NYSE:V

Visa Inc. (V)

422.59
-13.98 (3.20%)
as of Nov 5, 2026, 9:00:00 pm Market Closed.
593 watching
0
BUY ON WEAKNESS

You have to love this space because they take almost no risk. Thinks consumer deleveraging will have an impact on earnings. Right now there is a powerful trend on this stock. Look for a pullback to buy. It is a little over bought.

COMMENT

Was down and trading in the low teens multiple because of the Durban proposal that would inhibit their debit card business. It is now back to the multiple it deserves given their growth rate. Fairly valued at this price. You are going to rely on organic growth of around 20% a year for your stock appreciation but you shouldn’t expect any upward revision of the multiple that there has been in the past.

BUY

In a particularly good position to benefit from the “electronic” wallet that is coming. They have global growth on their side. Should be a pretty steady performer.

PAST TOP PICK
(A Top Pick June 16/11. Up 38.42%.)
DON'T BUY
BUY
Has the #1 global network of debit and credit card operations. A play on the global consumer. One of the few bright spots in the financial sector so has been a go to name for financial managers that have to have financials. Would use $110 as a Stop.
BUY
Very distinct upward trend and just broke to an all time high. Strength relative to the market is positive.
PAST TOP PICK
(A Top Pick May 18/11. Up 53.34%.) Sees a continuation of the global footprint in electronic transactions. Multiples are creeping up and this is now trading at 17X earnings. Mastercard (MA-N) is cheaper and he is considering switching back again.
COMMENT
Visa, MasterCard (MC-N) and American Express (AXP-N) all represent compelling growth stories. He owns MasterCard for its international exposure and its expansion into that area. Although he likes Visa, he would prefer MasterCard.
PAST TOP PICK
(A Top Pick May 18/11. Up 49.22%.) Has been a hugely profitable sector for him. Getting a little bit expensive, but fortunately the earnings growth has continued. Trading with a multiple of about 16.
BUY
Don’t take any credit risk. You could buy Visa or MasterCard. They equally as good. Very well run companies. Their volumes have increased over the last little while. They are very good stories because of the secular tailwinds. More and more people are using debit and credit card. Visa has less of a global franchise than MasterCard.
TOP PICK
Bigger domestic business than MasterCard. Thinks they can grow at 20% year over year. Thinks there is room to run.
HOLD
Has done very, very well so he would consider it a weaker Hold. Multiple has crept up to 16X earnings, not tremendously high but starting to get a little on the expensive side. Still growing at 20% year. You might want to switch to MasterCard (MA-N) at a little lower multiple.
HOLD
Also should be close out positions at expiry? Stock is moving significantly higher in an upward trend. Strength relative to the S&P is positive. This will go higher. Watch the short term momentum indicators.
DON'T BUY
(Market Call Minute.) Unbelievable company but evaluation is too high.
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