Mastercard Inc. (MA-N) Stock Predictions - Stockchase
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Mastercard Inc.

MA-N

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Mastercard Inc. (MA-N) SAVE Mar, 18, 2019, 3:41 pm

230.05 1.12 (0.48%)

About Mastercard Inc. (MA-N)

Mastercard Incorporated is an American multinational financial services corporation headquartered in the MasterCard International Global Headquarters, Purchase, New York, United States, in Westchester County. More at Wikipedia

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BUY
Mastercard Inc.(MA-N) 

March 13, 2019

Visa vs. Mastercard He's owned both for 10 years. Now, Visa is slightly cheaper, but neither are cheap. 24x earnings for both. But growth is also high in the high-teens. PEG ratio is 1.3 for both. You can't go wrong with either.
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Visa vs. Mastercard He's owned both for 10 years. Now, Visa is slightly cheaper, but neither are cheap. 24x earnings for both. But growth is also high in the high-teens. PEG ratio is 1.3 for both. You can't go wrong with either.
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Don Lato

President, Padlock Investment M...

Price Price
$228.500
Owned Owned
Yes

BUY
Mastercard Inc.(MA-N) 

March 12, 2019

Visa vs. Mastercard She likes this space. They're both into e-commerce where there is a lot of growth to come. Visa bought Visa Europe a year ago and are Integrating it which will make Visa more international than Mastercard. These companies aren't trying to gain market share from each other; they're both growing from cash/cheque to online payments.
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Visa vs. Mastercard She likes this space. They're both into e-commerce where there is a lot of growth to come. Visa bought Visa Europe a year ago and are Integrating it which will make Visa more international than Mastercard. These companies aren't trying to gain market share from each other; they're both growing from cash/cheque to online payments.
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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$226.940
Owned Owned
No

HOLD
Mastercard Inc.(MA-N) 

February 22, 2019

It's been on fire. His rule is not to own more than 5% of a single stock in his portfolio, so he recently trimmed back to 5%. It's reaching its old high and slightly overbought, probably due for a pullback. You can take profits, but otherwise hold.
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It's been on fire. His rule is not to own more than 5% of a single stock in his portfolio, so he recently trimmed back to 5%. It's reaching its old high and slightly overbought, probably due for a pullback. You can take profits, but otherwise hold.
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Keith Richards

Portfolio , ValueTrend Wealth Ma...

Price Price
$223.320
Owned Owned
Yes

TOP PICK
Mastercard Inc.(MA-N) 

February 7, 2019

It is a secular theme that goes beyond the business cycle. They are more focused on emerging markets, where the industry is growing faster than domestically. It does not matter if the business cycle slows down or not. (Analysts’ price target is $235.70)
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It is a secular theme that goes beyond the business cycle. They are more focused on emerging markets, where the industry is growing faster than domestically. It does not matter if the business cycle slows down or not. (Analysts’ price target is $235.70)
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David Burrows

President , Barometer Capital Ma...

Price Price
$213.970
Owned Owned
Yes

COMMENT
Mastercard Inc.(MA-N) 

February 6, 2019

Visa vs. Mastercard He loves this sector. Both are fine companies. They don't take credit risk (the associated banks do). Instead, they do payment transactions, and here Visa (1.9 trillion) dwarfs its competitors combined. Visa also has a bigger debit card business and are more international oriented than Mastercard; Visa has now absorbed Visa Europe, which used to be a different company. Europeans use cash more than credit, so there's great opportunity here.
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Visa vs. Mastercard He loves this sector. Both are fine companies. They don't take credit risk (the associated banks do). Instead, they do payment transactions, and here Visa (1.9 trillion) dwarfs its competitors combined. Visa also has a bigger debit card business and are more international oriented than Mastercard; Visa has now absorbed Visa Europe, which used to be a different company. Europeans use cash more than credit, so there's great opportunity here.
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Gordon Reid

President, GoodReid Investment ...

Price Price
$215.300
Owned Owned
No

WATCH
Mastercard Inc.(MA-N) 

January 7, 2019

Trades in tandem with Visa. Looking at it, because they'd like exposure to emerging markets and MA is better positioned for this. Not cheap, but right now it's on sale. Rare to get a great company on sale.
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Trades in tandem with Visa. Looking at it, because they'd like exposure to emerging markets and MA is better positioned for this. Not cheap, but right now it's on sale. Rare to get a great company on sale.
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$191.220
Owned Owned
No

DON'T BUY
Mastercard Inc.(MA-N) 

January 3, 2019

Still has between 30 and 40% downside risk. Under no circumstance touch it. Same with Visa (V-N). Two companies that rode the momentum on the upside. Now they are coming down the other side. Valuation got too rich.
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Still has between 30 and 40% downside risk. Under no circumstance touch it. Same with Visa (V-N). Two companies that rode the momentum on the upside. Now they are coming down the other side. Valuation got too rich.
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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$181.180
Owned Owned
No

COMMENT
Mastercard Inc.(MA-N) 

December 13, 2018

There is still lots of room for penetration in the credit card space in terms of the consumer not using cash but using plastic. You have to look at it long term. He feels there is still more upside. It's up 30% this year. V-N has a larger market share and has not had the same year as MA-T. You could say you are buying V-N at a slightly less rich a valuation. You will do fine on both long term. He does not own V-N because the dividend is less than 1%.
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There is still lots of room for penetration in the credit card space in terms of the consumer not using cash but using plastic. You have to look at it long term. He feels there is still more upside. It's up 30% this year. V-N has a larger market share and has not had the same year as MA-T. You could say you are buying V-N at a slightly less rich a valuation. You will do fine on both long term. He does not own V-N because the dividend is less than 1%.
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Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$198.960
Owned Owned
Unknown

TOP PICK
Mastercard Inc.(MA-N) 

December 6, 2018

Global secular trend over the next 10 - 20 years. Use of digital currency and electronic payments will continue to expand. The growth in E-commerce is undeniable. Last Tuesday they announced a $6 billion share buy back and boosted the dividend by 32%. Forward P/E is 27 with 29% growth. Good growth company. (Analysts’ price target is $233.14)
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Global secular trend over the next 10 - 20 years. Use of digital currency and electronic payments will continue to expand. The growth in E-commerce is undeniable. Last Tuesday they announced a $6 billion share buy back and boosted the dividend by 32%. Forward P/E is 27 with 29% growth. Good growth company. (Analysts’ price target is $233.14)
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Stan Wong

Director &, Private Wealth Manag...

Price Price
$202.990
Owned Owned
Yes

BUY
Mastercard Inc.(MA-N) 

November 14, 2018

Visa vs. Mastercard He owns Mastercard which has done better than Visa. But both companies are great. Pick one. But you're paying for the growth rate (they are expensive). Trading at 31x earnings. Be careful of sudden drops in stock price.
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Visa vs. Mastercard He owns Mastercard which has done better than Visa. But both companies are great. Pick one. But you're paying for the growth rate (they are expensive). Trading at 31x earnings. Be careful of sudden drops in stock price.
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Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$197.580
Owned Owned
Yes

TOP PICK
Mastercard Inc.(MA-N) 

November 7, 2018

Bought it during the recent dip. They have 800 million cards around the world. Last year, they authorized a $4-billion share buyback. Boast 13 straight quarterly earnings surprises, high ROE and low leverage. (Analysts’ price target is $232.28)
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Bought it during the recent dip. They have 800 million cards around the world. Last year, they authorized a $4-billion share buyback. Boast 13 straight quarterly earnings surprises, high ROE and low leverage. (Analysts’ price target is $232.28)
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Stan Wong

Director &, Private Wealth Manag...

Price Price
$208.240
Owned Owned
Yes

DON'T BUY
Mastercard Inc.(MA-N) 

November 2, 2018

Visa vs. Mastercard? MC is sluggish in Europe. Visa is making deals in India, which MC doen't like. MC has a long relationship with PayPal. MC's earnings are up $1.70, but mostly due to tax cuts. Do half a position. If it doubles, don't buy more. Managing your cash is the most improtant think. He likes both stocks, but not these prices.

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Visa vs. Mastercard? MC is sluggish in Europe. Visa is making deals in India, which MC doen't like. MC has a long relationship with PayPal. MC's earnings are up $1.70, but mostly due to tax cuts. Do half a position. If it doubles, don't buy more. Managing your cash is the most improtant think. He likes both stocks, but not these prices.

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David Driscoll

President , Liberty Internationa...

