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.
(A Top Pick Feb 07/19, Up 48%) They are growing earnings at about 20% last year and next. The dividend has grown 20% per year over the last 5 years. These are the kind of companies to own in this kind of environment. He would own V-N and MA-N both.
non-FANG suggestion? He likes the payment processing space -- ADP, Paychex, Visa, or Mastercard. He would like to buy on a dip.
non-FANG suggestion? He likes the payment processing space -- ADP, Paychex, Visa, or Mastercard. He would like to buy on a dip.
MA vs V? He has owned both MA and V and right now he holds Visa -- it simply trades at a cheaper multiple at the moment. It can't go wrong with either. You could buy either, but he slightly favours V.
He owns MA-N, rather than V-N. The chart on V-N looks very supportive as does the chart for MA-N. Don't overthink it, keep holding and buy on any dips.
