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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I currently own both these 2 REITS. BEI appears to reach higher highs, and ERE seems to be reaching new lows. What are your thoughts on both REITS? Do you believe there is there more room to run for BEI, and would you buy ERE at these levels?
Read Answer Asked by Craig on July 21, 2023
Q: With regards to the shift in consumer thinking related to moving away from using fossil fuels for home heating/cooling, are there any companies that would stand to benefit from the shift towards heat pumps?

Trane and Honeywell come to mind but are they actually good companies for investors? The 3 to 5 year charts show them as being somewhat rangebound.

Are there perhaps other companies? Or companies that supply the parts for the heat pumps?

Thanks!
Read Answer Asked by Brian on July 21, 2023
Q: Hello, I am thinking about selling my position in QQQ in favour of small cap etfs spread amongst value and growth. My feeling is that over the coming years they will have a better growth factor than the current large cap companies listed in QQQ. How do you feel about the ETFs described above, or perhaps some alternatives you favour ?
Read Answer Asked by Robbie on July 21, 2023
Q: Are you aware of any public water-recycling companies that may be worth investing in?

Thank you.
Read Answer Asked by Ross on July 21, 2023
Q: Dear 5i
Which one of AI or SMCI would you invest in and why in keeping with the AI theme ?
Also what do you think of RXRX ?Too high risk ?
Thanks
Bill C
Read Answer Asked by Bill on July 21, 2023
Q: I'm interested in starting positions in companies involved in the push to a more energy efficient future. I've had a look at CCO AND ALB and I'd appreciate your opinion as to which one is the better choice currently. Also, is it too early to be taking positions in these sectors or are these companies capable of strong capital gains in the next year or two? Finally, do you think there are better companies to invest in in these sectors?
Read Answer Asked by Les on July 21, 2023
Q: After reading your past replies to questions regarding STM, I wonder if you can update your opinion based on news and events since your replies in March and May? The price is higher now but have you also seen increased reasons for investors to look at this? Would it be a worthy buy today or something to wait on and buy only in the event of a pullback?

Assuming you like it, could you compare and contrast the risk and reward between this and something like SMCI? Which would you expect to do better and why?

Thanks
Read Answer Asked by Tim on July 20, 2023
Q: I am up 100% on NVO. LLY has just received an upgrade and am wondering if I should take profits on NVO and move into LLY or just add some LLY and let NVO run. In your opinion are they too much alike to hold both?

Thank you

Mike
Read Answer Asked by Michael on July 20, 2023
Q: Hi All at 5i! I own both of these stocks and now having broken even I would like to sell them. Do you think they have strong potential growth?? If so I may reconsider. If not, could you suggest some good solid US alternatives … not necessarily proxies.
Thank you,
Tamara
Read Answer Asked by Tamara on July 20, 2023
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