NYSE:V
197.76
2.09
(1.07%)
Visa Inc. is an American multinational financial services corporation headquartered in Foster City, California, United States.
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Visa Inc.
V-N
Analysis and Opinions about V-N
Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
June 26, 2020
(A Top Pick Jul 02/19, Up 10%) He continues to own this. It is really a toll booth -- they don't take on any credit risks, just the banks do. They have good organic growth and high teens earnings growth plus good cash flow. They use M&A and fintech to grow the business. The world is accelerating to a cashless society due to the pandemic.
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(A Top Pick Jul 02/19, Up 10%) He continues to own this. It is really a toll booth -- they don't take on any credit risks, just the banks do. They have good organic growth and high teens earnings growth plus good cash flow. They use M&A and fintech to grow the business. The world is accelerating to a cashless society due to the pandemic.
BUY WEAKNESS
BUY WEAKNESS
June 24, 2020
She continues to own this. It has a strong secular growth outlook in digital commerce. Cash is still a large component of payment in many countries, which gives Visa a tail wing going into the future. It is a bit expensive here. Wait for a pullback to buy.
Show full opinionHide full opinionShe continues to own this. It has a strong secular growth outlook in digital commerce. Cash is still a large component of payment in many countries, which gives Visa a tail wing going into the future. It is a bit expensive here. Wait for a pullback to buy.
BUY WEAKNESS
BUY WEAKNESS
June 17, 2020
In late-2019 it was getting too expensive. The price simply was running away from the fundamentals. It got to a 40% premium to the market multiple. When he sold it, it was twice the market average multiple.
Show full opinionHide full opinionIn late-2019 it was getting too expensive. The price simply was running away from the fundamentals. It got to a 40% premium to the market multiple. When he sold it, it was twice the market average multiple.
STRONG BUY
STRONG BUY
June 15, 2020
V-N vs. MA-N. He is so happy to own V-N and is kicking himself for not owning MasterCard. Shopping online promotes use of credit cards. There are so many long term tailwinds that you have to own them.
V-N vs. MA-N. He is so happy to own V-N and is kicking himself for not owning MasterCard. Shopping online promotes use of credit cards. There are so many long term tailwinds that you have to own them.
TOP PICK
TOP PICK
June 2, 2020
The world is shifting away from cash payments. They just did a deal with WeChat Pay, a big part of the Chinese economy One of the best value stocks he owns given its huge free cash flow, though Visa is one of the most expensive on a PE basis. Visa is incredibly entrenched and can survive rival payment systems. (Analysts’ price target is $204.35)
Show full opinionHide full opinionThe world is shifting away from cash payments. They just did a deal with WeChat Pay, a big part of the Chinese economy One of the best value stocks he owns given its huge free cash flow, though Visa is one of the most expensive on a PE basis. Visa is incredibly entrenched and can survive rival payment systems. (Analysts’ price target is $204.35)
TOP PICK
TOP PICK
May 26, 2020
A perennial grower for many years. They had a big drop-off during the lockdown as people stayed home, but online shopping enjoyed a huge surge. They have great cash flow and continue to buyback shares. Expect dividend increases again in the future. The pandemic will drive direct payments away from cash that will benefit Visa. Now is a good entry point. (Analysts’ price target is $200.85)
Show full opinionHide full opinionA perennial grower for many years. They had a big drop-off during the lockdown as people stayed home, but online shopping enjoyed a huge surge. They have great cash flow and continue to buyback shares. Expect dividend increases again in the future. The pandemic will drive direct payments away from cash that will benefit Visa. Now is a good entry point. (Analysts’ price target is $200.85)
COMMENT
COMMENT
May 12, 2020
A great company. Their business has waned a little as people stay home, but this is a temporary setback. Fintech is here to stay. The PE is too high now. He sold it last November for this reason. People will use plastic and avoid dirty cash, so this is a tailwind.
Show full opinionHide full opinionA great company. Their business has waned a little as people stay home, but this is a temporary setback. Fintech is here to stay. The PE is too high now. He sold it last November for this reason. People will use plastic and avoid dirty cash, so this is a tailwind.
BUY WEAKNESS
BUY WEAKNESS
May 8, 2020
It will have a slight impact from consumer spending declines. However, it ticks all the boxes of a Top S&P company, US markets and US dollars. He sees the recent volatility as an opportunity to buy on weakness. He would love to buy it at $135 again.
Show full opinionHide full opinionIt will have a slight impact from consumer spending declines. However, it ticks all the boxes of a Top S&P company, US markets and US dollars. He sees the recent volatility as an opportunity to buy on weakness. He would love to buy it at $135 again.
BUY
BUY
May 4, 2020
MA-N vs. V-N. Own either this or V-N. We saw adoption of tap to pay. People are doing a lot more tap to pay. Buy here. He prefers V-N over MA-N.
