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
WEAK BUY
WEAK BUY
October 16, 2017

When the consumer is at risk, such as in an economic slowdown, it is this one that underperforms. When the economy performs well and credit is building it does well. He is cautious right now. He thinks it is extended and is late cycle. This is a payment processor and not a lender. Non-payment risk goes to the underlying financial institutions.

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Mastercard Inc. (MA-N)
October 16, 2017

When the consumer is at risk, such as in an economic slowdown, it is this one that underperforms. When the economy performs well and credit is building it does well. He is cautious right now. He thinks it is extended and is late cycle. This is a payment processor and not a lender. Non-payment risk goes to the underlying financial institutions.

COMMENT
COMMENT
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.

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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.

COMMENT
COMMENT
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.

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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.

PAST TOP PICK
PAST TOP PICK
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.

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(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.

PAST TOP PICK
PAST TOP PICK
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.

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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.

COMMENT
COMMENT
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.

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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.

PAST TOP PICK
PAST TOP PICK
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.

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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.

HOLD
HOLD
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.

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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.

COMMENT
COMMENT
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.

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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.

TOP PICK
TOP PICK
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.)

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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.)

BUY
BUY
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.

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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.

BUY WEAKNESS
BUY WEAKNESS
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.

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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.

HOLD
HOLD
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.

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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.

TOP PICK
TOP PICK
October 28, 2016

They understand all the different kinds of digital payment coming up. Growth outside of North America is in a big uptrend.

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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.

BUY
BUY
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.

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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.

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