MA-N
V-N vs. MA-N. He is so happy to own V-N and is kicking himself for not owning MasterCard. Shopping online promotes use of credit cards. There are so many long term tailwinds that you have to own them.
MA-N vs. V-N. Own either this or V-N. We saw adoption of tap to pay. People are doing a lot more tap to pay. Buy here. He prefers V-N over MA-N.
Q1 earnings strong? He owns V instead of MA. Both are in a great position in the e-commerce space with their ability to accept digital payments. The earnings announcement by MA today were strong, but transactions were down. If it takes time to see things recover, their strong cash flow position will allow them to buy back shares and shore up their balance sheet. MA trades around 30 times earnings, so he would wait for a pullback. He thinks both MA and V may be 15% over valued right now.
Q1 earnings strong? He owns V instead of MA. Both are in a great position in the e-commerce space with their ability to accept digital payments. The earnings announcement by MA today were strong, but transactions were down. If it takes time to see things recover, their strong cash flow position will allow them to buy back shares and shore up their balance sheet. MA trades around 30 times earnings, so he would wait for a pullback. He thinks both MA and V may be 15% over valued right now.
MA vs. LMT Both have done well recently. MA is warning it's being affected by coronavirus. Both really good businesses. LMT can be affected by the election. If Trump gets back in, LMT will probably do pretty well. Buy LMT on weakness. For MA, it's been on a rocket for the last 5 years, and it's breaking a bit here with the warning and technical selling. So he'd wait on it, but long-term it's a good business.
MA vs. LMT Both have done well recently. MA is warning it's being affected by coronavirus. Both really good businesses. LMT can be affected by the election. If Trump gets back in, LMT will probably do pretty well. Buy LMT on weakness. For MA, it's been on a rocket for the last 5 years, and it's breaking a bit here with the warning and technical selling. So he'd wait on it, but long-term it's a good business.
Mastercard vs. Visa This sector got hit hard. MA issued a guidance warning recently, due to fewer transaction from the coronavirus. He's bought more of Visa this week, though MA is also good to add during a dip. If you add, buy in tranches, not all at once. Payments are a great space to invest. Both are good.
Mastercard vs. Visa This sector got hit hard. MA issued a guidance warning recently, due to fewer transaction from the coronavirus. He's bought more of Visa this week, though MA is also good to add during a dip. If you add, buy in tranches, not all at once. Payments are a great space to invest. Both are good.
It's not just the coronavirus is hitting this stock. This trades at a mid-30's multiple, almost twice as expensive as 2005-6 on a valuation basis. The market sells of the high-beta stocks, which is exactly what's happening with MA as well as Visa (which he sold at $181). When do they bounce back, he doesn't know. Look elsewhere.
It's not just the coronavirus is hitting this stock. This trades at a mid-30's multiple, almost twice as expensive as 2005-6 on a valuation basis. The market sells of the high-beta stocks, which is exactly what's happening with MA as well as Visa (which he sold at $181). When do they bounce back, he doesn't know. Look elsewhere.
Mastercard is a great company that is very similar to Visa. The move towards digital payments is continuing. They both have a great global reach, both for credit and debit business. You can keep buying in on dips.
Mastercard is a great company that is very similar to Visa. The move towards digital payments is continuing. They both have a great global reach, both for credit and debit business. You can keep buying in on dips.
Visa vs. Mastercard Mastercard. Visa stumbled in the last quarter and has a high valuation.
Visa vs. Mastercard Mastercard. Visa stumbled in the last quarter and has a high valuation.
Safe to buy at this level? He owns both Visa and Mastercard. They both score well on ROE. Trading at 25 times earnings, they are getting expensive. He would be leery of buying them here. He would wait for a pullback to buy.
Safe to buy at this level? He owns both Visa and Mastercard. They both score well on ROE. Trading at 25 times earnings, they are getting expensive. He would be leery of buying them here. He would wait for a pullback to buy.
Ranking : 5 out of 5
Bullish - Buy Signals / Votes : 26
Neutral - Hold Signals / Votes : 3
Bearish - Sell Signals / Votes : 5
Total Signals / Votes : 34
Mastercard Inc. is a American stock, trading under the symbol MA-N on the New York Stock Exchange (MA). It is usually referred to as NYSE:MA or MA-N
In the last year, 34 stock analysts published opinions about MA-N. 26 analysts recommended to BUY the stock. 5 analysts recommended to SELL the stock. The latest stock analyst recommendation is STRONG BUY. Read the latest stock experts' ratings for Mastercard Inc..
Mastercard Inc. was recommended as a Top Pick by Barry Schwartz on 2020-06-15. Read the latest stock experts ratings for Mastercard Inc..
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
34 stock analysts on Stockchase covered Mastercard Inc. In the last year. It is a trending stock that is worth watching.
On 2020-07-08, Mastercard Inc. (MA-N) stock closed at a price of $300.15.
V-N vs. MA-N. He is so happy to own V-N and is kicking himself for not owning MasterCard. Shopping online promotes use of credit cards. There are so many long term tailwinds that you have to own them.