• Equinix Inc. (EQIX $754.87)
  • $754.87 Fwd P/E: 79.3X Cap: $74.23B
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• Iron Mountain Incorporated (Delaware)Common Stock REIT (IRM $98.42)
  • $98.42 Fwd P/E: 241.37X Cap: $29.19B
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• Digital Realty Trust Inc. (DLR $169.53)
  • $169.53 Fwd P/E: 160.83X Cap: $57.41B
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Q: Would you buy any of these data centre Reits recommended in the past -considering any changes in this sector - and what would be a good entry price ?
Thanks

Upvote 4

Read Answer Asked by Indra on April 03, 2025

• Equinix Inc. (EQIX $754.87)
  • $754.87 Fwd P/E: 79.3X Cap: $74.23B
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• Alphabet Inc. (GOOG $179.20)
  • $179.20 Fwd P/E: 19.94X Cap: $2.16T
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• Iron Mountain Incorporated (Delaware)Common Stock REIT (IRM $98.42)
  • $98.42 Fwd P/E: 241.37X Cap: $29.19B
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• Snowflake Inc. (SNOW $213.07)
  • $213.07 Cap: $74.04B
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Q: Hi 5I. I hold VRT and am quite happy to do so. The names I have listed may also have big potential in the AI / Data Center explosion. Could you comment on the worthiness of an investment in any of them, please?

Carl

Upvote 7

Read Answer Asked by Carl on June 03, 2024

• International Flavors & Fragrances Inc. (IFF $75.32)
  • $75.32 Cap: $19.59B
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• Iron Mountain Incorporated (Delaware)Common Stock REIT (IRM $98.42)
  • $98.42 Fwd P/E: 241.37X Cap: $29.19B
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• Alexandria Real Estate Equities Inc. (ARE $78.73)
  • $78.73 Fwd P/E: 104.33X Cap: $13.71B
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• Transdigm Group Incorporated (TDG $1,547.01)
  • $1,547.01 Fwd P/E: 51.94X Cap: $86.47B
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• Rivian Automotive Inc. (RIVN $13.30)
  • $13.30 Cap: $15.27B
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Q: what would you you recommend as 5 top shorts?

Upvote 2

Read Answer Asked by Gary on March 20, 2024