Mastercard Inc.

MA-N

NYSE:MA

344.56
3.32 (0.97%)
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
DON'T BUY
DON'T BUY
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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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.

PAST TOP PICK
PAST TOP PICK
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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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.

TOP PICK
TOP PICK
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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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.

COMMENT
COMMENT
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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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.

BUY
BUY
August 13, 2012

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

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Mastercard Inc. (MA-N)
August 13, 2012

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

BUY
BUY
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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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.

DON'T BUY
DON'T BUY
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.

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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.

COMMENT
COMMENT
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.
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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.
BUY
BUY
April 17, 2012
Don’t take any credit risk. You could buy Visa or MasterCard. They equally as good. Very well run companies. Their volumes have increased over the last little while. They are very good stories because of the secular tailwinds. More and more people are using debit and credit card. Visa has less of a global franchise than MasterCard.
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Mastercard Inc. (MA-N)
April 17, 2012
Don’t take any credit risk. You could buy Visa or MasterCard. They equally as good. Very well run companies. Their volumes have increased over the last little while. They are very good stories because of the secular tailwinds. More and more people are using debit and credit card. Visa has less of a global franchise than MasterCard.
DON'T BUY
DON'T BUY
February 8, 2012
Totally tied to consumer spending. Legislation in the states could crimp margins. Had a great run and certainly not a value stock.
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Mastercard Inc. (MA-N)
February 8, 2012
Totally tied to consumer spending. Legislation in the states could crimp margins. Had a great run and certainly not a value stock.
TOP PICK
TOP PICK
January 26, 2012
Very strong global brand. Expecting earnings momentum to continue. Has international expansion. Consumer continues to be very resilient. There is growth in debit and prepaid cards. Trading at about 18X forward earnings. Long-term growth is probably 17%-18%.
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Mastercard Inc. (MA-N)
January 26, 2012
Very strong global brand. Expecting earnings momentum to continue. Has international expansion. Consumer continues to be very resilient. There is growth in debit and prepaid cards. Trading at about 18X forward earnings. Long-term growth is probably 17%-18%.
PAST TOP PICK
PAST TOP PICK
September 22, 2011
(A Top Pick Sept 8/10. Up 82.62%.) Still cheap enough to Buy.
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Mastercard Inc. (MA-N)
September 22, 2011
(A Top Pick Sept 8/10. Up 82.62%.) Still cheap enough to Buy.
PAST TOP PICK
PAST TOP PICK
September 21, 2011
(A Top Pick Sept/10. Up 82.62%.)
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Mastercard Inc. (MA-N)
September 21, 2011
(A Top Pick Sept/10. Up 82.62%.)
PAST TOP PICK
PAST TOP PICK
September 13, 2011
(Top pick Sept. 27/10, Up 43.56%)
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Mastercard Inc. (MA-N)
September 13, 2011
(Top pick Sept. 27/10, Up 43.56%)
PAST TOP PICK
PAST TOP PICK
May 18, 2011
(Top Pick May 19/10, Up 39.30%) took profits and switched into Visa. He thinks it has a higher growth prospect than MA.
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(Top Pick May 19/10, Up 39.30%) took profits and switched into Visa. He thinks it has a higher growth prospect than MA.
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