Q: Do you think the recent Square Afterpay acquisition will have material impact on GSY over the long term? Or are they targeting different segments of the market.
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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.
- PayPal Holdings Inc. (PYPL)
- Block Inc. Class A (SQ)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: On July 30th you mentioned NVEI, SQ, and PYPL all have their own moats. Could you please elaborate on this further and discuss the strengths/weaknesses of each?
Thanks
Marc
Thanks
Marc
Q: Your opinion of the deal to acquire Afterpay?
Q: Thanks to the recent acquisition there was a nice pop in the stock. Is it still good to hold or should I trade out and sit and wait?
- PayPal Holdings Inc. (PYPL)
- Block Inc. Class A (SQ)
- Cielo Waste Solutions Corp. (CMC)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Hello,
What are your thoughts on Nvei as a long term hold and what are the estimates on its next earnings, and would you know the date of the release? Is Square and Paypal its closest competitors? Any idea why Cielo Waste Solutions is dropping? Do you think it is due to management change? Thanks very much.
What are your thoughts on Nvei as a long term hold and what are the estimates on its next earnings, and would you know the date of the release? Is Square and Paypal its closest competitors? Any idea why Cielo Waste Solutions is dropping? Do you think it is due to management change? Thanks very much.
- PayPal Holdings Inc. (PYPL)
- Visa Inc. (V)
- Block Inc. Class A (SQ)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Affirm Holdings Inc. (AFRM)
Q: Could you please rank SQ, NVEI, PYPL and V for a growth investor with moderate risk tolerance and a time-frame of at least 5 years. Please add other suggestions that fits the theme. LSPD is already owned. The reasons for your top two choices would be appreciated. Thanks.
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Booking Holdings Inc. (BKNG)
- Home Depot Inc. (The) (HD)
- JPMorgan Chase & Co. (JPM)
- Morgan Stanley (MS)
- TJX Companies Inc. (The) (TJX)
- Block Inc. Class A (SQ)
- CrowdStrike Holdings Inc. (CRWD)
Q: Hello 5i,
According to RBC Global Investment outlook, their top 3 U.S. sectors are: Financial (11%), Information Technology (28%), Consumer discretionary (13%) .
In Canada: Financial (31%), Industrials (13%), Energy (12%), material (12%).
Could you recommend 2-3 stocks in each of these classes ?
Thank you for your great service,
Carlo
According to RBC Global Investment outlook, their top 3 U.S. sectors are: Financial (11%), Information Technology (28%), Consumer discretionary (13%) .
In Canada: Financial (31%), Industrials (13%), Energy (12%), material (12%).
Could you recommend 2-3 stocks in each of these classes ?
Thank you for your great service,
Carlo
Q: Which of these two stocks would you buy today for a long term hold (if you could only own one)?
- Block Inc. Class A (SQ)
- Trisura Group Ltd. (TSU)
- Oppenheimer Holdings Inc. Class A (DE) (OPY)
- Silvergate Capital Corporation Class A (SI)
- Lion Electric Company (The) (LEV)
Q: Hi team,
In the financial sector, would you buy now for strong growth any of the above or Futu Holdings ? Why ? Why not ? If none of them, which other ones would you prefer ?
Have a good week-end,
Jacques IDS
In the financial sector, would you buy now for strong growth any of the above or Futu Holdings ? Why ? Why not ? If none of them, which other ones would you prefer ?
Have a good week-end,
Jacques IDS
- PayPal Holdings Inc. (PYPL)
- Visa Inc. (V)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Block Inc. Class A (SQ)
- Coinbase Global Inc (COIN)
Q: Relative to payment methods for the purchase of goods, bank sponsored debit and credit cards employ intermediaries such as VISA or Master Card.
This appears to be increasingly disrupted by tech companies that are not financial companies themselves, however I understand, have a bank in the background.
My question is: If I own VISA should I also consider owning PAYPAL or other to take advantage of the tech side of things thus giving my self a barbell approach? This is not a question on VISA or PAYPAL but on the benefits of investing in the new entities that seem to be appearing in the financial payment system.
Thanks
This appears to be increasingly disrupted by tech companies that are not financial companies themselves, however I understand, have a bank in the background.
My question is: If I own VISA should I also consider owning PAYPAL or other to take advantage of the tech side of things thus giving my self a barbell approach? This is not a question on VISA or PAYPAL but on the benefits of investing in the new entities that seem to be appearing in the financial payment system.
Thanks
- Block Inc. Class A (SQ)
- WELL Health Technologies Corp. (WELL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Mitek Systems Inc. (MITK)
Q: Hi Team,
I was looking at buying some NVEI. However, I am already heavy tech in general. If I were to buy some shares I would need to sell something to do this. The stocks that I already hold that would consider trimming to buy shares in NVEI would be: LSPD, WELL, SQ, MITK. Do you consider NVEI as having more long term potential than any of the other 4 mentioned? If so, which one of the 4 would you recommend trimming to buy some NVEI? Thanks
Shane
I was looking at buying some NVEI. However, I am already heavy tech in general. If I were to buy some shares I would need to sell something to do this. The stocks that I already hold that would consider trimming to buy shares in NVEI would be: LSPD, WELL, SQ, MITK. Do you consider NVEI as having more long term potential than any of the other 4 mentioned? If so, which one of the 4 would you recommend trimming to buy some NVEI? Thanks
Shane
Q: Hello 5i,
I don't want to put you on the spot but after reading your reply to RAK re: Top 5 Cdn & US picks I have a question.
