Q: Of these 3 which would be your pick for the payment space going forward growth next 5 years.
Thanks
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hello 5i. Thank you for your service. Has anything changed at Square? Couple o f insiders have sold, and the stock has fallen quickly. To-day it is down 5% on a very up day for US Stocks. Your comments appreciated.
Thank you
Steve
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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AbbVie Inc. (ABBV)
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Bank of America Corporation (BAC)
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The Walt Disney Company (DIS)
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Xylem Inc. New (XYL)
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Block Inc. Class A (SQ)
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NV5 Global Inc. (NVEE)
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DexCom Inc. (DXCM)
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T-Mobile US Inc. (TMUS)
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CrowdStrike Holdings Inc. (CRWD)
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Jacobs Engineering Group Inc. (J)
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Matterport Inc. (MTTR)
Q: Hi Peter and Team
Looking for guidance on US holdings in a non registered account. My feeling from following your questions is that the US market would likely do well next year or 2 and that I should not invest 100% in Canada. Can you list 5 US securities that you see as good growth for next 2-3 years holding ?
Thanks for excellent guidance
Peter
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Halliburton Company (HAL)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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Enghouse Systems Limited (ENGH)
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NFI Group Inc. (NFI)
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Block Inc. Class A (SQ)
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Exco Technologies Limited (XTC)
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Trevali Mining Corporation (TV)
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iShares S&P/TSX Capped Energy Index ETF (XEG)
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Teladoc Health Inc. (TDOC)
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Xebec Adsorption Inc. (XBC)
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WELL Health Technologies Corp. (WELL)
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Palantir Technologies Inc. Class A (PLTR)
Q: I am looking to offset some capital gains received this year from PEO and PHO (thanks!). Currently I have the following holdings in a loss position, in order of dollars down: TDOC, TV, XBC, HAL, XEG, NFI, SQ, TECK.B, XTC, WELL, ENGH, PLTR. I would need to sell the first six to fully offset the gain, or could sell more if using those in a smaller loss position. How would you rank these holdings in order of selling, and which of these would you look to buy back after 30 days (if any)? Note that these are held within a broad portfolio that I am also looking to consolidate.
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PayPal Holdings Inc. (PYPL)
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Mastercard Incorporated (MA)
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Visa Inc. (V)
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Block Inc. Class A (SQ)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Upstart Holdings Inc. (UPST)
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Affirm Holdings Inc. (AFRM)
Q: Looking to put some money into fintech space which company or ETF would you recommend
Read AnswerQ: I have room for 1 full position in my US RRSP. I do not have exposure to US financials and was looking for your opinion for a relatively diversified US financial with the best prospects for CAGR over the next 3 to 5 years. I came up with Paypal, Square, MS, and JPM. I feel that Paypal (with it recent sell off) is the best option. What is your opinion?
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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PayPal Holdings Inc. (PYPL)
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Dollar General Corporation (DG)
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JP Morgan Chase & Co. (JPM)
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Block Inc. Class A (SQ)
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CrowdStrike Holdings Inc. (CRWD)
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Digital Turbine Inc. (APPS)
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Affirm Holdings Inc. (AFRM)
Q: This a follow-up to our TFSA question dated August 24, 2021, and specifically relates to the 5i suggested list of 10 US stocks.
Of the 10, we have so far initiated positions in GRMN, LULU and REGN.
As we already have a substantial position in V (and MA), please suggest an alternative, perhaps in payment services, such SQ, AFRM or PYPL. Also, please suggest an entry point.
For the remainder, NVDA, DG, GOOG, JPM, CRWD and APPS, please rank them in terms of conviction and for each, suggest an entry point.
As always, thanks for the great advice!
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Mastercard Incorporated (MA)
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Canadian National Railway Company (CNR)
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Linamar Corporation (LNR)
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Algonquin Power & Utilities Corp. (AQN)
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Kinaxis Inc. (KXS)
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Western Forest Products Inc. (WEF)
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Magna International Inc. (MG)
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Block Inc. Class A (SQ)
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BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB)
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WELL Health Technologies Corp. (WELL)
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TD Science & Technology Fund - D Series (TDB3098)
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TD Health Sciences Fund - D Series (TDB3099)
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Geyser Brands Inc. (GYSR)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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CrowdStrike Holdings Inc. (CRWD)
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Unity Software Inc. (U)
Q: Hi Peter and staff,
Thanks for the great information that you guys provide.
These are the holdings in my wife's TFSA account. I have owned CNR since March of 2020 and have done quite well but I'm wondering if this stock has reached the top of the price range and it's time to move on. The average Price Target is $165. Do you think that CNR still has upside or can you name two stocks to replace it.
Thanks and have a great day
Joe
Q: Not sure of the rationale for PayPal buying PINS. A $45 billion price tag seems like a lot considering they could of done a partnership instead. A merger that lacks strategic vision is a great way to destroy shareholder value…just ask Time Warner/AOL. Although it is preliminary what are your thoughts? As a long term PayPal shareholder should I sell and buy Square to hold for the next five years? There are no tax or risk considerations just a straight swap to change horses.
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Intuitive Surgical Inc. (ISRG)
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PayPal Holdings Inc. (PYPL)
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Block Inc. Class A (SQ)
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Freshpet Inc. (FRPT)
Q: My 28 yo son has $6k USD to invest in his RSP. I have considered many good companies, and whittled it down to 4 choices. I could not find a site to learn the ROIC on these companies. Could 5i provide please? Could 5i rank these 4 based on their growth potential? No requirement to comment on sector allocation within portfolio as that is in hand. Thanks in advance.
Read AnswerQ: Do you like Paypal or Square right now?
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PayPal Holdings Inc. (PYPL)
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American Express Company (AXP)
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Mastercard Incorporated (MA)
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Visa Inc. (V)
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Block Inc. Class A (SQ)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Affirm Holdings Inc. (AFRM)
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
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Meta Platforms Inc. (FB)
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Garmin Ltd. (Switzerland) (GRMN)
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Xylem Inc. New (XYL)
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Block Inc. Class A (SQ)
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The Trade Desk Inc. (TTD)
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DocuSign Inc. (DOCU)
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Century Communities Inc. (CCS)
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MEDIFAST INC (MED)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Celsius Holdings Inc. (CELH)
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Palantir Technologies Inc. Class A (PLTR)
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Unity Software Inc. (U)
Q: Hi Team,
I am currently reviewing my TFSA and the current holdings within that account. I am looking for your thoughts if any of my holdings should be adjusted or removed/trimmed, or if you had any suggestions for new buys. My focus in this account is growth for a 10yr+ period. I hold the following stocks, listed as a % of my tfsa: LSPD (32.3%), CELH (9%), Docu (5.6%), Fb (19.3%), Pltr (4.9%), SQ (12.2%), TTD (8.9%), U (7.9%). Thanks
Shane
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PayPal Holdings Inc. (PYPL)
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Block Inc. Class A (SQ)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Upstart Holdings Inc. (UPST)
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Affirm Holdings Inc. (AFRM)
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!
Read AnswerQ: 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?
Read Answer-
PayPal Holdings Inc. (PYPL)
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Block Inc. Class A (SQ)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Affirm Holdings Inc. (AFRM)
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.
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Fiserv Inc. (FISV)
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PayPal Holdings Inc. (PYPL)
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Block Inc. Class A (SQ)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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?
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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
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PayPal Holdings Inc. (PYPL)
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Block Inc. Class A (SQ)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Affirm Holdings Inc. (AFRM)
Q: Katapult and other non-bank financials seem to be attracting greater investor attention. Which « have legs » per long-term growth from your perspective?
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