Price Price
$197.720
Owned Owned
Unknown

COMMENT
Mastercard Inc.(MA-N) 

October 29, 2018

How to play Mastercard and Visa  in  ETFs? They're heavyweights in the tech ETFs; XLK-Q (Visa is large in this) if you want liquidity. Also look at IGM-N.

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How to play Mastercard and Visa  in  ETFs? They're heavyweights in the tech ETFs; XLK-Q (Visa is large in this) if you want liquidity. Also look at IGM-N.

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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$191.040
Owned Owned
Unknown

BUY
Mastercard Inc.(MA-N) 

October 10, 2018

She likes this space--it's a play on e-commerce and in countries where cash and cheque dominate payments. Credit cards will continue to grow. She owns Visa, though MA has done better lately. Nothing wrong with buying either in this pullback. They were getting pricey vs. a few weeks ago. She prefers Visa because they brought in Visa Europe last year which will raise their international presence and introduce new products and grow the company.

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She likes this space--it's a play on e-commerce and in countries where cash and cheque dominate payments. Credit cards will continue to grow. She owns Visa, though MA has done better lately. Nothing wrong with buying either in this pullback. They were getting pricey vs. a few weeks ago. She prefers Visa because they brought in Visa Europe last year which will raise their international presence and introduce new products and grow the company.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$196.690
Owned Owned
No

TOP PICK
Mastercard Inc.(MA-N) 

September 27, 2018

This is a trend away from cash. Still some countries still use cash (i.e. Japan). They also created new services based on the data they collect with good margins. All analysts prefer this one vs VISA (V-N). Even as VISA (V-N) is cheaper on a multiple basis. (Analysts’ price target is $229.33)

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This is a trend away from cash. Still some countries still use cash (i.e. Japan). They also created new services based on the data they collect with good margins. All analysts prefer this one vs VISA (V-N). Even as VISA (V-N) is cheaper on a multiple basis. (Analysts’ price target is $229.33)

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Veronika Hirsch

Chief Inve, Arrow Capital...

Price Price
$222.310
Owned Owned
Yes

COMMENT
Mastercard Inc.(MA-N) 

June 15, 2018

Mastercard (MA-N ) vs. VISA (V-N). Owns Mastercard instead of VISA. But the charts look similar. All you do is jump in. With a long base, if you believe in the company, you’re not sure when it’s going to pop, but when it does, off it goes. VISA has made a new high, compared to the market, which has not.

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Mastercard (MA-N ) vs. VISA (V-N). Owns Mastercard instead of VISA. But the charts look similar. All you do is jump in. With a long base, if you believe in the company, you’re not sure when it’s going to pop, but when it does, off it goes. VISA has made a new high, compared to the market, which has not.

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Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$199.530
Owned Owned
Yes

COMMENT
Mastercard Inc.(MA-N) 

June 8, 2018

Visa (V-N) or Mastercard (MA-N)? Likes the electronic payment space. Cash and cheques are still the predominant form of payment in many countries, so there’s lots of runway, even in developed markets. Bought Visa a couple of years ago and is happy to keep holding it. Benefits of buying Visa Europe will come through this year in terms of integration. There are opportunities for both companies in terms of market share -- no reason to switch from one to the other.

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Visa (V-N) or Mastercard (MA-N)? Likes the electronic payment space. Cash and cheques are still the predominant form of payment in many countries, so there’s lots of runway, even in developed markets. Bought Visa a couple of years ago and is happy to keep holding it. Benefits of buying Visa Europe will come through this year in terms of integration. There are opportunities for both companies in terms of market share -- no reason to switch from one to the other.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$200.040
Owned Owned
Unknown

BUY
Mastercard Inc.(MA-N) 

April 30, 2018

He owns Visa, though he loves both names. Mastercard's ROE is a bit higher and the company is a little smaller than Visa, but he finds both are excellent companies.

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He owns Visa, though he loves both names. Mastercard's ROE is a bit higher and the company is a little smaller than Visa, but he finds both are excellent companies.

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Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$178.270
Owned Owned
Yes

BUY
Mastercard Inc.(MA-N) 

March 20, 2018

Owns Mastercard instead of Visa, but the story is the same. They both dominate credit cards worldwide.  As we move into e-payments, both are prepared. Both will continue to move up. As for blockchain, they may get involved as an application.

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Owns Mastercard instead of Visa, but the story is the same. They both dominate credit cards worldwide.  As we move into e-payments, both are prepared. Both will continue to move up. As for blockchain, they may get involved as an application.

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Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$182.510
Owned Owned
Yes

COMMENT
Mastercard Inc.(MA-N) 

February 16, 2018

VISA (V-N) vs MasterCard (MA-N)? He would probably look at VISA as it has had a more stable ride. 

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VISA (V-N) vs MasterCard (MA-N)? He would probably look at VISA as it has had a more stable ride. 

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Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$175.650
Owned Owned
Unknown

DON'T BUY
Mastercard Inc.(MA-N) 

February 14, 2018

Visa (V-N) vs Mastercard (MA-N). Which would you buy? Visa is the largest, best player. Mastercard is more international. Visa just bought the European side which adds value. Both track well and perform similarly, but both trade higher than the banks, which could be risky in a volatile market. Both good long-term companies, because there is a move away from cash to electronic payments. Both trade at high multiples. Mastercard has developed technology more aggressively, but has been playing catch up on the international side.

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Visa (V-N) vs Mastercard (MA-N). Which would you buy? Visa is the largest, best player. Mastercard is more international. Visa just bought the European side which adds value. Both track well and perform similarly, but both trade higher than the banks, which could be risky in a volatile market. Both good long-term companies, because there is a move away from cash to electronic payments. Both trade at high multiples. Mastercard has developed technology more aggressively, but has been playing catch up on the international side.

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Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$172.520
Owned Owned
Unknown

DON'T BUY
Mastercard Inc.(MA-N) 

February 12, 2018

Can't fault their chart. He's leery of the larger market, though. He would not chase it.

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Can't fault their chart. He's leery of the larger market, though. He would not chase it.

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Elliott Fishman

Director o, Trading Services Gro...

Price Price
$168.190
Owned Owned
Unknown

BUY on WEAKNESS
Mastercard Inc.(MA-N) 

February 5, 2018

Sold some recently because it was too overbought. It might pull back further, but its long term trendline is still good. He suggests looking at the stock at about $160. Don’t buy the stock when it is falling. Buy after it stops falling and starts moving back to resume its uptrend.

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Sold some recently because it was too overbought. It might pull back further, but its long term trendline is still good. He suggests looking at the stock at about $160. Don’t buy the stock when it is falling. Buy after it stops falling and starts moving back to resume its uptrend.

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Keith Richards

Portfolio , ValueTrend Wealth Ma...

Price Price
$164.590
Owned Owned
Yes

PARTIAL SELL
Mastercard Inc.(MA-N) 

January 26, 2018

The chart is very bullish, but the RSI is very high. Historically for this company, when the RSI reaches high levels, it usually corrects lower. His advice would be to trim a little.

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The chart is very bullish, but the RSI is very high. Historically for this company, when the RSI reaches high levels, it usually corrects lower. His advice would be to trim a little.

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William Chin

Portfolio , Caldwell Investment ...

Price Price
$170.340
Owned Owned
Unknown

COMMENT
Mastercard Inc.(MA-N) 

January 25, 2018

When looking at names like this and Visa (V-N), the thesis is very straightforward. Spending around the world is growing, not just short term, but long-term when you look at developing countries. Those digital methods continue to take market share away from cash. There are going to be more people moving to digital payments and plastic, and away from cash. Both stocks are getting a little expensive, so keep an eye out for the mood of the general market. In this bull market continues, these names should benefit from that. However, when the bull market starts to wane a little, you probably want to take some profits off the table.

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When looking at names like this and Visa (V-N), the thesis is very straightforward. Spending around the world is growing, not just short term, but long-term when you look at developing countries. Those digital methods continue to take market share away from cash. There are going to be more people moving to digital payments and plastic, and away from cash. Both stocks are getting a little expensive, so keep an eye out for the mood of the general market. In this bull market continues, these names should benefit from that. However, when the bull market starts to wane a little, you probably want to take some profits off the table.

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Stan Wong

Director &, Private Wealth Manag...

Price Price
$168.590
Owned Owned
No

PAST TOP PICK
Mastercard Inc.(MA-N) 

January 22, 2018

(A Top Pick Jan 24/17. Up 54%.) A classic Wide Moat company. The credit card space is dominated by MasterCard and Visa (V-N). Credit card penetration in places like Europe, Asia, Africa, South America is nothing like it is here. There is still a tremendous runway for them to be adding new customers. It’s the kind of company you can buy and literally go to sleep for 30 years and not worry about it. He would be indifferent whether you are in MasterCard or Visa.

