NYSE:V

229.21
2.82 (1.22%)
Visa Inc. is an American multinational financial services corporation headquartered in Foster City, California, United States.
More at Wikipedia

Analysis and Opinions about V-N

Signal
Opinion
Expert
Chart
BUY
BUY
December 9, 2020
Based on analyst Larry Williams' true seasonal index It tends to rally hard in the few few months of a new year, starting right before Christmas (the shopping season). Visa follows seasonal patterns in the past 11 years. So, buy this the day before the Xmas holiday then hold for at least two months.
Show full opinionHide full opinion
Visa Inc. (V-N)
December 9, 2020
Based on analyst Larry Williams' true seasonal index It tends to rally hard in the few few months of a new year, starting right before Christmas (the shopping season). Visa follows seasonal patterns in the past 11 years. So, buy this the day before the Xmas holiday then hold for at least two months.
Jim Cramer - Mad Money
Price
$209.580
Owned
Unknown
BUY
BUY
November 23, 2020

MA-N and V-N are fairly interchangeable. He holds MA-N. He does not have a strong opinion one over the other. He does not have AMEX.

Show full opinionHide full opinion
Visa Inc. (V-N)
November 23, 2020

MA-N and V-N are fairly interchangeable. He holds MA-N. He does not have a strong opinion one over the other. He does not have AMEX.

Jamie Murray
Price
$208.160
Owned
No
BUY
BUY
November 19, 2020
The company hopes to increase the value by 10 fold in 20 years. On an annualized basis, it is a 12% return on investment. It is attainable for electronic payment companies. The industry only surpassed cash a couple years ago. Still a lot of growth. Currently trading at 39x earnings which is hefty.
Show full opinionHide full opinion
Visa Inc. (V-N)
November 19, 2020
The company hopes to increase the value by 10 fold in 20 years. On an annualized basis, it is a 12% return on investment. It is attainable for electronic payment companies. The industry only surpassed cash a couple years ago. Still a lot of growth. Currently trading at 39x earnings which is hefty.
Stan Wong
Price
$207.660
Owned
Unknown
TOP PICK
TOP PICK
November 12, 2020
Benefits from secular trend to plastic. Revenues and earnings were down, when typically these grow. Transaction volume was down, but this will return when the economy recovers. (Analysts’ price target is $221.09)
Show full opinionHide full opinion
Visa Inc. (V-N)
November 12, 2020
Benefits from secular trend to plastic. Revenues and earnings were down, when typically these grow. Transaction volume was down, but this will return when the economy recovers. (Analysts’ price target is $221.09)
Christine Poole
Price
$208.500
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 6, 2020
(A Top Pick Oct 25/19, Up 12%) A company that will benefit from structural lockdown due to covid. There is more upside. Looking at revenue growth, net income growth and share buyback, it will grow. Moving forward, this company still has legs.
Show full opinionHide full opinion
Visa Inc. (V-N)
November 6, 2020
(A Top Pick Oct 25/19, Up 12%) A company that will benefit from structural lockdown due to covid. There is more upside. Looking at revenue growth, net income growth and share buyback, it will grow. Moving forward, this company still has legs.
Darren Sissons
Price
$198.470
Owned
Yes
TOP PICK
TOP PICK
November 6, 2020
Fundamentally, the transition to digital payments from cash will continue. Covid has accelerated this transition. People are spending money online. It will be worth more next year. (Analysts’ price target is $220.68)
Show full opinionHide full opinion
Visa Inc. (V-N)
November 6, 2020
Fundamentally, the transition to digital payments from cash will continue. Covid has accelerated this transition. People are spending money online. It will be worth more next year. (Analysts’ price target is $220.68)
Darren Sissons
Price
$198.470
Owned
Yes
TOP PICK
TOP PICK
October 26, 2020
It is a toll booth, making 15 basis points on every transaction. They could grow their B2B business as well as growing internationally. It is a great story about going to less cash. They are reinvesting in their businesses.
Show full opinionHide full opinion
Visa Inc. (V-N)
October 26, 2020
It is a toll booth, making 15 basis points on every transaction. They could grow their B2B business as well as growing internationally. It is a great story about going to less cash. They are reinvesting in their businesses.
Paul Harris, CFA
Price
$192.640
Owned
Yes
BUY
BUY
October 7, 2020
As long as you have the ability to take market share and you're not too exposed to Covid, markets have rewarded. Haven't seen that with Visa. Cross-border shopping is down. But outstanding growth runway. Will move much higher. Core holding.
Show full opinionHide full opinion
Visa Inc. (V-N)
October 7, 2020
As long as you have the ability to take market share and you're not too exposed to Covid, markets have rewarded. Haven't seen that with Visa. Cross-border shopping is down. But outstanding growth runway. Will move much higher. Core holding.
Jennifer Radman
Price
$201.250
Owned
Yes
SELL
SELL
September 30, 2020
Expensive, close to 40x earnings. Somewhat impacted by Covid. First year in history that revenue has fallen. Transactions have dropped, but this is an unusual time. Still, you're not getting a discount. He sold, and moved into a better risk/reward.
Show full opinionHide full opinion
Visa Inc. (V-N)
September 30, 2020
Expensive, close to 40x earnings. Somewhat impacted by Covid. First year in history that revenue has fallen. Transactions have dropped, but this is an unusual time. Still, you're not getting a discount. He sold, and moved into a better risk/reward.
Gordon Reid
Price
$201.080
Owned
No
SELL
SELL
August 27, 2020

