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
DON'T BUY
They don’t have the kind of credit exposure that other financials have. Would not own it. Multiple is very high. But not the same downside as other financials.
DON'T BUY
There will be fewer cards and with lower credit limits because of the recession. Transaction volumes will decline.
WAIT
They don’t take on any of the credit related issues. If people are maxed out on credit cards, they don’t use Visa as much. They are international and the global economy is slowing down. Visa has the better brand name. He prefers Visa. There are areas where they can expand. He thinks you will be able to buy it lower
HOLD
(Market Call Minute.) Would buy if it fell another 15%.
DON'T BUY
MasterCard (MA-N) and Visa (V-N) are phenomenal franchises and basically a global duopoly. Not tied to spending but transaction growth. PE multiple for both companies is somewhere in the mid-20s, which is very rich. On a 5-year time horizon, they will grow into that multiple. Would consider buying at a sub-20 PE.
DON'T BUY
Expensive at about 30X earnings. For a processing company, it is really priced for perfection.
DON'T BUY
(Market Call Minute.) US credit formation is very slow right now. Opportunity to sell new cards is low.
DON'T BUY
A great company, but trading at a huge multiple because they don't have the credit card risk that an individual bank does. Growth stock. Can’t get comfortable with the valuation.
DON'T BUY
A top-shelf company. A financial stock that takes no credit risk and is benefiting from this shift of going from cash to plastic. The organic growth is very robust. Strong competitive position. Valuation is not quite as interesting as it is only slightly undervalued.
DON'T BUY
Concerned about credit card companies over the near-term until we get through this financial trauma. Credit card balances have been trending up. Be a little cautious.
COMMENT
Get paid based on volumes of transactions, so if you are worried about any kind of slowdown, they could have a slowdown in earnings. Reasonable but not compelling value at these levels.
DON'T BUY
Earnings numbers have done surprisingly well given the weakness in the US consumer. His concern is that the other shoe has yet to drop. Anywhere in the $50 level you're looking at some pretty decent value.
BUY
American Express (AXP-N) had a disappointing 2nd quarter, due to problems of people paying their bills and resulted in a higher loan-loss. Visa is a processor and not responsible for losses due to unpaid bills. However, slowing down of consumer purchases will affect the number of transactions. At this level, it is relatively attractive.
DON'T BUY
Trading at about 30X earnings, which is a little rich. He would prefer it at 20X earnings. Great business. No credit risks.
DON'T BUY
Up 75% since it went public in March however, this is not a MasterCard Mach II, which made you 3 or 4 times your money in the last couple of years. He has reduced his holdings. Pretty expensive even with good growth.
Showing 916 to 930 of 954 entries