With global saber-rattling over China’s Huawei , domestic debates over the merger of T-Mobile and Sprint and ongoing excitement over the build-out of 5G, there has been no dearth of headlines for the telecom sector. Not surprisingly, several MoneyShow.com contributors see opportunities in the rapidly changing telecom landscape.
Crown Castle International CCI +0% Corp. (CCI) is a REIT that owns and leases roughly 40,000 cell towers, 65,000 small cell towers and 70,000 miles of fiber optic cable primarily to wireless service providers — predominately in the largest U.S. cities.
These properties enable mobile data traffic and access to the internet from mobile devices. This traffic, and the infrastructure it requires, is expected to grow like crazy. Mobile data traffic is expected to grow at a staggering rate of 36% per year through 2022. Mobile data is how devices connect to the cloud and supercomputers.
Crown Castle is king of the small cell area. A small cell is basically an antenna placed on structures such as streetlights, the sides of building, or poles that supplements a main cell tower. It is typically about the size of a pizza box. The purpose is to increase the area that is covered by a main cell tower and relieve congestion.
Small cells are a huge deal in the 5G buildout because the new ultrafast connectivity has a very limited range. Small cells are crucial infrastructure for delivering service to a wider area and allowing more users. The country is going to need a ton of these things and CCI leases them out.
As a REIT, Crown Castle pays no income tax at the corporate level provided it pays the bulk of earnings to shareholders in the form of dividends. The yield is currently a respectable 3.58%. The dividend is also incredibly well supported by the company’s operations.
This is not only a growth story but a defensive one as well. It’s not only immune from the China trade situation but it might actually benefit as competition in technology increases between China and the U.S.
T-Mobile US (TMUS) is the best wireless company in the country, by many accounts. John Legere, its quirky chief executive officer, embraced customer service. And new subscribers followed. T-Mobile’s Q1 2019 revenues were $11 billion.
In the first quarter of 2019, the company added 1.7 million net new customers. It was the 24th-consecutive quarter T-Mobile added at least 1 million new subscribers. The churn rate, the percentage of customers who stopped subscribing, was a record-low 0.88%. Sales advanced 6%, $11.1 billion, year-over-year. Profits grew 35%, to $908 million.
Now the company is getting into banking and other ventures like wireless cable TV. T-Mobile is about to leverage its dominant position in wireless to win millennial banking. Shares trade at only 16x forward earnings for a market cap of $63.3 billion.
I have been bullish on T-Mobile since the middle of 2018. The stock has been a steady winner, and that trend should continue as investors wake up to its huge platform opportunity. It turns out that bigger is better when a business makes customers happy.
T-Mobile can be bought into any significant weakness. Shares recently traded at $74. Based on sales growth estimates alone, shares could reach $125 in two years.
With speeds 100 times faster than current networks, 5G will enable transmission of huge amounts of data with little time delay. With the new 5G technology, more devices than ever before can be connected in real time, bringing the concept of the “Internet of Things” closer to reality.
But costs will be a major headache. This means the ‘pick and shovel’ companies that supply the equipment and components for 5G are going to make a lot of money. That leads me to my top 5G pick, which is Ericsson(ERIC).
The Swedish telecom player is making a big bet on 5G, and that bet seems to be paying off. The company’s recovery plans are closely tied to an uptick in spending by network operators on 5G networks along with restructuring and cost cutting.
The restructuring is already taking hold and shows signs of momentum. Ericsson’s gross margin in Q4 of 2018 rose to 36.3%, a nice uptick. And here’s what caught my eye: in 2018, Ericsson returned to full-year top-line growth for the first time since 2013.
In April, the company reported adjusted earnings of nine cents per share. That nearly doubled Wall Street’s estimates of five cents per share. That’s their fifth earnings beat in a row.
Consider that about 40% of the world’s mobile phone traffic is currently carried through Ericsson networks. In addition, 5G should create more opportunities for tits software and services within Internet of Things device networks. Clearly, Ericsson is benefiting from a major turnaround as it helps usher in the Age of 5G.
President Trump’s executive order banning U.S. telecoms from installing foreign-made equipment that could threaten national security was directed right at Huawei. This is way better for Nokia ( NOK ) than anyone else seems to realize.
Nokia has the capability to pick up all that extra slack as the world progresses to 5G wireless. You see, Nokia is the only end-to-end 5G provider with global coverage. It’s already locked down its spot in the U.S. market through a major deal with T-Mobile.