In my cash account (high growth/high risk) I own SHOP SQ KXS GSY PENN WELL & TTD. I have done very well over the last 5 years. I'm wondering how you would rank these against your current top picks, perhaps I have become complacent.
Thank you so much
Dave
I don't want to put you on the spot but after reading your reply to RAK re: Top 5 Cdn & US picks I have a question.
In my cash account (high growth/high risk) I own SHOP SQ KXS GSY PENN WELL & TTD. I have done very well over the last 5 years. I'm wondering how you would rank these against your current top picks, perhaps I have become complacent.
Thank you so much
Dave
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Block Inc. Class A (SQ)
- goeasy Ltd. (GSY)
- Maverix Metals Inc. (MMX)
- Enthusiast Gaming Holdings Inc. (EGLX)
- MEDIFAST INC (MED)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Celsius Holdings Inc. (CELH)
- Dye & Durham Limited (DND)
- Upstart Holdings Inc. (UPST)
- Topicus.com Inc. (TOI)
Q: Hi,
These stocks listed make up the core position of my Canadian and US holdings.
Would you consider this list to be a good one for a 3-5 year plus time horizon? I am able to tolerate high risk .
Thanks
These stocks listed make up the core position of my Canadian and US holdings.
Would you consider this list to be a good one for a 3-5 year plus time horizon? I am able to tolerate high risk .
Thanks
Q: Hi ,
I hear about Bitcoin, Dogecoin and all sorts of other coins and names. The complication of understanding them kept me on the sidelines, not to mention the wild daily fluctuations. I was wondering if an easier way to get some exposure to Bitcoin, directly or indirectly, would be to buy some shares in Square?
Your thoughts are appreciated.
Thanks
I hear about Bitcoin, Dogecoin and all sorts of other coins and names. The complication of understanding them kept me on the sidelines, not to mention the wild daily fluctuations. I was wondering if an easier way to get some exposure to Bitcoin, directly or indirectly, would be to buy some shares in Square?
Your thoughts are appreciated.
Thanks
Q: Long time holder of V since the IPO and have done well with this name as a core position. Currently have a 3% position. Have some more USD to invest currently, what are your thoughts on reducing V down to 2% and allocating 1% to start a new position in either PYPL or SQ for more growth or add more to V? Looking for long term growth. Would you pick PYPL or SQ today? Thanks!
Q: Looking to add two US stocks with new RRSP money. What would be your picks assuming the overall portfolio is already properly diversified, has a 20+ year time horizon and currently contains the following US companies: ABBV, COST, CRWD, LMT, NEM, NVDA, PINS, QCOM, SBUX, TT
- Block Inc. Class A (SQ)
- Guardant Health Inc. (GH)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Unity Software Inc. (U)
Q: Would you buy these today and in what order?
Thanks,
Milan
Thanks,
Milan
- PayPal Holdings Inc. (PYPL)
- Visa Inc. (V)
- Block Inc. Class A (SQ)
- First National Financial Corporation (FN)
- Firm Capital Mortgage Investment Corporation (FC)
Q: I own GSY on your recommendation. I also own ZEB for simple exposure to all the Canadian banks. I'm interested in finding other niche opportunities in the financial space, whether on the income side or the growth side (or blended). Someone mentioned Firm Capital Mortgage Investment Corp (FC) for income, recognizing this also entails some real estate exposure. What is your view of FC, and what other suggestions would you have? Thanks.
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Citigroup Inc. (C)
- The Walt Disney Company (DIS)
- Johnson & Johnson (JNJ)
- JPMorgan Chase & Co. (JPM)
- Eli Lilly and Company (LLY)
- Mastercard Incorporated (MA)
- Morgan Stanley (MS)
- Union Pacific Corporation (UNP)
- Visa Inc. (V)
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- Canadian National Railway Company (CNR)
- Bank of Montreal (BMO)
- Air Canada Voting and Variable Voting Shares (AC)
- Algonquin Power & Utilities Corp. (AQN)
- Interfor Corporation (IFP)
- Thomson Reuters Corporation (TRI)
- Block Inc. Class A (SQ)
- Twilio Inc. Class A (TWLO)
- SPDR S&P 500 ETF Trust (SPY)
- INVESCO QQQ Trust (QQQ)
- Real Matters Inc. (REAL)
- iShares PHLX SOX Semiconductor Sector Index Fund (SOXX)
- Magna International Inc. (MGA)
- Suncor Energy Inc. (SU)
- Royal Dutch Shell PLC American Depositary Shares (Each representing two Class A) (RDS.A)
- Berkshire Hathaway Inc. (BRK.B)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
- Field Trip Health Ltd. (FTRP)
- Airbnb Inc. (ABNB)
- Affirm Holdings Inc. (AFRM)
- Coinbase Global Inc (COIN)
Q: Am I missing any major sectors with these stock investments?
Where should I focus if I would like to ensure a diverse portfolio?
Are there any stocks that I should dump?
Where should I focus if I would like to ensure a diverse portfolio?
Are there any stocks that I should dump?
Q: The use of block chain technology looked to me like a valid technique but its successes appear to have been limited. What is your opinion of the technology/technique, do you consider it has a future, have there been outstanding successes, and are there attractive investments in this space? Thank you.