Investment Q&A

Q: Hi there, what would be your top picks in the Data Centre infrastructure space (real estate, utilities power, industrial, technology etc) for 3-5 years.

Ok thanks

Rob

Q: Hi 5i!
Thanks for all your great work, I appreciate it very much,
What are your top Dividend growing growth stocks? 5 US and 5 Canadian?
Thanks,
Murray

Q: Hello, since the rate cutting have started, what reit would you be interested in Canada and in the US?

Q: Hi 5I, my question is more about portfolio construction. I have moved both AMT and CCI to the communications sector of my portfolio to raise the percentage in that sector and to decrease the financial sector or REITS. It it fair to do such things as it does feel like they belong in the communications sector.
Thanks

Q: Hi group can you help me sort out your top2 buys in each sector cw rating the sector(1-10) 10 being the highest. Also rate the recommended buys (1to 10 cw entry target price )

- Power infrastructure , Bio Tech, Health care, Financials, Tech, utilities, Commodities, Power infrastructure , Consumer staples, Consumer discretionary, Communication Thanks for your help.

Q: I did really well buying oil stocks when oil tanked 4 years ago, and holding during the recovery. What beaten up sector do you feel has great recovery potential like this currently? Would REIT's qualify since rate cuts appear to be coming soon, or are you not as confident in the recovery due to vacancy's & recession possibility? Thx

Q: In reference to your answer that we should consider being overweight the US at this time, can you give one US name in each sector for modest growth (not dividends) over the next few years? Please take as many credits as necessary with thanks.

Q: I hold small, equal positions in both AMT and CCI. I'm down on both and I'm thinking of doing some cleanup. Of the two, is there one you prefer at this time? I'm thinking of selling one and moving the funds over to the other,,,

Q: I am looking to add some real-estate to my portfolio .
Are there any ETF's or stocks you would recommend.

Q: Can you explain why American Tower had a sharp increase in share price recently and now seems to be in a steady decline. Has there been material changes to the company that I'm not aware of. Also could you advise on what its current and forward PE is and would you consider it a buy at these levels. Thanks for your help.

Q: AMERICAN TOWER REIT HAS GONE LOWER RECENTLY. THUS, WHAT IS YOUR VIEWS AND OPINIONS TODAY AND GOING FORWARD FOR THIS STOCK? IS THERE SOME UPWARD MOVEMENT IN THIS STOCK FOR THE FUTURE BASED ON ANYTHING COMING?

Q: What is your opinion of American Tower and their ability manage their high debt levels. Is it a buy considering the recent drop in price. Also can you explain why on Aug. 14 you state AMT's PE is 19 x when answering a question and on your profile section it is listed at 90 x. Thanks for your help.

Q: Public storage and cell tower stocks are down significantly this year. Were they simply over-valued previously? Assuming interest rates will stabilize, do you feel that they may offer above average returns going forward? Your favourites listed on US and Canadian exchanges?

Q: Hello,

I'm hoping you might be able to steer me towards several suitable, longer term, investments.

If you were assembling a portfolio of equity investments today, from which you REQUIRED an overall average yield of at least 4%, with a further need for that yield to either keep pace with or to outpace the rate of inflation in coming years; which 5 Canadian and which 5 USA equities would you select to include within your portfolio?

1) Independent of any consideration of a desire for diversity of sector?

2) If diversity were to be considered to be of importance?

Please deduct as many question credits as you feel may be appropriate.

Thank you!

Q: Name 5 US and 5 Canadian stocks which are severely undervalued with room to shine in 3-5 years.

Is AMT such a company?

Q: My long-term interest in VZ was partially founded on it's extremely low correlation with almost every other equity and fixed income category. I am "off" VZ due its recent issues and am curious as to whether you are aware of any similarly low correlation, reliably high income alternatives?

Q: I would appreciate getting your five recommendation each for US and CAD markets of companies with growing dividends for at least for the last five years with current dividend above 3% that also have growth.

Q: when you look at 3M on fundamental, and valuation score high, and the dividend look very attractive at 6.36%, how do i need to be worry about lawsuits again 3M for the used of PFAS?

Q: I am looking for a couple of US dividend-paying companies that provide decent yields for retirement income. Several of the companies that you have suggested are providing growing dividends and some equity growth but the yields are low. I am currently looking at AMGN, BX and EXR. I am leaning towards BX as I think property could be poised for growth but I am concerned that the dividend seems to jump around. Were special dividends paid in the past few years or has the payout been negatively affected by declining rental income?

Which of the three would you prefer given the desire for increased income, stability of income, future dividend growth and some equity growth? (or are there other suggestion you may have)

Appreciate your insight.

Paul F.

Q: Hi team,

I recently trimmed my position in NVDA and I would like to add the proceeds to my dividend income.

I currently owe BAC, BX, DFS, DUK, HAS, GLW, KMI, NVT, PAC, SWKS, VZ, WMB AND ABBV for dividend and some growth. I would like to add one or more US company to this list.

Any suggestions to add to this list? And, what company would you replace in this list if you have any concerns?

Oh, I'm not a big fan of tobacco companies.

Thank you for the great service and I really appreciate your insights.

Stephan