Mastercard Inc.

MA-N

NYSE:MA

300.15
0.64 (0.21%)
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

Analysis and Opinions about MA-N

Signal
Opinion
Expert
BUY
BUY
September 15, 2010
Credit card companies have been extremely weak recently primarily due to US regulatory changes regarding fees. This one gives you more emerging market non-US growth profile. Will be buying back shares.
Show full opinionHide full opinion
Mastercard Inc. (MA-N)
September 15, 2010
Credit card companies have been extremely weak recently primarily due to US regulatory changes regarding fees. This one gives you more emerging market non-US growth profile. Will be buying back shares.
TOP PICK
TOP PICK
September 8, 2010
Were concerns about FinReg and fees that car companies were going to be able to charge so it sold off and hasn't recovered since. Trading at 14.5-15 times earnings. Still lots of global growth for this company.
Show full opinionHide full opinion
Mastercard Inc. (MA-N)
September 8, 2010
Were concerns about FinReg and fees that car companies were going to be able to charge so it sold off and hasn't recovered since. Trading at 14.5-15 times earnings. Still lots of global growth for this company.
BUY
BUY
July 14, 2010
Would buy over Visa (V-N) although both are good companies. Both came down in price because of the Financial Regulation bill that is now in front of Congress that creates questions on interchange fees. Thinks this has been over done.
Show full opinionHide full opinion
Would buy over Visa (V-N) although both are good companies. Both came down in price because of the Financial Regulation bill that is now in front of Congress that creates questions on interchange fees. Thinks this has been over done.
BUY
BUY
June 23, 2010
Came down pretty hard in the last month or so on rumours of changes to interchange fees that are charged. Regulations have since been softened up. Trades at a very reasonable multiple. Prefers over Visa (V-N). A hair less growth but better valuation by 2 points.
Show full opinionHide full opinion
Came down pretty hard in the last month or so on rumours of changes to interchange fees that are charged. Regulations have since been softened up. Trades at a very reasonable multiple. Prefers over Visa (V-N). A hair less growth but better valuation by 2 points.
BUY
BUY
June 16, 2010
Trades at about 14X next year's earnings. New US financial regulation bill could possibly lead to lower use of credit/debit cards. Street reaction has been a little strong. Has less exposure to the debit card than Visa (V-N).
Show full opinionHide full opinion
Trades at about 14X next year's earnings. New US financial regulation bill could possibly lead to lower use of credit/debit cards. Street reaction has been a little strong. Has less exposure to the debit card than Visa (V-N).
TOP PICK
TOP PICK
May 19, 2010
Stock dropped because of concerns on proposed changes on debit card fees. This was more perception than reality because they don't participate in the debit card fee itself.
Show full opinionHide full opinion
Stock dropped because of concerns on proposed changes on debit card fees. This was more perception than reality because they don't participate in the debit card fee itself.
COMMENT
COMMENT
May 3, 2010
MasterCard (MC-N) or Visa (V-N)? Both companies are well run. The risk would be the credit situation in the US and it might spill over with the new European crisis. When the stocks hit their lows in 2008-2009 that was a great buying opportunity. They have both been on a fantastic run and not sure you'll make much money buying at its current level.
Show full opinionHide full opinion
MasterCard (MC-N) or Visa (V-N)? Both companies are well run. The risk would be the credit situation in the US and it might spill over with the new European crisis. When the stocks hit their lows in 2008-2009 that was a great buying opportunity. They have both been on a fantastic run and not sure you'll make much money buying at its current level.
PAST TOP PICK
PAST TOP PICK
March 10, 2010
(A Top Pick March 11/09. Up 69.1% excluding dividends.) Competes very well against Visa (V-N), its major competitor.
Show full opinionHide full opinion
Mastercard Inc. (MA-N)
March 10, 2010
(A Top Pick March 11/09. Up 69.1% excluding dividends.) Competes very well against Visa (V-N), its major competitor.
PAST TOP PICK
PAST TOP PICK
February 17, 2010
(Top Pick Mar 11/09, Up 52.87%) Not as cheap as it was, but still good value.
Show full opinionHide full opinion
Mastercard Inc. (MA-N)
February 17, 2010
(Top Pick Mar 11/09, Up 52.87%) Not as cheap as it was, but still good value.
BUY
BUY
February 4, 2010
Very good moneymaking machine. Riding along the 50-day moving average and not falling below it. You could also look at Capital One Financial (COF-N) or American Express (AXP-N).
Show full opinionHide full opinion
Mastercard Inc. (MA-N)
February 4, 2010
Very good moneymaking machine. Riding along the 50-day moving average and not falling below it. You could also look at Capital One Financial (COF-N) or American Express (AXP-N).
PAST TOP PICK
PAST TOP PICK
December 9, 2009
(A Top Pick Dec 19/08. Up 58.2% excluding dividends.) Multiple has gone up to 18 X earnings so it's approaching a level where he is starting to get cautious.
Show full opinionHide full opinion
Mastercard Inc. (MA-N)
December 9, 2009
(A Top Pick Dec 19/08. Up 58.2% excluding dividends.) Multiple has gone up to 18 X earnings so it's approaching a level where he is starting to get cautious.
DON'T BUY
DON'T BUY
August 19, 2009
A little bit overvalued. Not a compelling opportunity.
Show full opinionHide full opinion
Mastercard Inc. (MA-N)
August 19, 2009
A little bit overvalued. Not a compelling opportunity.
DON'T BUY
DON'T BUY
August 12, 2009
Trading at 18X forward earnings and 40X price to cash flow. He would prefer about 12X forward earnings.
Show full opinionHide full opinion
Mastercard Inc. (MA-N)
August 12, 2009
Trading at 18X forward earnings and 40X price to cash flow. He would prefer about 12X forward earnings.
DON'T BUY
DON'T BUY
June 8, 2009
Visa (V-N) and MasterCard (MA-N) make money on fees they charge merchants. (Also have debit cards in Europe and US but not in Canada.) Transaction oriented companies, so if you think retail sales are going to pick up then you will want to own but if the consumer is tapped out and trying to get out of debt (which he thinks) then you don't want to be there right now. His preference would be towards Visa because of its stronger international name.
Show full opinionHide full opinion
Visa (V-N) and MasterCard (MA-N) make money on fees they charge merchants. (Also have debit cards in Europe and US but not in Canada.) Transaction oriented companies, so if you think retail sales are going to pick up then you will want to own but if the consumer is tapped out and trying to get out of debt (which he thinks) then you don't want to be there right now. His preference would be towards Visa because of its stronger international name.
BUY
BUY
June 5, 2009
Between Visa (V-N) and MasterCard (MA-N), MasterCard is the cheaper of the stocks from a valuation standpoint. Both of these companies are in the right spot. There will be a huge increase in the use of debit cards and both companies have a huge position in this area.
Show full opinionHide full opinion
Between Visa (V-N) and MasterCard (MA-N), MasterCard is the cheaper of the stocks from a valuation standpoint. Both of these companies are in the right spot. There will be a huge increase in the use of debit cards and both companies have a huge position in this area.
Showing 166 to 180 of 195 entries