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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.

Equinix Inc. (EQIX $791.25)
- $791.25 P/E (TTM): 77.29X Cap: $77.43B
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Iron Mountain Incorporated (Delaware)Common Stock REIT (IRM $99.89)
- $99.89 P/E (TTM): 706.57X Cap: $29.50B
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Digital Realty Trust Inc. (DLR $172.08)
- $172.08 P/E (TTM): 45.09X Cap: $58.68B
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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

Equinix Inc. (EQIX $791.25)
- $791.25 P/E (TTM): 77.29X Cap: $77.43B
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Alphabet Inc. (GOOG $255.24)
- $255.24 P/E (TTM): 26.9X Cap: $3.04T
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Iron Mountain Incorporated (Delaware)Common Stock REIT (IRM $99.89)
- $99.89 P/E (TTM): 706.57X Cap: $29.50B
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Snowflake Inc. (SNOW $230.48)
- $230.48 Cap: $78.08B
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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

International Flavors & Fragrances Inc. (IFF $63.53)
- $63.53 Cap: $16.28B
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Iron Mountain Incorporated (Delaware)Common Stock REIT (IRM $99.89)
- $99.89 P/E (TTM): 706.57X Cap: $29.50B
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Alexandria Real Estate Equities Inc. (ARE $86.19)
- $86.19 Cap: $14.90B
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Transdigm Group Incorporated (TDG $1,282.46)
- $1,282.46 P/E (TTM): 42.66X Cap: $72.26B
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Rivian Automotive Inc. (RIVN $14.38)
- $14.38 Cap: $17.44B
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Q: what would you you recommend as 5 top shorts?

Read Answer Asked by Gary on March 20, 2024

Amazon.com Inc. (AMZN $231.48)
- $231.48 P/E (TTM): 35.25X Cap: $2.46T
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Equinix Inc. (EQIX $791.25)
- $791.25 P/E (TTM): 77.29X Cap: $77.43B
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Meta Platforms Inc. (META $778.38)
- $778.38 P/E (TTM): 28.31X Cap: $1.95T
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Alphabet Inc. (GOOG $255.24)
- $255.24 P/E (TTM): 26.9X Cap: $3.04T
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Intel Corporation (INTC $29.58)
- $29.58 Cap: $129.47B
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Microsoft Corporation (MSFT $517.93)
- $517.93 P/E (TTM): 37.28X Cap: $3.84T
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NVIDIA Corporation (NVDA $176.67)
- $176.67 P/E (TTM): 56.85X Cap: $4.29T
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QUALCOMM Incorporated (QCOM $166.85)
- $166.85 P/E (TTM): 16.24X Cap: $180.03B
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Iron Mountain Incorporated (Delaware)Common Stock REIT (IRM $99.89)
- $99.89 P/E (TTM): 706.57X Cap: $29.50B
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Tesla Inc. (TSLA $426.07)
- $426.07 P/E (TTM): 240.95X Cap: $1.37T
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Advanced Micro Devices Inc. (AMD $157.39)
- $157.39 P/E (TTM): 90.24X Cap: $255.41B
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Super Micro Computer Inc. (SMCI $45.81)
- $45.81 P/E (TTM): 27.35X Cap: $27.22B
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Vertiv Holdings LLC Class A (VRT $143.60)
- $143.60 P/E (TTM): 67.92X Cap: $54.83B
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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

Equinix Inc. (EQIX $791.25)
- $791.25 P/E (TTM): 77.29X Cap: $77.43B
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Crown Castle Inc. (CCI $93.60)
- $93.60 Cap: $40.75B
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Iron Mountain Incorporated (Delaware)Common Stock REIT (IRM $99.89)
- $99.89 P/E (TTM): 706.57X Cap: $29.50B
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Digital Realty Trust Inc. (DLR $172.08)
- $172.08 P/E (TTM): 45.09X Cap: $58.68B
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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

Iron Mountain Incorporated (Delaware)Common Stock REIT (IRM $99.89)
- $99.89 P/E (TTM): 706.57X Cap: $29.50B
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Prologis Inc. (PLD $113.51)
- $113.51 P/E (TTM): 31.12X Cap: $105.34B
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Simon Property Group Inc. (SPG $180.72)
- $180.72 P/E (TTM): 27.83X Cap: $59B
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VICI Properties Inc. (VICI $31.84)
- $31.84 P/E (TTM): 12.31X Cap: $33.95B
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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

Iron Mountain Incorporated (Delaware)Common Stock REIT (IRM $99.89)
- $99.89 P/E (TTM): 706.57X Cap: $29.50B
- View IRM Profile
- View Questions on IRM
Realty Income Corporation (O $59.16)
- $59.16 P/E (TTM): 57.39X Cap: $54.09B
- View O Profile
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Q: What are your thoughts on Iron Mountain REIT? Stock has held up relatively well but I wonder if the dividend is covered - are there alternatives you would suggest? Thanks

Read Answer Asked by Michael on August 08, 2022

Iron Mountain Incorporated (Delaware)Common Stock REIT (IRM $99.89)
- $99.89 P/E (TTM): 706.57X Cap: $29.50B
- View IRM Profile
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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

Iron Mountain Incorporated (Delaware)Common Stock REIT (IRM $99.89)
- $99.89 P/E (TTM): 706.57X Cap: $29.50B
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- View Questions on IRM
Atlantica Sustainable Infrastructure plc (AY)
- Cap: $2.55B
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Q: Any comments on these 2 High Yield US stocks? Are they best bought in Cash, TFSA or RRSP for Tax implications?

Thanks as always!

Read Answer Asked by Austin on October 30, 2019

Iron Mountain Incorporated (Delaware)Common Stock REIT (IRM $99.89)
- $99.89 P/E (TTM): 706.57X Cap: $29.50B
- View IRM Profile
- View Questions on IRM

Q: Hello again with the recent drop in IRM would you consider it a buy?
Thanks again

Read Answer Asked by George on July 15, 2019

Iron Mountain Incorporated (Delaware)Common Stock REIT (IRM $99.89)
- $99.89 P/E (TTM): 706.57X Cap: $29.50B
- View IRM Profile
- View Questions on IRM

Q: Hi,

Which one or two of the below REITs would you recommend to buy based on current valuation and future prospects.

Iron Mountain IRM
Kimco Realty KIM
Brixmor Property Group BRX
KIte realty group KRG

Appreciate it
Ninad

Read Answer Asked by Ninad on October 31, 2018

Iron Mountain Incorporated (Delaware)Common Stock REIT (IRM $99.89)
- $99.89 P/E (TTM): 706.57X Cap: $29.50B
- View IRM Profile
- View Questions on IRM

Q: Is it a Buy at around $ 36 ?

Read Answer Asked by Guenter on July 11, 2018

Iron Mountain Incorporated (Delaware)Common Stock REIT (IRM $99.89)
- $99.89 P/E (TTM): 706.57X Cap: $29.50B
- View IRM Profile
- View Questions on IRM

Q: I own WPC but am considering selling and replacing with IRM for its better dividend growth. I'd appreciate your views on both companies.

Read Answer Asked by Bernie on January 16, 2018

Iron Mountain Incorporated (Delaware)Common Stock REIT (IRM $99.89)
- $99.89 P/E (TTM): 706.57X Cap: $29.50B
- View IRM Profile
- View Questions on IRM

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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