FISR
State Street Fixed Income Sector Rotation ETF
stock NYSE ETF

Yep. I do hold shares in my Roth of FISV. They will likely recover after the mess their last CEO left blows over. He inflated the stock to extreme levels and left Lyons holding the bag... Lyons is making some smart moves, but once their books cleared we saw that big sell off last year. FISR is a major player but, I do still believe that FOUR is expanding and as they pay down the costs from the global blue acquisition last year growth will accelerate faster. It also looks like they're more likely to have mid/high teen IRR vs the high single digit IRR of FISR over the next 5+ years. FIRV is a flip for me, which is why its in my Roth. FOUR is a wait and compound....hopefully the debt doesn't sink my thesis lol. I think their FCF has it inline though. Ultimately it ends up being more cashflow per dollar as I see it right now...ignoring the debt as temporary.

Yep. I do hold shares in my Roth of FISV. They will likely recover after the mess their last CEO left blows over. He inflated the stock to extreme levels and left Lyons holding the bag... Lyons is making some smart moves, but once their books cleared we saw that big sell off last year. FISR is a major player but, I do still believe that FOUR is expanding and as they pay down the costs from the global blue acquisition last year growth will accelerate faster. It also looks like they're more likely to have mid/high teen IRR vs the high single digit IRR of FISR over the next 5+ years. FIRV is a flip for me, which is why its in my Roth. FOUR is a wait and compound....hopefully the debt doesn't sink my thesis lol. I think their FCF has it inline though. Ultimately it ends up being more cashflow per dollar as I see it right now...ignoring the debt as temporary.