NYSE:V

205.00
1.52 (0.74%)
Visa Inc. is an American multinational financial services corporation headquartered in Foster City, California, United States.
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Analysis and Opinions about V-N

Signal
Opinion
Expert
BUY
BUY
January 22, 2020
For growth The chart is on fire with lots of runway in and outside North America. They're also getting into cloud operations with the Plaid acquisition recently. Visa boasts earnings stability, too.
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Visa Inc. (V-N)
January 22, 2020
For growth The chart is on fire with lots of runway in and outside North America. They're also getting into cloud operations with the Plaid acquisition recently. Visa boasts earnings stability, too.
BUY
BUY
January 21, 2020

Definitely, he'd buy it today, along with Mastercard and AmEx. The chart is superb and has nowhere to go but up.

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Visa Inc. (V-N)
January 21, 2020

Definitely, he'd buy it today, along with Mastercard and AmEx. The chart is superb and has nowhere to go but up.

COMMENT
COMMENT
January 20, 2020

WeChat is expanding their payment system outside of China. He has no idea how this will affect V-N. He owns MA-N and not V-N. It would take a lot of capital to compete with either of these. There are a lot of countries where cash is primarily used to settle transactions. MA-N and V-N can use technology to complete with BABA-N's payment system.

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Visa Inc. (V-N)
January 20, 2020

WeChat is expanding their payment system outside of China. He has no idea how this will affect V-N. He owns MA-N and not V-N. It would take a lot of capital to compete with either of these. There are a lot of countries where cash is primarily used to settle transactions. MA-N and V-N can use technology to complete with BABA-N's payment system.

TOP PICK
TOP PICK
January 20, 2020
People are using credit cards more and cash less. Credit card applications and applications continue to soar. Visa just bought Plaid that'll accelerate their fintech division and lead to peer-to-peer transactions like VMO. (Analysts’ price target is $212.86)
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Visa Inc. (V-N)
January 20, 2020
People are using credit cards more and cash less. Credit card applications and applications continue to soar. Visa just bought Plaid that'll accelerate their fintech division and lead to peer-to-peer transactions like VMO. (Analysts’ price target is $212.86)
BUY WEAKNESS
BUY WEAKNESS
January 17, 2020

Safe to buy at this level? He owns both Visa and Mastercard. They both score well on ROE. Trading at 25 times earnings, they are getting expensive. He would be leery of buying them here. He would wait for a pullback to buy.

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Visa Inc. (V-N)
January 17, 2020

Safe to buy at this level? He owns both Visa and Mastercard. They both score well on ROE. Trading at 25 times earnings, they are getting expensive. He would be leery of buying them here. He would wait for a pullback to buy.

BUY
BUY
January 16, 2020
It has benefited from the secular multiyear theme in moving transactions to digital. They are the giant among the key gatekeepers. They will continue to grow rapidly. It has global exposure and all the major new technologies link into it.
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Visa Inc. (V-N)
January 16, 2020
It has benefited from the secular multiyear theme in moving transactions to digital. They are the giant among the key gatekeepers. They will continue to grow rapidly. It has global exposure and all the major new technologies link into it.
PAST TOP PICK
PAST TOP PICK
January 14, 2020
(A Top Pick Jan 10/19, Up 41%) The transition to digital currency benefits Visa; more online commerce means more Visa payments. Likes this sector's long-term growth. The valuation has risen, so wait for their next earnings report. They just acquired the Plaid platform for fintech, a small purchase, but it builds on Visa's long-term strategy. Buy on weakness.
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Visa Inc. (V-N)
January 14, 2020
(A Top Pick Jan 10/19, Up 41%) The transition to digital currency benefits Visa; more online commerce means more Visa payments. Likes this sector's long-term growth. The valuation has risen, so wait for their next earnings report. They just acquired the Plaid platform for fintech, a small purchase, but it builds on Visa's long-term strategy. Buy on weakness.
STRONG BUY
STRONG BUY
January 14, 2020

If you own this for a long, long time, it doesn't matter so much when you enter. Visa keeps rising. This and Mastercard will do well. You can buy it now and hold. Their Plaid purchase--an investment in fintech--will be a brilliant acquisition long-term. He continues to buy this.

