PayPal Holdings Inc
$0.24 (0.13%) Today
52 Week High
52 Week Low
7 Days Mentions
$PYPL looking fantastic! Last quarterly earnings when we’ll despite the fall in stock and is set to surpass those earnings on 2/2/2022. Some major DD is in the works and some chatter about a potential PayPal currency that’s going to be backed by the US dollar…
I own both of these also - way too much of SQ, lol. Kept averaging down and buying on big dips. The thing to remember is that neither of these stocks had anything go seriously wrong. The PIN rumor that began the fall of PYPL proved to be fake news. Neither company had a big earnings miss, yet both had huge falls long before tech stocks in general began to fall. At the same time, V, MA, AFRM and the rest all took a dive (perhaps not as severe) but it seemed that the market believed no one would use a credit card or any form of electronic payment anymore. PYPL will come back eventually. SQ should make at least a partial comeback unless their CEO is so mesmerized by crypto that he bet the company’s future on it at the same time he changed the name. For now, I’m holding until their next earnings report to see how that goes. I agree with the others on here that trying to sell now and hope to buyback later is not a sound strategy.
NVDA is a forever hold. PYPL and SQ are undervalued IMO, but could go down further with tech stocks getting pummeled. I’m not interested in investing in ROKU. The streaming space is incredibly crowded and there’s not that much more growth to be had post-pandemic.
In the 2000 crash cisco's P/S went from a top of 36.8 to a low of 3.9 and sits at 5.1 currently. The P/S of the other stocks NVDA: 27.7 (expensive), SQ: 3.7 and PYPL: 8.5. Even if those businesses execute as badly as cisco both except NVDA arent that overvalued atm.
>ROKU bought at $260, PYPL at $230, SQ at $180, and NVDA at $297 Your cost basis has nothing to do with whether or not you should continue holding a position. Do you think these stocks have a future? Did the fundamentals stay the same? Is the level of risk on your holdings acceptable? Are they uncorrelated? Has your time horizon stayed the same? If you answered yes to all of these then there is nothing further to consider. If anything other than the first two questions is a no then you may want to change things up but you don't have to.
Than wait to buy at $73 which is $ARKK 200 dma on the 2 year chart. You may find support there. If i look at $ARKK top 10 holdings, besides $TSLA, the only stock I find compelling is $COIN. I'd buy $PYPL over $SQ. $MSFT over $ZOOM. $EBAY over $SHOP. Any radio app even $SIRI over $SPOT. I'm prolly wrong but I could see a bounce off 200 dma.
Quick comment on NVDA. If the market has 3 or 4 consecutive green days, you might be able to get out of that bag. It would be the easiest bag for you to get out of, of the 4. Of course, NVDA isn't really a bag, it's just your entry doesn't look good because of the recent correction. Stock will continue to be choppy, so getting out of NVDA at $297 on a rally, and then getting back in around $265 might be the better course of action. Everybody's telling you to dump ROKU, but man, you'd take a massive loss by dumping at these prices. I'd try to just hold it until it's in the low 200's again and then bail. If PYPL flirts with the low $170's again, maybe add some more and try to get your cost basis down to around $200 per share. For example, let's say PYPL hit $173.75. How many shares of PYPL do you need to buy at that price, to lower your overall PYPL cost basis to $200 per share? They key with PYPL is going to be some patience though. But it still might make sense to see if you can lower your CB without needing to add a ton of shares. I don't really have any real opinion on Square. I'd maybe add enough shares in the low $130's, to try to get your CB down to $165 and then just hold.
When the Fed raises rates for 2 consecutive quarters it will be the trigger for the sell off. They have already starting warned the public. Do you not think the correction or whatever you want to call has already started? Take a look at some of the big issues out there, PYPL, SQ, BIDU, BABA etc. how much are they down from the top?