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(A Top Pick Jan 24/17. Up 54%.) A classic Wide Moat company. The credit card space is dominated by MasterCard and Visa (V-N). Credit card penetration in places like Europe, Asia, Africa, South America is nothing like it is here. There is still a tremendous runway for them to be adding new customers. It’s the kind of company you can buy and literally go to sleep for 30 years and not worry about it. He would be indifferent whether you are in MasterCard or Visa.

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Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$168.280
Owned Owned
Yes

PAST TOP PICK
Mastercard Inc.(MA-N) 

December 4, 2017

(A Top Pick Oct 28/16. Up 35%.) This had a little bit of a down period at the very end.

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(A Top Pick Oct 28/16. Up 35%.) This had a little bit of a down period at the very end.

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Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$143.430
Owned Owned
No

WEAK BUY
Mastercard Inc.(MA-N) 

November 30, 2017

V-N vs. MA-N.  They keep going up.  V-N is slightly better valuation than M-N and he prefers to by M-N when it is two or three multiple points between the two.  Generally speaking they are both great and have a huge runway ahead of them.  A lot of countries are still just scratching the surface.  He just owns V-N right now.

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V-N vs. MA-N.  They keep going up.  V-N is slightly better valuation than M-N and he prefers to by M-N when it is two or three multiple points between the two.  Generally speaking they are both great and have a huge runway ahead of them.  A lot of countries are still just scratching the surface.  He just owns V-N right now.

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Don Lato

President, Padlock Investment M...

Price Price
$150.470
Owned Owned
No

BUY
Mastercard Inc.(MA-N) 

November 6, 2017

She likes it.  Consumer credit is one area that is growing.  She sees growth here as well as in international markets.  Online retail is also growing the number credit card transactions.

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She likes it.  Consumer credit is one area that is growing.  She sees growth here as well as in international markets.  Online retail is also growing the number credit card transactions.

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Erin Gibbs

V.P., S&P Global Market In...

Price Price
$150.090
Owned Owned
Unknown

WEAK BUY
Mastercard Inc.(MA-N) 

October 16, 2017

When the consumer is at risk, such as in an economic slowdown, it is this one that underperforms.  When the economy performs well and credit is building it does well.  He is cautious right now.  He thinks it is extended and is late cycle.  This is a payment processor and not a lender.  Non-payment risk goes to the underlying financial institutions.

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When the consumer is at risk, such as in an economic slowdown, it is this one that underperforms.  When the economy performs well and credit is building it does well.  He is cautious right now.  He thinks it is extended and is late cycle.  This is a payment processor and not a lender.  Non-payment risk goes to the underlying financial institutions.

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Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$146.220
Owned Owned
Unknown

COMMENT
Mastercard Inc.(MA-N) 

September 20, 2017

MasterCard (MA-N), Visa (V-N) or American Express (AXP-N)? Of the 3, he prefers Visa, the largest of the 3. This one is a bit more international, but trades a little higher on a multiple basis. American Express is not a favourable one in his view.

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MasterCard (MA-N), Visa (V-N) or American Express (AXP-N)? Of the 3, he prefers Visa, the largest of the 3. This one is a bit more international, but trades a little higher on a multiple basis. American Express is not a favourable one in his view.

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Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$142.240
Owned Owned
Unknown

COMMENT
Mastercard Inc.(MA-N) 

May 24, 2017

MasterCard (MA-N) or Visa (V-N)? Either of these would be good. They trade at multiples that are generally significantly higher than market multiples. Both companies capture the payments, and the threat of fees going down is low. This one has a little more international exposure, and is a bit more advanced on the technology side, but Visa is the dominant player.

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MasterCard (MA-N) or Visa (V-N)? Either of these would be good. They trade at multiples that are generally significantly higher than market multiples. Both companies capture the payments, and the threat of fees going down is low. This one has a little more international exposure, and is a bit more advanced on the technology side, but Visa is the dominant player.

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Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$120.700
Owned Owned
Unknown

PAST TOP PICK
Mastercard Inc.(MA-N) 

May 17, 2017

(A Top Pick April 13/16. Up 23%.) He likes the space. Great defensible businesses. There is nothing wrong with the name. He likes the secular shift in consumer spending patterns. The baby boomers are increasingly using Apple pay, Tap, etc.

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(A Top Pick April 13/16. Up 23%.) He likes the space. Great defensible businesses. There is nothing wrong with the name. He likes the secular shift in consumer spending patterns. The baby boomers are increasingly using Apple pay, Tap, etc.

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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$116.800
Owned Owned
Unknown

PAST TOP PICK
Mastercard Inc.(MA-N) 

April 19, 2017

(A Top Pick May 13/16. Up 19%.) His current target price is about $130. Whether it is MasterCard or Visa, the world is going cashless. He will continue to hold a 4% position in this.

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(A Top Pick May 13/16. Up 19%.) His current target price is about $130. Whether it is MasterCard or Visa, the world is going cashless. He will continue to hold a 4% position in this.

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Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$112.290
Owned Owned
Yes

COMMENT
Mastercard Inc.(MA-N) 

April 12, 2017

She likes the space, but owns Visa (V-N) instead. Both companies are a play on the secular change to digital payments. Visa is the larger of the 2. You want scale to be cost competitive. Also, Visa just bought Visa Europe last year, and there should be a lot of operating leverage as they grow the European business. Both companies are well-managed.

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She likes the space, but owns Visa (V-N) instead. Both companies are a play on the secular change to digital payments. Visa is the larger of the 2. You want scale to be cost competitive. Also, Visa just bought Visa Europe last year, and there should be a lot of operating leverage as they grow the European business. Both companies are well-managed.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$111.470
Owned Owned
No

PAST TOP PICK
Mastercard Inc.(MA-N) 

March 29, 2017

(Top Pick Jan 24/17, Up 2%) Two players dominate the industry.  Other parts of the world are not that comfortable yet with using credit cards, so there is room for growth.

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(Top Pick Jan 24/17, Up 2%) Two players dominate the industry.  Other parts of the world are not that comfortable yet with using credit cards, so there is room for growth.

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Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$112.060
Owned Owned
Yes

HOLD
Mastercard Inc.(MA-N) 

February 27, 2017

Everything is moving along extremely well in this space. One of the big issues is the Durban report, who have been ruling on exchange fees/transaction fees and trying to get some clarity. That would have been very adversarial towards the credit card companies, but recent news indicates it might have been better than what they had thought. The broad theme of online credit card processing is one that is not going to end.

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Everything is moving along extremely well in this space. One of the big issues is the Durban report, who have been ruling on exchange fees/transaction fees and trying to get some clarity. That would have been very adversarial towards the credit card companies, but recent news indicates it might have been better than what they had thought. The broad theme of online credit card processing is one that is not going to end.

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Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$110.570
Owned Owned
No

COMMENT
Mastercard Inc.(MA-N) 

January 26, 2017

V-N vs. MA-N.  He thinks V-N is the best company and owns it.  It has a better foot hold in the debit card space.  They process $1.9 trillion in transactions each year.  Debit is becoming the favoured plastic now.  Expect 20% growth rate in earnings.  Card penetration in Europe is only about 25% vs. 35% in North America.

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V-N vs. MA-N.  He thinks V-N is the best company and owns it.  It has a better foot hold in the debit card space.  They process $1.9 trillion in transactions each year.  Debit is becoming the favoured plastic now.  Expect 20% growth rate in earnings.  Card penetration in Europe is only about 25% vs. 35% in North America.

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Gordon Reid

President, GoodReid Investment ...

Price Price
$109.380
Owned Owned
No

TOP PICK
Mastercard Inc.(MA-N) 

January 24, 2017

Feels the credit card industry has a very wide economic moat. There are really only 2 players that dominate this industry, MasterCard and Visa. ROE is 50%. They take no credit risks, it is on the issuer. Broke into new highs recently. Dividend yield of 0.8%. (Analysts’ price target is $120.34.)

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Feels the credit card industry has a very wide economic moat. There are really only 2 players that dominate this industry, MasterCard and Visa. ROE is 50%. They take no credit risks, it is on the issuer. Broke into new highs recently. Dividend yield of 0.8%. (Analysts’ price target is $120.34.)

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Jason Del Vicar

Portfolio , HollisWealth...

