In this segment of the Motley Fool Money podcast, host Chris Hill, Million Dollar Portfolio's Jason Moser and Matt Argersinger, and Total Income's Ron Gross reflect on a stock that they've been bullish on for some time: digital payment specialist Square (NYSE:SQ). Not only is revenue rising, but its platform usage is growing at an impressive rate. Of course, though, we're still waiting for profits.

A full transcript follows the video.

This video was recorded on March 2, 2017.

Chris Hill: Fourth quarter revenue for Square grew 36%, wrapping up a solid year of growth from the mobile payment company. Jason, this was your radar stock on last week's show. What did you think?

Jason Moser: Yes, sir. I'll tell you, Jack Dorsey, between Square and Twitter, he's walking out of this earnings season feeling pretty good about things. It was on my radar. We always talk about the war on cash. Investors need to look at this move away from cash as a when, not an if, situation. It is happening. This is a very attractive space for investors, and I think Square is one way to play it. It's proving, quarter in and quarter out, that it's gaining share in this market.

Top line continues to grow at impressive rates. I think Jack Dorsey has done a very good job of keeping CFO Sarah Friar there helping to lead that business as he splits his time between the two companies. And what you really want to see with a business like Square, beyond just the revenue growth, you want to see the utilization is actually there. When you're building out this network and you want to see that you're adding that. The utilization is definitely there. Gross payment volume is up 31%. It will be profitable eventually. The one thing I was interested to note was the international share there. They're going to be making some big investments in 2018 in Canada, Australia, U.K. and Japan. That's really encouraging.