BUY WEAKNESS
BUY WEAKNESS
April 29, 2020
Q1 earnings strong? He owns V instead of MA. Both are in a great position in the e-commerce space with their ability to accept digital payments. The earnings announcement by MA today were strong, but transactions were down. If it takes time to see things recover, their strong cash flow position will allow them to buy back shares and shore up their balance sheet. MA trades around 30 times earnings, so he would wait for a pullback. He thinks both MA and V may be 15% over valued right now.
Q1 earnings strong? He owns V instead of MA. Both are in a great position in the e-commerce space with their ability to accept digital payments. The earnings announcement by MA today were strong, but transactions were down. If it takes time to see things recover, their strong cash flow position will allow them to buy back shares and shore up their balance sheet. MA trades around 30 times earnings, so he would wait for a pullback. He thinks both MA and V may be 15% over valued right now.
HOLD
HOLD
April 22, 2020
He does not own this right now. A great company -- a top tier high return on capital player. This causes it to trade a very higher multiples. If you own it, and it is not too large a holding, keep holding. However, expect their fees will be declining with lower consumer spending.
Show full opinionHide full opinionHe does not own this right now. A great company -- a top tier high return on capital player. This causes it to trade a very higher multiples. If you own it, and it is not too large a holding, keep holding. However, expect their fees will be declining with lower consumer spending.
TOP PICK
TOP PICK
April 16, 2020
Spending levels are lower but the lack of keenness on physical cash will drive electronic payments that much more quickly into the future. The move to the cashless society will be accelerated by this crisis. It has a high multiple but longer term they will benefit from a more-online society. (Analysts’ price target is $199.71)
Show full opinionHide full opinionSpending levels are lower but the lack of keenness on physical cash will drive electronic payments that much more quickly into the future. The move to the cashless society will be accelerated by this crisis. It has a high multiple but longer term they will benefit from a more-online society. (Analysts’ price target is $199.71)
BUY
BUY
March 23, 2020
V-N vs. MA-N. They are great companies and there is nothing to compare with them. They have tremendous runways of growth ahead of them. They are down because retail spending is down. It is a wonderful buying opportunity.
Show full opinionHide full opinionV-N vs. MA-N. They are great companies and there is nothing to compare with them. They have tremendous runways of growth ahead of them. They are down because retail spending is down. It is a wonderful buying opportunity.
PARTIAL SELL
PARTIAL SELL
March 4, 2020
MA vs. Visa Both have done very well. They're bridge-keepers who collect a toll, basically. They've run up though, so take some profits. They trade around a pricey 32x earnings. Also, we have no idea when the coronavirus will peter out.
Show full opinionHide full opinionMA vs. Visa Both have done very well. They're bridge-keepers who collect a toll, basically. They've run up though, so take some profits. They trade around a pricey 32x earnings. Also, we have no idea when the coronavirus will peter out.
COMMENT
COMMENT
February 28, 2020
The issue he has with Visa is the high valuation levels. There is no reason why it couldn't go down another 15-20%. Longer term they will benefit and do well, but you have to be willing to take a lot of downside. He prefers to own something that offer good income to the investor.
Show full opinionHide full opinionThe issue he has with Visa is the high valuation levels. There is no reason why it couldn't go down another 15-20%. Longer term they will benefit and do well, but you have to be willing to take a lot of downside. He prefers to own something that offer good income to the investor.
Visa Inc.(V-N) Rating
Ranking : 5 out of 5
Bullish - Buy Signals / Votes : 40
Neutral - Hold Signals / Votes : 5
Bearish - Sell Signals / Votes : 5
Total Signals / Votes : 50
Visa Inc.(V-N) Frequently Asked Questions
What is Visa Inc. stock symbol?
Visa Inc. is a American stock, trading under the symbol V-N on the New York Stock Exchange (V). It is usually referred to as NYSE:V or V-N
Is Visa Inc. a buy or a sell?
In the last year, 50 stock analysts published opinions about V-N. 40 analysts recommended to BUY the stock. 5 analysts recommended to SELL the stock. The latest stock analyst recommendation is PAST TOP PICK. Read the latest stock experts' ratings for Visa Inc..
Is Visa Inc. a good investment or a top pick?
Visa Inc. was recommended as a Top Pick by Paul Harris, CFA on 2020-06-26. Read the latest stock experts ratings for Visa Inc..
Why is Visa Inc. stock dropping?
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
Is Visa Inc. worth watching?
50 stock analysts on Stockchase covered Visa Inc. In the last year. It is a trending stock that is worth watching.
What is Visa Inc. stock price?
On 2020-07-06, Visa Inc. (V-N) stock closed at a price of $197.76.