PYPL and AMZN and META PayPal has come down a lot recently and based on growth at a 20%+ clip for the next five years it’s selling at an attractive price. And fortunately for PayPal as it gets larger and larger the moat does too, if PayPal is offered as part of checkout the likelihood of checkout occurring is 80-85%, if only credit card is offered it drops to 50-55%. Describing the main moat. Amazon, I mean it’s cloud business is going to continue to grow in double digits and likely 20%+ for another decade based on current cloud space projections. They are also best in breed. FB or META - Business speaks for itself, no oculus growth priced in or future projects that involve the meta
NVDA is the best company of them, but still trading at obscene valuation. PYPL- decent company, still way overpriced. SQ- doubling down on crypto, and still no profits. ROKU- want to like them, but..eh. And crazy expensive. I'd bail on all, except maybe Nvidia.
Fintech ($PYPL, $SQ), Biotech ($CRSP, $RARE, $VRTX, $SYBX), some software/development ($AI, $DOCU). Most is these stocks are down 50 - 70% and these are long term trades. For the immediate future, $X (US Steel), $OBELF (Obsidian energy), $APA (Apache oil), $DEVN (Devon oil). Oil and metals should benefit over the next couple of years and seem to be in a 2 - 5 year super cycle. Good Luck!
Not really, a lot of growth tech has taken a 60% hit over the last year already. Im not one add to positions that are well above historical highs, but I’m getting a 25% discount on companies like NVDA, AMZN, MSFT, PYPL, BABA, that I am extremely confident will outperform over a long time period and are cash flow kings (outside PYPL), I’m not going to hesitate because of interest rate fears. I’m also comfortable entering high growth tech stocks that I like that are 60% off highs yeah. You are acting like growth tech is sitting at ATHs when that’s far from the case for most.
As i understand it’s not PE < 20 good, PE > 20 bad. Each sector has a different expectation for future growth therefore the market is willing to pay different prices. Bank and commodity miners / producers usually has 10 - 15 PE, so if you see a bank with PE 40 that’s horrible. Also it’s irrelevant to compare banking with fintech who is expected to double annual sale. In this case PYPL is cheap in my opinion
What I have been doing is drawing a trend line from the pre-covid era and crash. If the equity has fallen back down to it's trend line, I consider going in. The idea is that these stocks were growing at a rate x, the sudden infusion of stimulus cash facilitated an irrational market rally. Hard to say what fair value is now, but perhaps the trend line approach is okay. If you do this, you'll see MSFT isn't far off from that historical trend, but PYPL may still fall to 170s.
Good call on cashing out PYPL when you did. I paid a lot more attention to stock news in 2020 and kind of lost sight of the trends in 2021 and didn’t really notice it slowly falling down. I definitely agree that Ford should continue to grow but I also know that Wall Street isn’t kind to the automotive stocks. If you zoom out on the Ford chart they’ve really only reached these levels once before. And will EVs dramatically increase their profitability? I’m not so sure. They already have the best selling truck in the US and electrification at best will keep them at that spot. Their efforts to spread globally have been mixed. I’m enjoying the media attention they are getting now but I don’t expect that to last long.
I'm in the same boat with F. I bought a bunch at the bottom of the 2020 crash and it has appreciated higher and more quickly than my wildest expectations for it. However, it's hard for me to sell any off at this point as they have so much room to grow in terms of just fulfilling demand for the current lineup of EVs as well as expanding the lineup further. Yeah, those future expectations are arguably priced in and why the price is so high, but I can still see it going up a little more from here and we are just at the beginning of EVs taking a prominent share of the marketplace. I was also big on PYPL the last few years but ended up selling it all off in 2021 to capture the oversized gains. Might pick some up again down the road, but it feels like they have a lot more room to drop and I'm not seeing anything too exciting coming out of them at this point to make me think they'll be heading upwards any time soon. It felt like a few years ago they had all the cards stacked in their favor, but then somehow managed to not leverage that very well.
Agreed. SQ might also be okay, but PYPL would be my first pick. The others I would avoid like airborne Ebola. Now is the time to buy companies the world can’t live without. If most of the companies you listed went out of business the everyday lives of most people would be unaffected.
