Q: I understand that both DLR and DLR.U trade on the Toronto Stock Exchange: one in Canadian dollars and one in American dollars. Does this mean that I can run Norbert's Gambit on the TSX without involving the New York Exchange?
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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.
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Equinix Inc. (EQIX $973.56)
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Energy Transfer LP (ET $18.66)
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Digital Realty Trust Inc. (DLR $178.94)
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MPLX LP Representing Limited Partner Interests (MPLX $57.37)
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LXP Industrial Trust (Maryland REIT) (LXP $48.71)
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Western Midstream Partners LP Representing Limited Partner Interests (WES $40.94)
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Broadstone Net Lease Inc. (BNL $19.32)
Q: Relating to ongoing AI buildout. I have exposure to the power generation side through Brookfield Renewable (BEP.UN), Duke Energy (DUK), and Constellation Energy (CEG), maybe some overlap here.
Given that I am effectively covered on green power, regulated utilities, and nuclear baseload, what are the best complementary high-yield blue chips in Data Center REITs, midstream energy, or industrial supply chain that would diversify my AI exposure without duplicating my existing utility holdings?" I was thinking
Realty Income for physical space. It has high yield however may not play in that space, but what about DLR for eg to compliment (lower yield however)
Given that I am effectively covered on green power, regulated utilities, and nuclear baseload, what are the best complementary high-yield blue chips in Data Center REITs, midstream energy, or industrial supply chain that would diversify my AI exposure without duplicating my existing utility holdings?" I was thinking
Realty Income for physical space. It has high yield however may not play in that space, but what about DLR for eg to compliment (lower yield however)
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Equinix Inc. (EQIX $973.56)
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AbbVie Inc. (ABBV $208.34)
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American Electric Power Company Inc. (AEP $130.97)
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EOG Resources Inc. (EOG $137.52)
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NextEra Energy Inc. (NEE $90.96)
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Energy Transfer LP (ET $18.66)
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Blackstone Inc. (BX $113.53)
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NXP Semiconductors N.V. (NXPI $192.69)
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Digital Realty Trust Inc. (DLR $178.94)
Q: As a dividend investor could you give me 10 companies outside of Canada that have at least a 2% div. and some growth, sectors aside. Appreciate your service!
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Equity Residential of Beneficial Interest (EQR $59.85)
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Digital Realty Trust Inc. (DLR $178.94)
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Healthpeak Properties (DOC $17.39)
Q: I’m interested in adding to REITs while they are out of favour, is the future and balance sheets decent with these companies? It looks like a good time to buy for conservative income and some growth would you agree?
Q: In reviewing my various investment portfolios (RRSP, TFSA, Non-Reg), I realized that have no exposure to the Real Estate (R/E) sector in any of them (residential or commercial). My impression is that R/E hasn't been a particularly strong performer over the last 4 or 5 years (really since COVID), so perhaps the gap in my portfolios hasn't really been much of a hindrance. Would you be buying into the sector right now & why? And if so, what 3 to 5 investments (i.e. companies / funds / REITs) would you recommend for long term growth (& perhaps some income) and why? Thank you.
Q: What would your two favorite REIT’s be to invest in at this time?
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Meta Platforms Inc. (META $615.68)
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Alphabet Inc. (GOOG $306.30)
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Digital Realty Trust Inc. (DLR $178.94)
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T-Mobile US Inc. (TMUS $206.62)
Q: Portfolio Analytics suggests a need to increase my allocation in utilities, real estate, communication services and consumer defensives. Could you give me your best 3 picks for each category, preferably on the TSX. If you feel the Canadian doesn't have very good choices, suggestions on the US market would be appreciated. Thanks.
