Investment Q&A

Q: Can you please comment on the breaking news after hours of the Roku cash deposits at SVB, particularly those that may be uninsured and what this means for Roku going forward. Please provide any updated opinion on Roku as a result of this developing story.

Q: Being a one time owner of SVB some time ago, now I read I am involved with them again as ROKU dropped from 70ish to 50ish over the last few days. I find out that is their bank. I imagine there are a few other tech stocks I have that bank with them. Are we in a lot of trouble for the next while? Your thoughts are appreciated.

Q: WELL bought Circle Medical out of Silicon Valley. How exposed do you believe WELL is to the SVB banking collapse ?
Thank You for you great efforts during these unpredictable times

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

Q: How bad is this news of their money being in the SVB bank?
Could this scenario bankrupt acuity ads?

Q: Your take on the halt and the reason behind it?

Q: I'm looking for names in the large cap pharma and biotech sectors. Can you suggest two stocks for each sector that look attractive to you right now for a 5+ year horizon? Thanks.

Q: Were the earnings results that bad to warrant this drop?

Q: What impact if any will the closure of SVB Financial have on UPST? Further, what do you think is the likelihood of a business failure for UPST? I also sold UPST for tax loss in December and have not decided whether or not to buy back, should investors stay away or is this a great opportunity? Thanks again,

Q: I have owned these stocks in my non-registered account for 12 years except ETF IGM, T, CTC.A (bought 2 yr ago - up a fair bit). T bought 5 years or so ago. GSY, MFC & GRT.UN a year ago - all 3 up nicely. I buy dividend growers for the most part. I have been retired for quite a while - so, more interested in dividend growth. Large portfolio with banks 40% of total. Do not worry about market downturns: add to positions when they go on sale -08/09 and 2020. Sitting on cash and looking to add to these positions . Do not own ENF.CA - typo. Suggestions?? IFC 5-6 years up 220% including dividends.

Q: Hello, I'm 58 and debt free as of today. I have a small retirement savings in RRSP as well as LIRA. I have started a Questrade account with only one ETF, HHL, harvest Healthcare because of the good dividend. Should I continue with this one ETF ongoing or do you think I should look at other ETF's? I am happy with the projected return over the next few years but am open to hearing any suggestions that would improve my overall position? Thank you in advance.

Q: When discussing balance sheets and debt, you often provide an amount with he qualifier "(excluding leases)". To my way of thinking, leases are debt and must be repaid from cash flow. Therefore, "excluding leases" provides a rosier picture than is warranted. Please clarify.

Q: Can you clarify the tax advantage of HSAV over PSA for non-registered accounts.

Q: Here is an excerpt from my Disnat statement with entries and exits of $$.

02/24/2023 01/05/2023 DIVIDEND IN ISHARES SHARES NASDQ 100 IDX ETF -78.43

02/24/2023 01/05/2023 DIVIDEND COMPANY TRUST 200 ISHARES NASDQ 100 IDX ETF 78.43

I don't know where the money is going.
I would like to understand why these amounts were credited and then debited from my account. I asked the question to Disnat.
The answer was:
These are distributions from exchange-traded funds (ETFs).

My questions:
Is there any follow up to do from my part? Does that change my average cost?
Thank you

Q: Piggybacking off this question from Domenic on March 09:
Q: I am interested in establishing a 2% position in the Consumer Defensive space, and I am debating between Loblaws and Premium Brands. This position is meant to be held for an extended time period of several years. Which company would be better positioned to provide me a substantial return, and if asked to choose, towards which one might you lean? If there is another opportunity in this space that you feel would better fit the aims I have described, I would be happy to read your thoughts. Thanks so much, and I look forward to reading your feedback.

Wondering what your answer would be if MRU was thrown in the mix.

Q: If you held Canadian banks today, would you sell, just continue to hold, or top up positions?

Q: It appears that Transcontinental published pretty bad numbers for its Q1FY2023 and the market has reacted quite negatively and the drop has been brutal. In your opinion, how bad are these results? In their press release for the quarter they mentioned the printing segment drop considerably. Do you see other problems showing up? They also mentioned they are continuing paying the dividend but in your educated opinion, given these results, is it realistic for them to keep doing so or is it more an eventuality they will cutting it, akin to what happened with AQN. Is it a SELL or HOLD? -- My guess is, it's not a BUY.

Q: Hi,

Could you comment on the earnings published today ?

Thanks

Q: Our allocation to cash at present represents $750,000 and is unlikely to change in the near- to mid-term.
Can you provide direction on placements/investments for this position? Though we understand the inflation piece, optimally we are seeking high(er) returns, with minimal (or no) exposure to market risk (capital preservation). Also are there any instruments paying out distributions in dividends versus interest income. Any advice around the specific (and general) placement of these monies appreciated.

Q: Good morning, comments please on the deal between the government of Panama and First Quantum. I expected the share prices of FM and FNV to have a decent pop when the standoff was resolved but that didn't happen. Is the deal not as favourable as was expected? Will this deal affect the future royalty stream for FNV (did FNV have to provide any concession to assist in getting the agreement)?