Western Union Co.

WU-N

NYSE:WU

26.86
0.02 (0.07%)
The Western Union Company is an American financial services and communications company. Its North American headquarters is in Meridian, Colorado, although the postal designation of nearby Englewood is used in its mailing address.
More at Wikipedia

Analysis and Opinions about WU-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
June 8, 2016

He would avoid this. It is a stock that always looks cheap and attractive from a near term financial point of view, but his concern is on longer-term risks on money transfers. A very difficult, long term business with all of the new technology.

He would avoid this. It is a stock that always looks cheap and attractive from a near term financial point of view, but his concern is on longer-term risks on money transfers. A very difficult, long term business with all of the new technology.

Colin Stewart
CEO & Portfolio manager, JC Clark Investments Ltd.
Price
$19.770
Owned
Unknown
COMMENT
COMMENT
July 3, 2014

Generates a lot of free cash flow. A growing dividend and a low PE. This is a money transfer business, and Wal-Mart (WMT-N) is offering money transfers in their stores, but there is really no comparison. Very attractive, but not his favourite idea.

Generates a lot of free cash flow. A growing dividend and a low PE. This is a money transfer business, and Wal-Mart (WMT-N) is offering money transfers in their stores, but there is really no comparison. Very attractive, but not his favourite idea.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$17.390
Owned
No
PAST TOP PICK
PAST TOP PICK
March 24, 2014

(A Top Pick March 27/13. Up 14.34%.) A global leader in the money transfer business. Sold his holdings in October. A good business still going forward and a little bit undervalued at these levels. Raised their dividend this year by 20%.

(A Top Pick March 27/13. Up 14.34%.) A global leader in the money transfer business. Sold his holdings in October. A good business still going forward and a little bit undervalued at these levels. Raised their dividend this year by 20%.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$16.450
Owned
No
COMMENT
COMMENT
February 14, 2014

Always has cheap valuations because people compare it to a buggy whip manufacturer and that it will be obliterated by new forms of technology. Their clients are a great number of people who do not have banking services so there will always be a need for this company. Feels there is some value in this one.

Western Union Co. (WU-N)
February 14, 2014

Always has cheap valuations because people compare it to a buggy whip manufacturer and that it will be obliterated by new forms of technology. Their clients are a great number of people who do not have banking services so there will always be a need for this company. Feels there is some value in this one.

Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$16.260
Owned
No
PAST TOP PICK
PAST TOP PICK
May 2, 2013

(A Top Pick March 27/13. Up 4.76%.)

(A Top Pick March 27/13. Up 4.76%.)

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$15.530
Owned
Yes
DON'T BUY
DON'T BUY
April 29, 2013

A global franchise which allows you to send money. Typically it is often used by new citizens in a country where they want to mail money back home. An intriguing story because it has a relatively low multiple and a high free cash flow but has proven to be a difficult place to be as a stock. He is concerned with the sustainability of its margins. When they lowered their earnings guidance last fall, and missed their earnings by a small amount, the stock dropped 30%. That risk profile is too high for him.

A global franchise which allows you to send money. Typically it is often used by new citizens in a country where they want to mail money back home. An intriguing story because it has a relatively low multiple and a high free cash flow but has proven to be a difficult place to be as a stock. He is concerned with the sustainability of its margins. When they lowered their earnings guidance last fall, and missed their earnings by a small amount, the stock dropped 30%. That risk profile is too high for him.

John Wilson
CEO; Co-CIO & Sr Portfolio Manager, Sprott Asset Management
Price
$14.640
Owned
No
TOP PICK
TOP PICK
March 27, 2013

Massive free cash flow generator and a global leader in money transfer services. Had a big earnings miss in November and the stock dropped. Inexpensive at only 9X earnings. Dividend yield of 3.4% that should be increased every year. Buying back stock.

Massive free cash flow generator and a global leader in money transfer services. Had a big earnings miss in November and the stock dropped. Inexpensive at only 9X earnings. Dividend yield of 3.4% that should be increased every year. Buying back stock.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$14.880
Owned
Yes
COMMENT
COMMENT
February 26, 2013

Taking a hard look at this. On his radar screens. Took a sickening fall a few months ago when they said they were charging way too much for the money transfers and were losing market share. Now they are right in line with the competitors. A lot of competition, which is the big risk. Valuation is cheap. Nice dividend. Wouldn’t be too concerned about the balance sheet because they don’t need a lot of cash to run the business.

