A few years ago, I posted about what companies will be growth investments and 10x in size in the future. My pick at the time was Universal Display ($OLED) which is still on its run up with thesis playing true. Great and all...
However, it's about time to identify the next greatest stock investment and I'd like your help. One of the themes I've identified is 5G mobile networks, an anticipated 2020+ technology that solves existing constrained data rates, latency, and will enable next generation technologies including autonomous driving, IOT, and many others that are data intensive and require the throughputs and latency. It's still in its infancy today and bringing 5G to reality does not come without its challenges (e.g. such as standards), but that presents opportunity and is an inevitability for me.
What is the best positioned companies that manufacture antenna, small cell, radio frequency chips, cell tower, fiber, radio spectrum, patent holders in 5G? Who are the enablers of all this?
Again, margin of safety is key so a history of top line growth and profitability are ideal, with strong balance including little to no debt. I'm trying to identify the no-brainer investment here that is on the cusp (could be few years) of a J-curve.
Some companies I've come across include: $SWKS, $COMM, $CCI, $AMT, $IDCC, $QCOM, $NXPI, $AVGO, $ZAYO, $NOK, $ERIC. Then there's the traditional carriers like $VZ, $T but those are less interesting. $STRP is a prime example of a quality tech candidate that went up 5x with $VZ's offer to acquire.
Cheers and let's make money together.
Submitted October 24, 2017 at 01:42AM by ohrlee http://ift.tt/2xjRh10