And China, the only country that’s never going to ban Huawei, is already Nokia territory thanks to another major deal to build out the network at China Mobile (CHL).
The company has been dumping money into R&D for the past three years. Its focus was on the long-term future, not the short-term numbers. Now, the company has a cost savings program in place that should result in nearly $1 billion in extra cash from operations this year.
Analysts are starting to take notice as well. They’re expecting to see double-digit growth next quarter. I highly recommend adding shares before the rest of the market picks up on the potential brewing at Nokia. With Nokia trading right around $5, there’s a good case to make that the shares will double over the next year or so.
Verizon Communications VZ +0% (VZ) that looks very attractive to me; its mix of products and services have considerable promise. They include a growing presence in the fast-growing Internet of Things (IoT) industry.
The potential IoT market is huge — and is still largely untapped. Verizon produces “smart” household appliances, door locks, heating & air conditioning systems, baby monitors, home security systems, and other devices with Internet capabilities that owners can control with their mobile phones.
All of Verizon’s wireless services will benefit from the company’s upgrade to the new 5G Ultra Wideband system that will carry more data — and deliver it faster — than the 4G technology that’s the current standard.
Verizon already has 5G in Chicago and Minneapolis — and plans to have it in 20 more cities later this year. 5G will be a game changer for mobile communications, mobile Internet, entertainment, virtual reality, IoT, — and more.
Verizon is also active in wired services including local exchanges, long-distance service, voice messaging, conferencing, customer contact centers, and TV access.
Although Verizon’s stock price is volatile, I think it has the best prospects for long-term growth in its industry. A recent price dip pushed the dividend yield up to 4.21%. Patient investors should see excellent returns from Verizon.
In every industry there are usually a few companies that supply the front runners with the equipment and services they require. The companies that operate behind the front lines take few of their customer’s risks.
Wireless carriers are racing to build 5G networks, the next generation of cellular connections. Network upgrades promise to be capital-intensive projects, creating multiyear opportunities for network equipment makers, semiconductor companies, contractors, and others involved with the production of 5G components.
More complex than prior networks, 5G will employ a lacework of connection points that involve both traditional cell towers and small cells. Three top picks with meaningful 5G exposure are reviewed below.
Semiconductor company Diodes (DIOD) figures to gain new business as wireless carriers roll out their 5G networks. Diodes has already secured design wins for several 5G applications, such as those in base stations, data centers, and small cells — radio equipment and antennas placed on streetlights and utility poles.
No customer accounts for more than 10% of Diodes’ revenue, limiting any fallout from the U.S. ban on China’s Huawei, a maker of smartphones and networking gear.
Our proprietary Quadrix ranking system awards the stock an to an Overall rank of 99 out of 100. The company has delivered eight straight quarters of double-digit sales growth, and management’s Junequarter guidance impressed analysts.
The stock trades at 12 times trailing earnings and 11 times estimated 2019 profits — both more than 25% below the medians for semiconductor stocks in the S&P 1500 Index. Diodes is rated a “ Best Buy ”.
Generac (GNRC) is a key supplier of backup-power systems for all of the major U.S. wireless carriers. These backup-power systems are crucial for its customers to provide uninterrupted service for connecting everything from smartphones to cars to their networks.
Management sees an extended cycle of investment from the 5G upgrade that began in the second half of 2018, accelerated in the March quarter, and could last another couple years. R
Residential-power generators are Generac’s biggest product, accounting for slightly more than half of its sales growth. That business remains strong, growing 14% in the March quarter and 20% in 2018.
The shares trade at 12 times estimated 2019 earnings, well below the median of 16 for the S&P 1500 Index industrials sector. At less than 12 times trailing earnings, the stock trades near its lowest level in a decade. In Quadrix, Generac earns scores of 70 for both Value and Momentum. Generac is a Best Buy.
Billing itself as the largest wireless contractor in North America, MasTec(MTZ) is behind the engineering and construction of the 5G networks. With 5G still in its early stages, management says the upgrade will be a significantly bigger opportunity for MasTec than it had first thought.
As with the prior network rollouts, MasTec will be modifying cell towers, changing antennas, and putting in new lines. But 5G involves a denser web of touchpoints — light poles and utility poles will be outfitted with cellular equipment to help handle the higher data loads.
