eBay Inc (EBAY-Q)

AMZN-Q is the 1000 pound gorilla. Any choice in this space has to take them into account. EBAY-Q has done a good job. They beat street consensus. Their site is improving and ease of use is improving. There were up a Million users of 160 Million last quarter. They have a robust stock repurchase program going on. He would not own it.

(A Top Pick June 1/16. Up 23.97%.) At that time, this stock was in an oversold situation. A good name. Every time it gets into the low $20 or the mid-$20, he would be a buyer.

This is not the trading monster it used to be. Very range bound and has been about $20-$30 since 2010. It has built a very nice base at $23.50. There is nothing crazy in the volumes, and this is something that is ready to drift up higher again.

PayPal when it splits from eBay? He would be reticent to buy this right now. In its early days eBay basically owned its industry and it continues to dominate market share. However, with Apple pay and all these other things coming in, there is going to be a lot more competition and it is going to be tougher for them.

You want to own PayPal because that is the growth part of the business. EBAY-O has slowed down a fair bit.

Was facing a lot of pressure with PayPal, and eventually split the business up. Facing a lot of competition from other players in the marketplace, so the stock has gone sideways over the last little while. Doesn’t think you will get growth out of this. He would consider buying PayPal when it goes public.

Never owned it. Not interested in that sector. A pretty competitive space.

Their PayPal asset is quite attractive, but its core store business is under threat from a number of channels, typically Amazon (AMZN-Q). Globally they have had difficulty expanding their marketplace at the rate the market would like to see.