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Equinix Inc. (EQIX $973.56)
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Iron Mountain Incorporated (Delaware)Common Stock REIT (IRM $105.74)
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Digital Realty Trust Inc. (DLR $178.94)
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
Thanks
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Intuitive Surgical Inc. (ISRG $477.73)
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Chevron Corporation (CVX $198.61)
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Eli Lilly and Company (LLY $918.05)
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Merck & Company Inc. (MRK $114.50)
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Realty Income Corporation (O $63.04)
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Prologis Inc. (PLD $131.20)
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Exxon Mobil Corporation (XOM $157.59)
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iShares S&P/TSX Capped Energy Index ETF (XEG $25.96)
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Vanguard Health Care ETF (VHT $272.57)
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Digital Realty Trust Inc. (DLR $178.94)
Q: I have several 'Growth' companies which have grown quite large in both Cdn and US markets (Thanks). While I plan to let winners run, I am looking to take some capital out of those, and shift to areas of the market which are trading below their historical averages. Could you suggest some areas of both US and Canada to look for those areas? (Specific companies or ETFs which would target this both welcome)
Q: Hello,
Can you please provide few recommendations for US REITs related to data centers for AI as well as logistical infrastructure for warehousing for companies like Amazon.
Thank you!
Can you please provide few recommendations for US REITs related to data centers for AI as well as logistical infrastructure for warehousing for companies like Amazon.
Thank you!
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NVIDIA Corporation (NVDA $180.40)
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Digital Realty Trust Inc. (DLR $178.94)
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Super Micro Computer Inc. (SMCI $30.35)
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Healthpeak Properties (DOC $17.39)
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Cellebrite DI Ltd. (CLBT $14.58)
Q: Hi,
I find the 3 following stocks interesting: doc-n, clbt-q,smci-q How would you rate them for strong growth in a period of 3 years and why ?
Any other you like better in these sectors at this moment ? Why ?
Gratefully,
Jacques IDS
I find the 3 following stocks interesting: doc-n, clbt-q,smci-q How would you rate them for strong growth in a period of 3 years and why ?
Any other you like better in these sectors at this moment ? Why ?
Gratefully,
Jacques IDS
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NVIDIA Corporation (NVDA $180.40)
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American Tower Corporation (REIT) (AMT $180.69)
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Digital Realty Trust Inc. (DLR $178.94)
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Vertiv Holdings LLC Class A (VRT $264.71)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $55.20)
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Constellation Energy Corporation (CEG $317.22)
Q: Hi there, what would be your top picks in the Data Centre infrastructure space (real estate, utilities power, industrial, technology etc) for 3-5 years.
Ok thanks
Rob
Ok thanks
Rob
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lululemon athletica inc. (LULU $165.39)
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Digital Realty Trust Inc. (DLR $178.94)
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RTX Corporation (RTX $204.56)
Q: Hi 5i,
Thank for your previous answer to my question on potential US stocks to look at for potential investment.
Out of the list provided I am interested in potentially investing in: DLR; RTX; LULU
In the event of a "pull-back" in stock valuations that may or may not come, what would you consider to be a good entry point for these stocks. I am long term 5+ year investor and I am ok with high risk.
Thank you,
Greg C.
Thank for your previous answer to my question on potential US stocks to look at for potential investment.
Out of the list provided I am interested in potentially investing in: DLR; RTX; LULU
In the event of a "pull-back" in stock valuations that may or may not come, what would you consider to be a good entry point for these stocks. I am long term 5+ year investor and I am ok with high risk.
Thank you,
Greg C.
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Intuitive Surgical Inc. (ISRG $477.73)
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Booking Holdings Inc. (BKNG $4,381.39)
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United Rentals Inc. (URI $725.30)
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Ulta Beauty Inc. (ULTA $520.65)
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Digital Realty Trust Inc. (DLR $178.94)
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Crocs Inc. (CROX $77.83)
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Axon Enterprise Inc. (AXON $508.41)
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First Industrial Realty Trust Inc. (FR $59.99)
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Jacobs Solutions Inc. (J $127.79)
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Trane Technologies plc (TT $426.70)
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RTX Corporation (RTX $204.56)
Q: Hi 5i,
Had to trim some of my US holdings today due to portfolio balancing/management.
Hoping you could recommend some potential US stocks to redeploy this capitol over the next few months when the opportunity comes up. Looking to hold for at least 5+ years and I am interested in growth and ok with risk.
