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
May 17, 2019
Visa and Mastercard or Amazon They are two of the world's best companies, and you can own either. Amazon's growth is phenomenal AND their gross margins is increasing. He's about to buy it. There's tremendous growth for 3-5 years coming.
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Visa and Mastercard or Amazon They are two of the world's best companies, and you can own either. Amazon's growth is phenomenal AND their gross margins is increasing. He's about to buy it. There's tremendous growth for 3-5 years coming.
BUY
BUY
March 13, 2019
Visa vs. Mastercard He's owned both for 10 years. Now, Visa is slightly cheaper, but neither are cheap. 24x earnings for both. But growth is also high in the high-teens. PEG ratio is 1.3 for both. You can't go wrong with either.
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Mastercard Inc. (MA-N)
March 13, 2019
Visa vs. Mastercard He's owned both for 10 years. Now, Visa is slightly cheaper, but neither are cheap. 24x earnings for both. But growth is also high in the high-teens. PEG ratio is 1.3 for both. You can't go wrong with either.
BUY
BUY
March 12, 2019
Visa vs. Mastercard She likes this space. They're both into e-commerce where there is a lot of growth to come. Visa bought Visa Europe a year ago and are Integrating it which will make Visa more international than Mastercard. These companies aren't trying to gain market share from each other; they're both growing from cash/cheque to online payments.
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Mastercard Inc. (MA-N)
March 12, 2019
Visa vs. Mastercard She likes this space. They're both into e-commerce where there is a lot of growth to come. Visa bought Visa Europe a year ago and are Integrating it which will make Visa more international than Mastercard. These companies aren't trying to gain market share from each other; they're both growing from cash/cheque to online payments.
HOLD
HOLD
February 22, 2019
It's been on fire. His rule is not to own more than 5% of a single stock in his portfolio, so he recently trimmed back to 5%. It's reaching its old high and slightly overbought, probably due for a pullback. You can take profits, but otherwise hold.
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Mastercard Inc. (MA-N)
February 22, 2019
It's been on fire. His rule is not to own more than 5% of a single stock in his portfolio, so he recently trimmed back to 5%. It's reaching its old high and slightly overbought, probably due for a pullback. You can take profits, but otherwise hold.
TOP PICK
TOP PICK
February 7, 2019
It is a secular theme that goes beyond the business cycle. They are more focused on emerging markets, where the industry is growing faster than domestically. It does not matter if the business cycle slows down or not. (Analysts’ price target is $235.70)
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Mastercard Inc. (MA-N)
February 7, 2019
It is a secular theme that goes beyond the business cycle. They are more focused on emerging markets, where the industry is growing faster than domestically. It does not matter if the business cycle slows down or not. (Analysts’ price target is $235.70)
COMMENT
COMMENT
February 6, 2019
Visa vs. Mastercard He loves this sector. Both are fine companies. They don't take credit risk (the associated banks do). Instead, they do payment transactions, and here Visa (1.9 trillion) dwarfs its competitors combined. Visa also has a bigger debit card business and are more international oriented than Mastercard; Visa has now absorbed Visa Europe, which used to be a different company. Europeans use cash more than credit, so there's great opportunity here.
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Mastercard Inc. (MA-N)
February 6, 2019
Visa vs. Mastercard He loves this sector. Both are fine companies. They don't take credit risk (the associated banks do). Instead, they do payment transactions, and here Visa (1.9 trillion) dwarfs its competitors combined. Visa also has a bigger debit card business and are more international oriented than Mastercard; Visa has now absorbed Visa Europe, which used to be a different company. Europeans use cash more than credit, so there's great opportunity here.
WATCH
WATCH
January 7, 2019
Trades in tandem with Visa. Looking at it, because they'd like exposure to emerging markets and MA is better positioned for this. Not cheap, but right now it's on sale. Rare to get a great company on sale.
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Mastercard Inc. (MA-N)
January 7, 2019
Trades in tandem with Visa. Looking at it, because they'd like exposure to emerging markets and MA is better positioned for this. Not cheap, but right now it's on sale. Rare to get a great company on sale.
DON'T BUY
DON'T BUY
January 3, 2019
Still has between 30 and 40% downside risk. Under no circumstance touch it. Same with Visa (V-N). Two companies that rode the momentum on the upside. Now they are coming down the other side. Valuation got too rich.
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Mastercard Inc. (MA-N)
January 3, 2019
Still has between 30 and 40% downside risk. Under no circumstance touch it. Same with Visa (V-N). Two companies that rode the momentum on the upside. Now they are coming down the other side. Valuation got too rich.
COMMENT
COMMENT
December 13, 2018
There is still lots of room for penetration in the credit card space in terms of the consumer not using cash but using plastic. You have to look at it long term. He feels there is still more upside. It's up 30% this year. V-N has a larger market share and has not had the same year as MA-T. You could say you are buying V-N at a slightly less rich a valuation. You will do fine on both long term. He does not own V-N because the dividend is less than 1%.
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Mastercard Inc. (MA-N)
December 13, 2018
There is still lots of room for penetration in the credit card space in terms of the consumer not using cash but using plastic. You have to look at it long term. He feels there is still more upside. It's up 30% this year. V-N has a larger market share and has not had the same year as MA-T. You could say you are buying V-N at a slightly less rich a valuation. You will do fine on both long term. He does not own V-N because the dividend is less than 1%.
TOP PICK
TOP PICK
December 6, 2018
Global secular trend over the next 10 - 20 years. Use of digital currency and electronic payments will continue to expand. The growth in E-commerce is undeniable. Last Tuesday they announced a $6 billion share buy back and boosted the dividend by 32%. Forward P/E is 27 with 29% growth. Good growth company. (Analysts’ price target is $233.14)
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Mastercard Inc. (MA-N)
December 6, 2018
Global secular trend over the next 10 - 20 years. Use of digital currency and electronic payments will continue to expand. The growth in E-commerce is undeniable. Last Tuesday they announced a $6 billion share buy back and boosted the dividend by 32%. Forward P/E is 27 with 29% growth. Good growth company. (Analysts’ price target is $233.14)
BUY
BUY
November 14, 2018
Visa vs. Mastercard He owns Mastercard which has done better than Visa. But both companies are great. Pick one. But you're paying for the growth rate (they are expensive). Trading at 31x earnings. Be careful of sudden drops in stock price.
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Mastercard Inc. (MA-N)
November 14, 2018
Visa vs. Mastercard He owns Mastercard which has done better than Visa. But both companies are great. Pick one. But you're paying for the growth rate (they are expensive). Trading at 31x earnings. Be careful of sudden drops in stock price.
TOP PICK
TOP PICK
November 7, 2018
Bought it during the recent dip. They have 800 million cards around the world. Last year, they authorized a $4-billion share buyback. Boast 13 straight quarterly earnings surprises, high ROE and low leverage. (Analysts’ price target is $232.28)
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Mastercard Inc. (MA-N)
November 7, 2018
Bought it during the recent dip. They have 800 million cards around the world. Last year, they authorized a $4-billion share buyback. Boast 13 straight quarterly earnings surprises, high ROE and low leverage. (Analysts’ price target is $232.28)
DON'T BUY
DON'T BUY
November 2, 2018

