NYSE:V

229.21
2.82 (1.22%)
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
Chart
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.
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Visa Inc. (V-N)
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.
Christine Poole
Price
$191.480
Owned
Yes
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.
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Visa Inc. (V-N)
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.
Gordon Reid
Price
$195.130
Owned
No
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.

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Visa Inc. (V-N)
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.

Barry Schwartz
Price
$191.915
Owned
Yes
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)
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Visa Inc. (V-N)
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)
Lorne Steinberg
Price
$195.660
Owned
Yes
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)
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Visa Inc. (V-N)
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)
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.
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Visa Inc. (V-N)
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.
Gordon Reid
Price
$181.620
Owned
No
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.
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Visa Inc. (V-N)
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.
Brian Acker, CA
Price
$184.000
Owned
Yes
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.

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Visa Inc. (V-N)
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.

Barry Schwartz
Price
$174.380
Owned
Yes
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.

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Visa Inc. (V-N)
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.

Chris Blumas
Price
$180.890
Owned
Unknown
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.
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Visa Inc. (V-N)
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.
Bryden Teich
Price
$166.130
Owned
No
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)
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Visa Inc. (V-N)
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)
Zachary Curry
Price
$160.310
Owned
Yes
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.
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Visa Inc. (V-N)
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.
David Baskin
Price
$135.740
Owned
Unknown
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.
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Visa Inc. (V-N)
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.
Gavin Graham
Price
$194.290
Owned
Unknown
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.
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Visa Inc. (V-N)
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.
Bryden Teich
Price
$178.310
Owned
Unknown
COMMENT
COMMENT
February 27, 2020

V-N vs. DIS-N. He would go V-N 100%. DIS-N he thinks they will suffer for quite some time. They did major acquisitions and the balance sheet is hugely invested. They need time to digest all of this and will be a mess for a year or two.

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Visa Inc. (V-N)
February 27, 2020

V-N vs. DIS-N. He would go V-N 100%. DIS-N he thinks they will suffer for quite some time. They did major acquisitions and the balance sheet is hugely invested. They need time to digest all of this and will be a mess for a year or two.

Brian Acker, CA
Price
$180.010
Owned
Unknown
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