inflows and outflows are, and where new value has been discovered more »

  • Telecoms Have Little to Fear from a National 'Super WiFi' System

    By Mark Hibben - March 12, 2013 | Tickers: AMT 131116P00072500, T, CCI, VZ

    Fellow Foolish Blogger Nate Wooley recently published an article (World Wide Wireless and Worried Telecoms) drawing the seemingly logical conclusion that big telecom companies such as AT&T (NYSE: T) and Verizon (NYSE: VZ) have something to fear from an FCC proposed “Super WiFi” system that he inferred would make broadband Internet access ubiquitous and free. In fact, the major wireless carriers are the most likely operators and beneficiaries of more »

  • American Tower is a Long-Term Buy

    By Anh HOANG - March 11, 2013 | Tickers: AMT 131116P00072500, CCI, SBAC

    According to Charlie Munger, in order to be successful in investing, investors just need to find a few great companies and hold on to them. Indeed, there were several stocks that kept appreciating for the last 10 years. One of them is American Tower (NYSE: AMT), a wireless and broadcast communications infrastructure company. Since 2003, American Tower has risen by more than 1,400%, from around $5 per share in more »

  • Top nine performers in the US Tech sector in year 2012.

    By Muhammad Binyameen - January 8, 2013 | Tickers: CSC, CCI, EQIX, LNKD, NCR, RAX, CRM, SWI, S

    Top nine performers in the US tech sector in the year 2012.
    Top nine Stocks in Tech sector according to annual percentage price appreciation.

    #1.Sprint Nextel Corporation (NYSE: S)
    Sprint Nextel Corp leads the us tech  sector by generating +152.99% price appreciation.Sprint Nextel Corp offers a range of wireline and wireless communication products and services to meet the needs of  individuals, businesses, government subscribers and resellers.

    #2 more »

  • Apple Loses to Samsung - Who Cares?

    By Robert Zimmerman - November 23, 2012 | Tickers: AMT 131116P00072500, AAPL, T, BBRY, CCI

    The past few days have seen much beating of breast, gnashing of teeth, wringing of hands and banging of heads in response to Samsung’s mobile phones outselling Apple’s (NASDAQ: AAPL) iPhones.  I say, “Big Deal.”  

    Is Apple in Trouble? No.

    Yes, Apple is down about 20% from its recent high.  Some say its because competition, others claim its macro-economics making life tough for all tech companies (I guess more »

  • Profiting From AT&T’s Game of Catch Up

    By Douglas Ehrman - November 11, 2012 | Tickers: AMT 131116P00072500, T, CCI, SBAC, VZ

    AT&T (NYSE: T) recently announced plans to dramatically ramp up 4G LTE coverage by increasing capital spending by $14 billion over the next three years. The plan allows the company to attack more aggressive coverage targets as it struggles to catch up with rival Verizon Communications (NYSE: VZ). The biggest immediate winners from the news are cell tower owners including American Tower (NYSE: AMT), Crown Castle International (NYSE: CCImore »)

  • Crown Castle’s Gain is T-Mobile’s Gain

    By Peter Pham - October 15, 2012 | Tickers: AMT 131116P00072500, CCI, SPY

    Houston based Crown Castle International Corp. (NYSE: CCI) has successfully acquired the rights to operate T-Mobile USA’s 7,200 towers for $2.4 billion. According to the agreement, Crown Castle will have exclusive operational and leasing rights over T-Mobile’s towers for 28 years with the option of a complete buyout at the end of the lease for another $2.4 billion which can be paid over a period more »

  • Three Missed ETFs that are Less Visible and Roar

    By Jeff Stouffer - September 4, 2012 | Tickers: ALXN, CZA, CCI, ETE, IWP, MDY, OKS, REGN, VRTX

    One of the most overlooked investment ideas is Mid-Cap stocks. Large-Cap stocks are clearly recognized by being components of the S&P 500 or the Dow Jones Industrial Average. Small-Cap stocks get notoriety from being part of either the Russell 200 or the S&P 600 SmallCap Index. Event thought there is the S&P MidCap 400 Index it seems to not get the same amount of attention, especially by more »

  • Towering Competition

    By Chad Henage - July 21, 2012 | Tickers: AMT 131116P00072500, CCI, SBAC

    An interesting article that I recently read on The Motley Fool, prompted me to consider a few companies that I really had never researched. Interestingly, the title of the article was, “One stock to sell before its earnings release.” While I understand the author's reservations about the particular company Crown Castle International (NYSE: CCI), that doesn't mean that the whole industry is a problem. The industry we are talking about, is the ownership of cell towers. Generally speaking, when I come across a new industry that I have not researched before, I like to compare multiple companies to see which one might represent the best value. Let's take a look at three different companies that are cell tower owners, and see if we can determine if any of these companies should be a part of your portfolio.

  • More Expensive But Still a Long Term Winner

    By Steve Van - July 17, 2012 | Tickers: AMT 131116P00072500, CCI, SBAC

    In a posting in mid-April, I was bullish on shares of American Tower (NYSE: AMT), the world's leading wireless communications and broadcast tower owner. At that time, the company’s shares were trading around $64 per share and my positive outlook was based on an anticipated increase in intrinsic value driven by share repurchases, margin improvement, geographic expansion, increased tower utilization, reduced capital expenditures (as a percent of revenue more »

  • Battle of the Towers

    By Declan Fallon - July 2, 2012 | Tickers: AMT 131116P00072500, CCI, SBAC

    SBA Communications (NASDAQ: SBAC) has been steadily climbing the pricing ladder since the market low in 2009, which in itself was a blip of a larger bullish trend that kicked off in 2003.  The company owns and operates wireless communications towers in the U.S., Canada and Central America. It competes with larger competitors American Tower Corporation (NYSE: AMT) and Crown Castle International (NYSE: CCI).  Its smaller size leaves it more »

  • Tower Leasing Company Turns REIT, Trumps Analyst Estimates

    By Meena Krishnamsetty - May 9, 2012 | Tickers: AMT 131116P00072500, CCI

    For years, companies have been buying land, building towers (or allowing a lessee to do so), then leasing the land to wireless carriers like AT&T  and Verizon. These carriers served as tenants, leasing space for antennas and other equipment in order to develop their wireless networks.

    Lately, some of these property leasing companies specializing in communications towers have been converting their business structure to that of a real estate more »

  • Finding A Win-Win Stock

    By Steve Van - April 17, 2012 | Tickers: AMT 131116P00072500, T, CCI, SBAC, VZ

    Investors have many ways to win with American Tower (NYSE: AMT), the world's leading wireless communications and broadcast tower owner, making it an attractive short-term and long-term investment. Along with the recently declared $0.21 quarterly dividend that yields about 1.33% at the recent share price of $64, investors can look for continued share repurchases, margin improvement, and geographic expansion to drive growth in revenue and earnings estimated more »

  • Many Ways To Win With American Tower

    By Christopher French - February 20, 2012 | Tickers: AMT 131116P00072500, CCI, SBAC

    American Tower (NYSE: AMT) is the world's leading wireless communications and broadcast tower owner. The company converted to a tax efficient real estate investment trust (REIT) structure as of January 1, 2012 and it will initiate a quarterly dividend in 2012 after the first quarter. The annual dividend amount has been disclosed by the company to be approximately $0.80 to $0.90 per share which will provide shareholders more »