Investment Q&A

• Crown Castle Inc. (CCI $91.56)
  • $91.56 Cap: $39.28B
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Q: GOOD DAY TO YOU ALL
what s your opinion on this Co.
thanks

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Read Answer Asked by georges on March 08, 2021

• Cisco Systems Inc. (CSCO $79.92)
  • $79.92 P/E (TTM): 30.45X Cap: $314.15B
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• QUALCOMM Incorporated (QCOM $180.47)
  • $180.47 P/E (TTM): 34.99X Cap: $188.49B
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• Skyworks Solutions Inc. (SWKS $68.55)
  • $68.55 P/E (TTM): 22.54X Cap: $10.27B
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• American Tower Corporation (REIT) (AMT $181.70)
  • $181.70 P/E (TTM): 29.22X Cap: $84.05B
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• Crown Castle Inc. (CCI $91.56)
  • $91.56 Cap: $39.28B
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• CalAmp Corp. (CAMP)
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Q: Do you have any recommendations on 5 G stocks

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Read Answer Asked by Donald on February 08, 2021

• Cisco Systems Inc. (CSCO $79.92)
  • $79.92 P/E (TTM): 30.45X Cap: $314.15B
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• Skyworks Solutions Inc. (SWKS $68.55)
  • $68.55 P/E (TTM): 22.54X Cap: $10.27B
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• American Tower Corporation (REIT) (AMT $181.70)
  • $181.70 P/E (TTM): 29.22X Cap: $84.05B
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• Crown Castle Inc. (CCI $91.56)
  • $91.56 Cap: $39.28B
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• Limelight Networks Inc. (LLNW)
  • P/E (TTM): -7.2X Cap: $364M
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• CalAmp Corp. (CAMP)
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• Inseego Corp. (INSG $11.25)
  • $11.25 P/E (TTM): 25.57X Cap: $174M
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• Ericsson (ERIC $9.58)
  • $9.58 P/E (TTM): 0.5X Cap: $17.11B
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Q: Hi 5i , 5G: Can you please pick the best 3 of these Co., best first.
thank you!
F

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Read Answer Asked by Fernando on February 08, 2021

• American Tower Corporation (REIT) (AMT $181.70)
  • $181.70 P/E (TTM): 29.22X Cap: $84.05B
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• Crown Castle Inc. (CCI $91.56)
  • $91.56 Cap: $39.28B
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• SBA Communications Corporation (SBAC $191.36)
  • $191.36 P/E (TTM): 24.05X Cap: $20.19B
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Q: Now that the tower stocks have pulled back, which would you prefer for an investment time horizon and why? Thanks

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Read Answer Asked by Michael on November 02, 2020

• Equinix Inc. (EQIX $738.93)
  • $738.93 P/E (TTM): 68.07X Cap: $72.72B
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• Crown Castle Inc. (CCI $91.56)
  • $91.56 Cap: $39.28B
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• Cencora Inc. (COR $338.27)
  • $338.27 P/E (TTM): 42.67X Cap: $65.43B
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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.

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Read Answer Asked by Anthony on October 29, 2020

• Skyworks Solutions Inc. (SWKS $68.55)
  • $68.55 P/E (TTM): 22.54X Cap: $10.27B
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• Crown Castle Inc. (CCI $91.56)
  • $91.56 Cap: $39.28B
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• Sea Limited American Depositary Shares each representing one Class A (SE $125.96)
  • $125.96 P/E (TTM): 173.35X Cap: $76.16B
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Q: These have had a run-up but would you recommend at current prices?

