skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

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
Read Answer Asked by alex on August 05, 2020
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



Read Answer Asked by Djamel on February 10, 2020
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!
Read Answer Asked by RANDALL on December 17, 2019
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
Read Answer Asked by Heather on November 05, 2019
Q: How would you play the US Reit space at this time? ETFs or specific stocks? Can you recommend a couple of each?
Dennis
Read Answer Asked by Dennis on October 25, 2019
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
Read Answer Asked by pietro on October 23, 2019
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
Read Answer Asked by Rajendra on April 30, 2019
Q: Hi there,

For real estate exposure in the US i have held AMT for 10 years at about a 2% position. With the 5G rollout i beleive these tower services will become significantly more profitable as they sell 'extra space on the existing infrastructure. Your thoughts on this theme and if you were going to add would you add to AMT or CCI. AMT has performed better but has a lower yield. As well, CCI had lower earnings last quarter while AMTs earnings have been growing consistently. I am approaching retirement (next 5 years) so i like a decent dividend with a bit of growth. Thanks for all you do!
Read Answer Asked by kelly on January 11, 2019
Q: Hi Ryan
I have been trying to formulate an investment thesis regarding the impending roll out of 5G and am wondering if 5i has developed any ideas as how to invest in this technology. Noticed a few commentators have indicated that the best way would not necessarily be with the telcos but rather with the "picks and shovels" providers like chip makers or contract manufacturers.

Also, read an interesting piece the other day on SA regarding CCI in the US positioning itself for 5G.

Thanks for your insight

Brad
Read Answer Asked by Brad on July 11, 2018
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!