Investment Q&A

Q: Could 5i please explain what a trade of "short October 2019 $97 calls on PayPal Holdings" would mean?
Thank you.

Q: May I please hear from you on PayPal’s earnings. The earnings looked good to me but it’s down 6% after hours due to future outlook on earnings from what I can gather. Would you suggest continuing to hold and ride out any negative reaction? Thank you.

Q: Hi Team,
I am thinking of taking a position on either PYPL (pays a 1.7% dividend with a 1.6% short interest) or SQ (price had pulled back almost 30% from its all time high and a 7.7% short interest), which one of these 2 would you recommend?
Thanks...

Q: Hi team,

It’s been a while since a question on PYPL. I have held SQ for a long time, but I am starting to warm up to PYPL’s outlook. I have read a number of positive comments on PYPL’s Venmo app, that competes directly with SQ’s payment app. Venmo seems to be growing nicely and closing the gap behind SQ in monthly transactions in a very competitive payments space. PYPL seems to have better momentum as well. SQ has always been one of your favourites and mine as well but to me PYPL looks attractive here. I am thinking about shifting some SQ funds to PYPL. It would help tone down my beta as well. What is your outlook these days for PYPL in comparison to SQ?

Thanks again.
Dave

Q: Hello 5i
If you were to take a large position(ie. 50% of your portfolio) in mobile payment space for a 20 yr hold, which US stock(s) would you hold?
If it is not visa could you provide why it is better than v respect to growth and safety.
thanks,

Q: I'm in China for a few weeks, and I am astounded at the payment system. The only place I've been able to use my Visa card is Starbucks. For me, everything else is cash, because I am not set up for the point-of-sale system here. Aside from the few foreigners paying cash, this is truly a cashless society. Each vendor has a scan code sticker - Purchasers use their phone, scan the code, and pay the bill in one easy step. Do you know which companies are behind this system?

Q: At this point in time would you prefer SQ or PYPL? Thanks

Q: wondering which companies have the largest runway for growth out of these? I have a very very long time horizon

Q: Could I get your current thoughts on FISV. I would also appreciate other names I should I look at in this sector.

Q: I currently own Visa and have done well. I like all of the payment processors. Should I stick with Visa, or take some profits and diversify into another processor? I am considering Mastercard, Square or Paypal.

Q: Last year an airline in Europe gave us a Wirecard for taking a later flight . We used it for shopping and restaurants and then cashed in the balance for Euros at an ATM . Great concept that has grown incredibly according to Handelsblatt . Is there an ADR or even an OTC listing for this ? Is there a similar card in North America ?
Thanks

Q: Apparently Canada is leading the way in moving to a cashless society. What names do you see as having the most potential to benefit from going cashless

thank you

Q: Hi group I am taking a bath on tech stock both in US and Canada . Looking like market is going to value on these stock as opposed to growth. I also am losing a lot on financials like Visa + PayPal. What strategy should I use going fwd . Preserve capitol or wait out what happening or? . I know that this info is scattered info but generally what is your thoughts going fwd Thanks for your guidance

Q: Your thoughts on these 2 co please. If you were to buy one today? Thanks. Alnoor

Q: Group - Several weeks ago I asked a question about both Canadian + us banks +Pay pal +Score and so on. The question was that I was watching my profits slowly but surely disappearing in the sector ( I have been heavy into Financials for the last 2 yrs so have done very well) . I wanted to cash out but was advised that with strong quarterly results expected to hold on and everything would work out (I hold 20 % total portfolio exposure). I want to revisit the question now all the companies have reported earning and they continue to drop especially US holdings. Please give me your present thoughts on the sector (both Cad + US Financials+ the overall market its getting ugly and strong earnings are not helping the overall trend downwards. Thanks for your valued opinion . There are several questions here so deduct as you see fit

Q: Thoughts on Paypal as a 5-year + hold? Can I buy the dips?

Q: Hi Group thanks for your advise on the following - Currently own 15% Canadian + US banks+ Pay Pal / Score . Have done well in the past 2 yrs however the profits are slowly but surely eroding (add the Canadian dollar recent strength and the us banks are getting hit pretty hard) My question is due to market + consumer spending+Real estate concerns should I sell off and lock in the profits or do you see another option Thanks

Q: Is the drop in the price of Paypal on over reaction to the news about eBay? Should we sell or hold steady?

Q: Hi team, what do you think of Paypal's report and the news that it will no longer have the the eBay connection in 2023? Will this be a big impact on the company, time to sell or is this a good opportunity to add on the dip?
Thanks

Q: Any concern about a class action against PYPL?