Today, John Kim commented about whether CASH, INTC-Q, FDX-N, MRVL-Q, SHOP-T, AMZN-Q, TD-T, LNR-T, BEP.UN-T, WFG-T, CELG-Q, BMY-N, BXE-T, ENB-T, WCP-T, T-N, CTL-N, CUF.UN-T, FDX-N, CVS-N, NFI-T, CP-T, NPI-T, PM-N, BX-N, PYPL-Q, RY-T, FFH-T, ATRL-T, BTE-T are stocks to buy or sell.
He is actually looking closely at this as being comparable to Visa and Mastercard. He likes their XOOM money-transfer business that could compete against Western Union and the banks that charge much higher transaction rates.