Price Price
$109.920
Owned Owned
Yes

BUY
Mastercard Inc.(MA-N) 

December 29, 2016

It has been impacted by rising interest rates.  There has been a rotation out of these and into banks.  It is just a portfolio rotation.  There are still about 28% of transactions globally done with cash and this is why he likes it.  There is no fundamental issue with credit cards at this time.

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It has been impacted by rising interest rates.  There has been a rotation out of these and into banks.  It is just a portfolio rotation.  There are still about 28% of transactions globally done with cash and this is why he likes it.  There is no fundamental issue with credit cards at this time.

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Steve Belisle

Senior Por, Manulife Asset Manag...

Price Price
$103.770
Owned Owned
Unknown

BUY on WEAKNESS
Mastercard Inc.(MA-N) 

December 1, 2016

If you have a long-term time horizon this is a great company. A secular growth story, and if you believe that the trend of less cash and people spending more money with credit cards, a sort of a cashless society eventually, it would probably not be a bad time to buy when there is a reasonable pullback of 5%-10% in the share price. Not a cheap stock.

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If you have a long-term time horizon this is a great company. A secular growth story, and if you believe that the trend of less cash and people spending more money with credit cards, a sort of a cashless society eventually, it would probably not be a bad time to buy when there is a reasonable pullback of 5%-10% in the share price. Not a cheap stock.

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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$100.180
Owned Owned
Unknown

HOLD
Mastercard Inc.(MA-N) 

November 14, 2016

With the US election of lower tax rates and the ability to repatriate profits from overseas, that would be a positive. He doesn’t see this or Visa (V-N) slowing down anytime soon. There is a lot of growth inherently within both of these going forward. He would rather own Gemalto (GTO-NV), the company that provides the chip technology that they both use, which has also been hit with tough times.

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With the US election of lower tax rates and the ability to repatriate profits from overseas, that would be a positive. He doesn’t see this or Visa (V-N) slowing down anytime soon. There is a lot of growth inherently within both of these going forward. He would rather own Gemalto (GTO-NV), the company that provides the chip technology that they both use, which has also been hit with tough times.

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David Driscoll

President , Liberty Internationa...

Price Price
$101.140
Owned Owned
No

TOP PICK
Mastercard Inc.(MA-N) 

October 28, 2016

They understand all the different kinds of digital payment coming up.  Growth outside of North America is in a big uptrend.

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They understand all the different kinds of digital payment coming up.  Growth outside of North America is in a big uptrend.

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Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$104.960
Owned Owned
Yes

BUY
Mastercard Inc.(MA-N) 

September 23, 2016

MasterCard or Visa? You could buy either, but thinks there is a better footprint for Visa. Both are good. The whole idea of facilitating payments is a wave of the future, and will probably get to a world where there is limited or no cash usage. These companies are natural choices. Both are accepted all over the world.

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MasterCard or Visa? You could buy either, but thinks there is a better footprint for Visa. Both are good. The whole idea of facilitating payments is a wave of the future, and will probably get to a world where there is limited or no cash usage. These companies are natural choices. Both are accepted all over the world.

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John Stephenson

President , Stephenson & Company...

Price Price
$101.660
Owned Owned
No

COMMENT
Mastercard Inc.(MA-N) 

September 14, 2016

Owning this has been a good thing to do. The stock looks like it wants to work its way higher.

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Owning this has been a good thing to do. The stock looks like it wants to work its way higher.

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Rick Stuchberry

Portfolio , Wellington-Altus Pri...

Price Price
$98.710
Owned Owned
Unknown

BUY
Mastercard Inc.(MA-N) 

September 13, 2016

This has been a great stock to hold. It rallied extremely nicely into the early part of 2015, and since then, like a lot of companies in the market, it has chopped in a trading range. Currently it is back at the top of the trading range. If you believe interest rates can slowly move higher, this is an interest rate sensitive company. Thinks it is very close to breaking out to new highs and that there is a whole leg higher in the stock.

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This has been a great stock to hold. It rallied extremely nicely into the early part of 2015, and since then, like a lot of companies in the market, it has chopped in a trading range. Currently it is back at the top of the trading range. If you believe interest rates can slowly move higher, this is an interest rate sensitive company. Thinks it is very close to breaking out to new highs and that there is a whole leg higher in the stock.

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David Burrows

President , Barometer Capital Ma...

Price Price
$99.390
Owned Owned
Yes

COMMENT
Mastercard Inc.(MA-N) 

September 13, 2016

She likes the space, but owns Visa (V-N) instead. There is a secular trend of online digital payments.

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She likes the space, but owns Visa (V-N) instead. There is a secular trend of online digital payments.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$99.390
Owned Owned
No

BUY on WEAKNESS
Mastercard Inc.(MA-N) 

August 17, 2016

A great business in a very powerful longer-term secular trend. We are more and more of a cashless society. Valuation is not cheap. There may be some longer-term concerns, that as people find new ways to pay for things their dominant franchise could be at risk. Thinks the company will be able to find ways to play in other spaces as well, such as buying something like PayPal to get in the electronic payment mechanism. Any time there is a pullback would be a good time to buy this. A very good, long term business.

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A great business in a very powerful longer-term secular trend. We are more and more of a cashless society. Valuation is not cheap. There may be some longer-term concerns, that as people find new ways to pay for things their dominant franchise could be at risk. Thinks the company will be able to find ways to play in other spaces as well, such as buying something like PayPal to get in the electronic payment mechanism. Any time there is a pullback would be a good time to buy this. A very good, long term business.

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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$95.590
Owned Owned
No

BUY
Mastercard Inc.(MA-N) 

July 14, 2016

This is a very good time to enter a position. All payment processors are ideal companies. Generally, they have a very good operational model with limited competition and high fees.

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This is a very good time to enter a position. All payment processors are ideal companies. Generally, they have a very good operational model with limited competition and high fees.

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John Stephenson

President , Stephenson & Company...

Price Price
$91.450
Owned Owned
No

PAST TOP PICK
Mastercard Inc.(MA-N) 

July 13, 2016

(Top Pick May 13/16, Down 5.34%) There is litigation.  It is overdone.  They have reserved money, but the suit could grow.  The potential for international growth attracts them to it.  They have a better chance of getting into China than V-N.

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(Top Pick May 13/16, Down 5.34%) There is litigation.  It is overdone.  They have reserved money, but the suit could grow.  The potential for international growth attracts them to it.  They have a better chance of getting into China than V-N.

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Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$90.340
Owned Owned
Yes

COMMENT
Mastercard Inc.(MA-N) 

June 22, 2016

(Market Call Minute.) (Visa (V-N) or MasterCard (MA-N)?) He prefers Visa which has a much larger network, more retailers and more users.

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(Market Call Minute.) (Visa (V-N) or MasterCard (MA-N)?) He prefers Visa which has a much larger network, more retailers and more users.

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Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$94.060
Owned Owned
Unknown

COMMENT
Mastercard Inc.(MA-N) 

June 13, 2016

MasterCard (MA-N) or Visa (V-N)? Both are growing. She prefers this one, although Visa has a more dominant market share, but to her it is trading a little rich. It also did an acquisition with Visa Europe. In theory that should add a little more growth, but she thinks it has been overblown and this one is a safer bet.

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MasterCard (MA-N) or Visa (V-N)? Both are growing. She prefers this one, although Visa has a more dominant market share, but to her it is trading a little rich. It also did an acquisition with Visa Europe. In theory that should add a little more growth, but she thinks it has been overblown and this one is a safer bet.

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Erin Gibbs

V.P., S&P Global Market In...

Price Price
$94.190
Owned Owned
Unknown

TOP PICK
Mastercard Inc.(MA-N) 

May 13, 2016

Prefers is a little better over Visa (V-N), which has to integrate Visa Europe. MasterCard is more exposed in the Third World, and as incomes grow and as electronic transaction usage is lower, you have growth in both income and electronic usage in the Third World. Trading at a 27X multiple. Target price of $112.

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Prefers is a little better over Visa (V-N), which has to integrate Visa Europe. MasterCard is more exposed in the Third World, and as incomes grow and as electronic transaction usage is lower, you have growth in both income and electronic usage in the Third World. Trading at a 27X multiple. Target price of $112.

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Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$95.360
Owned Owned
Yes

TOP PICK
Mastercard Inc.(MA-N) 

April 13, 2016

(A Top Pick Dec 22/15. Down 2.32%.) A transaction story where they make a little bit every time somebody swipes. In Europe, you have to process transactions within the country, making it more fragmented. They are trying to increase competition in Europe into a single payment area, which would give this company and Visa (V-N) more share. Also, we are having a real demographic shift. People who use paper and cheques are not spending as much. Dividend yield of 0.80%.

