- PayPal Holdings Inc. (PYPL)
- Mastercard Incorporated (MA)
- Visa Inc. (V)
- Block Inc. Class A (SQ)
- Jack Henry & Associates Inc. (JKHY)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Fiserv Inc. (FI)
Q: Hi 5i; I would like your assessment of Fiserv Inc. (FI). It has started to trend up off the lows of 2022 and I am back into positive territory but not certain this is still one to hold. I am interested in the outlook for this stock individually and whether you see it in the top quartile performer in a crowded and competitive space – electronic payments.
I’d also appreciate your comment on the Goodwill number on Sept 30th balance sheet; seems excessive?
Thanks very much.
I’d also appreciate your comment on the Goodwill number on Sept 30th balance sheet; seems excessive?
Thanks very much.