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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: 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)
Read Answer Asked by Harry on February 02, 2026
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!
Read Answer Asked by Mark on November 14, 2025
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
Read Answer Asked by Indra on April 03, 2025
Q: Was hoping to get an update on your conviction for Equinix. The company said its backlog of cabinets sold but not yet installed, doubled in 2024 compared to the prior year. They also said roughly 87% of projects under construction have been leased or pre-leased. I see they have quite a few xScale data centers coming online this year. And the company said that cabinets billed should climb in 2025. That all sounds promising! But there is a LOT of competition out there, the big spending is impacting profitability, and I think they are still working with the SEC and DOJ to resolve the short seller allegations from last year. Would you continue to hold? Are there some better alternatives in the space? Thank you.
Read Answer Asked by Kim on February 21, 2025
Q: Noticed your Report on Real Matters and liked the looks of basing pattern on the Chart.

I already own Costar but would like to add a Real Matters Position .. wondering if their businesses’ have similarities?

Additionally would like to ask if your warming up to this area would infer you are likewise warming up to the ‘out of favor’ reit sector and if so your #1 choice in the reit area today for Capital Gain potential over a 2-3 Year time horizon.

Thx in advance.
Read Answer Asked by Craig on February 20, 2025
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
Read Answer Asked by eugene on August 29, 2024
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
Read Answer Asked by Carl on June 03, 2024
Q: If you could only own one of these, which of these would you prefer? Please explain you reasoning. Happy New Year
Read Answer Asked by Martin on January 04, 2024
Q: If the world is going to need all this power to deal with all this Artificial Intelligence that is going to be happening in the coming years, what stocks in your opinion will benefit from this need for electrification? BTW I tend to like stocks that are on the more liquid side so please push your answer in that direction please and thanks
Read Answer Asked by Martin on December 14, 2023
Q: Good morning,

I recently asked a question about Equinix - thank you for your response. I also own Pure Storage, which is in a different sector from Equinix but seems related in that they both offer data storage - at least, that is how it seems to a non-techie like myself. Do you think these two are different enough to own both? My portfolio has too many small positions so I'm looking to concentrate and am wondering of one of these could be sold. Would you hold both? If you were to sell one, which would you choose?

Thank you,
Read Answer Asked by Doris on July 27, 2023
Q: Good day,

Can I please have your updated analysis of Equinix? I have read all past questions on this stock dating back to 2016. Many of your responses mentioned high debt levels, low inside ownership and high valuation. Are these still factors? I have a small position but am trying to decide whether to add to make it a more meaningful position.

Thank you,
Read Answer Asked by Doris on July 18, 2023
Q: What are your top 3 picks in the digital data storage sector and why. Thanks for your analysis.
Read Answer Asked by Ian on April 13, 2023
Q: Is it a good time to start buying REITS or should I wait until 1/2 way through next year when we know more about this recession that everyone is predicting?

Can you recommend 1 or 2 CDN and 1 or 2 US for a long term hold?
Read Answer Asked by Graeme on December 12, 2022
Q: What are your 3 best ideas for REITS Med to Long Term {US/CAN}.
Read Answer Asked by Valter on November 25, 2022
Q: I just watched the most recent Kevin Oleary you tube plug on the above. He was promoting Bitbuys investment in Montana. Do you have a recommendation for a Data Centre / Data Collection position strategy ?
Amazon AWS ? or other ?
Read Answer Asked by Brant on July 04, 2022
Q: I want to add funds to my real estate holdings, as well as refine it for maximum sector diversification.

My current holdings are DIR.UN, EQIX, DLR, CAR.UN, GRT.UN

On my watchlist for this sector are TCN and CCI

Can I get your opinion on:

1) Are there any redundancies in my current holdings and if so, what could be sold?

2) Could you rank my current holdings for which to add to - first to last?

3) For proper sector diversification, would TCN and/or CCI be good additions? Or is there another real estate name you would suggest?

Thank you as always for your sage advice!

Doris
Read Answer Asked by Doris on January 05, 2022
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