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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: Long time holder of V since the IPO and have done well with this name as a core position. Currently have a 3% position. Have some more USD to invest currently, what are your thoughts on reducing V down to 2% and allocating 1% to start a new position in either PYPL or SQ for more growth or add more to V? Looking for long term growth. Would you pick PYPL or SQ today? Thanks!
Read Answer Asked by Keith on May 25, 2021
Q: Hi 5iTeam - Would you consider Nuvei a buy today for a full position or is its price mostly factoring in future growth. The timeline is 3 to 5 years. Also could you provide an update on insider ownership and recent trading. Are there any fundamentals that you think should be noted. Also do you have any suggestions for a similar company with good growth prospects - one Canadian and one U.S. if possible. More if you think it applies. Thanks.
Read Answer Asked by Rob on May 05, 2021
Q: I own GSY on your recommendation. I also own ZEB for simple exposure to all the Canadian banks. I'm interested in finding other niche opportunities in the financial space, whether on the income side or the growth side (or blended). Someone mentioned Firm Capital Mortgage Investment Corp (FC) for income, recognizing this also entails some real estate exposure. What is your view of FC, and what other suggestions would you have? Thanks.
Read Answer Asked by Brad on May 03, 2021
Q: I have a 5% position in Visa and 2% position in Lightspeed. I am considering adding a position in PayPal or Square to my TFSA.Which would you prefer today? Or should I diversify into something like Shopify?
Could you rate the above stocks in terms of risk and also include Crowdstrike?I have a long time horizon.
Read Answer Asked by Allen on April 05, 2021
Q: Top ten growth stocks in a TFSA for 10+ years? US and CND
Read Answer Asked by Addalyn on March 17, 2021
Q: I wish to de-risk our portfolio. These are some of our holdings with high PEs [although that is not always the most appropriate criteria for risk assessment]. Would appreciate your advice as to top 10
(a) most at risk currently and
(b) great companies, even if currently expensive, that you have most conviction longer term.
Read Answer Asked by sam on March 17, 2021
Q: 1. LSPD vs FOUR - What are your thoughts and recommendations? B/S/H
2. PYPL vs SQ - What are your thoughts and recommendations? B/S/H
3. COST vs WMT - What are your thoughts and recommendations? B/S/H
Thank you in advance.
-Great job guys. I enjoy your service and attention to detail...
Read Answer Asked by michael on March 02, 2021
Q: Between these 2 companies, looks like PYPL as had a higher annual sales and a higher annual income. My thoughts are always with square. For only 1 year for growth which of these 2 companies which one would you recommend for higher growth. Thank you
Read Answer Asked by wilson on February 23, 2021
Q: I hold both these companies.

Mastercard has been pretty flat for the last 12 months. Do you see things picking up significantly for them when people start booking tickets for flights, hotels, concerts and Disney Land or will papal process more of these payments as well. PayPal has grown to a size in my portfolio that I wouldn't want to add to it. I know Mastercard isn't a "weed" but can't decide if it's a "flower" that could use some water ;)

Would you add to Mastercard (or maybe start a position in Visa) today or look for something else? (In the payments space I also have a full position in SQ)

....PayPal passed Mastercard in market cap today. (mind blown emoji)

Cheers
Read Answer Asked by Dennis on February 17, 2021
Q: Hello 5i,

I have enough money to open a new 1% position in a portfolio that is intentionally a little overweight in tech, but otherwise well-diversified. I currently don't have any pureplay cybersecurity companies or any pureplay fintech/payments companies (although I do own MELI, STNE and SE). Which of these two sectors would you invest in first. I was thinking CRWD for cybersecurity and SQ or PYPL for fintech/payments.

Thanks
Read Answer Asked by Lee on February 17, 2021
Q: Could you please rank these financial stocks? Is there another one you would throw in there that may be better? Thanks
Read Answer Asked by Neil on February 16, 2021
Q: I know that Square, Paypal and MicroStrategy have Bitcoin on their balance sheets. How much of an influence do you think this is having on each companies share price? What is the per share value of the Bitcoin that each company holds? Thank you.
Read Answer Asked by Glenn on February 16, 2021
Q: I took a position in BLOK:US on the recommendation of a contributor to your Canadian Money Magaine (BTW I give each of my three children a subscription for Christmas becasue it is simply the best financial advice product anywhere). The thesis of the nvestment was to participate in AI for the future. I put it away as a long term investment. BLOK has been showing extraordianary growth lately. I'm not sure why? Is there a specific reason? Is it a long term hold or a sell opportunity? David
Read Answer Asked by David on February 09, 2021
Q: Going through the ETF section but can’t find which etf would be invested in square, PayPal and the fang stocks. Can you direct me to a few to research.
Read Answer Asked by Helen on February 04, 2021
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