I have already enough exposure to AI stocks (AMD/VRT/GOOG/MSFT). I am open to any other sector you suggest but was leaning towards something in the real estate or industrial sector.
Thank you in advance and love the service,
Greg C.
Had to trim some of my US holdings today due to portfolio balancing/management.
Hoping you could recommend some potential US stocks to redeploy this capitol over the next few months when the opportunity comes up. Looking to hold for at least 5+ years and I am interested in growth and ok with risk.
I have already enough exposure to AI stocks (AMD/VRT/GOOG/MSFT). I am open to any other sector you suggest but was leaning towards something in the real estate or industrial sector.
Thank you in advance and love the service,
Greg C.
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Digital Realty Trust Inc. (DLR $178.94)
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Federal Realty Investment Trust (FRT $105.55)
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Healthpeak Properties (DOC $17.39)
Q: Do oy like the REIT sector at this time? If so, what are some of your favourites (either Cdn or US)? Thank you!
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Equinix Inc. (EQIX $973.56)
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NextEra Energy Inc. (NEE $90.96)
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Xcel Energy Inc. (XEL $80.02)
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Miscellaneous (MISC)
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Digital Realty Trust Inc. (DLR $178.94)
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Cameco Corporation (CCJ $109.40)
Q: So it looks like these data centres for AI are going to use more electric energy than the US has in the near future, the facts are in. So for $50,000 what 5 companies do you invest in for the next 10 years?
Thanks Again
Thanks Again
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NVIDIA Corporation (NVDA $180.40)
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AbbVie Inc. (ABBV $208.34)
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JPMorgan Chase & Co. (JPM $287.74)
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Royal Bank of Canada (RY $222.95)
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Enbridge Inc. (ENB $73.08)
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Canadian Natural Resources Limited (CNQ $67.49)
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Constellation Software Inc. (CSU $2,567.93)
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Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $66.44)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $185.44)
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Digital Realty Trust Inc. (DLR $178.94)
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iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV $38.87)
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Berkshire Hathaway Inc. (BRK.B $484.47)
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Brookfield Corporation Class A Limited Voting Shares (BN $53.89)
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Lumine Group Inc. (LMN $24.40)
Q: Hi 5i, I have the following stocks (NVDA CSU LMN HPS.A BN XDIV RY CNQ JPM BRK.B VDY ENB) equally distributed in my rrsp, these stocks are generating 75% of my dividend-income goal. What changes would you suggest to get the last 25% , I do not mind selling my gold-stocks (the first 3) , but I would prefer to keep them. Hope it makes sense. Thank you 5i.
Q: I know these two companies are date center REITs, but do they diverge in any meaningful way in terms of their businesses, or are they essentially the same? Which one would you prefer now as an investment?
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Costco Wholesale Corporation (COST $979.92)
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Meta Platforms Inc. (META $615.68)
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Alphabet Inc. (GOOG $306.30)
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Intuitive Surgical Inc. (ISRG $477.73)
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NVIDIA Corporation (NVDA $180.40)
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Booking Holdings Inc. (BKNG $4,381.39)
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Chevron Corporation (CVX $198.61)
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Freeport-McMoRan Inc. (FCX $55.45)
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Eli Lilly and Company (LLY $918.05)
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Altria Group Inc. (MO $65.13)
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NextEra Energy Inc. (NEE $90.96)
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PulteGroup Inc. (PHM $117.08)
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Williams Companies Inc. (The) (WMB $72.80)
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Exxon Mobil Corporation (XOM $157.59)
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lululemon athletica inc. (LULU $165.39)
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Digital Realty Trust Inc. (DLR $178.94)
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Eagle Materials Inc (EXP $183.55)
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Vertiv Holdings LLC Class A (VRT $264.71)
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Trane Technologies plc (TT $426.70)
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RTX Corporation (RTX $204.56)
Q: I'm looking to add more US companies. Could you please give an answer to Larry's question but substitute 2 US companies per sector for 2024?
Q: This has enjoyed a nice run. Do you think it’s too late to buy? I was thinking that the data centre business is promising with the demands ai entails. I am worried about buying it at a high though. Thank you.
Jason
Jason