Capitalizing Off of the Mobile US Internet Boom

[Bloomburger 10]

So I'm looking to invest into the mobile internet market as it clearly has lots of potential.

 

I'm still months away from investing, just doing research. Thought I might try these boards to see if anybody else may be able to give me some tickers in this market that I haven't found.

 

Feel free to voice what you think, just keep it objective.

 

Here are some solid starting questions. I know there are more companies, will edit this post when I find more tickers.

 

Who owns the towers?

-AMT

Who are the 4G vendors?

-ALU

-ERIC

Who builds infrastructure?

-CCI

 

 

 

AMT looks really solid.

 

[MadMarketScientist 11]

Are you after yield or capital gains?

 

If its yield then I would go for the big steady telecoms like Verizon, AT&T, China Mobile, Bell (in Canada). If its capital gains, you can't really go wrong with Apple and Google.

 

Personally, I stay away from commodity component manufacturers as they live and die by the whims of their masters, namely the product innovators. But I have to admit these are the guys most likely to be a 5 bagger.

 

MMS