NYSE:V

Visa Inc. (V)

367.38
-0.60 (0.16%)
as of Sep 25, 2026, 8:00:00 pm Market Open.
595 watching
0
TOP PICK
(A Top Pick March 25/11. Up 4%.) Debit card fees have put all the credit card companies in the limelight, which has put some short-term pressure on this stock. Thinks their growth prospects are outside of this debit card issue. Their growth prospects are in emerging markets, particularly in new technologies in emerging markets. Moving to build out it mobile technology capability.
TOP PICK
Now trading at same multiple as MasterCard now so he switched to this one. Growth prospect is where you can swipe your phone as in Asia.
BUY ON WEAKNESS
Started buying in the low to mid-$70 range. Doing all the things that he likes from a shareholder perspective. Hit recently with potential regulatory changes but quite an insignificant portion of their earnings.
BUY
US is watering down the legislation that would have affected them. First time in a long time there is beginning to be an increase in consumer debt so people are feeling more confidant and employment is improving. The negative is that they are spending more on gasoline.
TOP PICK
Clamp down on fees gives an opportunity. Language on the proposed bill is a little softer. Likes the technological advances they’re making.
HOLD
Fallen with the other credit card business over regulatory changes involving fee caps. Thinks it’s good value. Thinks there will be some mitigation to the legislation.
TOP PICK
On a financial bill in the US, there was the Durbin amendment that addressed debit card fees that could be charged by sponsoring banks. Visa has a bigger debit card business than MasterCard (MC-N) and people have discounted Visa to the point where multiples are at about the same now. Expects the bill will be mitigated.
DON'T BUY
Because of the new regulations in the US on limiting transaction fees, he doesn’t recommend the credit card companies.
PARTIAL BUY
Facing some regulatory issues, which have to be sorted out. Really a tollbooth where they don’t take any risks. You can probably buy it cheaper, but not much cheaper. In the long run, an interesting business to own.
TOP PICK
There is a lot of negative sentiment right now: The talk about regulating interchange rates, talk about exclusivity with merchants being removed. But the prospects for Visa have not changed. They are growing their earnings about 15-20% per annum. 17-18 multiple, which is very, very strong. Good global footprint. They are dominant.
DON'T BUY
We are now seeing a gradual loosening up of credit terms, which is more positive to credit card companies. But this stock will not trade at the multiple it did a few years ago. At these levels it is probably fully values.
HOLD
Had a tough time lately, mostly as a result of Financial Regulation in the US, which limits domestic action of credit card/debit card companies, etc. Feels MasterCard (MA-N) has better valuation and less exposure to interchange fees.
BUY
Fallen on the back of the new FinReg financial regulation in the US that affects debit cards and their fees. Would prefer MasterCard (MA-N) that has less exposure to debit cards in the US but this would be a good choice since the price has come down.
DON'T BUY
This is a company that should make a lot of money. Perfect company to buy during the pull back of 2009. It didn’t pull back all that far. Doesn’t like companies over $25. Not his kind of play, but this sector is tremendous.
COMMENT
Been under pressure recently because of possible Congress regulations on interest charges, which could affect growth. Put up some good quarters, so probably a fairly good, long-term Buy but you get exposure to the US financial sector and US consumer.
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