Mastercard Inc. (MA-N)

Toll road, along with Visa. A choice for a consumer stock that benefits from inflation, deflation, and everything in between. Best place to be for high margins, secular growth, global reach. Yield is 0.6%.

Along with Visa, has never been cheaper on an absolute basis, especially relative to the rest of the market. Quality, profile, ubiquitous growth opportunities. We are going through headwinds, so you have to believe that we'll come  out the other side in a more positive place. We'll look back at this time and see what a great opportunity it was.

He's held this for a decade, hopes to for a decade more, but it's still a good opportunity today.

She's chosen Visa. It's larger. Transaction volume is almost twice that of MA. MA may have more international presence, but Visa is growing that as well.

Chart analysis indicating strength - good time to buy. Good for long term investor. Historic chart very strong. Excellent business with strong tech stack. Very resilient stock. 

An excellent CEO. He sold it to take profits, but wants to buy back, but the share prices hasn't fallen. Likes it.

Favourable secular trend shifting from cash to electronic. Growth of e-commerce. Increasing adoption of mobile payment. Consumer spending and global trade continues to grow. $11B share buyback. Down about 10%, an opportunity. Yield is 0.6%.

Minimal, and almost negligible in the long term. Both Mastercard and Visa will make up for this due to their large volumes of transactions. Expect more transactions using credit and debit cards, as well as cross-border travel. Both benefit from the shift to a cashless society.

12-month price target for Visa of $315. 12-month target for MA is $490. It's really a flip of the coin right now. Both have reasonable runway. Lots of people do pair trades, and right now that's long MA and short Visa.

He owns Visa. It's much larger, larger than all of its competition put together. Prefers its more international exposure, as that has greater growth potential. Could both become trillion dollar companies via organic growth and through potential valuation re-rating to return to mid-30 multiples.

MA is a very good competitor. Trades a few multiple points higher than Visa.

Likes long-term secular growth of moving from cash to digital, will continue to grow. Shares are down about 10% since recent highs in March, it's just part of the consolidation phase. Long-term, continue to own and buy. 
 
MA should see about 15% earnings growth going forward. Seeing more world travel, and US consumer remains very healthy. MA gives you a bit more international exposure, Visa is larger. Approaching 200-day MA, so could provide a pretty solid support level and a chance to buy a bit cheaper.

A great stock, like its credit card peers. Is up 27% in the last 6 months. Buy some now and more when it dips.

Credit space in very good trend. Would recommend buying. Excellent business with strong fundamentals. Support levels very good. Major support around $420/share. Good option for investors that are bullish on digital payments. 

Has owned this a long time, wished he owned both. A great compounder. They reinvest their huge cash flows to buy companies and grow dividends. It benefits from inflation as people spend more. The valuations of both have never been cheap, but you get what you pay for. The remain remains large.

He has owned it and done well. It is part of a duopoly with Visa. Mastercard is growing at 12% and Visa at10%. Buy and hold for the long term.

Still likes the space. Post pandemic, seeing more travel and spending around the world. Visa is the only other major player. Price above 200-day MA, which continues to move higher, higher highs and higher lows. Breakout on stock. Good name to hold, you can add on weakness.