Mastercard Inc.

MA-N

NYSE:MA

323.66
3.36 (1.05%)
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
BUY
BUY
October 8, 2019

You need to be in this space. He also owns a lot of Visa. But have pulled back recently due to momentum ETFs, and the markets shifted from momentum to value last month. The credit cards are in those ETFs. Visa and Mastercard has done very well for him, so now is a buying opportunity.

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Mastercard Inc. (MA-N)
October 8, 2019

You need to be in this space. He also owns a lot of Visa. But have pulled back recently due to momentum ETFs, and the markets shifted from momentum to value last month. The credit cards are in those ETFs. Visa and Mastercard has done very well for him, so now is a buying opportunity.

COMMENT
COMMENT
October 7, 2019
He will take profits on this; he's owned it for a long time. MA is a tech stock and seasonality is now into January. It's been consolidating lately, but he sees no breakdown. Not at all. You can take come profits during seasonality.
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Mastercard Inc. (MA-N)
October 7, 2019
He will take profits on this; he's owned it for a long time. MA is a tech stock and seasonality is now into January. It's been consolidating lately, but he sees no breakdown. Not at all. You can take come profits during seasonality.
WAIT
WAIT
October 3, 2019
Payment processors are a long-term hold. Have become the market darlings. Rolled over in September with the rest. Tremendously overbought. A mean reversion to the 200-day moving average would be a better time to pick it up, probably over the next few weeks. September to February is the optimal time to hold.
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Mastercard Inc. (MA-N)
October 3, 2019
Payment processors are a long-term hold. Have become the market darlings. Rolled over in September with the rest. Tremendously overbought. A mean reversion to the 200-day moving average would be a better time to pick it up, probably over the next few weeks. September to February is the optimal time to hold.
Jon Vialoux

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Price
$268.290
Owned
Unknown
STRONG BUY
STRONG BUY
September 23, 2019

You can buy this and crawl into a cave for 10 years then become wealthy. They have very high ROE. A tremendous moat around their business. It's really MA and Visa. Europe and developing countries invite a huge runway for growth.

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Mastercard Inc. (MA-N)
September 23, 2019

You can buy this and crawl into a cave for 10 years then become wealthy. They have very high ROE. A tremendous moat around their business. It's really MA and Visa. Europe and developing countries invite a huge runway for growth.

DON'T BUY
DON'T BUY
September 18, 2019

6 month outlook? His work suggests these are at extremely high valuations. MA-N has 60% downside risk according to his models, trading at 40 times book value. He would stay away from both V-N and MA-N.

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

6 month outlook? His work suggests these are at extremely high valuations. MA-N has 60% downside risk according to his models, trading at 40 times book value. He would stay away from both V-N and MA-N.

BUY
BUY
September 12, 2019
The trend is up and to the right. It broke against the 200 S&P and was falling more than the S&P. Until we break $262 there are no worries. You could buy today. This is a good spot to pick it up.
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Mastercard Inc. (MA-N)
September 12, 2019
The trend is up and to the right. It broke against the 200 S&P and was falling more than the S&P. Until we break $262 there are no worries. You could buy today. This is a good spot to pick it up.
BUY WEAKNESS
BUY WEAKNESS
September 11, 2019
Right above the 100-day moving average. Part of the selloff into value. When you see these dips, it's a great time to buy. 17% growth rate. A tollbooth type of company.
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Mastercard Inc. (MA-N)
September 11, 2019
Right above the 100-day moving average. Part of the selloff into value. When you see these dips, it's a great time to buy. 17% growth rate. A tollbooth type of company.
Stan Wong

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Price
$269.950
Owned
Unknown
HOLD
HOLD
September 10, 2019

He owns Visa, with a chart similar to MA. For MA it's been too easy for too long. It's low-vol, offers growth, boasts a wide moat, BUT there's beneath the surface investors will question valuations of the credit card companies. So, they might come down a little. But you're fine holding this for 25 years.

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Mastercard Inc. (MA-N)
September 10, 2019

He owns Visa, with a chart similar to MA. For MA it's been too easy for too long. It's low-vol, offers growth, boasts a wide moat, BUT there's beneath the surface investors will question valuations of the credit card companies. So, they might come down a little. But you're fine holding this for 25 years.

