Visa Inc.
V-N
143 watching
About Visa Inc. (V-N)
0
0
0
0
0
Your Reaction
V vs. AXP vs. MA. Wouldn't touch Visa or Mastercard, because they're extremely expensive, unless they have a 50% pullback. But AXP is a whole lot cheaper on price to book. It's the only one with visible upside. But it's bang up against technical resistance at 3.5x book. Hasn't been able to get any further. Visa and Mastercard are a lot more profitable than AXP. AXP has more limited downside.
V vs. AXP vs. MA. Wouldn't touch Visa or Mastercard, because they're extremely expensive, unless they have a 50% pullback. But AXP is a whole lot cheaper on price to book. It's the only one with visible upside. But it's bang up against technical resistance at 3.5x book. Hasn't been able to get any further. Visa and Mastercard are a lot more profitable than AXP. AXP has more limited downside.
Paypal vs Visa? He likes fintech stocks. He likes both of PayPal and Visa, but would prefer to own the ETF IPAY-N. Visa is really leaning into the tokenization of the security behind a transaction. PayPal is going a little more direct to the mobile service. All good strategies -- hold the ETF to get good growth and less volatility.
Paypal vs Visa? He likes fintech stocks. He likes both of PayPal and Visa, but would prefer to own the ETF IPAY-N. Visa is really leaning into the tokenization of the security behind a transaction. PayPal is going a little more direct to the mobile service. All good strategies -- hold the ETF to get good growth and less volatility.
Buy and hold or take profits? The payments world is changing. In China, you can't use your Visa or Mastercard, because they take Alibaba Pay instead, which costs retailer far less. He was surprised when he went to China last year. China uses mobile payments, not plastic. That said, Visa is incredibly well-positioned and performed so well. There's no reason that China will take on credit cards.
Buy and hold or take profits? The payments world is changing. In China, you can't use your Visa or Mastercard, because they take Alibaba Pay instead, which costs retailer far less. He was surprised when he went to China last year. China uses mobile payments, not plastic. That said, Visa is incredibly well-positioned and performed so well. There's no reason that China will take on credit cards.
AmEx, Visa or Mastercard? They're all great. Visa and MA are pure-play payment processors vs. AmEx which is also the issuing bank. They play on electronic payments with people buying more and more online, but V and MA reaches a wider breadth of customers/users. AmEx still focuses on richer people. V and MA will always have a higher multiple because they're viewed as tech companies. They're all great holds for 5-10 years.
AmEx, Visa or Mastercard? They're all great. Visa and MA are pure-play payment processors vs. AmEx which is also the issuing bank. They play on electronic payments with people buying more and more online, but V and MA reaches a wider breadth of customers/users. AmEx still focuses on richer people. V and MA will always have a higher multiple because they're viewed as tech companies. They're all great holds for 5-10 years.
It is hard to distinguish between itself and MA-N. It is one of the two largest in the world with great tailwinds. The US is still moving to payment cards.
It is hard to distinguish between itself and MA-N. It is one of the two largest in the world with great tailwinds. The US is still moving to payment cards.
Comments
00000