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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi guys. Which do you prefer ILMN or NVTA and why? And same question for SQ and PYPL....Thank you
Read Answer Asked by Ryan on October 08, 2020
Q: Hi,
To enhance growth potential in the low-interest and slow-growth environment, I am thinking of selling JPM to buy either V, MA or PYPL. Any suggestion and comment? I already own half position of V in my other account.
Thanks,
Martin
Read Answer Asked by Martin on September 02, 2020
Q: Over the years I have built up our position in V, to the point that today I have 4X more invested with V than PYPL, all within an overall appropriate allocation. Would you advise to rebalance between the two, with a view to long term growth - more like 50-50, or what would you advise?
Read Answer Asked by sam on August 31, 2020
Q: Hello 5i,
Could I have your assessment of Shift4 Payments? Also, how does it compare to Paypal and Square?
Thank you
Dave
Read Answer Asked by Dave on August 24, 2020
Q: On the 25 march, you indicated there were better names than QIWI in the US/Canada. What companies are you recommending? Have you change you mind about QIWI over the last few months?
Read Answer Asked by George on August 19, 2020
Q: Hello 5i Research
Thank you for all the questions and answers that you post every day. I start everyday reading all the post to keep me informed.
I currently own visa and MasterCard in my RRSP , do you recommend switching to SQ or/and PayPal at this time?
Thank you for your great service.
Claudio
Read Answer Asked by claudio on August 05, 2020
Q: How do I play the demise of wirecard? Would a competitor swoop in and take all the market share? If so which company would in your opinion be the most capable of doing so? Pypl? Sq? Maybe even shop? Any others worth considering?
Read Answer Asked by dan on June 29, 2020
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
Read Answer Asked by thambirajah on June 03, 2020
Q: Hey team,

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.
Read Answer Asked by Tim on June 01, 2020
Q: Morning 5i,
I'm looking to get my US allocation in my portfolio up to ~40% in the Healthcare, Industrials, and Tech sectors. I have a VERY long time frame, but I'm interested in businesses that have aggressive/high growth in the IMMEDIATE to 2 year timeframe.

Could you please rank the names below in terms of highest short-term growth potential coming out of a COVID world (reopening, new normal).

And if possible, are there any US names that trump these selections instead? Please take as many question credits as required:

Healthcare: VEEV, AMGN, REGN
Tech: TEAM, TWLO, MSFT, NVDA, AYX, AMZN, GOOG, QCOM, PYPL
Industrials: ROP, RTX
Read Answer Asked by Michael on May 26, 2020
Q: Hi, I'm looking to add to the fintech world. I'm sure online purchases and contact-less (cash less) payments only continue to increase.

What is your favorite growth stock in this category (1) overall, and (2) one that is well positioned to succeed in both the physical space (contact less at stores) and online (web payments).

C.
Read Answer Asked by Cameron on May 15, 2020
Q: I am wondering how you would categorize these companies (V, SQ,PYPL) in relation to one another and if you had to pick 2 to invest in for growth over 10 plus years which ones would you pick? I liked the digital payments theme prior to COVID-19 and think it will clearly accelerate the move to less cash and more digital payments (in-store or online) more e-commerce.
VISA is the largest payment processor in the world (according to your information under stocks profile page) so they process the most payments right now online and in-store.
SQUARE is obviously not as big as Visa but they would be similar in being in both markets (online and in-store payments processing), but Square would be more of an all in one solution for e-commerce, payment processing for Small and Medium sized busineses plus CASH APP and investing etc.
PAYPAL would seem to be similar to Visa in that it is mainly a payment processor (with Honey acquisition maybe adjusting this course somewhat?) but would be essentially be ONLINE payment processing only, so maybe more of a pure play online payment stock? and any main reason why Visa has such great margins compared to Paypal? on its earning call Paypal said "On May 1st, we had our largest single day of transactions in our history, larger than last year's transactions on Black Friday or Cyber Monday." which was extremely bullish to me...
Read Answer Asked by Michael on May 13, 2020
Q: Hello Peter,
While SQ holds the promise when the retailers open, it does not really matter for PYPL. Which one would you suggest.
In your presentation at the MoneyShow yesterday you mentioned DXCOM in the healthcare sector with an increasing demand, company raising guidance and now being included in the index.
If I were to take a position in it, I will not be able to have positions in both SQ and PYPL. Which of these two would you suggest I let go.
Or would you suggest I hold them both and take a pass at DXCM instead.
As always, your opinion is appreciated.
Regards.
Read Answer Asked by Rajiv on May 08, 2020
Q: Clearly high tech and e-commerce companies are doing much better than the general market. What would be your recommendation among cloud computing companies including those in the US. Thank you for your great service.
Peter
Read Answer Asked by Peter on April 27, 2020
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