150

Mastercard Inc. (MA-N)

ON STOCKCHASE SINCE Nov 2006

other services

MA
MA
MA

Mastercard Inc.
MA-N

40 watching

Join the Discussion

Expert Opinions
0 comments
Your Reaction

0 0 0 0 0

What the experts are saying about MA-N

Signal	Opinion	Expert
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. other services 0 0 0 0 0 0 comments	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. other services 0 0 0 0 0 0 comments Zachary Curry Chief Oper, Davis-Rea Ltd.... Price $142.240 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. other services 0 0 0 0 0 0 comments	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. other services 0 0 0 0 0 0 comments Zachary Curry Chief Oper, Davis-Rea Ltd.... Price $120.700 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. other services 0 0 0 0 0 0 comments	(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. other services 0 0 0 0 0 0 comments Cameron Hurst Chief Inve, Equium Capital Manag... Price $116.800 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. other services 0 0 0 0 0 0 comments	(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. other services 0 0 0 0 0 0 comments Bruce Murray CEO & Chie, The Murray Wealth Gr... Price $112.290 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. other services 0 0 0 0 0 0 comments	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. other services 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $111.470 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. other services 0 0 0 0 0 0 comments	(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. other services 0 0 0 0 0 0 comments Jason Del Vicar Portfolio , HollisWealth... Price $112.060 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. other services 0 0 0 0 0 0 comments	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. other services 0 0 0 0 0 0 comments Mike S. Newton, Director &, Scotia Wealth Manage... Price $110.570 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. other services 0 0 0 0 0 0 comments	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. other services 0 0 0 0 0 0 comments Gordon Reid President, GoodReid Investment ... Price $109.380 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.) other services 0 0 0 0 0 0 comments	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.) other services 0 0 0 0 0 0 comments Jason Del Vicar Portfolio , HollisWealth... Price $109.920 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. other services 0 0 0 0 0 0 comments	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. other services 0 0 0 0 0 0 comments Steve Belisle Senior Por, Manulife Asset Manag... Price $103.770 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. other services 0 0 0 0 0 0 comments	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. other services 0 0 0 0 0 0 comments Colin Stewart CEO & Port, JC Clark Investments... Price $100.180 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. other services 0 0 0 0 0 0 comments	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. other services 0 0 0 0 0 0 comments David Driscoll President , Liberty Internationa... Price $101.140 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. other services 0 0 0 0 0 0 comments	They understand all the different kinds of digital payment coming up. Growth outside of North America is in a big uptrend. other services 0 0 0 0 0 0 comments Hap (Robert) Sn Chief Port, Castlemoore Inc.... Price $104.960 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. other services 0 0 0 0 0 0 comments	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. other services 0 0 0 0 0 0 comments John Stephenson President , Stephenson & Company... Price $101.660 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. other services 0 0 0 0 0 0 comments	Owning this has been a good thing to do. The stock looks like it wants to work its way higher. other services 0 0 0 0 0 0 comments Rick Stuchberry Portfolio , Wellington-Altus Pri... Price $98.710 Owned Unknown

8+

JOIN THE DISCUSSION
8 comments in the last 7 days

Stockchase, in its reporting on what has been discussed by indviduals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : hello@stockchase.com.

© Stockchase Inc. & Wealthica Financial Technology Inc.