Sba Communications Corp

SBAC-Q

NASDAQ:SBAC

236.49
0.55 (0.23%)
SBA Communications Corporation owns and operates wireless infrastructure, including small cells, indoor/outdoor distributed antenna systems, and traditional cell sites that support antennas used for ...
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Analysis and Opinions about SBAC-Q

Signal
Opinion
Expert
COMMENT
COMMENT
June 20, 2017

American Tower (AMT-N), Crown Castle International (CCI-N) or SBA Communications (SBAC-Q)? US REITs with cell towers in the US. You want to own these because they have multiple tenants. The average tower has 3 or 4 tenants. They can put more and more gear on them, so there is lots of room to grow revenues. The US is going through a boom on bandwidth, certainly wireless spectrum. Of the 3, he prefers American Tower, the most international of the group.

American Tower (AMT-N), Crown Castle International (CCI-N) or SBA Communications (SBAC-Q)? US REITs with cell towers in the US. You want to own these because they have multiple tenants. The average tower has 3 or 4 tenants. They can put more and more gear on them, so there is lots of room to grow revenues. The US is going through a boom on bandwidth, certainly wireless spectrum. Of the 3, he prefers American Tower, the most international of the group.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$131.560
Owned
No
BUY WEAKNESS
BUY WEAKNESS
June 28, 2016

Tower businesses have been reclassified as REITs, and they are terrific businesses. Cell phones aren’t going away, and with all the changes going on and what you can put through the lines, these towers are going to continue to be valuable properties. Any pullback would be a great time to get in.

Tower businesses have been reclassified as REITs, and they are terrific businesses. Cell phones aren’t going away, and with all the changes going on and what you can put through the lines, these towers are going to continue to be valuable properties. Any pullback would be a great time to get in.

Jim McGovern
CEO, Arrow Capital Management
Price
$103.540
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
September 17, 2013

(A Top Pick Jan 22/13. Up 7.70%.) This is all about the tower business. A highly scalable, attractive economic model. Free cash flow generation. Strong management team. Have a global footprint. Buying the towers and leasing them back. Very little debt. Well-positioned for the next leg of the bull market in the next 18-24 months.

(A Top Pick Jan 22/13. Up 7.70%.) This is all about the tower business. A highly scalable, attractive economic model. Free cash flow generation. Strong management team. Have a global footprint. Buying the towers and leasing them back. Very little debt. Well-positioned for the next leg of the bull market in the next 18-24 months.

Michael Underhill
Portfolio Manager, Exempler Funds, Capital Innovations
Price
$77.280
Owned
Yes
BUY
BUY
July 11, 2013

Tower companies will have very significant cash flow and dividend growth going forward.

Tower companies will have very significant cash flow and dividend growth going forward.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$77.990
Owned
Yes
BUY
BUY
June 4, 2013

American Tower (AMT-N) or Sba Communications (SBAC-Q)? This is tough. Both companies are real estate investment trusts that own mobile cell towers all across the US and in Latin America. He would be happy owning either one.

American Tower (AMT-N) or Sba Communications (SBAC-Q)? This is tough. Both companies are real estate investment trusts that own mobile cell towers all across the US and in Latin America. He would be happy owning either one.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$75.460
Owned
Unknown
BUY
BUY
February 14, 2013

(Market Call Minute) A pullback that makes sense.

(Market Call Minute) A pullback that makes sense.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$68.110
Owned
Yes
TOP PICK
TOP PICK
January 22, 2013

Towers have some of the best operating momentum of any sector globally. Globally we are trending towards a 4G world, iPhones, iPads, communications, etc. Largest 500 companies globally are doing more with less people by leveraging technology through bandwidth. Tower business is wonderfully attractive and highly scalable, both in developed and emerging markets. Took a little bit of a pause last month but with recovering economy companies will continue to reinvest in technology and things like communication. EPS is $1.33.

Towers have some of the best operating momentum of any sector globally. Globally we are trending towards a 4G world, iPhones, iPads, communications, etc. Largest 500 companies globally are doing more with less people by leveraging technology through bandwidth. Tower business is wonderfully attractive and highly scalable, both in developed and emerging markets. Took a little bit of a pause last month but with recovering economy companies will continue to reinvest in technology and things like communication. EPS is $1.33.

Michael Underhill
Portfolio Manager, Exempler Funds, Capital Innovations
Price
$71.600
Owned
Yes
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