Investment Q&A

Q: Hello Team,
Could you comment on Visa? I understand it is a good solid holding but it has not gone anywhere in the last 12months... Time to buy?
Thanks!

Q: Could you please rank these financial stocks? Is there another one you would throw in there that may be better? Thanks

Q: I know that Square, Paypal and MicroStrategy have Bitcoin on their balance sheets. How much of an influence do you think this is having on each companies share price? What is the per share value of the Bitcoin that each company holds? Thank you.

Q: I am invested in both at the moment , which looks better and should I go to just one position.

Q: I took a position in BLOK:US on the recommendation of a contributor to your Canadian Money Magaine (BTW I give each of my three children a subscription for Christmas becasue it is simply the best financial advice product anywhere). The thesis of the nvestment was to participate in AI for the future. I put it away as a long term investment. BLOK has been showing extraordianary growth lately. I'm not sure why? Is there a specific reason? Is it a long term hold or a sell opportunity? David

Q: I feel the “buy now, pay later” stocks are going to really take off? Any thoughts and recommendations on this?

Q: Going through the ETF section but can’t find which etf would be invested in square, PayPal and the fang stocks. Can you direct me to a few to research.

Q: The top ten positions in my equity portfolio represent 30% of the portfolio. Among these top ten are TD, BAM, BAC and JPM. The financial sector represents 27.5% of the equity portfolio and the 5i analysis suggests that this be reduced to 15%. I am a new 5i client and don’t disagree with the direction the model is suggesting. Other holdings in the financial sector are: BMO, BNS,CG,C,MFC,PYPL,PNC,RY,SLF,BX,X,V. This is a bit messy but adding to the sector in the spring seemed like and was a good idea but now we need to be more conventional. I may be very wrong but I don’t consider BAM and X as financial services, particularly BAM. Looking at the holdings, what would you unload to bring down the financial sector exposure? Obviously a tax filter will be needed at my end. The question for another day will be an ask for recommendations to increase the under-weighted sectors. Having fun with the model and more importantly find it useful.
David

Q: Hi,

Looking into future.....10-15 years time horizon. Your views on, How will Paypal/Square do VS visa/mastercard ? Which route will be preferred by people ?

CNR vs CP, which one is a better ?

Q: Hello,

What do you think of BR, and also could you please share your favorite fintech companies in both Canada and US?

Thank you

Q: Hi- looking for a comparison of V vs PYPL. Growth, market position, Moat and
balance sheet. If you are a growth investor - which one is tops? thanks

Q: Hi team,do you consider any of these two good buy at this stage?
Could also explain wether PayPal or Square taking away any business or market share from these two.
Thanks
Javad

Q: Hello Peter

I'd like to open new position in my TFSA with MA or PYPL. Which one looks better to you MA or PYPL and why?

Happy New Year
Andrew

Q: Hi 5i,
In a US dollar account (non-reg) I have about 1.25% of my overall portfolio sitting in cash.
My approach with this account is to buy stocks that I don't have to sell for a long period of time and therefore have capital gains.

In my overall portfolio I already own Alphabet (4%),Apple (4%), Amazon (2.5%), Disney (2%), Facebook (1.5%), Microsoft (2.5%), Paypal (0.5%), Tesla (7% soon to be trimmed) Visa (4%).
Given what I already own (and that I would like a stock that is a long term 5-10 year hold) would you add to anything from the above list? Or would you invest in something else such as Costco or Pinterest?

A suggested order of preference would be greatly appreciated.

Thanks.

Q: Good morning. Hope everyone is well

Would you suggest a couple of bitcoin stocks that we can watch. Are there any Canadian names Thank you for your time.

Q: Which of these two companies, Paypal or Square would you select for a long term hold?

Q: Good Morning
You have mentioned the interest in the IPO for AFFIRM will be high. Is there service being copied by others in the space( you have mentioned PYPL) and do they have any discernible advantage.
Thank you

Q: The ability to 'buy now, pay later' appears to be a growing trend. I note that Affirm just purchased the Canadian company PayBright this week, and that Affirm has filed for an IPO. Are there any publicly listed Canadian or US companies that focus on that are high growth investment opportunities that you would recommend? Can I assume that any firms that do have this as their core product have a very small 'moat' - that if the banks sense an opportunity here, they will eventually dominate this space?

Q: The above positions are held by my daughter's trade account and I would like to transfer a few into her TFSA. Of these, what order would you do it in, aka rank?.......(For information purposes, she currently holds these US positions in her TFSA...PLTR, ROKU, TTD and VEEV in addition to a diverse group of Cdn positions.)......Please deduct extra credits!!!
........Many thanks for the wonderful advice...Tom

Q: Hi,
If I wanted to do a comparison of LSPD to similar companies in the industry in which it operates, which ones would you consider?

Thanks,