Mastercard Inc.

MA-N

NYSE:MA

335.26
4.17 (1.23%)
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
April 9, 2015

(A Top Pick April 9/14. Up 21.88%.) Long-term, the secular trend is from cash and cheques to electronic payments. Reasonably valued at 24X forward earnings with a growth rate of 15%-20%. PEG ratio is 1.4 to 1.5.

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(A Top Pick April 9/14. Up 21.88%.) Long-term, the secular trend is from cash and cheques to electronic payments. Reasonably valued at 24X forward earnings with a growth rate of 15%-20%. PEG ratio is 1.4 to 1.5.

COMMENT
COMMENT
January 19, 2015

Visa (V-N) or MasterCard (MA-N)? A great sector, but both companies are fairly expensive and priced to perfection, this one a little bit more so. It really depends on the changing way that people pay for things. A complete shift away from a cash society. Regardless of how people pay, security will be a pretty determining feature. He would focus on Visa because it has a larger established base, but being priced to perfection is a problem.

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Mastercard Inc. (MA-N)
January 19, 2015

Visa (V-N) or MasterCard (MA-N)? A great sector, but both companies are fairly expensive and priced to perfection, this one a little bit more so. It really depends on the changing way that people pay for things. A complete shift away from a cash society. Regardless of how people pay, security will be a pretty determining feature. He would focus on Visa because it has a larger established base, but being priced to perfection is a problem.

DON'T BUY
DON'T BUY
September 30, 2014

When there was turmoil in the credit card environment he switched to V-N. They have greater exposure to the debit card business. MA-N is 3 or 4 multiple points more expensive than V-N. It is more international and that is tougher in terms of economic activity.

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Mastercard Inc. (MA-N)
September 30, 2014

When there was turmoil in the credit card environment he switched to V-N. They have greater exposure to the debit card business. MA-N is 3 or 4 multiple points more expensive than V-N. It is more international and that is tougher in terms of economic activity.

COMMENT
COMMENT
August 14, 2014

MasterCard or American Express for a long-term hold? This one is more like a tollbooth. When people use their card, they get a payment. They don’t have any liabilities for payment. If he was pushed, he would say that this is probably the better of the two.

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

MasterCard or American Express for a long-term hold? This one is more like a tollbooth. When people use their card, they get a payment. They don’t have any liabilities for payment. If he was pushed, he would say that this is probably the better of the two.

SELL
SELL
June 26, 2014

He owns Visa. MA-N does not have as big a debit card business as V-N. Visa has a greater growth prospect because of their exposure to debit cards. He would switch out of MA-N.

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He owns Visa. MA-N does not have as big a debit card business as V-N. Visa has a greater growth prospect because of their exposure to debit cards. He would switch out of MA-N.

BUY
BUY
June 24, 2014

He is not sure there is any problem. Perhaps profit taking. Thinks they are on the ball with mobile payment systems. This stock will continue to do well. 15% growth rate. It is not expensive. A world class name.

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He is not sure there is any problem. Perhaps profit taking. Thinks they are on the ball with mobile payment systems. This stock will continue to do well. 15% growth rate. It is not expensive. A world class name.

DON'T BUY
DON'T BUY
June 11, 2014

Investors have discounted the risk that other forms of payment, particularly mobile payment, could potentially pose for credit card stocks over the long-term. This typically trades at over 20X earnings, which is a bit rich. As an alternative, consider American Express (AXP-N), which is going down market a little, and picking up business from both MasterCard and Visa (V-N). You get a bit of a recurring revenue stream in that AMEX has a traditional bank attached to it as well.

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Investors have discounted the risk that other forms of payment, particularly mobile payment, could potentially pose for credit card stocks over the long-term. This typically trades at over 20X earnings, which is a bit rich. As an alternative, consider American Express (AXP-N), which is going down market a little, and picking up business from both MasterCard and Visa (V-N). You get a bit of a recurring revenue stream in that AMEX has a traditional bank attached to it as well.

