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The global conversion to 5G wireless networks has generated a lot of talk. How should we play that trend?



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Q: The global conversion to 5G wireless networks has generated a lot of talk. How should we play that trend?

A: Dear Subscriber,

5G represents a major opportunity for tech companies of all stripes. The conversion to 5G wireless networks is a logical step — just as was the conversion to 3G and 4G networks in past years.

However, while 5G is a legitimate topic and a genuine market opportunity, it's not the sort of trend we try to pure-play. The conversion won’t surprise anyone, and it will play out over a time period measured in years, not weeks. Every tech company the Forecasts recommends that sells into the wireless-equipment market has a stake in 5G. Among our recommended stocks, Broadcom (AVGO) and CDW (CDW) have the most leverage to 5G conversion at the moment.

Our sister newsletter, Upside, which focuses on smaller stocks, also recommends some stocks with exposure to the 5G switchover.

Please keep in mind that small stocks tend to be riskier than the large-caps the Forecasts typically targets.

 

Thanks for your interest,

Bob Sweet, CFA
Managing Editor, Dow Theory Forecasts

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