Crown Castle International (CCI) Buy, Sell or…

Crown Castle International (CCI)

82.34

+0.29 (0.35%)

as of Jun 18, 2026, 11:43:33 pm Market Open.

58 watching

BUY

One of the largest US REITs. It's focused on towers and infrastructure, so enjoys limited competition, a great space to be in. We're seeing churn in tenants in this business and the 5G roll-out holds great promise. This has long underperformed, but you're in a good spot owning this now. There has been activism with this stock, though. It's caught up in the current rotation away from the Covid stocks into recovery, so wait for this and expect weakness.

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TOP PICK

A great US stock to play 5G. They operate cell towers which will hugely benefit from the build-out of the 5G network in coming years. The small-cell benefit will benefit with 5G, which has more issues with intereference. Also, 5G wavelengths don't travel as far as with LTE networks and will be interfered by urban highrises. Small cells though can overcome this. CCI are building these small-cell towers. CCI trades at a discount to its peers.

HOLD

Failed to deliver blow-out numbers yesterday, but it will be fine long term.

BUY

BCX vs. CCI BCX is one of his biggest holdings and fully believes in it. They suffered because their medical devices are non-essential, but they will recover nicely in time. Crown Castle is very different, a real estate play for cell phone towers, which will see strong growth, but the PE is very high given this expected growth. There's little risk though. You can buy both stocks.

BUY

They own it and would consider adding more. It is a 5G play. They are making changes to governance right now.

COMMENT

CCI vs AMT? He owns both. They are both tower businesses operating in the US. CCI also has a small cell business -- mini towers in urban centres. 5G will require these small cell towers and this gives more leverage to 5G. However, AMT has more diversification as they have a larger global footprint. Sometimes CCI overstates reporting results, which although not a concern at this time, it does make AMT a little easier to follow. At current valuations, CCI is better value and better positioned for the 5G roll out.

BUY

A tower operator in the US with a small cell business and a fibre business. It is a robust business going forward. With 5G you have to put more equipment on the towers and you have to have more mini-towers. They give you the small cell angle as well as the tower angle.

HOLD

AMT vs CCI? AMT has been a gift that keeps on giving. In the REIT space, it has great dividend growth. 5G is coming down the pipe and they are well positioned. Tactically, there may be some re-allocation going on that may cause some pull back. CCI is similar and both offer dividend growth.

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TOP PICK

It's about the 5G roll-out. They focus on the US space. They enjoy 30-40% growth. He's long owned it and collects the 3.5% dividend. (Analysts’ price target is $135.42)

HOLD

A communications infrastructure company in the US. They derive 40,000 cell towers (70% of their business). The rolling out of 5G requires access to these towers. A blue chip in the space that pays a good dividend. Yield 3.2%.

COMMENT

American Tower is participating in the 5G evolution in the US. Their problem is being a REIT, it creates all sorts of tax issues for Canadian investors. In the build out of 5G, a lot of smaller towers are required -- not exactly their forte. Crown Castle is probably better in this space.

BUY

vs. AMT-N He prefers another name, Crown Castle, CCI-N, which does the same thing as AMT-N, but trades at a 2-multiple point discount to American Tower. AMT is the bellweather, but CCI benefits from the towers they run but also in small-cell applications, which is like the next generation of 5G. CCI also pays a nice dividend and benefits from lower rates.

BUY

Cell providers rent their tower space, but the next phase of growth for CCI lies in 5G. 5G is a big deal. There's 50% annual growth in wireless data usage, so the providers will need to accomodate their users. The providers' spending will occur in phases, starting with building the macro networks, where CCI is well-positioned. They're also good in the electronic test/measurment. It'll be a good 5-7-year run in 5G.

COMMENT

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.

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