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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: What is your top 4 choices of crypto stks
Read Answer Asked by Lynn on October 28, 2020
Q: Hi,
I’ve held V shares since the IPO and have done really well. With all the talk about the shift to digital currencies/payments becoming a more dominant place in the global financial system, do you think also diversifying into BABA (stake in Ant Group) and PYPL (creating a larger transactional payment landscape for the future through bitcoin) would be a good move? Do you see further secular growth in this area? Thanks!
Read Answer Asked by Keith on October 27, 2020
Q: Hello 5i Team,
Seems that Square is recently facing much more competition. Just in the last two days, JP Morgan has launched "Quick Accept", Visa has announced "Tap to Phone" and Paypal is opening up their network to cryptocurrencies. Is the big run over for Square, and would you recommend possibly switching to Paypal within the payments space, given these announcements? Thanks. Brad
Read Answer Asked by Bradley on October 22, 2020
Q: Hi guys. Which do you prefer ILMN or NVTA and why? And same question for SQ and PYPL....Thank you
Read Answer Asked by Ryan on October 08, 2020
Q: Hi,
To enhance growth potential in the low-interest and slow-growth environment, I am thinking of selling JPM to buy either V, MA or PYPL. Any suggestion and comment? I already own half position of V in my other account.
Thanks,
Martin
Read Answer Asked by Martin on September 02, 2020
Q: Over the years I have built up our position in V, to the point that today I have 4X more invested with V than PYPL, all within an overall appropriate allocation. Would you advise to rebalance between the two, with a view to long term growth - more like 50-50, or what would you advise?
Read Answer Asked by sam on August 31, 2020
Q: Hello 5i,
Could I have your assessment of Shift4 Payments? Also, how does it compare to Paypal and Square?
Thank you
Dave
Read Answer Asked by Dave on August 24, 2020
Q: On the 25 march, you indicated there were better names than QIWI in the US/Canada. What companies are you recommending? Have you change you mind about QIWI over the last few months?
Read Answer Asked by George on August 19, 2020
Q: Hello 5i Research
Thank you for all the questions and answers that you post every day. I start everyday reading all the post to keep me informed.
I currently own visa and MasterCard in my RRSP , do you recommend switching to SQ or/and PayPal at this time?
Thank you for your great service.
Claudio
Read Answer Asked by claudio on August 05, 2020
Q: How do I play the demise of wirecard? Would a competitor swoop in and take all the market share? If so which company would in your opinion be the most capable of doing so? Pypl? Sq? Maybe even shop? Any others worth considering?
Read Answer Asked by dan on June 29, 2020
Q: Have held Visa for some years and possibly one of the best stocks I own .recently I bought Square I guess its doing okay.
I had not paid any attn to PYPL. recentlyone of your answers you out pypl visa and sq on about the same level.
I watched the MadMoney featuring Pypl as your other caller referred to . it was impressive . I don't quite under stand where and how these Companies intersect/overlap. . is pypl encroaching on visas territory.? and SQ where do they come ?
I would love an explanation in layman terms
Read Answer Asked by thambirajah on June 03, 2020
Q: Hey team,

I seem to recall this theme being addressed as it pertains to Shopify but after listening to the PayPal CEO on Mad Money last night I Have to wonder if LSPD would not be a nice add for Paypal? It sounds like they really want to get more directly involved with retail/restaurants and POS to expand how people use their service. Could you foresee this happening and would you consider PYPL a buy today? Their CEO came across well.
Read Answer Asked by Tim on June 01, 2020
Q: Morning 5i,
I'm looking to get my US allocation in my portfolio up to ~40% in the Healthcare, Industrials, and Tech sectors. I have a VERY long time frame, but I'm interested in businesses that have aggressive/high growth in the IMMEDIATE to 2 year timeframe.

Could you please rank the names below in terms of highest short-term growth potential coming out of a COVID world (reopening, new normal).

And if possible, are there any US names that trump these selections instead? Please take as many question credits as required:

Healthcare: VEEV, AMGN, REGN
Tech: TEAM, TWLO, MSFT, NVDA, AYX, AMZN, GOOG, QCOM, PYPL
Industrials: ROP, RTX
Read Answer Asked by Michael on May 26, 2020
Q: Hi, I'm looking to add to the fintech world. I'm sure online purchases and contact-less (cash less) payments only continue to increase.

What is your favorite growth stock in this category (1) overall, and (2) one that is well positioned to succeed in both the physical space (contact less at stores) and online (web payments).

C.
Read Answer Asked by Cameron on May 15, 2020
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