Management says the bulk of the 5G activity won’t begin until 2020. With that in mind, analyst estimates for 2020 seem conservative, given the consensus currently targets 12% profit growth on 6% higher sales.
MasTec shares trade at just 10 times estimated 2019 earnings and nine times projected 2020 profits — more than 15% discounts to the medians for construction and engineering stocks in the S&P 1500 Index. MasTec, earning an Overall score of 99, is rated Buy.
AT&T’s biggest growth catalyst is its recent $85 billion acquisition of Time Warner TWX +0% Inc., a content giant that owns multiple media brands, including TNT, TBS, CNN, and HBO. Time Warner also owns a movie studio as well as sports rights across the NFL , NBA , MLB , and NCAA.
AT&T scores extraordinarily well in terms of dividend safety, particularly relative to the company’s exceptionally high yield. To start, the company has increased its dividend for 35 consecutive years, which qualifies it to be a member of the Dividend Aristocrats Index.
Separately, AT&T is on pace for a dividend payout ratio of just 57% in the ongoing fiscal year. And importantly, AT&T paid off over $2 billion of debt in the first quarter, ending the period with a net-debt-to-adjusted-EBITDA ratio of 2.8x. AT&T will pursue additional debt reduction in part through asset sales, such as the recent deals to sell its stake in Hulu , as well as the $2.2 billion sale of its Hudson Yards space.
AT&T traded at an average price-to-earnings ratio of 13.4 over the last decade; we have set a fair price-to-earnings ratio of 12 for AT&T. If AT&T’s price-to-earnings ratio can expand to our fair value estimate over the next 5 years, this will boost its total returns by around 7.4% per year during this time period.
Overall, we believe that AT&T is capable of delivering annualized returns of 16.9% per year from its current price thanks to its high yield (6.4%), earnings growth (3.1%), and compelling potential for valuation expansion (7.4%).
WhatsApp, Instagram, Twitter, YouTube: How to enable dark mode on Android, iOS?
After a long wait, WhatsApp has finally enabled dark mode on its beta app for Android. While the feature is still under beta, it suggests that the stable rollout is not far anymore. Dark mode became a sensation in the industry recently and now almost every popular app and custom UI skin includes a toggle for a dark theme. Dark mode basically turns the light colours into darker or black shades. This not only makes it easier on the eyes during the night time but also helps in saving battery on phones with OLED panels.
How to enable dark mode on WhatsApp?
WhatsApp has just added support for a dark theme on the beta version of WhatsApp for Android. The feature will soon be made available to the stable version of the app. Once available, follow these steps to enable dark mode:
WhatsApp Dark Mode
- Open WhatsApp
- Head over to Settings > Chats > Theme
- Tap on Dark and then press ok
Once done, you should see a dark theme across the app. Alternatively, you can also select System Default, which will switch the theme of the app depending on your phone’s theme.
How to enable dark mode on Instagram?
Unlike other apps, Instagram does not have a toggle for switching between dark and light modes. However, it does have a dark mode feature that depends on the phone’s theme. If you have a smartphone running on Android 10, you can enable dark mode in the smartphone’s settings page. On iOS, head over to Settings > Display & Brightness and select Dark mode. Once the dark mode is enabled in the system settings, the Instagram theme will automatically switch to the dark theme.
How to enable dark mode on YouTube?
YouTube Dark Mode
YouTube is another popular app that has also received the dark mode feature on all three platforms – Android, iOS and Web. On both mobile platforms, head over to the YouTube Settings > General and enable the dark theme option. As for the website, tap on your profile icon and then look for the dark theme option. Enable it in order to switch to the dark mode.
How to enable dark mode on Facebook Messenger?
While the Facebook app itself has not received the dark mode update, the Messenger app for Facebook has received the feature. In order to enable the feature on your Android or iOS smartphone just tap on your profile icon and then toggle the dark mode switch.
How to enable dark mode on Twitter?
Twitter also has the dark mode feature on all the platforms including Android, iOS and Web. On Android and iOS, head over to the Twitter Settings by tapping on your profile and go to Display and Sound. Here, you can enable and customise the dark mode according to your taste. Alternatively, you can also tap on your profile icon and then tap the light icon on the bottom left corner to switch themes. On the website, tap on “More” and head over to Settings and Privacy > Display and select the type of background you want.
