Mastercard Inc.

MA-N

NYSE:MA

320.27
4.50 (1.43%)
Mastercard Incorporated is an American multinational financial services corporation headquartered in the MasterCard International Global Headquarters, Purchase, New York, United States, in Westchester County.
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Analysis and Opinions about MA-N

Signal
Opinion
Expert
COMMENT
COMMENT
January 20, 2020
It is difficult to have a view of a 12 months period but this is a core holding of his. It is relatively expensive and relatively extended. It has an extremely high return on equity, no net debt and they are buying back shares.
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Mastercard Inc. (MA-N)
January 20, 2020
It is difficult to have a view of a 12 months period but this is a core holding of his. It is relatively expensive and relatively extended. It has an extremely high return on equity, no net debt and they are buying back shares.
BUY WEAKNESS
BUY WEAKNESS
January 17, 2020

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.

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Mastercard Inc. (MA-N)
January 17, 2020

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.

PAST TOP PICK
PAST TOP PICK
January 16, 2020

(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.

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Mastercard Inc. (MA-N)
January 16, 2020

(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.

DON'T BUY
DON'T BUY
December 20, 2019
Risk? He can't comment on the risks they may have in their business. However, he feels it is not a material factor. They are a transaction driven company and they will be dominant in our financial lives. However, there is a price that makes it too expensive on the multiples of earnings. He thinks at 30 times earnings the risk-reward is in proper balance.
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Mastercard Inc. (MA-N)
December 20, 2019
Risk? He can't comment on the risks they may have in their business. However, he feels it is not a material factor. They are a transaction driven company and they will be dominant in our financial lives. However, there is a price that makes it too expensive on the multiples of earnings. He thinks at 30 times earnings the risk-reward is in proper balance.
BUY WEAKNESS
BUY WEAKNESS
December 11, 2019

non-FANG suggestion? He likes the payment processing space -- ADP, Paychex, Visa, or Mastercard. He would like to buy on a dip.

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Mastercard Inc. (MA-N)
December 11, 2019

non-FANG suggestion? He likes the payment processing space -- ADP, Paychex, Visa, or Mastercard. He would like to buy on a dip.

SELL STRENGTH
SELL STRENGTH
December 10, 2019
Valuations are too high in credit card stocks, but they are well-positioned. Also, there's technology risk from e-payers; the industry is quickly changing. Banks are spending so much on fintech, for example. If you hold MA, you have a winner. Take some profits.
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Mastercard Inc. (MA-N)
December 10, 2019
Valuations are too high in credit card stocks, but they are well-positioned. Also, there's technology risk from e-payers; the industry is quickly changing. Banks are spending so much on fintech, for example. If you hold MA, you have a winner. Take some profits.
HOLD
HOLD
December 5, 2019
Model price is $177.47, and it is 38% above that, but you can't sell this thing. Hold it if you are. He thinks it goes to $317 and holds there for a while.
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Mastercard Inc. (MA-N)
December 5, 2019
Model price is $177.47, and it is 38% above that, but you can't sell this thing. Hold it if you are. He thinks it goes to $317 and holds there for a while.
BUY
BUY
November 26, 2019
Another beauty. Owns Visa instead. Not too late to buy. A lot of disruptors in the space, but Mastercard and Visa are on top of their game and will squash them out. Strong long-term hold. At the end of the day, there's no reason you can't own both MA and V.
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Mastercard Inc. (MA-N)
November 26, 2019
Another beauty. Owns Visa instead. Not too late to buy. A lot of disruptors in the space, but Mastercard and Visa are on top of their game and will squash them out. Strong long-term hold. At the end of the day, there's no reason you can't own both MA and V.
PAST TOP PICK
PAST TOP PICK
November 21, 2019
(A Top Pick Dec 06/18, Up 41%) Continues to like it. Slightly more cyclical. 17% growth rate. A toll booth whether credit, debit, or mobile. Long runway. 16 consecutive quarters of positive earnings surprises. Long term shift from cash to digital.
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Mastercard Inc. (MA-N)
November 21, 2019
(A Top Pick Dec 06/18, Up 41%) Continues to like it. Slightly more cyclical. 17% growth rate. A toll booth whether credit, debit, or mobile. Long runway. 16 consecutive quarters of positive earnings surprises. Long term shift from cash to digital.
PAST TOP PICK
PAST TOP PICK
November 20, 2019
(A Top Pick Feb 07/19, Up 35%) There is great multi-year secular growth coming still. He will continue to hold.
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Mastercard Inc. (MA-N)
November 20, 2019
(A Top Pick Feb 07/19, Up 35%) There is great multi-year secular growth coming still. He will continue to hold.
STRONG BUY
STRONG BUY
November 19, 2019
This and Visa look the same. It's had a great run and will continue to run up. Buy and never sell.
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Mastercard Inc. (MA-N)
November 19, 2019
This and Visa look the same. It's had a great run and will continue to run up. Buy and never sell.
BUY
BUY
November 18, 2019
$250-300 is its current range. If it breaks out, the next target is $350. He sees a "rising wedge" with a pullback to $270 then ultimately rising to $350 in the coming year or two.
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Mastercard Inc. (MA-N)
November 18, 2019
$250-300 is its current range. If it breaks out, the next target is $350. He sees a "rising wedge" with a pullback to $270 then ultimately rising to $350 in the coming year or two.
BUY
BUY
October 30, 2019

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.

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Mastercard Inc. (MA-N)
October 30, 2019

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.

PAST TOP PICK
PAST TOP PICK
October 24, 2019
(A Top Pick Nov 07/18, Up 30%) Secular shift from cash to digital. Long-term shift. Not cheap, but not extremely expensive either. Toll booth business. Risk is downturn in global economy. Underweight if you think economy is slowing.
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Mastercard Inc. (MA-N)
October 24, 2019
(A Top Pick Nov 07/18, Up 30%) Secular shift from cash to digital. Long-term shift. Not cheap, but not extremely expensive either. Toll booth business. Risk is downturn in global economy. Underweight if you think economy is slowing.
HOLD
HOLD
October 18, 2019

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.

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Mastercard Inc. (MA-N)
October 18, 2019

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.

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