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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: 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: 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: what would you you recommend as 5 top shorts?
Read Answer Asked by Gary on March 20, 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: 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: I’m looking to add a US REIT to my portfolio. Can I get your thoughts on how you would order these 5: SPM, O, VICI, PLD, IRM? Also, what would be your choice of a US REIT ETF?
Read Answer Asked by Dan on March 03, 2023
Q: What are your thoughts on IRM?
It seems like a stable recurring and loyal customber-based business and they are branching out into data centre businesses as well with their reputation for records management.
Interestingly I note an 18-20% short interest - could this lead to an asymmetric upside potential if their business improved due to a short-covering rally?
I do love the dividend as well and hope it's sustainable.

Read Answer Asked by Neelesh on October 20, 2020
Q: I'm contemplating replacing my WPC.N with IRM.N. Could you please give me your view on which you feel would be the better choice going forward for a dividend growth investor. IRM has had better growth than WPC but their debt is higher. Would this make them a greater risk in the rising interest rate environment?
Read Answer Asked by Bernie on January 15, 2018
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