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(A Top Pick Dec 22/15. Down 2.32%.) A transaction story where they make a little bit every time somebody swipes. In Europe, you have to process transactions within the country, making it more fragmented. They are trying to increase competition in Europe into a single payment area, which would give this company and Visa (V-N) more share. Also, we are having a real demographic shift. People who use paper and cheques are not spending as much. Dividend yield of 0.80%.

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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$95.750
Owned Owned
Yes

COMMENT
Mastercard Inc.(MA-N) 

March 23, 2016

Transaction driven and doesn’t take any credit risks. Both Visa (V-N) and this company are strong and consistent growers, and trade at a premium to the market. This is less debit card oriented and more credit card oriented. More domestic where Visa is more international. Prefers Visa which has metrics which he believes are somewhat better. (See Top Picks.)

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Transaction driven and doesn’t take any credit risks. Both Visa (V-N) and this company are strong and consistent growers, and trade at a premium to the market. This is less debit card oriented and more credit card oriented. More domestic where Visa is more international. Prefers Visa which has metrics which he believes are somewhat better. (See Top Picks.)

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Gordon Reid

President, GoodReid Investment ...

Price Price
$92.130
Owned Owned
Unknown

COMMENT
Mastercard Inc.(MA-N) 

March 18, 2016

If you have owned this, you have made out like a bandit over the last few years. Something like a 30% compounded return. This does not have a credit risk; it is purely processing. Prefers this over Visa (V-N). Also, pays a small dividend.

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If you have owned this, you have made out like a bandit over the last few years. Something like a 30% compounded return. This does not have a credit risk; it is purely processing. Prefers this over Visa (V-N). Also, pays a small dividend.

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Gavin Graham

Trustee, Pointbreak ETFs...

Price Price
$92.310
Owned Owned
Unknown

PAST TOP PICK
Mastercard Inc.(MA-N) 

January 27, 2016

(Top Pick Oct 6/15, Down 7.48%) Chinese growth is slowing.  It has done well and he would stick with it.  The business model is intact and Tap is working for them.

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(Top Pick Oct 6/15, Down 7.48%) Chinese growth is slowing.  It has done well and he would stick with it.  The business model is intact and Tap is working for them.

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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$84.810
Owned Owned
Yes

COMMENT
Mastercard Inc.(MA-N) 

January 26, 2016

MasterCard (MA-N) or Visa (V-N)? Visa is a bit of a bigger company, and the question is really going to come down as to how they manage their currency globally. He understands that Visa is a better play if the US$ continues to rise, and this one is better if it starts to decline. That is splitting hairs, but if he had to decide between the 2, he would probably go with Visa because of its dominance in size.

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MasterCard (MA-N) or Visa (V-N)? Visa is a bit of a bigger company, and the question is really going to come down as to how they manage their currency globally. He understands that Visa is a better play if the US$ continues to rise, and this one is better if it starts to decline. That is splitting hairs, but if he had to decide between the 2, he would probably go with Visa because of its dominance in size.

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Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$87.000
Owned Owned
Unknown

COMMENT
Mastercard Inc.(MA-N) 

December 30, 2015

Visa or MasterCard? He would never own these because he is a value investor. Both are high multiple stocks and highly correlated to consumer spending.

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Visa or MasterCard? He would never own these because he is a value investor. Both are high multiple stocks and highly correlated to consumer spending.

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Norman Levine

Managing D, Portfolio Management...

Price Price
$98.870
Owned Owned
No

TOP PICK
Mastercard Inc.(MA-N) 

December 22, 2015

Highly cash generative. He really likes this business. Also, China is a potential, and entry there should be a 2016 event. Dividend yield of 0.78%.

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Highly cash generative. He really likes this business. Also, China is a potential, and entry there should be a 2016 event. Dividend yield of 0.78%.

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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$97.540
Owned Owned
Yes

COMMENT
Mastercard Inc.(MA-N) 

December 18, 2015

This stock has a great chart. Generally speaking the trend line has been in place with a series of higher highs and higher lows. This looks very, very good and you are good to go.

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This stock has a great chart. Generally speaking the trend line has been in place with a series of higher highs and higher lows. This looks very, very good and you are good to go.

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Keith Richards

Portfolio , ValueTrend Wealth Ma...

Price Price
$96.290
Owned Owned
Unknown

BUY
Mastercard Inc.(MA-N) 

December 16, 2015

The whole payment business is very attractive. Had some short-term headwinds, but overall they are growing. They are growing globally and one of the few growth areas in finances. (See Top Picks.)

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The whole payment business is very attractive. Had some short-term headwinds, but overall they are growing. They are growing globally and one of the few growth areas in finances. (See Top Picks.)

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John Stephenson

President , Stephenson & Company...

Price Price
$100.040
Owned Owned
Unknown

HOLD
Mastercard Inc.(MA-N) 

December 8, 2015

This is on his list. If we have a severe correction, he would be adding it. It is above his model price of $69.12, a -32% differential. If you have this one, he would still hold it.

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This is on his list. If we have a severe correction, he would be adding it. It is above his model price of $69.12, a -32% differential. If you have this one, he would still hold it.

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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$98.180
Owned Owned
No

COMMENT
Mastercard Inc.(MA-N) 

November 27, 2015

Looking at this and Visa (V-N) on a pure group basis, his choice would be Visa.

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Looking at this and Visa (V-N) on a pure group basis, his choice would be Visa.

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Gordon Reid

President, GoodReid Investment ...

Price Price
$98.670
Owned Owned
No

BUY
Mastercard Inc.(MA-N) 

November 25, 2015

Visa (V-N) or MasterCard (MA-N)? She likes this whole space and likes both companies, but only owns Visa. There is a secular transition to electronic payments. There is a lot of growth going forward, especially in emerging markets. Her preference right now is Visa, but you could put money in both names with a little bit more into Visa.

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Visa (V-N) or MasterCard (MA-N)? She likes this whole space and likes both companies, but only owns Visa. There is a secular transition to electronic payments. There is a lot of growth going forward, especially in emerging markets. Her preference right now is Visa, but you could put money in both names with a little bit more into Visa.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$98.160
Owned Owned
No

PAST TOP PICK
Mastercard Inc.(MA-N) 

November 17, 2015

(A Top Pick Oct 6/15. Up 5.49%.) He is a big fan of this. They are a little more indexed to Europe. Broad-based stimulus is going to drive consumer spending. With the “tap and go” they are really leveraging that small ticket purchase. Every time you tap, they make a little bit of money. Phenomenal business going forward. There is still room to go.

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(A Top Pick Oct 6/15. Up 5.49%.) He is a big fan of this. They are a little more indexed to Europe. Broad-based stimulus is going to drive consumer spending. With the “tap and go” they are really leveraging that small ticket purchase. Every time you tap, they make a little bit of money. Phenomenal business going forward. There is still room to go.

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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$98.070
Owned Owned
No

TOP PICK
Mastercard Inc.(MA-N) 

October 6, 2015

He likes the valuation gap here.  A little more low hanging fruit on the cost side.  It is a well run company.  It is all flowing through an existing network.  The best advent is the ‘tap’ to make payment.  They are going to capture a huge share with this.  He thinks it is a long time before a watch can replace a credit card.  You are converting purchasers to tap right now.

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He likes the valuation gap here.  A little more low hanging fruit on the cost side.  It is a well run company.  It is all flowing through an existing network.  The best advent is the ‘tap’ to make payment.  They are going to capture a huge share with this.  He thinks it is a long time before a watch can replace a credit card.  You are converting purchasers to tap right now.

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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$93.920
Owned Owned
No

COMMENT
Mastercard Inc.(MA-N) 

July 30, 2015

Visa (V-N) or MasterCard (MA-N)? He would say Visa is the bigger and the better of the 2. One of the benefits of this is that it has a bit more of a technological change going for it. Both are priced to perfection, and he questions if that growth is going to be able to get there. There are a lot of potential disruption coming with PayPal and Apple Pay. If there were to be a pullback, both companies would pull back quite substantially because their multiples are so high.

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Visa (V-N) or MasterCard (MA-N)? He would say Visa is the bigger and the better of the 2. One of the benefits of this is that it has a bit more of a technological change going for it. Both are priced to perfection, and he questions if that growth is going to be able to get there. There are a lot of potential disruption coming with PayPal and Apple Pay. If there were to be a pullback, both companies would pull back quite substantially because their multiples are so high.

