In this segment from the Motley Fool Money radio show, host Chris Hill asks Million Dollar Portfolio‘s Jason Moser, Total Income‘s Ron Gross, and Motley Fool Pro and Options‘ Jeff Fischer about the companies they have their eyes on this week, and why. Ron likes how retailer TJX Companies Inc. (NYSE:TJX) is handling the tough environment; Jason goes wild and recommends not one but four stocks — MasterCard (NYSE:MA), Visa (NYSE:V), Paypal Holdings (NASDAQ:PYPL), and Square (NYSE:SQ); and Jeff goes to China to recommend e-commerce and digital-payment giant Alibaba (NYSE:BABA).
A full transcript follows the video.
This video was recorded on Sept. 22, 2017.
Chris Hill: Ron Gross, in terms of the stocks on our radar this week, what are you looking at?
Ron Gross: I knew we would be talking about retail, and saying some negative things, so I thought I would talk about one bright spot, which is TJX Companies, ticker symbol TJX. Parent company of TJ Maxx, Marshalls, and HomeGoods. Still doing a good job in a tough retail environment. They continue to increase their dividend. They’ve done it for 21 years. They kind of have a nice competitive advantage in what they do, which is offer designer clothing at 20%-60% discount off retail prices. So I like it both from a dividend and a stock appreciation perspective.
Hill: Jason Moser, what are you looking at?
Jason Moser: I’m going to walk out of here today with a Jeff Fischer stamp of approval. I’m going to recommend four stocks here on my radar. MasterCard, Visa, PayPal, and Square, tickers MA, V, PYPL, and SQ.
Gross: Are we allowed to do that?
Moser: This is the “war on cash” basket. I think it’s a great way to participate in one of the biggest long-term trends out there — electronic payments. Great risk profile with some big, established, staid names; some riskier names in the space for some growth there. I own all four personally; I’ll keep adding to them over time. I think they’re all very relevant names to keep an eye on.
Hill: Jeff Fischer?
Jeff Fischer: Nice, Jason. Let’s add one more to that. Alibaba, ticker BABA. It’s the China-based commerce giant that also has AliPay, which is one of the biggest electronic payment processors in China. The company is also getting into Web services, cloud services, just like Amazon. They came public just exactly about three years ago.
Gross: Just exactly about.
Fischer: [laughs] It the depends when you’re listening to this and when we’re recording it.
Moser: It’s shop talk.
Fischer: September, three years ago. The stock is up about 80% since then, after a long time of going nowhere. So we’ve been in wait-and-see mode to see how the business does. It’s starting to get traction now.
Chris Hill owns shares of Amazon. Jason Moser owns shares of Mastercard, PayPal Holdings, Square, and Visa. Jeff Fischer owns shares of Alibaba, Amazon, Mastercard, Square, and Visa and has the following options: short October 2017 $27 puts on Square. Ron Gross owns shares of Amazon and Mastercard. The Motley Fool owns shares of and recommends Amazon, Mastercard, PayPal Holdings, and Visa. The Motley Fool owns shares of Square. The Motley Fool recommends The TJX Companies. The Motley Fool has a disclosure policy.
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