COMMENT
COMMENT
September 3, 2019

MA vs. Visa He owns neither, though they have performed incredibly well. Don't buy them now in this part of the cycle. He likes American Express for its much-lower valuation, and have performed well, too, but buy that only on a big pullback.

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Mastercard Inc. (MA-N)
September 3, 2019

MA vs. Visa He owns neither, though they have performed incredibly well. Don't buy them now in this part of the cycle. He likes American Express for its much-lower valuation, and have performed well, too, but buy that only on a big pullback.

BUY WEAKNESS
BUY WEAKNESS
August 19, 2019
vs. Visa Pretty similar charts. MA is a big holding of his, and it recently hit an all-time high. Reduce at $267 and exit at $241. Short-term resistance at $283. This could be $300-400 next year. Buy the dips.
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Mastercard Inc. (MA-N)
August 19, 2019
vs. Visa Pretty similar charts. MA is a big holding of his, and it recently hit an all-time high. Reduce at $267 and exit at $241. Short-term resistance at $283. This could be $300-400 next year. Buy the dips.
BUY
BUY
July 30, 2019

He owns Mastercard instead. As the world grows, electronic transactions will continue to grow. His investment has more than doubled since 2018. He would hold your nose and buy either Visa or Mastercard. The fundamentals are great, but recognize it is quite expensive here. The key is to know when to sell and take profit.

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He owns Mastercard instead. As the world grows, electronic transactions will continue to grow. His investment has more than doubled since 2018. He would hold your nose and buy either Visa or Mastercard. The fundamentals are great, but recognize it is quite expensive here. The key is to know when to sell and take profit.

WAIT
WAIT
July 11, 2019

MA vs. V vs. AXP. Wouldn't touch Visa or Mastercard, because they're extremely expensive, unless they have a 50% pullback. But AXP is a whole lot cheaper on price to book. It's the only one with visible upside. But it's bang up against technical resistance at 3.5x book. Hasn't been able to get any further. Visa and Mastercard are a lot more profitable than AXP. AXP has more limited downside.

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MA vs. V vs. AXP. Wouldn't touch Visa or Mastercard, because they're extremely expensive, unless they have a 50% pullback. But AXP is a whole lot cheaper on price to book. It's the only one with visible upside. But it's bang up against technical resistance at 3.5x book. Hasn't been able to get any further. Visa and Mastercard are a lot more profitable than AXP. AXP has more limited downside.

Ross Healy

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Price
$278.320
Owned
Unknown
BUY
BUY
June 21, 2019

AmEx, Visa or Mastercard? They're all great. Visa and MC are pure-play payment processors vs. AmEx which is also the issuing bank. They play on electronic payments with people buying more and more online, but V and MC reaches a wider breadth of customers/users. AmEx still focuses on richer people. V and MC will always have a higher multiple because they're viewed as tech companies. They're all great holds for 5-10 years.

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AmEx, Visa or Mastercard? They're all great. Visa and MC are pure-play payment processors vs. AmEx which is also the issuing bank. They play on electronic payments with people buying more and more online, but V and MC reaches a wider breadth of customers/users. AmEx still focuses on richer people. V and MC will always have a higher multiple because they're viewed as tech companies. They're all great holds for 5-10 years.

John Kim

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Price
$264.470
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
June 20, 2019
It sold off a few days ago but it came back. It is overbought. It has been overbought for a while. The trend is good.
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It sold off a few days ago but it came back. It is overbought. It has been overbought for a while. The trend is good.
BUY
BUY
May 27, 2019
He owns both V-N and MA-N. He prefers MA-N a little because it is more exposed to international travel and it's more exposed to credit as opposed to debit cards. They are more future proof because of investments in alternative payment systems. He thinks a recession will not affect their business materially because of growth in electronic payments. But the equity will probably go down in a bear market. He does not predict a recession in the next 12 months.
Show full opinionHide full opinion
He owns both V-N and MA-N. He prefers MA-N a little because it is more exposed to international travel and it's more exposed to credit as opposed to debit cards. They are more future proof because of investments in alternative payment systems. He thinks a recession will not affect their business materially because of growth in electronic payments. But the equity will probably go down in a bear market. He does not predict a recession in the next 12 months.
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