PayPal Holdings Inc. (PYPL)

This has a narrow focus and a short operating history as a public company. With consumers increasingly going towards a mobile payment system, and with Google and Apple having pretty rigorous technologies and teaming up with the banks, he can see companies like this struggling.

There is not a lot of data to work with because it has only been trading for a couple of months. It would suggest the support is $30 and if it bounces off that you could see the high end of the range.

An intriguing company. An interesting infrastructure play on e-commerce. If you believe that there is going to be more and more online purchases, and people are going to pay for things electronically, this is going to be a big winner in that space. Not a cheap stock, but one that has big growth opportunities in front of them.

This has moved up. Visa (V-N) and MasterCard (MC-N) have done wonderful. He owns Visa. Hasn’t been educated enough on this company’s business and whether it is better to own that or Visa. Prefers Visa, which is a much better moat dollar for dollar.