Q: Have held Visa for some years and possibly one of the best stocks I own .recently I bought Square I guess its doing okay.
I had not paid any attn to PYPL. recentlyone of your answers you out pypl visa and sq on about the same level.
I watched the MadMoney featuring Pypl as your other caller referred to . it was impressive . I don't quite under stand where and how these Companies intersect/overlap. . is pypl encroaching on visas territory.? and SQ where do they come ?
I would love an explanation in layman terms
Q: I know that 5i has not generally recommended these split corp funds but I would like your take in this scenario. We know they bottom when asset value drops below an acceptable number and this has occurred. I recall years ago the same thing happened and yields disappeared and values plummeted. When the market bounced back however each roughly doubled and paid lucrative dividends until of course the next major downturn. My question given that we all expect new highs some day, is whether these would not be nice tuck ins today that will eventually appreciate if not double and begin paying great dividends?
I seem to recall this theme being addressed as it pertains to Shopify but after listening to the PayPal CEO on Mad Money last night I Have to wonder if LSPD would not be a nice add for Paypal? It sounds like they really want to get more directly involved with retail/restaurants and POS to expand how people use their service. Could you foresee this happening and would you consider PYPL a buy today? Their CEO came across well.
Q: Peter, my wife is interested in enhancing her annual returns while staying relatively conservative. She already has a balanced stock portfolio and for new funds she is considering mortgages. Can you suggest any publicly-traded mortgage investment companies with a good track record and reputation?
Q: I own all of these (similar amounts) and bought LB to boost income. Now its yield is less than the other two do you think it makes sense to switch into the other two? Thanks.
Q: Laurentien Bank has tumbled significantly following its most recent earnings report, nearly down to the Mar 23 low. Do you think its risk/reward ratio Now makes it suitable for a “balanced” portfolio? Thanks!
Q: Although both stocks are in the financial area but certainly quite different.
Both are moving quite significantly with renewed interest in the sector. Would either one or both be suitable buys, even with their current increase?
Thank you, Team!
Q: I thought the 2nd q results issued today were pretty good and the share price has responded. This company appears to be undervalued and it even pays a small dividend. Based on my investing experience, I think the market will eventually notice this company or it will get bought out.
Q: Hi-
Is the number of close to 90% payout ratio for BNS correct? Do loan loss provisions factor into that payout ratio? I would assume yes. If so, I would consider 90 percent not particularly alarming considering the current economic environment. This would cover delinquencies after the 6 month mark, correct?
Q: BNS is up AFTER they posted loss, increased reserve provisions etc., BUT it seems ALL the banks are up today even though news about their future is still pending!
Should we "read" that "birds of a feather" phenomenon is operating here and the market has decided to ignore the pending results of other bans and is into a full blown buy mode!
Do you think it is risky or reasonable response to the current situation and one can buy bank stocks now? I know your favorites are RY,BNS,TD.