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Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$98.410
Owned Owned
No

COMMENT
Mastercard Inc.(MA-N) 

June 3, 2015

Visa (V-N) and MasterCard (MA-N)? The great thing about these is that they are not taking credit risks. They are a processing system and get their fee each time people use their card. Which one you buy would depend on which one you think looks cheaper.

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Visa (V-N) and MasterCard (MA-N)? The great thing about these is that they are not taking credit risks. They are a processing system and get their fee each time people use their card. Which one you buy would depend on which one you think looks cheaper.

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Gavin Graham

Trustee, Pointbreak ETFs...

Price Price
$93.500
Owned Owned
Unknown

PAST TOP PICK
Mastercard Inc.(MA-N) 

May 21, 2015

(A Top Pick April 9/14. Up 27.14%.) There is a long-term secular shift from cash into electronic payments. There are lots of growth avenues, such as international expansion, mobile payment expansion, Apple Pay and prepaid cards. Valuations are decent for this premier name.

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(A Top Pick April 9/14. Up 27.14%.) There is a long-term secular shift from cash into electronic payments. There are lots of growth avenues, such as international expansion, mobile payment expansion, Apple Pay and prepaid cards. Valuations are decent for this premier name.

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Stan Wong

Director &, Private Wealth Manag...

Price Price
$92.900
Owned Owned
Yes

HOLD
Mastercard Inc.(MA-N) 

May 11, 2015

It has 27 time earnings and should become mature at some point and then the multiple drops to 20 or 18.  He is worried this one won’t retain its multiple much longer.  The stock has done nothing wrong.  If it fails to make a new high and then starts to break trend line and make lower lows, then you can predict the multiple is going to contract.  A lower multiple means at least lower appreciation in stock price.

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It has 27 time earnings and should become mature at some point and then the multiple drops to 20 or 18.  He is worried this one won’t retain its multiple much longer.  The stock has done nothing wrong.  If it fails to make a new high and then starts to break trend line and make lower lows, then you can predict the multiple is going to contract.  A lower multiple means at least lower appreciation in stock price.

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Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$92.520
Owned Owned
Unknown

PAST TOP PICK
Mastercard Inc.(MA-N) 

April 9, 2015

(A Top Pick April 9/14. Up 21.88%.) Long-term, the secular trend is from cash and cheques to electronic payments. Reasonably valued at 24X forward earnings with a growth rate of 15%-20%. PEG ratio is 1.4 to 1.5.

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(A Top Pick April 9/14. Up 21.88%.) Long-term, the secular trend is from cash and cheques to electronic payments. Reasonably valued at 24X forward earnings with a growth rate of 15%-20%. PEG ratio is 1.4 to 1.5.

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Stan Wong

Director &, Private Wealth Manag...

Price Price
$89.060
Owned Owned
Yes

COMMENT
Mastercard Inc.(MA-N) 

January 19, 2015

Visa (V-N) or MasterCard (MA-N)? A great sector, but both companies are fairly expensive and priced to perfection, this one a little bit more so. It really depends on the changing way that people pay for things. A complete shift away from a cash society. Regardless of how people pay, security will be a pretty determining feature. He would focus on Visa because it has a larger established base, but being priced to perfection is a problem.

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Visa (V-N) or MasterCard (MA-N)? A great sector, but both companies are fairly expensive and priced to perfection, this one a little bit more so. It really depends on the changing way that people pay for things. A complete shift away from a cash society. Regardless of how people pay, security will be a pretty determining feature. He would focus on Visa because it has a larger established base, but being priced to perfection is a problem.

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Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$83.800
Owned Owned
Unknown

DON'T BUY
Mastercard Inc.(MA-N) 

September 30, 2014

When there was turmoil in the credit card environment he switched to V-N.  They have greater exposure to the debit card business.  MA-N is 3 or 4 multiple points more expensive than V-N.  It is more international and that is tougher in terms of economic activity. 

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When there was turmoil in the credit card environment he switched to V-N.  They have greater exposure to the debit card business.  MA-N is 3 or 4 multiple points more expensive than V-N.  It is more international and that is tougher in terms of economic activity. 

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Gordon Reid

President, GoodReid Investment ...

Price Price
$73.920
Owned Owned
No

COMMENT
Mastercard Inc.(MA-N) 

August 14, 2014

MasterCard or American Express for a long-term hold? This one is more like a tollbooth. When people use their card, they get a payment. They don’t have any liabilities for payment. If he was pushed, he would say that this is probably the better of the two.

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MasterCard or American Express for a long-term hold? This one is more like a tollbooth. When people use their card, they get a payment. They don’t have any liabilities for payment. If he was pushed, he would say that this is probably the better of the two.

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Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$76.050
Owned Owned
No

SELL
Mastercard Inc.(MA-N) 

June 26, 2014

He owns Visa.  MA-N does not have as big a debit card business as V-N.  Visa has a greater growth prospect because of their exposure to debit cards.  He would switch out of MA-N.

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He owns Visa.  MA-N does not have as big a debit card business as V-N.  Visa has a greater growth prospect because of their exposure to debit cards.  He would switch out of MA-N.

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Gordon Reid

President, GoodReid Investment ...

Price Price
$72.770
Owned Owned
No

BUY
Mastercard Inc.(MA-N) 

June 24, 2014

He is not sure there is any problem.  Perhaps profit taking.  Thinks they are on the ball with mobile payment systems.  This stock will continue to do well.  15% growth rate.  It is not expensive.  A world class name.

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He is not sure there is any problem.  Perhaps profit taking.  Thinks they are on the ball with mobile payment systems.  This stock will continue to do well.  15% growth rate.  It is not expensive.  A world class name.

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Stan Wong

Director &, Private Wealth Manag...

Price Price
$72.700
Owned Owned
Yes

DON'T BUY
Mastercard Inc.(MA-N) 

June 11, 2014

Investors have discounted the risk that other forms of payment, particularly mobile payment, could potentially pose for credit card stocks over the long-term. This typically trades at over 20X earnings, which is a bit rich. As an alternative, consider American Express (AXP-N), which is going down market a little, and picking up business from both MasterCard and Visa (V-N). You get a bit of a recurring revenue stream in that AMEX has a traditional bank attached to it as well.

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Investors have discounted the risk that other forms of payment, particularly mobile payment, could potentially pose for credit card stocks over the long-term. This typically trades at over 20X earnings, which is a bit rich. As an alternative, consider American Express (AXP-N), which is going down market a little, and picking up business from both MasterCard and Visa (V-N). You get a bit of a recurring revenue stream in that AMEX has a traditional bank attached to it as well.

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Charles Lannon

Director o, Toron Investment Man...

Price Price
$76.870
Owned Owned
No

BUY
Mastercard Inc.(MA-N) 

April 30, 2014

Switched to Visa (V-N) about 4 years ago when there was a proposed charge on debit card fees to merchants. Because Visa’s business was much more highly skewed to debit cards, it got hurt badly and lost its premium to MasterCard for a period of time, which he thought was a wonderful time to switch over. He would definitely use this weakness as an entry point.

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Switched to Visa (V-N) about 4 years ago when there was a proposed charge on debit card fees to merchants. Because Visa’s business was much more highly skewed to debit cards, it got hurt badly and lost its premium to MasterCard for a period of time, which he thought was a wonderful time to switch over. He would definitely use this weakness as an entry point.

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Gordon Reid

President, GoodReid Investment ...

Price Price
$73.550
Owned Owned
No

BUY
Mastercard Inc.(MA-N) 

April 29, 2014

It’s a great story.  It is a toll bridge that doesn’t take on any credit risk.  There is lots of growth.  The risk is the fact that people are moving to other payment technologies, especially in other parts of the world.  Paypal is one of them.  It is not as global as VISA so there is room to grow the franchise there.

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It’s a great story.  It is a toll bridge that doesn’t take on any credit risk.  There is lots of growth.  The risk is the fact that people are moving to other payment technologies, especially in other parts of the world.  Paypal is one of them.  It is not as global as VISA so there is room to grow the franchise there.

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Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$72.030
Owned Owned
Unknown

BUY
Mastercard Inc.(MA-N) 

April 24, 2014

They outperformed Visa in the last year by quite a bit.  It is a proxy for the relative strength of the US consumer.  Does not have balance sheet risk.  Thinks they will continue to grow.  Good story long term.

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They outperformed Visa in the last year by quite a bit.  It is a proxy for the relative strength of the US consumer.  Does not have balance sheet risk.  Thinks they will continue to grow.  Good story long term.