BUY
BUY
April 30, 2014

Switched to Visa (V-N) about 4 years ago when there was a proposed charge on debit card fees to merchants. Because Visa’s business was much more highly skewed to debit cards, it got hurt badly and lost its premium to MasterCard for a period of time, which he thought was a wonderful time to switch over. He would definitely use this weakness as an entry point.

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Mastercard Inc. (MA-N)
April 30, 2014

Switched to Visa (V-N) about 4 years ago when there was a proposed charge on debit card fees to merchants. Because Visa’s business was much more highly skewed to debit cards, it got hurt badly and lost its premium to MasterCard for a period of time, which he thought was a wonderful time to switch over. He would definitely use this weakness as an entry point.

BUY
BUY
April 29, 2014

It’s a great story. It is a toll bridge that doesn’t take on any credit risk. There is lots of growth. The risk is the fact that people are moving to other payment technologies, especially in other parts of the world. Paypal is one of them. It is not as global as VISA so there is room to grow the franchise there.

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Mastercard Inc. (MA-N)
April 29, 2014

It’s a great story. It is a toll bridge that doesn’t take on any credit risk. There is lots of growth. The risk is the fact that people are moving to other payment technologies, especially in other parts of the world. Paypal is one of them. It is not as global as VISA so there is room to grow the franchise there.

BUY
BUY
April 24, 2014

They outperformed Visa in the last year by quite a bit. It is a proxy for the relative strength of the US consumer. Does not have balance sheet risk. Thinks they will continue to grow. Good story long term.

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Mastercard Inc. (MA-N)
April 24, 2014

They outperformed Visa in the last year by quite a bit. It is a proxy for the relative strength of the US consumer. Does not have balance sheet risk. Thinks they will continue to grow. Good story long term.

DON'T BUY
DON'T BUY
April 15, 2014

It is one of those stocks that is always expensive. Such a good company with a good infrastructure. They get their margin expanding as they put more and more people through the network. It is just a matter of how much you want to pay for it. With the uncertainty coming back into the market, you got a pullback, but it is not the type of company she is looking for. You probably won’t get hurt, however.

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Mastercard Inc. (MA-N)
April 15, 2014

It is one of those stocks that is always expensive. Such a good company with a good infrastructure. They get their margin expanding as they put more and more people through the network. It is just a matter of how much you want to pay for it. With the uncertainty coming back into the market, you got a pullback, but it is not the type of company she is looking for. You probably won’t get hurt, however.

TOP PICK
TOP PICK
April 9, 2014

Contrarian call. Beaten up YTD. Will benefit from the trend to electronic payments. Have more exposure to international markets, which are faster growing, than Visa has.

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Contrarian call. Beaten up YTD. Will benefit from the trend to electronic payments. Have more exposure to international markets, which are faster growing, than Visa has.

DON'T BUY
DON'T BUY
April 8, 2014

Great company with an asset base that can’t be replicated. Had a great run last year and has been pulling back. Likes the profile of the company, but frankly valuation continues to be a little bit rich. Until the selling abates and he can feel confident that momentum is going to turn the other way, he is reluctant to chase these types of stocks.

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Great company with an asset base that can’t be replicated. Had a great run last year and has been pulling back. Likes the profile of the company, but frankly valuation continues to be a little bit rich. Until the selling abates and he can feel confident that momentum is going to turn the other way, he is reluctant to chase these types of stocks.

COMMENT
COMMENT
April 7, 2014

200 day average was right around the $71-$71.50 mark. The fact that an average has been broken isn’t enough to head for the hills. $68-$71 is your real key level. $65 would be a level where he would get out.

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200 day average was right around the $71-$71.50 mark. The fact that an average has been broken isn’t enough to head for the hills. $68-$71 is your real key level. $65 would be a level where he would get out.

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.

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