Investment Q&A

Q: Do you think PYPL or Visa has a stronger outlook for the next 12-18 months?

Q: 1. LSPD vs FOUR - What are your thoughts and recommendations? B/S/H
2. PYPL vs SQ - What are your thoughts and recommendations? B/S/H
3. COST vs WMT - What are your thoughts and recommendations? B/S/H
Thank you in advance.
-Great job guys. I enjoy your service and attention to detail...

Q: Between these 2 companies, looks like PYPL as had a higher annual sales and a higher annual income. My thoughts are always with square. For only 1 year for growth which of these 2 companies which one would you recommend for higher growth. Thank you

Q: May I get your thoughts on this company? Thanks.

Q: I hold both these companies.

Mastercard has been pretty flat for the last 12 months. Do you see things picking up significantly for them when people start booking tickets for flights, hotels, concerts and Disney Land or will papal process more of these payments as well. PayPal has grown to a size in my portfolio that I wouldn't want to add to it. I know Mastercard isn't a "weed" but can't decide if it's a "flower" that could use some water ;)

Would you add to Mastercard (or maybe start a position in Visa) today or look for something else? (In the payments space I also have a full position in SQ)

....PayPal passed Mastercard in market cap today. (mind blown emoji)

Cheers

Q: Hello 5i,

I have enough money to open a new 1% position in a portfolio that is intentionally a little overweight in tech, but otherwise well-diversified. I currently don't have any pureplay cybersecurity companies or any pureplay fintech/payments companies (although I do own MELI, STNE and SE). Which of these two sectors would you invest in first. I was thinking CRWD for cybersecurity and SQ or PYPL for fintech/payments.

Thanks

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.