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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$74.350
Owned Owned
No

DON'T BUY
Mastercard Inc.(MA-N) 

April 15, 2014

It is one of those stocks that is always expensive.  Such a good company with a good infrastructure.  They get their margin expanding as they put more and more people through the network.  It is just a matter of how much you want to pay for it.  With the uncertainty coming back into the market, you got a pullback, but it is not the type of company she is looking for.  You probably won’t get hurt, however.

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It is one of those stocks that is always expensive.  Such a good company with a good infrastructure.  They get their margin expanding as they put more and more people through the network.  It is just a matter of how much you want to pay for it.  With the uncertainty coming back into the market, you got a pullback, but it is not the type of company she is looking for.  You probably won’t get hurt, however.

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Jennifer Radman

VP & Sr. P, Caldwell Investment ...

Price Price
$72.150
Owned Owned
No

TOP PICK
Mastercard Inc.(MA-N) 

April 9, 2014

Contrarian call.  Beaten up YTD.  Will benefit from the trend to electronic payments.  Have more exposure to international markets, which are faster growing, than Visa has. 

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Contrarian call.  Beaten up YTD.  Will benefit from the trend to electronic payments.  Have more exposure to international markets, which are faster growing, than Visa has. 

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Stan Wong

Director &, Private Wealth Manag...

Price Price
$73.560
Owned Owned
Yes

DON'T BUY
Mastercard Inc.(MA-N) 

April 8, 2014

Great company with an asset base that can’t be replicated. Had a great run last year and has been pulling back. Likes the profile of the company, but frankly valuation continues to be a little bit rich. Until the selling abates and he can feel confident that momentum is going to turn the other way, he is reluctant to chase these types of stocks.

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Great company with an asset base that can’t be replicated. Had a great run last year and has been pulling back. Likes the profile of the company, but frankly valuation continues to be a little bit rich. Until the selling abates and he can feel confident that momentum is going to turn the other way, he is reluctant to chase these types of stocks.

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Brian Huen

Managing P, Red Sky Capital Mana...

Price Price
$71.520
Owned Owned
No

COMMENT
Mastercard Inc.(MA-N) 

April 7, 2014

200 day average was right around the $71-$71.50 mark. The fact that an average has been broken isn’t enough to head for the hills. $68-$71 is your real key level. $65 would be a level where he would get out.

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200 day average was right around the $71-$71.50 mark. The fact that an average has been broken isn’t enough to head for the hills. $68-$71 is your real key level. $65 would be a level where he would get out.

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Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$71.330
Owned Owned
No

DON'T BUY
Mastercard Inc.(MA-N) 

March 17, 2014

Wonder performer. Also, you don’t have the credit risk of lending to people, you are the processing system and get your 3%-4% on everything that is done. Has been a marvellous formula for making loads of money. Appeared to be expensive when they became public, but have just gone from strength to strength. It is currently at all time highs. At some stage, the growth in the volume of transactions will start to taper off. In fact it is getting slower because people are starting to use things like smart phone, etc.

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Wonder performer. Also, you don’t have the credit risk of lending to people, you are the processing system and get your 3%-4% on everything that is done. Has been a marvellous formula for making loads of money. Appeared to be expensive when they became public, but have just gone from strength to strength. It is currently at all time highs. At some stage, the growth in the volume of transactions will start to taper off. In fact it is getting slower because people are starting to use things like smart phone, etc.

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Gavin Graham

Trustee, Pointbreak ETFs...

Price Price
$77.830
Owned Owned
No

BUY on WEAKNESS
Mastercard Inc.(MA-N) 

March 5, 2014

On her prospective buy list.  Stock split a few months ago and it didn’t get down far enough in that mini correction in January.  If it gets down low enough she may buy it.  Visa is the same.  Likes the sector.

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On her prospective buy list.  Stock split a few months ago and it didn’t get down far enough in that mini correction in January.  If it gets down low enough she may buy it.  Visa is the same.  Likes the sector.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$78.200
Owned Owned
No

BUY
Mastercard Inc.(MA-N) 

February 21, 2014

Relative to Visa they have significantly more exposure outside of North America and even outside of Europe.  This has spooked the market.  He likes it, although these companies are expensive.

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Relative to Visa they have significantly more exposure outside of North America and even outside of Europe.  This has spooked the market.  He likes it, although these companies are expensive.

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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$75.700
Owned Owned
No

BUY
Mastercard Inc.(MA-N) 

February 10, 2014

Likes this. Missed on the last earnings call but when you are looking for a diversified financial play that is a good play on global growth, this and Visa (V-N) fit the bill perfectly. There is a move away from paper money. Valuations are sort of high. A great, long-term growth story. (Prefers Visa (V-N)).

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Likes this. Missed on the last earnings call but when you are looking for a diversified financial play that is a good play on global growth, this and Visa (V-N) fit the bill perfectly. There is a move away from paper money. Valuations are sort of high. A great, long-term growth story. (Prefers Visa (V-N)).

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John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$76.350
Owned Owned
No

WEAK BUY
Mastercard Inc.(MA-N) 

February 6, 2014

Surprisingly well run.  How could they grow that fast when people aren’t signing for MasterCard as fast as the stock has gone up?  They increased their profit margin during this time.  He can’t see them going up much higher.  Revenue growth is 12% and they are growing a little faster than Visa.

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Surprisingly well run.  How could they grow that fast when people aren’t signing for MasterCard as fast as the stock has gone up?  They increased their profit margin during this time.  He can’t see them going up much higher.  Revenue growth is 12% and they are growing a little faster than Visa.

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Teal Linde

Portfolio , Linde Equity Report...

Price Price
$74.900
Owned Owned
Unknown

COMMENT
Mastercard Inc.(MA-N) 

February 3, 2014

The breakdown we are seeing right now sides with the market. The last time it paused, it paused for a while. There was some trading around the $52 level and then further down about $42. We are much further above that. He can see some very tepid support at $67 and also at $60. If you don’t like the risk, he would not be investing a lot of money in this right now. Good quality stock. Looking a little scary right now.

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The breakdown we are seeing right now sides with the market. The last time it paused, it paused for a while. There was some trading around the $52 level and then further down about $42. We are much further above that. He can see some very tepid support at $67 and also at $60. If you don’t like the risk, he would not be investing a lot of money in this right now. Good quality stock. Looking a little scary right now.

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Jeff Parent B.

VP & Portf, Castlemoore Inc....

Price Price
$73.910
Owned Owned
Unknown

HOLD
Mastercard Inc.(MA-N) 

January 14, 2014

This has probably been the best gainers since 2006. This is really in the 8th inning of its valuation. He sees a topping out. It is probably worth $940. Very expensive. Going to have a 10 for 1 stock split, which will be very positive. He is thinking about the impact of Bitcoin and you really have to watch companies like this and Visa (V-N). Bitcoin is about money transfer in terms of costs, so it would really impact their business.

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This has probably been the best gainers since 2006. This is really in the 8th inning of its valuation. He sees a topping out. It is probably worth $940. Very expensive. Going to have a 10 for 1 stock split, which will be very positive. He is thinking about the impact of Bitcoin and you really have to watch companies like this and Visa (V-N). Bitcoin is about money transfer in terms of costs, so it would really impact their business.

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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$821.710
Owned Owned
Unknown

COMMENT
Mastercard Inc.(MA-N) 

January 9, 2014

MasterCard (MA-N) or Visa (V-N)? Neither one of these is cheap. He keeps waiting for an entry point and keeps not getting one. Trading at 32X earnings, which is pretty expensive. Both of these companies have a tremendous moat around operations. So well entrenched around the world that it is very difficult to compete. Because of this, they do deserve a premium. In his view, Visa is probably the better one in terms of its line-up of banks that it is associated with and its penetration of world markets.

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MasterCard (MA-N) or Visa (V-N)? Neither one of these is cheap. He keeps waiting for an entry point and keeps not getting one. Trading at 32X earnings, which is pretty expensive. Both of these companies have a tremendous moat around operations. So well entrenched around the world that it is very difficult to compete. Because of this, they do deserve a premium. In his view, Visa is probably the better one in terms of its line-up of banks that it is associated with and its penetration of world markets.

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David Baskin

President, Baskin Wealth Manage...

Price Price
$843.600
Owned Owned
No

COMMENT
Mastercard Inc.(MA-N) 

January 3, 2014

Stock is splitting on a 10 for 1 basis this month. Is this a Buy? Often when stocks split, it gives an initial pop, but it doesn’t change the dynamics of the balance sheet or the company as a whole. The 1st support is around $760. If it gets below $750, there is a chance it could drop down to $650 level. MACD is really high right now but this doesn’t always manifest into a lower price. Doesn’t think you can go wrong with this name.