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Visa Inc. (V-N)
January 14, 2020

If you own this for a long, long time, it doesn't matter so much when you enter. Visa keeps rising. This and Mastercard will do well. You can buy it now and hold. Their Plaid purchase--an investment in fintech--will be a brilliant acquisition long-term. He continues to buy this.

COMMENT
COMMENT
January 9, 2020
It has done phenomenal well. You will be uncomfortable with valuation at this point if you own it. If we are looking at a lower interest rates then we end up with a higher valuation. They seem to have a piece of every transaction out there.
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Visa Inc. (V-N)
January 9, 2020
It has done phenomenal well. You will be uncomfortable with valuation at this point if you own it. If we are looking at a lower interest rates then we end up with a higher valuation. They seem to have a piece of every transaction out there.
BUY
BUY
January 2, 2020

He bought MA-N about three years ago and more than doubled his money. These stocks are on a roll. They are simple businesses but have a monopoly. He thinks we will get to 100% electronic transactions eventually but some countries like Italy are at 25% so they have a long way to go.

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Visa Inc. (V-N)
January 2, 2020

He bought MA-N about three years ago and more than doubled his money. These stocks are on a roll. They are simple businesses but have a monopoly. He thinks we will get to 100% electronic transactions eventually but some countries like Italy are at 25% so they have a long way to go.

PAST TOP PICK
PAST TOP PICK
December 20, 2019
(A Top Pick Dec 19/18, Up 44%) Transactions are the name of the game, they do not take on credit risk. They sold this back around low $180s when it was trading at 30 times earnings. He would love to buy back at a lower price.
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Visa Inc. (V-N)
December 20, 2019
(A Top Pick Dec 19/18, Up 44%) Transactions are the name of the game, they do not take on credit risk. They sold this back around low $180s when it was trading at 30 times earnings. He would love to buy back at a lower price.
BUY WEAKNESS
BUY WEAKNESS
December 19, 2019
As a growth stock It's a toll booth. Whenever you use a Visa card anywhere, Visa gets a piece of the action. Also the bank takes the credit risk, not Visa. There's still good international growth as fewer people use cash. Meanwhile, Visa is active in e-commerce.
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Visa Inc. (V-N)
December 19, 2019
As a growth stock It's a toll booth. Whenever you use a Visa card anywhere, Visa gets a piece of the action. Also the bank takes the credit risk, not Visa. There's still good international growth as fewer people use cash. Meanwhile, Visa is active in e-commerce.
BUY WEAKNESS
BUY WEAKNESS
December 11, 2019

non-FANG suggestion? He likes the payment processing space -- ADP, Paychex, Visa, or Mastercard. He would like to buy on a dip.

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Visa Inc. (V-N)
December 11, 2019

non-FANG suggestion? He likes the payment processing space -- ADP, Paychex, Visa, or Mastercard. He would like to buy on a dip.

DON'T BUY
DON'T BUY
December 4, 2019

It's flying too high. Its FMV is 40% lower than the current price. Watch out! Same goes with MasterCard. Both are WAY overpriced, based on book value and earnings.

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Visa Inc. (V-N)
December 4, 2019

It's flying too high. Its FMV is 40% lower than the current price. Watch out! Same goes with MasterCard. Both are WAY overpriced, based on book value and earnings.

Ross Healy

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Price
$181.280
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
November 26, 2019
(A Top Pick Nov 20/18, Up 38%) Visa did a partnership with Tencent, which is great for tourists in China. Credit card space still has huge growth ahead of it.
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Visa Inc. (V-N)
November 26, 2019
(A Top Pick Nov 20/18, Up 38%) Visa did a partnership with Tencent, which is great for tourists in China. Credit card space still has huge growth ahead of it.
HOLD
HOLD
November 22, 2019
Double top? Recent price action is not yet a double top. It only is confirmed once it breaks key support. He thinks it is consolidating and is not yet a sell signal.
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Visa Inc. (V-N)
November 22, 2019
Double top? Recent price action is not yet a double top. It only is confirmed once it breaks key support. He thinks it is consolidating and is not yet a sell signal.
BUY
BUY
November 19, 2019
He has owned it since 2013. He had said that the business was so good even though it traded at a high multiple he just went for it and it is only at that same multiple today. If you stick with high quality companies, you should do well. He would buy here for new clients.
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Visa Inc. (V-N)
November 19, 2019
He has owned it since 2013. He had said that the business was so good even though it traded at a high multiple he just went for it and it is only at that same multiple today. If you stick with high quality companies, you should do well. He would buy here for new clients.
BUY
BUY
October 30, 2019

