Q: Hi team,
I am looking for your best ideas (small / medium / large cap) to invest in the ongoing and ever-increasing move to 5G. Telcos will be spending billions over next decade. And ultimately benefitting of course. But which companies will benefit from that, or government's (?) spending? Mostly interested in Canadian-based companies. I know AMT and CCI are the big players in US. Any chance they get a foothold in Canada? Does small company like Baylin have unique expertise to deliver in this space? Are they well-managed and well-known enough? Anyone else?
Thanks for advice.
I am looking for your best ideas (small / medium / large cap) to invest in the ongoing and ever-increasing move to 5G. Telcos will be spending billions over next decade. And ultimately benefitting of course. But which companies will benefit from that, or government's (?) spending? Mostly interested in Canadian-based companies. I know AMT and CCI are the big players in US. Any chance they get a foothold in Canada? Does small company like Baylin have unique expertise to deliver in this space? Are they well-managed and well-known enough? Anyone else?
Thanks for advice.