Western Union Co. (WU-N)
February 26, 2013

Taking a hard look at this. On his radar screens. Took a sickening fall a few months ago when they said they were charging way too much for the money transfers and were losing market share. Now they are right in line with the competitors. A lot of competition, which is the big risk. Valuation is cheap. Nice dividend. Wouldn’t be too concerned about the balance sheet because they don’t need a lot of cash to run the business.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$14.000
Owned
No
PAST TOP PICK
PAST TOP PICK
December 10, 2012

(A Top Pick Sept 7/11. Down 17.48%.) A great way to move money around globally. Had a disappointing quarter. Still happy with their current operations and he is adding to their position.

Western Union Co. (WU-N)
December 10, 2012

(A Top Pick Sept 7/11. Down 17.48%.) A great way to move money around globally. Had a disappointing quarter. Still happy with their current operations and he is adding to their position.

Sandy McIntyre
Vice-Chairman and CIO, Sentry Select Capital Corp
Price
$12.970
Owned
Yes
COMMENT
COMMENT
November 2, 2011
Hadn't looked at this one in detail before but on the surface, it looks very, very interesting. Trading at its lowest multiple since it was spun out 5 years ago at 11X this year's and10X next year's.
Western Union Co. (WU-N)
November 2, 2011
Hadn't looked at this one in detail before but on the surface, it looks very, very interesting. Trading at its lowest multiple since it was spun out 5 years ago at 11X this year's and10X next year's.
Don Lato
President, Padlock Investment Management
Price
$17.300
Owned
No
TOP PICK
TOP PICK
September 7, 2011
If you don't have a strong 19 relationship and you need to move money in small sums, this is the way you do it. Extremely well managed.
Western Union Co. (WU-N)
September 7, 2011
If you don't have a strong 19 relationship and you need to move money in small sums, this is the way you do it. Extremely well managed.
Sandy McIntyre
Vice-Chairman and CIO, Sentry Select Capital Corp
Price
$16.160
Owned
Yes
BUY
BUY
June 23, 2011
Great little company, spin off from EDP. Simple story. People need to send out wires. They deal with a large immigrant population. He likes the business model. They generate a lot of returns and it is a growing industry.
Great little company, spin off from EDP. Simple story. People need to send out wires. They deal with a large immigrant population. He likes the business model. They generate a lot of returns and it is a growing industry.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$19.590
Owned
Unknown
TOP PICK
TOP PICK
April 24, 2009
Rapidly growing business. They are all about transfer of money. Well positioned to capitalized upon the core of eCommerce. Less repatriation of money. Much of business involves people working abroad and sending money back.
Rapidly growing business. They are all about transfer of money. Well positioned to capitalized upon the core of eCommerce. Less repatriation of money. Much of business involves people working abroad and sending money back.
Michael Yoshikami
President & Chief Investment Strategist, YCMNET Advisors
Price
$17.470
Owned
Yes
DON'T BUY
DON'T BUY
August 6, 2008
No mis-pricing here. His model price is $8.43. A negative 59% differential. Basically have no equity and the business requires little to no capital. There is no balance sheet there to really protect them.
No mis-pricing here. His model price is $8.43. A negative 59% differential. Basically have no equity and the business requires little to no capital. There is no balance sheet there to really protect them.
Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$26.950
Owned
No
BUY
BUY
June 22, 2007
Banks offer the same services, so there is a lot of competition. If they can open up faster than the Banks, this will allow them to compete.
Banks offer the same services, so there is a lot of competition. If they can open up faster than the Banks, this will allow them to compete.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$20.970
Owned
No
BUY
BUY
April 12, 2007
Probably worth looking at. Has a very unique franchise with the remittance of money globally. Good potential for growth. Great brand name. Limited competition.
Probably worth looking at. Has a very unique franchise with the remittance of money globally. Good potential for growth. Great brand name. Limited competition.
Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$22.820
Owned
Unknown
TOP PICK
TOP PICK
February 9, 2007
This is a play on globalization. When people move around, they have to move cash around. Operate in over 200 countries. A high margin business.
Western Union Co. (WU-N)
February 9, 2007
This is a play on globalization. When people move around, they have to move cash around. Operate in over 200 countries. A high margin business.
Jonathen Wellum, B. Comm, B. Sc
Chief Executive Officer, AIC Limited
Price
$21.800
Owned
Yes
DON'T BUY
DON'T BUY
January 8, 2007
A relatively new spin-off. Trades at about 15 X cash flow, relatively inexpensive compared to its competitors. In the last 2-3 months, we have had a strong market and this company has not participated. In a weakening market, the under performers are the first to get hit.
Western Union Co. (WU-N)
January 8, 2007
A relatively new spin-off. Trades at about 15 X cash flow, relatively inexpensive compared to its competitors. In the last 2-3 months, we have had a strong market and this company has not participated. In a weakening market, the under performers are the first to get hit.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$21.960
Owned
No
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