Mastercard Inc.

MA-N

NYSE:MA

340.95
5.11 (1.52%)
Mastercard Incorporated is an American multinational financial services corporation headquartered in the MasterCard International Global Headquarters, Purchase, New York, United States, in Westchester County.
More at Wikipedia

Analysis and Opinions about MA-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
March 17, 2014

Wonder performer. Also, you don’t have the credit risk of lending to people, you are the processing system and get your 3%-4% on everything that is done. Has been a marvellous formula for making loads of money. Appeared to be expensive when they became public, but have just gone from strength to strength. It is currently at all time highs. At some stage, the growth in the volume of transactions will start to taper off. In fact it is getting slower because people are starting to use things like smart phone, etc.

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Mastercard Inc. (MA-N)
March 17, 2014

Wonder performer. Also, you don’t have the credit risk of lending to people, you are the processing system and get your 3%-4% on everything that is done. Has been a marvellous formula for making loads of money. Appeared to be expensive when they became public, but have just gone from strength to strength. It is currently at all time highs. At some stage, the growth in the volume of transactions will start to taper off. In fact it is getting slower because people are starting to use things like smart phone, etc.

BUY WEAKNESS
BUY WEAKNESS
March 5, 2014

On her prospective buy list. Stock split a few months ago and it didn’t get down far enough in that mini correction in January. If it gets down low enough she may buy it. Visa is the same. Likes the sector.

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On her prospective buy list. Stock split a few months ago and it didn’t get down far enough in that mini correction in January. If it gets down low enough she may buy it. Visa is the same. Likes the sector.

BUY
BUY
February 21, 2014

Relative to Visa they have significantly more exposure outside of North America and even outside of Europe. This has spooked the market. He likes it, although these companies are expensive.

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Mastercard Inc. (MA-N)
February 21, 2014

Relative to Visa they have significantly more exposure outside of North America and even outside of Europe. This has spooked the market. He likes it, although these companies are expensive.

BUY
BUY
February 10, 2014

Likes this. Missed on the last earnings call but when you are looking for a diversified financial play that is a good play on global growth, this and Visa (V-N) fit the bill perfectly. There is a move away from paper money. Valuations are sort of high. A great, long-term growth story. (Prefers Visa (V-N)).

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Mastercard Inc. (MA-N)
February 10, 2014

Likes this. Missed on the last earnings call but when you are looking for a diversified financial play that is a good play on global growth, this and Visa (V-N) fit the bill perfectly. There is a move away from paper money. Valuations are sort of high. A great, long-term growth story. (Prefers Visa (V-N)).

WEAK BUY
WEAK BUY
February 6, 2014

Surprisingly well run. How could they grow that fast when people aren’t signing for MasterCard as fast as the stock has gone up? They increased their profit margin during this time. He can’t see them going up much higher. Revenue growth is 12% and they are growing a little faster than Visa.

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Mastercard Inc. (MA-N)
February 6, 2014

Surprisingly well run. How could they grow that fast when people aren’t signing for MasterCard as fast as the stock has gone up? They increased their profit margin during this time. He can’t see them going up much higher. Revenue growth is 12% and they are growing a little faster than Visa.

COMMENT
COMMENT
February 3, 2014

The breakdown we are seeing right now sides with the market. The last time it paused, it paused for a while. There was some trading around the $52 level and then further down about $42. We are much further above that. He can see some very tepid support at $67 and also at $60. If you don’t like the risk, he would not be investing a lot of money in this right now. Good quality stock. Looking a little scary right now.

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Mastercard Inc. (MA-N)
February 3, 2014

The breakdown we are seeing right now sides with the market. The last time it paused, it paused for a while. There was some trading around the $52 level and then further down about $42. We are much further above that. He can see some very tepid support at $67 and also at $60. If you don’t like the risk, he would not be investing a lot of money in this right now. Good quality stock. Looking a little scary right now.

HOLD
HOLD
January 14, 2014

This has probably been the best gainers since 2006. This is really in the 8th inning of its valuation. He sees a topping out. It is probably worth $940. Very expensive. Going to have a 10 for 1 stock split, which will be very positive. He is thinking about the impact of Bitcoin and you really have to watch companies like this and Visa (V-N). Bitcoin is about money transfer in terms of costs, so it would really impact their business.

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Mastercard Inc. (MA-N)
January 14, 2014

This has probably been the best gainers since 2006. This is really in the 8th inning of its valuation. He sees a topping out. It is probably worth $940. Very expensive. Going to have a 10 for 1 stock split, which will be very positive. He is thinking about the impact of Bitcoin and you really have to watch companies like this and Visa (V-N). Bitcoin is about money transfer in terms of costs, so it would really impact their business.

COMMENT
COMMENT
January 9, 2014

MasterCard (MA-N) or Visa (V-N)? Neither one of these is cheap. He keeps waiting for an entry point and keeps not getting one. Trading at 32X earnings, which is pretty expensive. Both of these companies have a tremendous moat around operations. So well entrenched around the world that it is very difficult to compete. Because of this, they do deserve a premium. In his view, Visa is probably the better one in terms of its line-up of banks that it is associated with and its penetration of world markets.

