- PayPal Holdings Inc. (PYPL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Gen Digital Inc Com (NLOK)
Q: We are bombarded with the negatives of going long with, PYPL, NLOK and LSPD, can you please highlight some of the positives, that argue for considering some or all three of these, thanks so much!
5i Research Answer:
PYPL has a global presence, is very cheap at 12X earnings, a strong balance sheet and is still expected to show good growth over the next two years. LSPD has a dedicated client base, more than $800M cash, rising revenue and declining losses. NLOK (now GEN) is very cheap at 7X earnings, has a 3% dividend, a good growth profile and solid cash flow.