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SBA Communications Corp

  • Tower Wars: A Battle for Global Dominance

    By Dave Zaegel - May 17, 2013 | Tickers: AMT, CCI, SBAC

    With cells 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 greatly benefit.  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 »

  • Senator's Newest Mid-Cap Picks

    By Marshall Hargrave - April 7, 2013 | Tickers: HTZ, LEA, SBH, SBAC, TWTC

    Senator Investment Group, with some $4.5 billion of assets under management, happens to be a big time bull on the paper industry, recently increasing his position in International Paper five-fold. In looking over his other holdings, I found that Senator added a number of interesting mid-cap stocks to its portfolio at the end of 2012 (check out Senator's other top picks).
     
    A few of his notable picks are more »

  • American Tower is a Long-Term Buy

    By Anh HOANG - March 11, 2013 | Tickers: AMT, 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 »

  • How This Multi-Billion Dollar Hedge Fund Was Preparing for 2013

    By Meena Krishnamsetty - February 26, 2013 | Tickers: COP, MSFT, OXY, SBAC, VOD

    Hedge funds often get a bad rap, but the smart money still has plenty of investing chops if you know where to look. At Insider Monkey, we’ve found that historically, the best stock picks of the best fund managers can beat the market, and quite handily at that. For more than a decade, our small-cap strategy generated an outperformance of 18% a year, and since we started sharing these more »

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

    By Douglas Ehrman - November 11, 2012 | Tickers: AMT, 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 »)

  • Highland Capital Management’s Top Stock Picks

    By Meena Krishnamsetty - September 27, 2012 | Tickers: ADS, AAPL, CTXS, SBAC, SYK

    Highland Capital Management specializes in credit investments and has total assets under management of about $20 billion. However, the fund also invests a small portion of this AUM in equities.

    James Dondero co-founded Highland Capital in 1993 and currently serves as president of the firm. Dondero previously worked as a credit investor, including managing $1 billion for American Express in the 1980s. We have gone through the fund’s 13F more »

  • Towering Competition

    By Chad Henage - July 21, 2012 | Tickers: AMT, 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 Tiem - July 17, 2012 | Tickers: AMT, 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, 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 »

  • Finding A Win-Win Stock

    By Steve Van Tiem - April 17, 2012 | Tickers: AMT, 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, 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 »