ETFMG Prime Mobile Payments ETF

IPAY-N

NYSEARCA:IPAY

48.66
0.26 (0.54%)

Analysis and Opinions about IPAY-N

Signal
Opinion
Expert
COMMENT
COMMENT
July 10, 2019

Paypal vs Visa? He likes fintech stocks. He likes both of PayPal and Visa, but would prefer to own the ETF IPAY-N. Visa is really leaning into the tokenization of the security behind a transaction. PayPal is going a little more direct to the mobile service. All good strategies -- hold the ETF to get good growth and less volatility.

Paypal vs Visa? He likes fintech stocks. He likes both of PayPal and Visa, but would prefer to own the ETF IPAY-N. Visa is really leaning into the tokenization of the security behind a transaction. PayPal is going a little more direct to the mobile service. All good strategies -- hold the ETF to get good growth and less volatility.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$48.160
Owned
_N/A
TOP PICK
TOP PICK
July 10, 2019
A great basked of fintechs. A fantastic position for them for some time. About 50% of transactions in developed nations are still done with cash -- a lot of room for growth. Yield 0.48%
A great basked of fintechs. A fantastic position for them for some time. About 50% of transactions in developed nations are still done with cash -- a lot of room for growth. Yield 0.48%
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$48.160
Owned
Yes
TOP PICK
TOP PICK
June 5, 2019
He loves this fin-tech ETF that holds all the great financial payment holdings. Very defensible businesses. A great basket to own. This will offer good secular growth. Yield 0.52%
He loves this fin-tech ETF that holds all the great financial payment holdings. Very defensible businesses. A great basket to own. This will offer good secular growth. Yield 0.52%
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$44.960
Owned
Yes
DON'T BUY
DON'T BUY
May 9, 2019
Mobile Payments. It's hard to have seasonality because of the limited history. It will probably correlate to the retail sector. It has been straight up and then corrected. It has arched over as it has come to the top. We may see it flatten and then start to go down.
Mobile Payments. It's hard to have seasonality because of the limited history. It will probably correlate to the retail sector. It has been straight up and then corrected. It has arched over as it has come to the top. We may see it flatten and then start to go down.
Brooke Thackray
Research Analyst, Horizons ETFs (Canada) Inc.
Price
$43.360
Owned
Unknown
TOP PICK
TOP PICK
May 8, 2019
Financial payment ETF. The basket is of the highest quality in the space -- all with 20% sales growth. Yield 0.53%
Financial payment ETF. The basket is of the highest quality in the space -- all with 20% sales growth. Yield 0.53%
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$43.930
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
April 22, 2019
An electronic payments ETF. He loves this space; the future is electronic money without paper money. That said, look at valuation. This space is sensitive to the economic cycle and can underperform during a market downturn. Loves this long-term, but buy during pullbacks.
An electronic payments ETF. He loves this space; the future is electronic money without paper money. That said, look at valuation. This space is sensitive to the economic cycle and can underperform during a market downturn. Loves this long-term, but buy during pullbacks.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$43.100
Owned
Unknown
COMMENT
COMMENT
April 16, 2019
It as reduced Mastercard and Visa expsoure a bit to give broader exposure to the smaller players. This has broken to new highs already ahead of the wider market. This is about global payment systems, taking advantage of crypto technology within the stocks in this ETF. This acts as a proxy for blockchain, but it's a narrow sector which means volatility.
It as reduced Mastercard and Visa expsoure a bit to give broader exposure to the smaller players. This has broken to new highs already ahead of the wider market. This is about global payment systems, taking advantage of crypto technology within the stocks in this ETF. This acts as a proxy for blockchain, but it's a narrow sector which means volatility.
Mike Philbrick
President, ReSolve Asset Management
Price
$43.700
Owned
Unknown
COMMENT
COMMENT
April 10, 2019
They hold Visa, MasterCard and PayPal. A fintech call that holds secular growth. The theme is on trend. All have solid balance sheets and good earnings growth. Yield 0.53%.
They hold Visa, MasterCard and PayPal. A fintech call that holds secular growth. The theme is on trend. All have solid balance sheets and good earnings growth. Yield 0.53%.
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$43.310
Owned
Unknown
TOP PICK
TOP PICK
March 6, 2019
A fintech stock and not resilient to downdrafts. But it's in the right space, which is e-commerce. It has a great basket of fintech stocks.
A fintech stock and not resilient to downdrafts. But it's in the right space, which is e-commerce. It has a great basket of fintech stocks.
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$40.500
Owned
Yes
WAIT
WAIT
February 11, 2019
Within about 20 years the world will get rid of currency but it will not be bitcoin that replaces it. It will be something else. He likes this ETF long term but over the next couple of years it could have a downturn so he would wait.
Within about 20 years the world will get rid of currency but it will not be bitcoin that replaces it. It will be something else. He likes this ETF long term but over the next couple of years it could have a downturn so he would wait.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$39.440
Owned
Unknown
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