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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: Hi, The Economist mentions in a recent article that ROKU reported that it held $487 million at SVB in a Mar 10th regulatory filing. I've sort of guessed that might be about 25% of ROKU's cash, based on number of outstanding shares and cash held per share listed on Finviz.com. Would that be a fair assumption? If so, what effect do you see this having on ROKU's share prices in the next while? I'm expecting to see them drop once the news gets out, but do not know how this might affect their overall business fundamentally or longer term. Can they withstand such a hit, if it comes down to a write off? I've listed this question as private, thinking I don't wish to add to market fears - but if you feel it would serve the 5i community best as a public question, feel free to open it up.
With continued appreciation for your sage advice, I look forward to your thoughts on this.
Dawn

Read Answer Asked by Dawn on March 13, 2023
Q: Good Morning
Artificial intellegence now seems to be next at the top of the agenda so for investment purposes are you able to make a 3 suggestions for investing?
What are your thoughts on AI is this the next big thing or is their already to much HYPE?
Thks
Marse
Read Answer Asked by Marcel on March 09, 2023
Q: hi, I hold the above in my USD account. I was thinking of trimming NVDA now and see if there is a pullback to repurchase, over the next few weeks/months. MMM not doing much, and you mention not much growth. dividend is nice, but I don't need it. do you think trimming or selling MMM and adding to any of above (?BABA, down again). or do you have any other ideas for the USD account ( growthy, but low-low mid risk). thx, chris
Read Answer Asked by chris on March 09, 2023
Q: My wife just started a tax free savings account. She recently bought ATZ and SHOP. Can you recommend a couple good Canadian stocks for her tax free? Also Is it fine to purchase US stocks in her Canadian account? Can you recommend a couple US stocks also.
Read Answer Asked by sean on March 08, 2023
Q: Hi (again) 5i,
Thanks for your answer to my question on CTS earlier today, which I appreciate. Just some quick follow up: You write that CTS is likely worth holding "at least until completion of the review". If a sale of CTS - which would be very public information - is not negotiated, when would it be known that the review has been completed? Would that be required disclosure in the first quarterly report after the review terminated, or is that something management can keep under its hat for as long as it sees fit?
Thanks (again)!
Peter
Read Answer Asked by Peter on March 07, 2023
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