Visa vs. Mastercard? MC is sluggish in Europe. Visa is making deals in India, which MC doen't like. MC has a long relationship with PayPal. MC's earnings are up $1.70, but mostly due to tax cuts. Do half a position. If it doubles, don't buy more. Managing your cash is the most improtant think. He likes both stocks, but not these prices.

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Mastercard Inc. (MA-N)
November 2, 2018

Visa vs. Mastercard? MC is sluggish in Europe. Visa is making deals in India, which MC doen't like. MC has a long relationship with PayPal. MC's earnings are up $1.70, but mostly due to tax cuts. Do half a position. If it doubles, don't buy more. Managing your cash is the most improtant think. He likes both stocks, but not these prices.

COMMENT
COMMENT
October 29, 2018

How to play Mastercard and Visa in ETFs? They're heavyweights in the tech ETFs; XLK-Q (Visa is large in this) if you want liquidity. Also look at IGM-N.

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Mastercard Inc. (MA-N)
October 29, 2018

How to play Mastercard and Visa in ETFs? They're heavyweights in the tech ETFs; XLK-Q (Visa is large in this) if you want liquidity. Also look at IGM-N.

BUY
BUY
October 10, 2018

She likes this space--it's a play on e-commerce and in countries where cash and cheque dominate payments. Credit cards will continue to grow. She owns Visa, though MA has done better lately. Nothing wrong with buying either in this pullback. They were getting pricey vs. a few weeks ago. She prefers Visa because they brought in Visa Europe last year which will raise their international presence and introduce new products and grow the company.

Show full opinionHide full opinion
Mastercard Inc. (MA-N)
October 10, 2018

She likes this space--it's a play on e-commerce and in countries where cash and cheque dominate payments. Credit cards will continue to grow. She owns Visa, though MA has done better lately. Nothing wrong with buying either in this pullback. They were getting pricey vs. a few weeks ago. She prefers Visa because they brought in Visa Europe last year which will raise their international presence and introduce new products and grow the company.

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