Mastercard Inc.

MA-N

NYSE:MA

334.44
0.47 (0.14%)
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
PAST TOP PICK
PAST TOP PICK
November 21, 2019
(A Top Pick Dec 06/18, Up 41%) Continues to like it. Slightly more cyclical. 17% growth rate. A toll booth whether credit, debit, or mobile. Long runway. 16 consecutive quarters of positive earnings surprises. Long term shift from cash to digital.
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Mastercard Inc. (MA-N)
November 21, 2019
(A Top Pick Dec 06/18, Up 41%) Continues to like it. Slightly more cyclical. 17% growth rate. A toll booth whether credit, debit, or mobile. Long runway. 16 consecutive quarters of positive earnings surprises. Long term shift from cash to digital.
PAST TOP PICK
PAST TOP PICK
November 20, 2019
(A Top Pick Feb 07/19, Up 35%) There is great multi-year secular growth coming still. He will continue to hold.
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Mastercard Inc. (MA-N)
November 20, 2019
(A Top Pick Feb 07/19, Up 35%) There is great multi-year secular growth coming still. He will continue to hold.
STRONG BUY
STRONG BUY
November 19, 2019
This and Visa look the same. It's had a great run and will continue to run up. Buy and never sell.
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Mastercard Inc. (MA-N)
November 19, 2019
This and Visa look the same. It's had a great run and will continue to run up. Buy and never sell.
BUY
BUY
November 18, 2019
$250-300 is its current range. If it breaks out, the next target is $350. He sees a "rising wedge" with a pullback to $270 then ultimately rising to $350 in the coming year or two.
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Mastercard Inc. (MA-N)
November 18, 2019
$250-300 is its current range. If it breaks out, the next target is $350. He sees a "rising wedge" with a pullback to $270 then ultimately rising to $350 in the coming year or two.
BUY
BUY
October 30, 2019

MA vs V? He has owned both MA and V and right now he holds Visa -- it simply trades at a cheaper multiple at the moment. It can't go wrong with either. You could buy either, but he slightly favours V.

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Mastercard Inc. (MA-N)
October 30, 2019

MA vs V? He has owned both MA and V and right now he holds Visa -- it simply trades at a cheaper multiple at the moment. It can't go wrong with either. You could buy either, but he slightly favours V.

PAST TOP PICK
PAST TOP PICK
October 24, 2019
(A Top Pick Nov 07/18, Up 30%) Secular shift from cash to digital. Long-term shift. Not cheap, but not extremely expensive either. Toll booth business. Risk is downturn in global economy. Underweight if you think economy is slowing.
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Mastercard Inc. (MA-N)
October 24, 2019
(A Top Pick Nov 07/18, Up 30%) Secular shift from cash to digital. Long-term shift. Not cheap, but not extremely expensive either. Toll booth business. Risk is downturn in global economy. Underweight if you think economy is slowing.
HOLD
HOLD
October 18, 2019

He owns MA-N, rather than V-N. The chart on V-N looks very supportive as does the chart for MA-N. Don't overthink it, keep holding and buy on any dips.

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

He owns MA-N, rather than V-N. The chart on V-N looks very supportive as does the chart for MA-N. Don't overthink it, keep holding and buy on any dips.

TOP PICK
TOP PICK
October 8, 2019

He prefers it to Visa, though both are fine. MA boasts more growth. Both dominate payments. Despite new, smart e-payment companies, customers still need a card like MA--cards won't go away soon. For MA, he forecasts 10-12% annual revenue growth for the next 2-3 years and strong free cash flow, growing earnings at 30x 2020's revenues. Chip away at this when you can, because this doesn't pullback much. (Analysts’ price target is $309.22)

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

He prefers it to Visa, though both are fine. MA boasts more growth. Both dominate payments. Despite new, smart e-payment companies, customers still need a card like MA--cards won't go away soon. For MA, he forecasts 10-12% annual revenue growth for the next 2-3 years and strong free cash flow, growing earnings at 30x 2020's revenues. Chip away at this when you can, because this doesn't pullback much. (Analysts’ price target is $309.22)

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.
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.
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