Has done extremely well on both organic growth and on the market's re-rating. Will be beneficiaries as we move more to plastic in the post-pandemic world. Trading at a high 30s multiple, a bit extreme. Fewer opportunities and more risk in the face of Square, PayPal, and the like.

Show full opinionHide full opinion
Visa Inc. (V-N)
August 27, 2020

Has done extremely well on both organic growth and on the market's re-rating. Will be beneficiaries as we move more to plastic in the post-pandemic world. Trading at a high 30s multiple, a bit extreme. Fewer opportunities and more risk in the face of Square, PayPal, and the like.

Gordon Reid
Price
$210.495
Owned
No
TOP PICK
TOP PICK
August 20, 2020
No credit risk, just a toll booth. 55,000 transactions a second. Great opportunity for secular growth over the next several years, as people transition from cash. Pandemic has increased card use. Good global growth, especially with emerging markets. Good free cash flow and dividend growth potential, asset light. Yield is 0.59%. (Analysts’ price target is $220.37)
Show full opinionHide full opinion
Visa Inc. (V-N)
August 20, 2020
No credit risk, just a toll booth. 55,000 transactions a second. Great opportunity for secular growth over the next several years, as people transition from cash. Pandemic has increased card use. Good global growth, especially with emerging markets. Good free cash flow and dividend growth potential, asset light. Yield is 0.59%. (Analysts’ price target is $220.37)
Paul Harris, CFA
Price
$203.030
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 13, 2020
(A Top Pick Jul 12/19, Up 11%) Still likes it. Trend to cashless society is getting more entrenched. Impacted by lower economic activity, but rebounded nicely. Trades more like a tech stock than a consumer stock.
Show full opinionHide full opinion
Visa Inc. (V-N)
August 13, 2020
(A Top Pick Jul 12/19, Up 11%) Still likes it. Trend to cashless society is getting more entrenched. Impacted by lower economic activity, but rebounded nicely. Trades more like a tech stock than a consumer stock.
SELL
SELL
July 23, 2020
V vs. MA Both too expensive. Trading at double market multiple, which is extreme for what they offer. Stepped aside because of valuation.
Show full opinionHide full opinion
Visa Inc. (V-N)
July 23, 2020
V vs. MA Both too expensive. Trading at double market multiple, which is extreme for what they offer. Stepped aside because of valuation.
Gordon Reid
Price
$198.885
Owned
No
BUY WEAKNESS
BUY WEAKNESS
July 8, 2020

Warren Buffet has 43% of his portfolio in APPL. APPL is a wonderful brand and strong company. He does not own it today. What worries him a little is that more than half of their revenues come from iPhone sales. They are diversifying, but it will take time. People are tending to keep their phones a year or two longer today it seems. The valuation has made it quite expensive. He would wait for a pullback or consider V, GOOG or MSFT. Warren Buffet must have some amazing incite to take on that concentration in the portfolio.

Show full opinionHide full opinion
Visa Inc. (V-N)
July 8, 2020

Warren Buffet has 43% of his portfolio in APPL. APPL is a wonderful brand and strong company. He does not own it today. What worries him a little is that more than half of their revenues come from iPhone sales. They are diversifying, but it will take time. People are tending to keep their phones a year or two longer today it seems. The valuation has made it quite expensive. He would wait for a pullback or consider V, GOOG or MSFT. Warren Buffet must have some amazing incite to take on that concentration in the portfolio.

Chris Blumas
Price
$193.825
Owned
No
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.
Show full opinionHide full opinion
Visa Inc. (V-N)
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.
Paul Harris, CFA
Price
$191.535
Owned
Yes
Showing 16 to 30 of 654 entries