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Read Answer Asked by Ron on August 27, 2020

• Crown Castle Inc. (CCI $91.56)
  • $91.56 Cap: $39.28B
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• Welltower Inc. (WELL $195.33)
  • $195.33 P/E (TTM): 137.59X Cap: $134.38B
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• Ventas Inc. (VTR $79.90)
  • $79.90 P/E (TTM): 155.77X Cap: $37.58B
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• Omega Healthcare Investors Inc. (OHI $45.16)
  • $45.16 P/E (TTM): 25.58X Cap: $13.36B
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• Cencora Inc. (COR $338.27)
  • $338.27 P/E (TTM): 42.67X Cap: $65.43B
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• Medical Properties Trust Inc. (MPW $5.55)
  • $5.55 Cap: $3.27B
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• CyrusOne Inc (CONE)
  • P/E (TTM): 460.1X Cap: $11.70B
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Q: Hello there

can you suggest which canadian REITs you favor these days, and why.

second, I am looking for US etfs that covers the high tech sector and others for the health care sector. Your thoughts. please

as always. your guidance is appreciated

thanks

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Read Answer Asked by alex on August 05, 2020

• Crown Castle Inc. (CCI $91.56)
  • $91.56 Cap: $39.28B
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Q: Can you please give me your opinion of their latest earnings, valuation and prospects? Looking to get back in the name but feel it's always going to be expensive. Thanks

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Read Answer Asked by Michael on May 15, 2020

• American Tower Corporation (REIT) (AMT $181.70)
  • $181.70 P/E (TTM): 29.22X Cap: $84.05B
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• Crown Castle Inc. (CCI $91.56)
  • $91.56 Cap: $39.28B
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Q: Can you tell me who the top three providers of towers are or will be for Canadian 5 G networks

Thanks for all your help.

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Read Answer Asked by Robert on February 21, 2020

• American Tower Corporation (REIT) (AMT $181.70)
  • $181.70 P/E (TTM): 29.22X Cap: $84.05B
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• Crown Castle Inc. (CCI $91.56)
  • $91.56 Cap: $39.28B
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Q: If you were to buy one, which would you prefer and why?

Best, Don

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Read Answer Asked by DONALD on February 14, 2020

• Crown Castle Inc. (CCI $91.56)
  • $91.56 Cap: $39.28B
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Q: Why the big bounce today??Thanks

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Read Answer Asked by Mike on February 11, 2020

• American Tower Corporation (REIT) (AMT $181.70)
  • $181.70 P/E (TTM): 29.22X Cap: $84.05B
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• Crown Castle Inc. (CCI $91.56)
  • $91.56 Cap: $39.28B
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• ONEOK Inc. (OKE $74.28)
  • $74.28 P/E (TTM): 13.77X Cap: $47.16B
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• National Grid Transco PLC PLC (NEW) American Depositary Shares (NGG $74.59)
  • $74.59 P/E (TTM): 18.61X Cap: $74.51B
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• MasTec Inc. (MTZ $226.00)
  • $226.00 P/E (TTM): 52.39X Cap: $17.28B
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Q: Hi 5I Team
I am looking for a US stock in the Global Infrastructure (like BIP.un) with growth & dividend only even low. (no distributions like .UN)
Thanks Best Regards

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Read Answer Asked by Djamel on February 10, 2020

• Abbott Laboratories (ABT $121.94)
  • $121.94 P/E (TTM): 15.32X Cap: $210.83B
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• American Tower Corporation (REIT) (AMT $181.70)
  • $181.70 P/E (TTM): 29.22X Cap: $84.05B
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• Crown Castle Inc. (CCI $91.56)
  • $91.56 Cap: $39.28B
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• Honeywell International Inc. (HON $191.57)
  • $191.57 P/E (TTM): 20.23X Cap: $120.73B
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• Merck & Company Inc. (MRK $97.24)
  • $97.24 P/E (TTM): 13.08X Cap: $240.48B
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• AT&T Inc. (T $24.46)
  • $24.46 P/E (TTM): 8.06X Cap: $173.76B
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• Raytheon Technologies (UTX)
  • P/E (TTM): 13.4X
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• Verizon Communications Inc. (VZ $39.89)
  • $39.89 P/E (TTM): 8.82X Cap: $169.24B
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Q: Hi. I'm continuing to transition from overweight CAD stocks to US equities. Could I have your preference (and rationale) for ONE each from the following four dyads:
US Telecom: VZ or T (i.e.,AT&T)
US Healthcare: ABT or MRK
US Real Estate: CCI or AMT
US Industrial: HON or UTX.
Thanks much!

