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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: This person took the words right out of my mouth, as the saying goes. Well done 5i

"Q: You have taken some heat on WELL and some other small caps, so I thought we would throw in a comment for some balance. In mid March I was thinking of taking a flyer on FRC and you were very cautious about such an idea. You said, and I paraphrase, 'we don't like stocks than can potentially go to zero'. That was enough to keep me on the sidelines. Now, FRC is down about 65% since then, and might not make it through the weekend. I wanted to thank you for your advice, and sometimes the 'don't buys' are good as or better than the buy ideas. Thank you for your service and keep up the good work."
Read Answer Asked by Ronald on May 01, 2023
Q: You have taken some heat on WELL and some other small caps, so I thought we would throw in a comment for some balance. In mid March I was thinking of taking a flyer on FRC and you were very cautious about such an idea. You said, and I paraphrase, 'we don't like stocks than can potentially go to zero'. That was enough to keep me on the sidelines. Now, FRC is down about 65% since then, and might not make it through the weekend. I wanted to thank you for your advice, and sometimes the 'don't buys' are good as or better than the buy ideas. Thank you for your service and keep up the good work.
Read Answer Asked by Aaron on April 28, 2023
Q: When the initial shock at SVB happened, I traded First Republic shares and made enough profits to buy a long position when the shares went into the 12's. I don't believe that the US Govt. will allow these "small" banks to fail. Ex: FRC has over 7000 employees.
Are there any other US "small" banks that you screen that have been hammered but have a good prospect of surviving and flourishing? I have a very high risk tolerance.
Thank you Gordo
Read Answer Asked by gord on April 03, 2023
Q: I notice that with it's new FDIC unlimited guarantee SVB is marketing itself as the safest bank for depositors. With an unlimited guarantee, it is equivalent to holding reserves at the central bank. How does the competition respond if their guarantee is limited to $250k, or as is the case in Canada, $100k? How will banking change now that depositors know that they can be made safe/whole by the stroke of a regulators pen? Are we looking at a fundamental change to banking? How should investors position for this?
Your thoughts are appreciated.
Mike
Read Answer Asked by michael on March 17, 2023
Q: There has been very little press on the other ((rather large ) bank default, that of Signature Bank.
Did this bank have similar issues as SVB in terms of deposits and composition ? Wondering how many other smaller ( relatively ) banks could be in similar situations. Thanks Derek
Read Answer Asked by Derek on March 13, 2023
Q: Hi there, with the failure of SVB, many regionals have also been sold off, possibly unjustifiably. Do you see any current opportunities in the space that seem like good buys? SCHW comes to mind but wondering your thoughts or if there are any others that look good here.
Read Answer Asked by Michael on March 13, 2023
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