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@brokenjohninchrist In addition to that, the PEG of Ford is so screamingly low, this is either undervalued as a beautiful deep value, or for an earnings snafu that distorts it's paper value. Honestly I'd rather have a company that has a better chance to grow earnings.

@mos13foxtrot First =/= highest quality when it comes to new technology. Even Intel has better quality 5g modems than Huawei at this point.

@jonwalter Who makes the patents that Huawei uses? Qualcomm. Who makes the patents that every company (except Samsung) used for 4g also? Qualcomm. They're my large cap choice. They are sitting on a cash horde, and continue to spend the vast majority of their revenue on R&D. They also have a...

@jonwalter AMT buys the towers that T and VZ build, then they lease them back to The and VZ at a profit. It's an excellent business model, with great leadership. IMHO

@koolkid ....and what are the continuing claims?

@resjudicata I don't dispute that the early stages of the technology is flawed, but when's the last time anyone fully embraces the first generation of a completely new technology? When's the last time the first wave of a new technology is actually the paradigm shift? It's usually the 2nd or 3rd...

@jonwalter Change agent sectors: tech companies that will survive based on the sheer fact people can stream videos, or people will keep using their products amzn, nflx, aapl, cell phone manufacturers or chipmakers broadcom, Qualcomm etc, cell tower REITs, AMT, CCI, SBAC (those tickers might be...