MA vs V? He has owned both MA and V and right now he holds Visa -- it simply trades at a cheaper multiple at the moment. It can't go wrong with either. You could buy either, but he slightly favours V.

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Visa Inc. (V-N)
October 30, 2019

MA vs V? He has owned both MA and V and right now he holds Visa -- it simply trades at a cheaper multiple at the moment. It can't go wrong with either. You could buy either, but he slightly favours V.

WAIT
WAIT
October 28, 2019
V-N has been a fantastic performer. It is not a bad place to take profits on. They don't need much capital to grow their business. To put new money to work at all time highs, you are probably better sitting on the cash for a couple of months. It's a great business but you are paying for it.
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Visa Inc. (V-N)
October 28, 2019
V-N has been a fantastic performer. It is not a bad place to take profits on. They don't need much capital to grow their business. To put new money to work at all time highs, you are probably better sitting on the cash for a couple of months. It's a great business but you are paying for it.
BUY WEAKNESS
BUY WEAKNESS
October 25, 2019
A great company, but expensive. They reported a decent quarterly earning and are still growing at 20% a year. A dividend growth story as well.
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Visa Inc. (V-N)
October 25, 2019
A great company, but expensive. They reported a decent quarterly earning and are still growing at 20% a year. A dividend growth story as well.
TOP PICK
TOP PICK
October 25, 2019
The transition from cash to cards isn't going away. The Indian and Chinese markets are just starting their transition. Every time consumers spend money using card, they are profiting. He believes that for the next several years, it will continue to grow. It's also grown its dividend quite quickly.
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Visa Inc. (V-N)
October 25, 2019
The transition from cash to cards isn't going away. The Indian and Chinese markets are just starting their transition. Every time consumers spend money using card, they are profiting. He believes that for the next several years, it will continue to grow. It's also grown its dividend quite quickly.
HOLD
HOLD
October 18, 2019

He owns MA-N, rather than V-N. The chart on V-N looks very supportive as does the chart for MA-N. Don't overthink it, keep holding and buy on any dips.

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Visa Inc. (V-N)
October 18, 2019

He owns MA-N, rather than V-N. The chart on V-N looks very supportive as does the chart for MA-N. Don't overthink it, keep holding and buy on any dips.

HOLD
HOLD
October 15, 2019
What's not to like here? His model price is $123.20, much much lower than current prices. Buy at $138, though. He would own Visa. Continue to hold. This will go higher with the payments sector.
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Visa Inc. (V-N)
October 15, 2019
What's not to like here? His model price is $123.20, much much lower than current prices. Buy at $138, though. He would own Visa. Continue to hold. This will go higher with the payments sector.
PAST TOP PICK
PAST TOP PICK
October 8, 2019
(A Top Pick Nov 20/18, Up 30%) Credit cards have penetrated only 40% of the world market. They just did a deal with a digital finance app to push into Europe. This adds 7 million new customers in Europe. Add more Visa during the current weakness.
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Visa Inc. (V-N)
October 8, 2019
(A Top Pick Nov 20/18, Up 30%) Credit cards have penetrated only 40% of the world market. They just did a deal with a digital finance app to push into Europe. This adds 7 million new customers in Europe. Add more Visa during the current weakness.
BUY
BUY
October 7, 2019
Payment processing companies have good prospects. The trend will continue to be good. They are expensive, however.
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Visa Inc. (V-N)
October 7, 2019
Payment processing companies have good prospects. The trend will continue to be good. They are expensive, however.
PAST TOP PICK
PAST TOP PICK
October 1, 2019
(A Top Pick Oct 31/18, Up 27%) Another big holding of his. They have a monopoly in this sector (with Mastercard) and high profit margins and a ton of free cash flow. Add dividend growth. This is a winner.
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Visa Inc. (V-N)
October 1, 2019
(A Top Pick Oct 31/18, Up 27%) Another big holding of his. They have a monopoly in this sector (with Mastercard) and high profit margins and a ton of free cash flow. Add dividend growth. This is a winner.
DON'T BUY
DON'T BUY
September 27, 2019
The stock is trading at 33 times earnings with a 0.6% dividend yield. It's tripled over the last 5 years. Blockchain technology might be more interesting. He wouldn't buy now and would take some profits or hold.
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Visa Inc. (V-N)
September 27, 2019
The stock is trading at 33 times earnings with a 0.6% dividend yield. It's tripled over the last 5 years. Blockchain technology might be more interesting. He wouldn't buy now and would take some profits or hold.
BUY
BUY
September 23, 2019

