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PayPal Holdings Inc. (PYPL $74.82)
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Mastercard Incorporated (MA $554.65)
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Visa Inc. (V $350.94)
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Block Inc. Class A (SQ)
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Jack Henry & Associates Inc. (JKHY $176.86)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Fiserv Inc. (FI $165.46)
Q: Hi 5i; I would like your assessment of Fiserv Inc. (FI). It has started to trend up off the lows of 2022 and I am back into positive territory but not certain this is still one to hold. I am interested in the outlook for this stock individually and whether you see it in the top quartile performer in a crowded and competitive space – electronic payments.
I’d also appreciate your comment on the Goodwill number on Sept 30th balance sheet; seems excessive?
Thanks very much.
I’d also appreciate your comment on the Goodwill number on Sept 30th balance sheet; seems excessive?
Thanks very much.