Q: If you could only own one of these, which of these would you prefer? Please explain you reasoning. Happy New Year
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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.
- Amazon.com Inc. (AMZN)
- Equinix Inc. (EQIX)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Intel Corporation (INTC)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- QUALCOMM Incorporated (QCOM)
- Iron Mountain Incorporated (Delaware)Common Stock REIT (IRM)
- Tesla Inc. (TSLA)
- Advanced Micro Devices Inc. (AMD)
- Super Micro Computer Inc. (SMCI)
- Vertiv Holdings LLC Class A (VRT)
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
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,
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,
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,
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,
- Equinix Inc. (EQIX)
- Crown Castle Inc. (CCI)
- Iron Mountain Incorporated (Delaware)Common Stock REIT (IRM)
- Digital Realty Trust Inc. (DLR)
Q: What are your top 3 picks in the digital data storage sector and why. Thanks for your analysis.
- Equinix Inc. (EQIX)
- American Tower Corporation (REIT) (AMT)
- Prologis Inc. (PLD)
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Granite Real Estate Investment Trust (GRT.UN)
- Summit Industrial Income REIT (SMU.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- Digital Realty Trust Inc. (DLR)
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?
Can you recommend 1 or 2 CDN and 1 or 2 US for a long term hold?
- Equinix Inc. (EQIX)
- American Tower Corporation (REIT) (AMT)
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Granite Real Estate Investment Trust (GRT.UN)
- InterRent Real Estate Investment Trust (IIP.UN)
- Extra Space Storage Inc (EXR)
Q: What are your 3 best ideas for REITS Med to Long Term {US/CAN}.
- Equinix Inc. (EQIX)
- Switch Inc. Class A (SWCH)
- Digital Realty Trust Inc. (DLR)
- Global X Data Center REITs & Digital Infrastructur (VPN)
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 ?
Amazon AWS ? or other ?
- Equinix Inc. (EQIX)
- Crown Castle Inc. (CCI)
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Tricon Residential Inc. (TCN)
- Granite Real Estate Investment Trust (GRT.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- Digital Realty Trust Inc. (DLR)
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
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
- Equinix Inc. (EQIX)
- Crown Castle Inc. (CCI)
- Tricon Residential Inc. (TCN)
- Summit Industrial Income REIT (SMU.UN)
- WPT Industrial Real Estate Investment Trust (WIR.U)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- Digital Realty Trust Inc. (DLR)
- Alexandria Real Estate Equities Inc. (ARE)
- Healthpeak Properties (PEAK)
Q: Hi,
Can you tell me what type of account is generally best to hold US REITs, from a tax perspective?
I hold these 4 Canadian REITs (TCN, WIR.U, DIR.UN, SMU.UN) and am interested in several US REITS. I've been considering AMT, CCI, EQIX, DLR. Can you comment on these and suggest a few others.
Can you tell me what type of account is generally best to hold US REITs, from a tax perspective?
I hold these 4 Canadian REITs (TCN, WIR.U, DIR.UN, SMU.UN) and am interested in several US REITS. I've been considering AMT, CCI, EQIX, DLR. Can you comment on these and suggest a few others.
- Equinix Inc. (EQIX)
- Digital Realty Trust Inc. (DLR)
- Global X Data Center REITs & Digital Infrastructur (VPN)
Q: Is there an ETF, either in the US or Canada, that you would favour if one wanted to focus on data centers. If there is no ETF are there any specific stocks, again US or Canada.
- Equinix Inc. (EQIX)
- American Tower Corporation (REIT) (AMT)
- Digital Realty Trust Inc. (DLR)
- Vanguard High Dividend Yield Indx ETF (VYM)
- SBA Communications Corporation (SBAC)
Q: I have some USD within my business account from US client payments. Rather than holding as cash at the current exchange rate, I'm thinking of investing it into something that would produce some yield. It's within my Canadian Corporation, not sure the implications around US Dividends within a Corp?
I see more upside in the individual tickers mentioned, but buying the index is an easier means of setting and forgetting. Any insight or other names that would be of interest? I'd say I'm less open to significant risk with this capital coming from the Corp.
I see more upside in the individual tickers mentioned, but buying the index is an easier means of setting and forgetting. Any insight or other names that would be of interest? I'd say I'm less open to significant risk with this capital coming from the Corp.
- Equinix Inc. (EQIX)
- American Tower Corporation (REIT) (AMT)
- Cencora Inc. (COR)
- Digital Realty Trust Inc. (DLR)
- SBA Communications Corporation (SBAC)
Q: These companies have been drifting off their highs and am wondering if there is a particular reason for this; wondering if this is a good time to buy, or hold, and which you think have the best value and potential? Thanks!
Q: I would like to add one or two reits to my portfolio which are unaffected by the pandemic. Which would you recommend? amt, cci, eqix, cor, ngg, qrvo. Do you have others that you recommend over these ones.
Q: Can 5i recommend two quality US based REITs for good income and a bit of growth? Thanks.
Q: Can I get your views on EQIX? I am considering this one in my portfolio.
- Equinix Inc. (EQIX)
- American Tower Corporation (REIT) (AMT)
- Public Storage (PSA)
- Real Estate Select Sector SPDR Fund (The) (XLRE)
Q: I'm interested in 2 lo-volatility stocks, with some dividend and some momentum for a minimum of 2 years. Most of these REITs mentioned have lots of hold recommendations, but very few buys despite their recent outperformance?? Are they overbought? Can you pick 1 or 2 US REITS for me and 2 CDN reits as well?
Q: Can I have your opinion in regards the above 2 companies as plays in the data centre space. Do you have another suggestion that you favour as a play in that space,
Thanks a lot,
Thanks a lot,
- Equinix Inc. (EQIX)
- American Tower Corporation (REIT) (AMT)
- Crown Castle Inc. (CCI)
- Digital Realty Trust Inc. (DLR)
- SBA Communications Corporation (SBAC)
Q: I am looking for investing in one of the cell tower real estate in the USA. I would appreciate to know which one among the following would be better options now.
AMT, CCI, EQIX, DLR, SBAC
AMT, CCI, EQIX, DLR, SBAC
Q: Hi Peter, my question is on eqix. How would you buy, hold or sell. Is the div safe. When do they report? Thanks Alnoor