Investment Q&A

Q: Hi -

It's usually enough to read the answers to other questions, but thought I would finally ask one. I am down on the three companies above. I am relatively new to investing and started in 2021 at all time highs. Being new to the stock market, it was interesting to watch some of my shares go down but for most part I am confident they are good long term and it is much more fun watching them go back up! I'm about 10 years away from retirement and for the most part plan to hold long term. Would you consider any of these a sell (PARA?), and add any of the following today...AVGO, HD, SBUX, AAPL. What would a few of your highest conviction US companies (any sector) be if not adding to those mentioned (already own MSFT, GOOGL,V). If considered a hold, I do have some cash to add or start a new position. I've been watching CROX, but just not purchased yet.

Thank you! Always enjoy reading the questions and monthly report updates.

Q: Hello 5i,
would you still hold at this level hoping for a recovery or is it the time to move on?
down 60% on a very small initial position

Regards

Q: I have had this company for a while now. Its down 62%. The dividend is great, but do you see the price appreciating? Thanks.

Q: I have never owned a REIT but started looking at a couple. In doing so I realized that I really don’t know what to evaluate in a REIT (beyond type of asset - land, commercial, residential, specialty) and things I normally see as red flags may not be here. Can you tell me a few of the most important fundamentals to look at when comparing REITS (negatives to watch out for specifically, and positive indicators). For example my initial concerns were steady increases on common shares outstanding (seems acceptable and typical of all REITS) and what debt levels are acceptable. If you could tag your favourite REITS today I would appreciate. I have only looked at LAND and IIPR so far.

Q: I would appreciate your current thoughts on IIPR. Apparently some large tenants may be in financial difficulties. Is it safe to continue to hold?

Q: Thinking of getting back into 1 or 2 real estate companies. Looking at IIP.un and MEQ. Can I have your opinion on these thwo? Are there others you would consider over the next 3 years?

Thank you, Mike

Q: Hi 5I
I have my rent coverage in TCN. IIP.un, O, and IIPR. The portfolio weighting is fine, I believe(3% total). I am happy with the growth and payout of TCN & IIP
Question: I noticed your preference is to ZRE for income. Should I consider switching into ZRE going forward(TCN for ZRE)? Any other comments are appreciated.

Q: As a follow up to my last question on PINS, what names do you think are most attractive on this tech selloff considering a mix of quality/growth (like a middle ground of ones that been seemingly oversold but also are quality names that can weather a storm).

Would PINS be high on that list? What are 3 others? Any info on their valuations/growth prospects is appreciated!

Thank you!

Q: how much cash does WEED have currently and how much debt do they have in relation to their Ebitda. Where does this co. stand in your pecking order to buy when that group recovers. thanks

Q: Favorite (hammered) growth stock that pays a divy? Bit of bottom-fishing for a long term hold. Thanks Ron

Q: Hi Team,

Can you recommend 5 REITS for investing new dollars for 2022?

Q: Have had this on my watch-list for awhile now and would love your analysis as an alternative to pot in general and do you think it has the ability to get back to its high of $140 or was it just the pot hype that drove it there.
Thanx Gary

Q: Good morning guys :
Another stock I am keeping an eye on is this name. What do you think of this reit in the pot industry .
Thank you
Mark

Q: Innovative Industrial Properties looks like an interesting company, can I have your opinion and projections on it for the next few years?
Thank You, Peter

Q: Thinking of buying IIPR. May I have an updated opinion.

Q: Good afternoon,
I would appreciate your opinion upon this somewhat unusual REIt.