New Trade for March 30th, 2021

Stocks moved lower in early trading this morning as the 10-year Treasury yield topped 1.77%, taking out another January 2020 high.  The 10-year’s move higher is an indicator of boosted hopes of a broad economic recovery and is being driven by vaccine rollouts and planned infrastructure spending.

Tomorrow President Joe Biden is set to unveil the first part of his sprawling infrastructure plan, focusing on building and repairing physical infrastructure.

Wireless connectivity is likely to play a big role in a U.S. infrastructure revamp, said Todd Gordon, the founder of

“Biden’s infrastructure promised to modernize technology. That includes 5G, and if you have one of these new 5G phones, … it’s pretty fun to watch how often you come in and out of 5G coverage,” he said in the same interview.  “These towers have a very short span, a very short reach.  You need a lot of towers, so there’s going to be a lot of future demand.”

One key beneficiary could be Crown Castle International (CCI), a real estate investment trust (REIT) and the nation’s largest provider of shared communications infrastructure.

Crown Castle owns, operates and leases more than 40,000 cell towers and approximately 80,000 route miles of fiber supporting small cells and fiber solutions across every major U.S. market.  This nationwide portfolio of communications infrastructure connects cities and communities to essential data, technology and wireless service.

Increasing data consumption is driving the need for denser networks of towers and small cells and smart city technologies will also require infrastructure solutions.  CCI is well poised to capture the lion’s share of that growth within the industry due to its proven track record and its shared economic model which appeals to their customer base. 

Though its stock looks expensive at a multiple of more than 70 times next year’s earnings estimates, it’s still pretty competitively priced relative to its industry peers and pays a 3% yield.  Of 19 analysts offering recommendations for CCI stock, 11 rate the stock a Buy, 7 give it a Hold rating and only one analyst rates the stock a Sell.

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