Mastercard Inc.

MA-N

NYSE:MA

324.98
0.67 (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.
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Analysis and Opinions about MA-N

Signal
Opinion
Expert
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.
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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.
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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.
TOP PICK
TOP PICK
March 11, 2009
The key thing is there is no credit risk. Really a processor of transactions. As we move from a cash society this will get more and more business.
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Mastercard Inc. (MA-N)
March 11, 2009
The key thing is there is no credit risk. Really a processor of transactions. As we move from a cash society this will get more and more business.
COMMENT
COMMENT
February 17, 2009
Stock has held up well and has started to build a base. There is a thought that this type of credit is starting to be used a bit more. Short term moving average was around $148. When it starts to improve, it should get above the short term moving average and then above the long-term.
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Mastercard Inc. (MA-N)
February 17, 2009
Stock has held up well and has started to build a base. There is a thought that this type of credit is starting to be used a bit more. Short term moving average was around $148. When it starts to improve, it should get above the short term moving average and then above the long-term.
TOP PICK
TOP PICK
December 19, 2008
Numbers are very, very impressive. Trading at about 14X earnings. Sticking to their 20% earnings growth target for 2009.
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Mastercard Inc. (MA-N)
December 19, 2008
Numbers are very, very impressive. Trading at about 14X earnings. Sticking to their 20% earnings growth target for 2009.
DON'T BUY
DON'T BUY
September 10, 2008
MasterCard (MA-N) and Visa (V-N) are phenomenal franchises and basically a global duopoly. Not tied to spending but transaction growth. PE multiple for both companies is somewhere in the mid-20s, which is very rich. On a 5-year time horizon, they will grow into that multiple. Would consider buying at a sub-20 PE.
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Mastercard Inc. (MA-N)
September 10, 2008
MasterCard (MA-N) and Visa (V-N) are phenomenal franchises and basically a global duopoly. Not tied to spending but transaction growth. PE multiple for both companies is somewhere in the mid-20s, which is very rich. On a 5-year time horizon, they will grow into that multiple. Would consider buying at a sub-20 PE.
DON'T BUY
DON'T BUY
August 6, 2008
Based on their last quarterly report, his model price is $113.27. This gives a -52% differential.
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Mastercard Inc. (MA-N)
August 6, 2008
Based on their last quarterly report, his model price is $113.27. This gives a -52% differential.
DON'T BUY
DON'T BUY
July 31, 2008
A darling of Wall Street since it became public. Their business did well when the economy was accelerating, Consumer is now under a lot of pressure and we are in the early innings on this consumers’ recession. Expect they will continue to miss numbers for quite a few quarters.
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A darling of Wall Street since it became public. Their business did well when the economy was accelerating, Consumer is now under a lot of pressure and we are in the early innings on this consumers’ recession. Expect they will continue to miss numbers for quite a few quarters.
PARTIAL SELL
PARTIAL SELL
May 13, 2008
Way overvalued. If you own and haven't taken profits yet, he would take at least half profits at this point.
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Way overvalued. If you own and haven't taken profits yet, he would take at least half profits at this point.
BUY WEAKNESS
BUY WEAKNESS
May 8, 2008
2 marquee stocks that he is watching right now are Visa (V-N) and MasterCard (MA-N). They have no credit risk. They are transactional-based businesses. The multiples in terms of earnings are a bit rich. Wait for a pullback. If you want global growth, MasterCard would be the better.
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2 marquee stocks that he is watching right now are Visa (V-N) and MasterCard (MA-N). They have no credit risk. They are transactional-based businesses. The multiples in terms of earnings are a bit rich. Wait for a pullback. If you want global growth, MasterCard would be the better.
BUY
BUY
May 7, 2008
A lot of buying by big money has been going into this company. A benefit they have is that they don't carry the possible default risk. Up nearly 6X of the original IPO price. Could pull back in the short term, but long-term it looks like a big winner. Mutual funds will continue to accumulate this stock. If you own, continue to Hold.
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A lot of buying by big money has been going into this company. A benefit they have is that they don't carry the possible default risk. Up nearly 6X of the original IPO price. Could pull back in the short term, but long-term it looks like a big winner. Mutual funds will continue to accumulate this stock. If you own, continue to Hold.
DON'T BUY
DON'T BUY
April 25, 2008
Pricing on this is quite high. Had a spectacular run. One of his big concerns is its ability to control fraud going forward. If fraud goes too high, there would be less use of credit cards.
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Mastercard Inc. (MA-N)
April 25, 2008
Pricing on this is quite high. Had a spectacular run. One of his big concerns is its ability to control fraud going forward. If fraud goes too high, there would be less use of credit cards.
TOP PICK
TOP PICK
November 16, 2007
Has only been on the stock market for about 1.5 years and ultimately, virtually every mutual fund in the US will have to have some position in it. Has been in a strong uptrend and recently merged from a range and held its ground near its high during the market correction. A sign of strength.
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Mastercard Inc. (MA-N)
November 16, 2007
Has only been on the stock market for about 1.5 years and ultimately, virtually every mutual fund in the US will have to have some position in it. Has been in a strong uptrend and recently merged from a range and held its ground near its high during the market correction. A sign of strength.
DON'T BUY
DON'T BUY
November 1, 2007
This company requires no capital to operate. It just collects royalty fees. Came out with huge earnings today. He had a model price of $175 prior to this. A year from now his model price is about $202. However, he does not have the positive earnings estimates that he needs for his calculations.
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Mastercard Inc. (MA-N)
November 1, 2007
This company requires no capital to operate. It just collects royalty fees. Came out with huge earnings today. He had a model price of $175 prior to this. A year from now his model price is about $202. However, he does not have the positive earnings estimates that he needs for his calculations.
BUY WEAKNESS
BUY WEAKNESS
December 12, 2006
As an overall investment is very good. Not necessarily cheap. Economy is not slowing down excessively and people continue to move in the direction of using plastic. Good long-term story. May be able to Buy cheaper.
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Mastercard Inc. (MA-N)
December 12, 2006
As an overall investment is very good. Not necessarily cheap. Economy is not slowing down excessively and people continue to move in the direction of using plastic. Good long-term story. May be able to Buy cheaper.
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