#5 Best Gadgets from CES 2020 That Will Blow Your Mind
The thing about technology is that it never fails to disappoint it, and which CES, the world’s biggest tech show already happening in Las Vegas, we can’t help but appreciate how cool things technology can invent.
Renowned companies like Samsung, Lenovo, LG, Sony like every year has showcased the best of their products. While popular companies always have something to present, we also have companies who have showcased some really quirky products this year making us say, “Isn’t that just so cool?”
From the coolest laptops, phones, drones to foldable laptops, vertical TVs, there is something for everyone. In order to give you a quick update, we have curated a list of some exciting products that will hit the store in 2020.
Samsung Galaxy Chromebook
If experience is something that pleases you Samsung’s Galaxy Chromebook might be the best Chrome OS machine to date. A rival to premium Google Pixelbook, this 2-in-1 device sets a higher standard in the mobile computing industry. The device has a 13.3 inch 4k AMOLED display and is powered by the latest 10th Gen Intel® Core™ i5 processor along with Intel® Wi-Fi 6.
Expected Release and Price: 1st Quater of 2020 and will be approximately for INR 72,000.
Harman Kardon Citation Oasis
While the device resembles a lot to Amazon Echo Dot, the thing about Samsung’s Harman Kardon subsidiary is that they know how to set them apart. They have a built-in wireless charging which Echo Dot lack. Citation Oasis, a smart speaker has an LED clock, wireless charging and onboard Google AssistanSo with 8 hours of running time. To be honest, it does slow our two purposes. Some also believe that this would be the best smart clock out there.
Expected Release and Price: INR 14,230
Sunnota who are known for their sporty smartwatches presented a wearable that has smart features from Wear OS by Google. The device has a feature of an outdoor map of around 50+ km range letting you follow the location and a wrist-based control for music. The smartwatch also lets you track your heartbeat, has a built-in GPS, something that adventurous people would love.
Expected Release and Price: 31 January 2020 and will be approximately for INR 34,260
LG Signature RX
When it comes to TV no one can beat LG. Every year the company overtakes its own invention. This year the developers have presented its first rollable TV. is set to hit the market for consumers later this year. The LG Signature RX’s marquee rolls up when your power it down. The AI processor directs your 4K picture behind the scenes and comes with the ability to develop with time. It does redefine your watching experience. However, if you are planning to buy it, the hefty price might make you think.
Expected Release and Price: Third quarter of 2020 and will be approximately for INR 42,89,220 ($60,000).
Welt Smart Belt Pro
A belt is a necessity! However, when it gets combined with technology it just adds more value to a must-have accessory. Welt Smart Belt Pro won the CES 2020 Innovation Awards for its new product and it is kind of a quirky invention. An update of the previous version and first of its kind, it comes with a prevent fall feature. The belt comes with its own app that lets you monitor things like waist size, eating pattern, sitting time measurement, step count and more.
Samsung’s knife-wielding robotic chef is all flash
Last year, we asked whether Samsung was getting serious about robotics. A year later, we’re not any closer to answering the question. This year’s presser played out roughly the same as last on the robotics front — all flash and little productizing to show for it.
Samsung’s approach to robotics thus far appears to be the model of many other big electronics companies. It’s flirtation with a technology that brings some sense of showmanship to the stage and booth. There’s no better example than Bot Chef. I got a preview of the tech in Samsung’s booth this week, pitched as “an extra set of hands in the kitchen.”
You can’t fault the technology for not being ready for prime time, at this point, of course. That’s not really the point yet. The question, however, is how serious Samsung is about bringing a pair of robot arms to kitchens across the globe to sauté tofu and liberally apply Sriracha. I would love to say “very,” and that the different demos were things the company was actively pursuing delivering on these products.
The futuristic theme of last night’s keynote, however, implied that the company is offering up hypotheticals for what a future could look like — not what it will. Even Ballie, which seems a more realistic addition to the company’s smart home strategy is also still very much conceptual. As with last year’s robot demos, I wasn’t able to get an answer from the company about how much of the robot’s functions were autonomous and how much were choreographed. It’s a cool demo regardless. But is it a serious one?
At the end of the day, I hope Samsung is getting serious about the category. The company has tremendous resources and a lot of smart people. If it really takes the leap, it could be a key player in making robotics more mainstream among consumers. For now, however, I’m unconvinced.
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