Or a fintech ETF? Mastercard has better return metrics and he prefers MA, but both stocks track closely. He's happy owning just MA, but you can own both or an ETF, depending on your time horizon and risk tolerance.

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Visa Inc. (V-N)
September 23, 2019

Or a fintech ETF? Mastercard has better return metrics and he prefers MA, but both stocks track closely. He's happy owning just MA, but you can own both or an ETF, depending on your time horizon and risk tolerance.

DON'T BUY
DON'T BUY
September 18, 2019

6 month outlook? His work suggests these are at extremely high valuations. MA-N has 60% downside risk according to his models, trading at 40 times book value. He would stay away from both V-N and MA-N.

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Visa Inc. (V-N)
September 18, 2019

6 month outlook? His work suggests these are at extremely high valuations. MA-N has 60% downside risk according to his models, trading at 40 times book value. He would stay away from both V-N and MA-N.

BUY
BUY
September 16, 2019

For 3-5 years? The world is continuing to move to e-payments, so Visa has a long runway. The valuation is much higher than even JPM, but Visa's costs are under control. This is the closest thing to a sure thing.

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Visa Inc. (V-N)
September 16, 2019

For 3-5 years? The world is continuing to move to e-payments, so Visa has a long runway. The valuation is much higher than even JPM, but Visa's costs are under control. This is the closest thing to a sure thing.

BUY WEAKNESS
BUY WEAKNESS
September 12, 2019
Has pulled back last couple of days, and she put new money in. Strong sector of growth industry, online commerce and debit. Valuation might have gotten ahead of itself, and there's been a rotation into cyclical names. Use these opportunities to start a position.
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Visa Inc. (V-N)
September 12, 2019
Has pulled back last couple of days, and she put new money in. Strong sector of growth industry, online commerce and debit. Valuation might have gotten ahead of itself, and there's been a rotation into cyclical names. Use these opportunities to start a position.
HOLD
HOLD
September 11, 2019
The momentum trades are being unwound in the hedge fund space, causing a lot of stocks like this to retrace. He will have to close out of stocks in a choppy market, but will be willing to hold a little longer if the fundamental story remains strong. He is not too concerned about this recent pullback, but would be worried if it broke below $170. A sustainable business. Keep it on the list.
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Visa Inc. (V-N)
September 11, 2019
The momentum trades are being unwound in the hedge fund space, causing a lot of stocks like this to retrace. He will have to close out of stocks in a choppy market, but will be willing to hold a little longer if the fundamental story remains strong. He is not too concerned about this recent pullback, but would be worried if it broke below $170. A sustainable business. Keep it on the list.
PAST TOP PICK
PAST TOP PICK
September 11, 2019
(A Top Pick Sep 12/18, Up 20%) Long-term secular growth. Growth of online shopping should continue to support it. Still lots of room to grow. Executed very well. Part of the recent choppiness, but still likes the name.
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Visa Inc. (V-N)
September 11, 2019
(A Top Pick Sep 12/18, Up 20%) Long-term secular growth. Growth of online shopping should continue to support it. Still lots of room to grow. Executed very well. Part of the recent choppiness, but still likes the name.
PAST TOP PICK
PAST TOP PICK
September 5, 2019
(A Top Pick Oct 31/18, Up 35%) Just killing it. Makes money 3 ways: a percentage on every transaction, settling the transaction with the banks, settling the currency transaction. Will continue to make money by economic growth, online shopping, and exploring other payment opportunities. Will continue to grow 13-15% per year. Very bullish on the name.
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Visa Inc. (V-N)
September 5, 2019
(A Top Pick Oct 31/18, Up 35%) Just killing it. Makes money 3 ways: a percentage on every transaction, settling the transaction with the banks, settling the currency transaction. Will continue to make money by economic growth, online shopping, and exploring other payment opportunities. Will continue to grow 13-15% per year. Very bullish on the name.
COMMENT
COMMENT
September 3, 2019

