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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: Hello 5i,
I have just read your blog “5 Inane Things…” and saw your comments about (u.s.) real estate. I then checked the Q&A on O:US and saw that the most recent questions pre-date this madness. I need to increase my real estate by about 2.25% and can easily add to O, or diversify. I would prefer a dividend-payer yielding 4.0%+, if possible. Or, should I settle for being slightly underweight for the time being??
Any suggestions would be very much appreciated.
Many thanks, as always!!!
Cheers,
Mike
Read Answer Asked by Mike on March 04, 2025
Q: Can you suggest any Commodity ETF's that track the S&P livestock index, or food index? Do you think that they could provide increased returns due to tariffs, or possibly other disease and weather related events that may affect global food supply?
Read Answer Asked by Will on March 04, 2025
Q: Greetings 5i, you have been rating Etsy as a HOLD for some time now, may we please have your updated analysis based on FY2024 results? Profitable, still repurchasing shares, but low growth and can't seem to get any traction, plus headwinds in the current environment. Do you agree? If this is a sell (I would be able to use the loss) would you buy it back in future? Thank you.
Read Answer Asked by Barbara on March 03, 2025
Q: Hi there. Can you comment what the impact of GOOG, MFST and AMZN and their creation of their own Quantum chips is on companies like RGTI and IONQ? Are RGTI and IONQ trying to do the same things as the bigger companies but from a weaker position or are they complimentary or poised to benefit from innovations of these larger companies? Obviously RGTI trying to beat GOOG at R&D if they are racing the same race seems like a long shot.
Read Answer Asked by Tim on March 03, 2025
Q: I am really surprised with your answer to Steven on March 3 about Berkshire, especially "In other words, we wouldn't necessarily want to give BRK a weighting that is materially higher than the typical stock in a portfolio." Shouldn't BRK be treated similarly to an ETF with 40+ quality holding plus private equity? You recommend S&P500 ETF as an alternative... well, there are a lot of investors who want their portfolio to be properly balanced and don't want to hold 33% in technology stocks. BRK-B is much better balanced and stable than S&P500. It also delivered better returns over the past year and 5 years despite the technology boom. Some of us still remember dot com bust of 2001...
Read Answer Asked by Ken on March 03, 2025
Q: Hello 5i Team,

What are your thoughts on Arista networks from here? AI demand is still strong and all those GPU's have to be networked. NVDA networking division was actually flat (did not grow) so you would assume there is other networking equipment being used.

If you like it would you accumulate at these prices or lower?
Read Answer Asked by James on February 28, 2025
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