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Read Answer Asked by RANDALL on December 17, 2019

• American Tower Corporation (REIT) (AMT $181.70)
  • $181.70 P/E (TTM): 29.22X Cap: $84.05B
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• Crown Castle Inc. (CCI $91.56)
  • $91.56 Cap: $39.28B
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Q: Which one has the better balance sheet?

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Read Answer Asked by Wayne on November 25, 2019

• American Tower Corporation (REIT) (AMT $181.70)
  • $181.70 P/E (TTM): 29.22X Cap: $84.05B
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• Crown Castle Inc. (CCI $91.56)
  • $91.56 Cap: $39.28B
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Q: Hello 5i is there any reason why the above 5G stocks are acting so poorly, good earnings amazing potential in so far that the 5G roll out is concerned and yet.. what I'm missing.. Thanks

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Read Answer Asked by Salvatore on November 05, 2019

• Qorvo Inc. (QRVO $89.32)
  • $89.32 P/E (TTM): 38.63X Cap: $8.23B
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• Skyworks Solutions Inc. (SWKS $68.55)
  • $68.55 P/E (TTM): 22.54X Cap: $10.27B
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• Crown Castle Inc. (CCI $91.56)
  • $91.56 Cap: $39.28B
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Q: Hi Team
What companies would you suggest that would benefit from radio frequency semi-conductors for 5G? Please rate best to least. Also understand that Bill Gates has invested in one of the semi-conductor companies. Would you happen to know which one?
Thank you

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Read Answer Asked by Heather on November 05, 2019

• American Tower Corporation (REIT) (AMT $181.70)
  • $181.70 P/E (TTM): 29.22X Cap: $84.05B
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• Crown Castle Inc. (CCI $91.56)
  • $91.56 Cap: $39.28B
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• Prologis Inc. (PLD $128.58)
  • $128.58 P/E (TTM): 36.82X Cap: $118.38B
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• Vanguard Real Estate Index Fund ETF (VNQ $89.30)
  • $89.30 P/E (TTM): 32.04X Cap: $34.11B
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• Cencora Inc. (COR $338.27)
  • $338.27 P/E (TTM): 42.67X Cap: $65.43B
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Q: How would you play the US Reit space at this time? ETFs or specific stocks? Can you recommend a couple of each?
Dennis

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Read Answer Asked by Dennis on October 25, 2019

• Crown Castle Inc. (CCI $91.56)
  • $91.56 Cap: $39.28B
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• Prologis Inc. (PLD $128.58)
  • $128.58 P/E (TTM): 36.82X Cap: $118.38B
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• Vanguard Real Estate Index Fund ETF (VNQ $89.30)
  • $89.30 P/E (TTM): 32.04X Cap: $34.11B
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• Digital Realty Trust Inc. (DLR $160.42)
  • $160.42 P/E (TTM): 42.43X Cap: $55.90B
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Q: Hi, Can I get your perspective on U.S. Real estate. I am looking at investing in the US REITS and was wondering if now is a good time. I am looking at the following companies as well as the VNQ . Do you think the US reits is a good area to look into seeing as the US economy seems to be doing well and interest rates are low. Thanks

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Read Answer Asked by pietro on October 23, 2019

• American Tower Corporation (REIT) (AMT $181.70)
  • $181.70 P/E (TTM): 29.22X Cap: $84.05B
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• Crown Castle Inc. (CCI $91.56)
  • $91.56 Cap: $39.28B
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Q: Buffett has bought into Crown Castle. Is American Tower the better buy? Both are Reits which will benefit from 5G. Perhaps prudent to hold an equal weight in both for diversification?

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Read Answer Asked by Helen on September 25, 2019

• Crown Castle Inc. (CCI $91.56)
  • $91.56 Cap: $39.28B
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Q: In anticipation of the coming 5G technology in the next few years, what are your thoughts on this company for a long term hold, (5+ years) ? I'm thinking of adding a small position to my RRSP investment account.

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Read Answer Asked by Ed on June 14, 2019