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Mastercard Inc. (MA-N)
January 9, 2014

MasterCard (MA-N) or Visa (V-N)? Neither one of these is cheap. He keeps waiting for an entry point and keeps not getting one. Trading at 32X earnings, which is pretty expensive. Both of these companies have a tremendous moat around operations. So well entrenched around the world that it is very difficult to compete. Because of this, they do deserve a premium. In his view, Visa is probably the better one in terms of its line-up of banks that it is associated with and its penetration of world markets.

COMMENT
COMMENT
January 3, 2014

Stock is splitting on a 10 for 1 basis this month. Is this a Buy? Often when stocks split, it gives an initial pop, but it doesn’t change the dynamics of the balance sheet or the company as a whole. The 1st support is around $760. If it gets below $750, there is a chance it could drop down to $650 level. MACD is really high right now but this doesn’t always manifest into a lower price. Doesn’t think you can go wrong with this name.

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Mastercard Inc. (MA-N)
January 3, 2014

Stock is splitting on a 10 for 1 basis this month. Is this a Buy? Often when stocks split, it gives an initial pop, but it doesn’t change the dynamics of the balance sheet or the company as a whole. The 1st support is around $760. If it gets below $750, there is a chance it could drop down to $650 level. MACD is really high right now but this doesn’t always manifest into a lower price. Doesn’t think you can go wrong with this name.

DON'T BUY
DON'T BUY
January 2, 2014

ROE is higher than on Visa or discovery. MasterCard is about 8 times book.

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Mastercard Inc. (MA-N)
January 2, 2014

ROE is higher than on Visa or discovery. MasterCard is about 8 times book.

Ross Healy

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Price
$834.140
Owned
Unknown
COMMENT
COMMENT
December 27, 2013

MasterCard (MC-N) or Visa (V-N) for a 3-5 year hold? These are toll booths and just get money when somebody uses their card. There are no credit risks or other issues. Both have great global growth going on. It’s a tough call as to which to buy. Visa is more international but this one has the opportunity to become more international so he thinks he would choose this company because of that.

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Mastercard Inc. (MA-N)
December 27, 2013

MasterCard (MC-N) or Visa (V-N) for a 3-5 year hold? These are toll booths and just get money when somebody uses their card. There are no credit risks or other issues. Both have great global growth going on. It’s a tough call as to which to buy. Visa is more international but this one has the opportunity to become more international so he thinks he would choose this company because of that.

BUY
BUY
December 12, 2013

It has a secular, long term theme away from cash to electronic payments. Generating wonderful returns for shareholders. They are almost a technology play. Follow it along with a stop loss.

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Mastercard Inc. (MA-N)
December 12, 2013

It has a secular, long term theme away from cash to electronic payments. Generating wonderful returns for shareholders. They are almost a technology play. Follow it along with a stop loss.

DON'T BUY
DON'T BUY
October 17, 2013

Credit cards are doing incredibly well. Prefers COF-N. MA is a world class name. Going forward he would prefer COF. PE is a lot cheaper.

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Mastercard Inc. (MA-N)
October 17, 2013

Credit cards are doing incredibly well. Prefers COF-N. MA is a world class name. Going forward he would prefer COF. PE is a lot cheaper.

PARTIAL BUY
PARTIAL BUY
August 8, 2013

In Australia retailers charge 1.5%-2% if you use a credit card, so there is some backlash coming down the pipe. This company is not taking advantage of what is going to be the future of people just paying off their cell phone. There could be some hiccups. Right now this company has a better valuation than Visa (V-N) but is awfully expensive. Trading at a very big multiple. If you are really interested, he would go with a half position and let it grow into a full position over time.

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Mastercard Inc. (MA-N)
August 8, 2013

In Australia retailers charge 1.5%-2% if you use a credit card, so there is some backlash coming down the pipe. This company is not taking advantage of what is going to be the future of people just paying off their cell phone. There could be some hiccups. Right now this company has a better valuation than Visa (V-N) but is awfully expensive. Trading at a very big multiple. If you are really interested, he would go with a half position and let it grow into a full position over time.

DON'T BUY
DON'T BUY
August 6, 2013

Visa (V-N) or MasterCard (MC-N) and what would be a true market value for Visa? Don’t look at the price of the stock, look at the valuation. Price doesn’t matter, it’s all about value. Feels both are priced to perfection. They are wonderful monopolies, with much more growth to happen, especially in emerging markets and he would buy them in a heartbeat if they fell 25%. At 20X earnings, you are paying way too much.

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Mastercard Inc. (MA-N)
August 6, 2013

Visa (V-N) or MasterCard (MC-N) and what would be a true market value for Visa? Don’t look at the price of the stock, look at the valuation. Price doesn’t matter, it’s all about value. Feels both are priced to perfection. They are wonderful monopolies, with much more growth to happen, especially in emerging markets and he would buy them in a heartbeat if they fell 25%. At 20X earnings, you are paying way too much.

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