PayPal Holdings Inc. (PYPL)

More consumers are going with payment solutions embedded in phones. Merchants are using other online platforms. Competitive position could be under attack. Profitable, good free cashflow, low valuation. He prefers Visa.

Fine business, but an also-ran. Visa or MA are the two places to be. 

Seems to be basing. Trading below the falling 200-day MA, not a positive technically. New CEO could spark a catalyst. Reasonably valued at 11.5x forward PE, with 15% forecast growth rate. Could be value, but chart needs to improve before committing.

So many switched from cash to online payments during Covid. Solid free cashflow, but too much competition directly in the space now. He prefers Visa in that world, as it clips money no matter which product is used.

3/10 on value. Not one she'd want to touch. Chart's a little scary. Street is split between Buy/Outperform and Hold. Target price is based on spending, so it's not a buy heading into a potential recession. Wait for a positive technical uptrend.

Has since sold shares.
Not the best company - payment sector very competitive.
Would prefer to invest in Visa & Mastercard.
Needs a turn-around in the business.
Management not stable. 

The stock has been horrible and she's running out of patience for it to recover, but is holding on for now. They still have the dominant market share in online payments, but it isn't performing. She hopes the new CEO can increase revenues, improve performance and raise guidance. 

You can't even short it, because shares have fallen 80% in the past two years and sentiment is so bad. The new CEO is a good move, though. The pandemic is over and their relationship with Ebay is long done.

Avoid. PayPal used to control the entire space, but the payments space is so crowded now.

Avoid. Keeps finding new 52-week lows and continues to disappoint. Hard to understand how it's going to get traction. Don't be lured by the price drop. Look instead at Visa, which he owns.

Likes the new CEO and it was time to change the CEO. That said, he prefers Mastercard and Visa over this and Square.

In a competitive space. Shares have come down far. He owns a very small position, but added more yesterday under the new CEO. He targets $85.35.

You want to be in the payments sector, but avoid this one. His favourite is Visa.

Major share price fall after Covid-19 is presenting a good time to invest now.
If rate hikes stop, will opportunity for growth/tech stocks.
Volatile business, but sees opportunity.

Was showing life today and moving up. Shares fell before due to strong competition which slashed their margins and slowed growth. Shares have bottomed. The current rally is not over.