Investment Q&A

Q: Good morning,

I currently have AXP, V, MA and PYPL in my portfolio. I’m wondering if I should sell something to reduce redundancy and if so, in which order, given the outlook for growth?

Also in the same sector, I have on my watchlist AFRM, NVEI and SQ, all of which seem to have a long runway ahead. Should I add one or more of these new names either by selling from the first group or just as an add?

I’m new to this forum and I’m very appreciative of your insights. Thank you in advance!

Doris

Q: Good Morning, Would you consider adding to each of these holdings at this time, and it what order? Thank you for your great service!

Q: I currently hold Paypal. I see from other posts that you favour SQ. These companies compete in the same space essentially although I believe SQ uses smaller merchants than PYPL currently. Would you move a position from Paypal to Square?

Q: While I am partial to PYPL, I would like a second opinion from you on these fintechs. Please rank them as the most suitable one for a buy and hold for a long term in a RESP account. Thanks.

Q: Would appreciate your take on FISV as have not had any comments since January 18. How have they done in their last quarter? Is this a stock to would buy, sell or hold?

Q: Square
freehold royalies
i downsized an over leveraged and buy only "safe " and if i do i sell an offset.
Today Kim Boulton featured Square as a star. ii ownPaypal and my sense they were similar prospect.
Shoul i sell Paypal to buySquare.
Also please comment on Freehold as a incomestock

Q: Square
freehold royalies
i downsized an over leveraged and buy only "safe " and if i do i sell an offset.
Today Kim Boulton featured Square as a star. ii ownPaypal and my sense they were similar prospect.
Shoul i sell Paypal to buySquare.
Also please comment on Freehold as a incomestock

Q: I own the following in my US-denominated TFSA:

ADBE, DAL, FIVE, PYPL, PAYC, TOL, SLQT, GOOG, AL

The goal of this account is high-conviction, long-term growth strategy, focused on eight US equities, with a risk profile somewhere in between that of your Balanced and Growth portfolios.

A) If I had to sell one of the 9 holdings listed, which should it be?

B) Are there any others that should be sold in light of the investment goal stated?

C) Which of these should I add to, if any, or, which new postition should I consider (US market only) that would complement the existing positions well? Please note that I am already fully-weighted/over-weighted in FIVE, GOOG, PYPL, and PAYC.

Thank you. Please deduct the appropriate number of credits as needed.

Q: Katapult and other non-bank financials seem to be attracting greater investor attention. Which « have legs » per long-term growth from your perspective?

Q: Hello 5i Research
I have held Visa ,MasterCard and PayPal for a while in my US RRSP account and happy with the performance.Would consider them as an reopening stock and performance even better as people travel more and go out more.
Thanks
Claudio

Q: Would you be able to provide a grading for the following stocks as you currently have for CND companies in the Report section? Would appreciate your thoughts, +A through E for the selected companies.

Any chance you’ll be adding US companies to the Reports one day?

Thanks

Nick

Q: Retired I am a growth inclined investor. I have AAPL and PYPL in my taxable account for over a year and have bought and sold AAPL twice in the past 5 years. AAPL has been very good to me. The current evaluation I find is expensive. There would be a tax impact but I have no other choice but to sell either PYPL or AAPL to make room for APPS. Would you make the switch or not and if so, which security would you sell?

Thank you for your very helpful service.

Q: Hello, Lately I've notice that Cathie Wood has been selling some of the big tech names such as Paypal. Is there something she knows about Paypal or do you think she is rebalancing her portfolios?

Q: People who are very close to the market having connections that I don't have. Here are examples: PINS - in May it was $50 and up until recently it was up as high as $82, then it started selling off and eventually quickly plummeted below $60. AMAZON - this was not doing much most of the year by July it was at $3760, a short time latter it was $3300. PINS started selling off fairly rapidly once it hit the low $80's. I think some people knew that the writing was on the wall for this stock. In the case of Amazon, since it wasn't doing much anyway - it sold off rapidly over a short period of time down to $3300 - again I have the same feeling as I have with PINS. PAY PAL had a massive sell-off and ROKU in July at one time in July was $490 plus and now it is down over $100 and seems to continue to fall I wish I had got out when it reached the $500 value. Would you say these lucky people who got out at the high price are well sophisticated traders or have a lot of connections? Your opinion. Thank you.

Q: Can you speak to the legal challenges unfolding around PYPL? Legit concerns? I just picked up some shares.

Thanks for this service!

Q: With recent earnings releases for the above companies completed did anything specifically surprise you or excite you about their futures more so then before? Specifically Microsoft PayPal visa and Facebook.

For Google, it’s revenue growth was massive (68%) for a company it’s size and YouTube contributing almost the same revenue this quarter as Netflix was crazy to me. With ads growth via search not going away and cloud being a big focus for them I don’t see many things stopping it…
What do you see as the biggest risk for it specifically other then the big scary Antitrust breakup?

Q: Can you please give me your opinion on PayPal. Does the recent price drop represent a buying opportunity or is this an indication of head winds ahead. What would be your top 5 Fintech stocks for a 3 to 5 year hold. Thanks for all your expertise.

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

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.

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.