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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: Peter; Do you think Powell would dare to do a 50bp hike in the face of the SVB debacle- could this actually be a silver lining for him ? Thanks
Rod
Read Answer Asked by Rodney on March 13, 2023
Q: Is there any way of knowing if companies like STC, CTS, and other Canadian techs have deposits at SVB?
Read Answer Asked by Kerry on March 13, 2023
Q: What are the companies getting attractive in these times?..I bought some BN..it had a 4% drop yesterday..Please suggest any quality companies to watch. Thanks.

Shyam
Read Answer Asked by Shyam on March 13, 2023
Q: I have held TOY for a number of years while its done nothing and I am considering a switch to ATZ. Before I throw in the towel on TOY, I would like to check a few things with you:
1) what are the current and projected P/E's for each stock?
2) what are the projected growth rates for each stock?
3) I believe TOY has a rock solid balance sheet, do you have any concerns about ATZ's balance sheet and ability to weather a possible recession? If so, ewhat are the concerns?
4) On a scale of 1-10 what are the chances of each company still being around in 5-10 years?
5) which stock has better short term and which has better long term opportunites? 6) would you make the switch?

Thanks for everything!
Read Answer Asked by Scott on March 13, 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: My daughter is planning to start a new TFSA (full $88K) and contemplating the following:
Option#1, Autopilot All in one global index fund, such as XEQT or VEQT.
Option#2, All in Canadian equity index fund, such as XIU or XIC added to XEQT or VEQT.
Option#3, 5i favourite picks, such as BN, GSY, DSG, TFII, TOI and WSP .
Please advise which option is best for a buy and hold long term TFSA investment or suggest a better alternate. Thank you. Bill.
Read Answer Asked by Bill on March 13, 2023
Q: What does this statement mean and how does it affect shareholders?

"Finally, investors' fears are becoming reality because Rivian has just announced a bond issue aimed at raising $1.3 billion. The company intends to sell convertible notes, or bonds that can be paid back with cash, stock or a mix of the two, according to a press release.

Investors buying these notes will also have the option to buy additional notes worth up to $200 million, according to a statement dated March 6 2023"
Read Answer Asked by V on March 13, 2023
Q: Dear 5i team.

Here we go again with the annual US debt ceiling shenanigans.
This time seems to be a little different as the level of crazy appears to have ramped up in the US political sphere.

May I ask for your collective professional views on what your crystal ball says the possible initial market reaction (bond/equity) might look like assuming they DO NOT come to agreement in time, this time around?
Is there a preferred position on Bonds you would suggest if such a scenerio materialized?

Look forward to hearing your views on this.
Read Answer Asked by Arthur on March 13, 2023
Q: I was intrigued by your recent response to a question about SHOP (Good time to get back into it). Response was .. "There is always risk, but the company presented at a conference last week and management noted there has been 'almost no' pushback from customers from its recent price increase, and that business conditions are 'better than previously feared'. We would be comfortable owning it. "

I view the information as positive for SHOP as you did as well. If the question was never asked, this bit of news would be silent to us. Obviously 5i was aware of the news. Is there any way this type of information could be made available to clients as it becomes known? Or do we need to fall into the regular pattern of asking questions on favourite stock holdings if there is any recent news on companies. Is there a source where we can access this type of news?
Read Answer Asked on March 13, 2023
Q: Hello 5i team,
I was thinking of taking advantage of this SVB fiasco by adding to my BNS shares.

I mainly hold BNS for income and was wondering what was the payout ratio at this time? Has the ratio increased over the past few years (BNS shares declined ~30% from its all-time-highs in the past year)? How comfortable are you in adding for income purposes?

Thank You,
Andrew
Read Answer Asked by Andrew on March 13, 2023
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