Investment Q&A

Q: Hello 5i, apparently PayPal has a mobile swipe system similar to Square. Could you please compare the two companies with regard to market share, growth prospects and risks. Also which would you prefer.
Thanks so much
Dave

Q: Hi team, which of these 2 fin tech stocks do you prefer today, they have both had big run ups, do you think they are ok to buy into now?I am thinking to add to my RRSP.
Thanks

Q: Thanks to 5i I have a well diversified Canadian portfolio. I have been augmenting it with Large Cap US stocks that expose me to markets that are not available to me through the TSX and most of these US names have done very well for me. I am comfortable with being more concentrated in my US holdings as my Cdn investments make up 75-80% of my total portfolio and are well diversified across sectors. My US holdings are in a non-resgistered account and break down as follows:
AAPL - 35%
AGN/REGN/BIIB - 15%
BAC/MS - 27%
LYB - 3%
PYPL - 8%
SWKS - 7%
WBA - 5%

AAPL has done so well for me over the past few years that it is now a large part of my US exposure. My microchip stock (SWKS) has also done extremely well, but it is closely tied to AAPL. My question is given the current announcement by AAPL and its strong recent performance would you be inclined to take some profits off the table or let the "winners continue to run"? I have a reasonably high risk tolerance but do not want to be unduly foolish/greedy. Would you suggest any other changes to what I am holding? What would be your top 3 or 4 US stocks to augment this portfolio?

I value and appreciate your guidance.

Many Thanks
Scott

Q: Do you like any fintech stocks to invest over the long term?

Q: Relating to internet of things, SQ, PYPL, GPN and TTWO are doing quit well, while SQ, PYPL and GPN are in the fintech payment space, TTWO is a on line video game company. I am thinking of swapping my AAPL holding to one of them for more growth. Which one will you pick amount them?

Thanks,

Lin

Q: Hi just as a follow up to my earlier question on the fintech space and global payments (GPN). You suggested Paypal, square and Shopify. Can you rank them in order of preference? Thanks
KR

Q: Good morning,

Global payments was highlighted as a promising fintech stock by Citigroup. What do you think of this company? Would you be a buyer? Or would you have an alternative suggestion in the space (mastercard and visa already owned)

Thank you

Karim

Q: HI Peter /group Does Paypal have lots of growth ahead as the on line purchases continue to grow?

Q: Not your main focus but any thoughts on paypal? Up ten percent and wondering what to do. Leaning to holding for a while, but need a nudge to decide to take profits or hold for a while. Most of the metrics I watch look good, can't decide on a sell point?