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: 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: 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've owned Infosys ltd for some time. It seems to be going backwards . Any comments. Thanks.

Q: Pfizer is very weak over the last month or two. Any reasons other than maybe some market repositioning? Thanks

Q: Is this a buy, sell or hold? Thank you!

Q: I am curious if you are aware of any large cap investment (> $7B) that is -68% in 2 years and -40% in one year? I don’t think this can be entirely blamed on the market. In any other business there would be a massive purge starting at the very top. What are your thoughts? Has this thing bottomed?

Q: Hi Team,
Would it be advisable to sell SLF for BRK.B? Which of the two do you prefer?
What would be the ideal account to hold BRK.B in? TFSA, RRSP or unregistered?
Thanks

Q: Would GEHC be a stock to look at now ( in the same way Buffet capitalized on the Synchrony Financial spinoff ) several years ago ?

Thanks

Q: I hold all three companies , all bought when share prices were higher. Comments and rankings on these three please. All have shown some gains recently. Are they worth holding for improved macro conditions and eventual recovery? All three are in a taxable account, so should any be sold for tax loss?

Q: hi, I think you mis-read my question. I own CRWD already. and also you did not comment on BABA. could you please add a follow up... thx

Q: Is the sell off a good buying opportunity for BAC?

Q: If you were going to buy one of these companies for a 3 to 5 year hold - which one would you choose and why?

Q: Would JPM be a good time to buy now?

Q: Some people I know have recommended buying BILL. Do you have any comments on this company. Buy, sell or hold-- or just not buy.

Q: How are dividends from midstream companies like ET, WMB treated if held in a registered account? Is there a withholding tax still applied as when held in a non-registered account?

Q: I know that you have suggested the US for healthcare sector exposure given the somewhat limited opportunities in Canada. I struggle a bit with the single company risks in the sector given the possible reversals in fortune with political policy decisions, failures with trials and products in the pipeline, lawsuits etc. etc. Can you suggest two or three ETFs that cover the the entire Healthcare universe (devices, pharmaceuticals, biotech, health insurance carriers and/or whatever else makes up the sector) reasonably well. Thank you!

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

Q: Aerospace & Defense sector - looking for 2 or 3 names - contractors or suppliers to sector for long-term growth, preferably by acquisitions - along the lines of CSU in IT. I have followed TDG for some time and price just keeps on rising - cannot seem to find fair buy price. Please advise target buy prices. Names suggested are on my watchlist - please add your favs and ranking.