Visa vs. Mastercard He owns neither, though they have performed incredibly well. Don't buy them now in this part of the cycle. He likes American Express for its much-lower valuation, and have performed well, too, but buy that only on a big pullback.

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Visa Inc. (V-N)
September 3, 2019

Visa vs. Mastercard He owns neither, though they have performed incredibly well. Don't buy them now in this part of the cycle. He likes American Express for its much-lower valuation, and have performed well, too, but buy that only on a big pullback.

BUY WEAKNESS
BUY WEAKNESS
August 23, 2019
Starting to see more volatility, since it is tied to the consumer and their credit. Still likes the space in the longterm. A bit expensive right now, but secular trend of digital payment will make this a good choice for long investors.
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Visa Inc. (V-N)
August 23, 2019
Starting to see more volatility, since it is tied to the consumer and their credit. Still likes the space in the longterm. A bit expensive right now, but secular trend of digital payment will make this a good choice for long investors.
Cole Kachur

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Price
$175.230
Owned
Unknown
BUY
BUY
July 30, 2019

He owns Mastercard instead. As the world grows, electronic transactions will continue to grow. His investment has more than doubled since 2018. He would hold your nose and buy either Visa or Mastercard. The fundamentals are great, but recognize it is quite expensive here. The key is to know when to sell and take profit.

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Visa Inc. (V-N)
July 30, 2019

He owns Mastercard instead. As the world grows, electronic transactions will continue to grow. His investment has more than doubled since 2018. He would hold your nose and buy either Visa or Mastercard. The fundamentals are great, but recognize it is quite expensive here. The key is to know when to sell and take profit.

BUY
BUY
July 30, 2019

or IPAY? This and Mastercard are both expensive, but there's a reason for that. They have wide, deep moats--hard to see how they can be displaced. Visa had pretty good though not fabulous earnings this week. They run a toll road on billions of transactions. If you wait for a dip, you could wait a long time.

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Visa Inc. (V-N)
July 30, 2019

or IPAY? This and Mastercard are both expensive, but there's a reason for that. They have wide, deep moats--hard to see how they can be displaced. Visa had pretty good though not fabulous earnings this week. They run a toll road on billions of transactions. If you wait for a dip, you could wait a long time.

BUY
BUY
July 29, 2019
PayPal worth buying? Visa invests a lot in fintech, $100 million, like financing a company last week whose product greatly reduces inter-change fees for businesses.
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Visa Inc. (V-N)
July 29, 2019
PayPal worth buying? Visa invests a lot in fintech, $100 million, like financing a company last week whose product greatly reduces inter-change fees for businesses.
TOP PICK
TOP PICK
July 12, 2019

A pure growth story. It's been a stellar performer for him. Though it trades at over 30x earnings and pays only a 0.56% yield, you buy this for growth in the coming years. Visa is also in a tech ETF in the U.S. which helps the stock. (Analysts’ price target is $184.84)

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Visa Inc. (V-N)
July 12, 2019

A pure growth story. It's been a stellar performer for him. Though it trades at over 30x earnings and pays only a 0.56% yield, you buy this for growth in the coming years. Visa is also in a tech ETF in the U.S. which helps the stock. (Analysts’ price target is $184.84)

WAIT
WAIT
July 11, 2019

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.

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