Ford, followed closely behind by GM. I bought both at the covid dip. Up over 100%. I sold off 10% of my Ford holding yesterday because I think it’s getting a high from a string of positive news and is bound to fall on the next piece of bad news. I used to be way up on PYPL and SQ too but now that they have plummeted I learned to take a little profit when I can. Biggest losers are Zillow and BABA.
BABA - growth has slowed, fundamental fair val is around 180, but hit hard with China issues. BYND - so much competition coming on. Fair val around 40-60 NIO - has high growth potential with risk again with China. Currently fairly valued imo. SNAP - got kicked hard with iOS changes, is still as cool? SPCE - looks cool to be in the space tourism, but too early SQ - some hate the ceo, I am bullish, fundamentals would suggest 100, but so much they can still disrupt. PLTR - a black box what they do, concerns of insider selling, lots of stock compensation, but current price is fair imo to current fundamentals. PYPL - dont think this is the bottom, fair val 200-220, they can still grow more, who doesn't use this but lot of fintech pressure to compete ZM - teleconf is here to stay, if growth stags they will bottom near 100-120, but current pricing sure is back to pre-pandemic level which is looking juicy. PYPL - >prob safest BABA NIO - >if you don't fear CHINA SQ PLTR - >long holders ZM SNAP BYND SPCE - >coin toss, if you have spare change
I bought some more APPS, SOFI, and RKLB, for cost bases of 54.87, 15.57, and 12.83, respectively. Pretty happy about the APPS opportunity as well as RKLB. SOFI I'm still not very happy with. But I trimmed my NET/PYPL by a share since they were overweight in my portfolio (together, nearly 6%).
I've got three of them. The second runner-up is DNN, a uranium mining company in Saskatchewan that hasn't yet broken ground on a uranium mine. Down 27.5% on that one. First runner up is PYPL, who we all know about. 37% loss presently on this one. And the winner is...MNMD, a psychedelic drug company with no approved product to market. I'm down almost 53% on that one. If I just sucked it up and took the loss on these three (about $2,700) my books would look pretty good. DNN and MNMD are lottery tickets, PYPL I just fucked up.
I wouldn’t put them in the same basket with the same question, more like - SPCE: pure story stock, do not involve - BABA NIO: pummelled due to China - bad narrative, will take time to recover - BYND SPOT ZM PLTR: has real business and some fundamental, oversold on all timeframe, looking for a monthly lower high, start scaling in small positions - SQ PYPL COIN: financial infrastructure of the world tomorrow, buy buy buy
Yeah I just bought a share of sq to kind of get my feet wet. I like to have a “war on cash” basket similar to the motley fool. It includes V MA and PYPL. Sq was always an obvious add but just now becoming cheap enough to look at. Iv held BABA for a long time. It’s definitely a high risk, high reward play but I like the setup and see it as a deep value play with growth. It’s a no brainer in the business sense but we just have to acknowledge the risk the government. Worst case scenario we have to switch to Hong Kong shares which would be a pain in the ass and stock would tank more but could easily double to. I’m fine taking the risk in a diversified portfolio.
in general it's a great time, just remember that not all companies are great investments. ZM is falling because it didn't offer anything unique, and the world has by in large gone back to normal. the whole "nobody travels, everything is remote" trend isn't really a thing anymore. don't expect them to get back to their ATH. of the companies you mentioned, i'd be most bullish about PLTR, PTON, PYPL.
My choice is limited to **PYPL**, ZM, SQ, additionally DOCU, **MRNA**, **BNTX** as my picks for long term holding. Bold highlighted, I hold them, keep adding when they dip like today. I see we are going to Nasdaq correction (10%) territory soon. Having said that, these stock may go down further, but who knows the future, just keep adding them.
Yeah, this totally kept stocks like ROKU, PYPL, DKNG, and others from reaching exceedingly high valuations...right? SPCE owners dumped on it when it was way higher. AMC leadership is selling off their stake, etc.