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Stock is splitting on a 10 for 1 basis this month. Is this a Buy? Often when stocks split, it gives an initial pop, but it doesn’t change the dynamics of the balance sheet or the company as a whole. The 1st support is around $760. If it gets below $750, there is a chance it could drop down to $650 level. MACD is really high right now but this doesn’t always manifest into a lower price. Doesn’t think you can go wrong with this name.

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Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$830.810
Owned Owned
Unknown

DON'T BUY
Mastercard Inc.(MA-N) 

January 2, 2014

ROE is higher than on Visa or discovery.  MasterCard is about 8 times book.

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ROE is higher than on Visa or discovery.  MasterCard is about 8 times book.

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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$834.140
Owned Owned
Unknown

COMMENT
Mastercard Inc.(MA-N) 

December 27, 2013

MasterCard (MC-N) or Visa (V-N) for a 3-5 year hold? These are toll booths and just get money when somebody uses their card. There are no credit risks or other issues. Both have great global growth going on. It’s a tough call as to which to buy. Visa  is more international but this one has the opportunity to become more international so he thinks he would choose this company because of that.

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MasterCard (MC-N) or Visa (V-N) for a 3-5 year hold? These are toll booths and just get money when somebody uses their card. There are no credit risks or other issues. Both have great global growth going on. It’s a tough call as to which to buy. Visa  is more international but this one has the opportunity to become more international so he thinks he would choose this company because of that.

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Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$827.870
Owned Owned
No

BUY
Mastercard Inc.(MA-N) 

December 12, 2013

It has a secular, long term theme away from cash to electronic payments.  Generating wonderful returns for shareholders.  They are almost a technology play.  Follow it along with a stop loss. 

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It has a secular, long term theme away from cash to electronic payments.  Generating wonderful returns for shareholders.  They are almost a technology play.  Follow it along with a stop loss. 

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David Burrows

President , Barometer Capital Ma...

Price Price
$782.540
Owned Owned
Yes

DON'T BUY
Mastercard Inc.(MA-N) 

October 17, 2013

Credit cards are doing incredibly well.  Prefers COF-N.  MA is a world class name.  Going forward he would prefer COF.  PE is a lot cheaper.

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Credit cards are doing incredibly well.  Prefers COF-N.  MA is a world class name.  Going forward he would prefer COF.  PE is a lot cheaper.

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Stan Wong

Director &, Private Wealth Manag...

Price Price
$704.640
Owned Owned
No

PARTIAL BUY
Mastercard Inc.(MA-N) 

August 8, 2013

In Australia retailers charge 1.5%-2% if you use a credit card, so there is some backlash coming down the pipe. This company is not taking advantage of what is going to be the future of people just paying off their cell phone. There could be some hiccups. Right now this company has a better valuation than Visa (V-N) but is awfully expensive. Trading at a very big multiple. If you are really interested, he would go with a half position and let it grow into a full position over time.

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In Australia retailers charge 1.5%-2% if you use a credit card, so there is some backlash coming down the pipe. This company is not taking advantage of what is going to be the future of people just paying off their cell phone. There could be some hiccups. Right now this company has a better valuation than Visa (V-N) but is awfully expensive. Trading at a very big multiple. If you are really interested, he would go with a half position and let it grow into a full position over time.

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David Driscoll

President , Liberty Internationa...

Price Price
$645.840
Owned Owned
Unknown

DON'T BUY
Mastercard Inc.(MA-N) 

August 6, 2013

Visa (V-N) or MasterCard (MC-N) and what would be a true market value for Visa? Don’t look at the price of the stock, look at the valuation. Price doesn’t matter, it’s all about value. Feels both are priced to perfection. They are wonderful monopolies, with much more growth to happen, especially in emerging markets and he would buy them in a heartbeat if they fell 25%. At 20X earnings, you are paying way too much.

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Visa (V-N) or MasterCard (MC-N) and what would be a true market value for Visa? Don’t look at the price of the stock, look at the valuation. Price doesn’t matter, it’s all about value. Feels both are priced to perfection. They are wonderful monopolies, with much more growth to happen, especially in emerging markets and he would buy them in a heartbeat if they fell 25%. At 20X earnings, you are paying way too much.

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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$654.000
Owned Owned
Unknown

DON'T BUY
Mastercard Inc.(MA-N) 

April 18, 2013

Same as Visa.  A bit of an overhang is their European exposure.  The valuation at 25x earnings is too high. 

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Same as Visa.  A bit of an overhang is their European exposure.  The valuation at 25x earnings is too high. 

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Jennifer Radman

VP & Sr. P, Caldwell Investment ...

Price Price
$521.000
Owned Owned
Unknown

PAST TOP PICK
Mastercard Inc.(MA-N) 

January 17, 2013

(A Top Pick Jan 26/12. Up 51.19%.) Sold his holdings when he rotated from this into Google (GOOG-Q). Also, felt the valuation was getting quite high.

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(A Top Pick Jan 26/12. Up 51.19%.) Sold his holdings when he rotated from this into Google (GOOG-Q). Also, felt the valuation was getting quite high.

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Stan Wong

Director &, Private Wealth Manag...

Price Price
$523.350
Owned Owned
No

TOP PICK
Mastercard Inc.(MA-N) 

October 3, 2012

Sold his Visa (V-N) holdings in order to buy this as it is selling at a lower multiple. This one is cheaper and more internationally diversified and also less reliant on debit fees. Could easily be in the $550-$600 area in 12 months.

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Sold his Visa (V-N) holdings in order to buy this as it is selling at a lower multiple. This one is cheaper and more internationally diversified and also less reliant on debit fees. Could easily be in the $550-$600 area in 12 months.

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Don Lato

President, Padlock Investment M...

Price Price
$473.760
Owned Owned
Yes

COMMENT
Mastercard Inc.(MA-N) 

September 13, 2012

Stock has been marking time for a couple of months. Long-term it is a great franchise. Growing at 20% with a forward PE of 20X. Fairly valued. Sold his holdings, but he could see himself getting back into it at some point.

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Stock has been marking time for a couple of months. Long-term it is a great franchise. Growing at 20% with a forward PE of 20X. Fairly valued. Sold his holdings, but he could see himself getting back into it at some point.

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Stan Wong

Director &, Private Wealth Manag...

Price Price
$455.260
Owned Owned
No

BUY
Mastercard Inc.(MA-N) 

August 13, 2012

At current prices, it is a little bit cheaper than Visa. Good growth profile of 20%.

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At current prices, it is a little bit cheaper than Visa. Good growth profile of 20%.

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Don Lato

President, Padlock Investment M...

Price Price
$425.630
Owned Owned
No

BUY
Mastercard Inc.(MA-N) 

August 9, 2012

Likes this one. Trading at around 20X PE. Long-term growth rate is around 20% annual estimated growth rate which puts it at 1X PEG, a good valuation for a well-known world-class name.

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Likes this one. Trading at around 20X PE. Long-term growth rate is around 20% annual estimated growth rate which puts it at 1X PEG, a good valuation for a well-known world-class name.

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Stan Wong

Director &, Private Wealth Manag...

Price Price
$425.940
Owned Owned
Yes

DON'T BUY
Mastercard Inc.(MA-N) 

August 7, 2012

He knew that coming out of the recession, retail sales growth was going to be slow. But this has come back quite strong and he thinks both this and Visa (V-N) are pretty expensive right now.

other services
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He knew that coming out of the recession, retail sales growth was going to be slow. But this has come back quite strong and he thinks both this and Visa (V-N) are pretty expensive right now.

other services
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$416.400
Owned Owned
Unknown

COMMENT
Mastercard Inc.(MA-N) 

May 18, 2012

Trend line is intact. Is probably a little bit overbought. Now it is coming close to testing the bottom part of its channel. It did break the shorter moving average that he follows but is well above the 200 day moving average of around $370. As long as it holds close to this level, it is probably safe but keep a sharp eye on it.
other services
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0 comments
Trend line is intact. Is probably a little bit overbought. Now it is coming close to testing the bottom part of its channel. It did break the shorter moving average that he follows but is well above the 200 day moving average of around $370. As long as it holds close to this level, it is probably safe but keep a sharp eye on it.
other services
0 0 0 0 0
0 comments
Keith Richards

Portfolio , ValueTrend Wealth Ma...

Price Price
$394.560
Owned Owned
Unknown

BUY
Mastercard Inc.(MA-N) 

April 17, 2012