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 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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Visa Inc. (V-N)
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.

Ross Healy

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Price
$180.919
Owned
Unknown
COMMENT
COMMENT
July 10, 2019

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.

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Visa Inc. (V-N)
July 10, 2019

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.

TOP PICK
TOP PICK
July 2, 2019
Their real competition is cash, because a lot of people still use cash. Visa has good secular growth as well as in emerging markets. There are fears that fintech will take away their business, but the payments business is very hard because it's about scale. Visa puts through 65,000 transactions per second. (Analysts’ price target is $181.18)
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Visa Inc. (V-N)
July 2, 2019
Their real competition is cash, because a lot of people still use cash. Visa has good secular growth as well as in emerging markets. There are fears that fintech will take away their business, but the payments business is very hard because it's about scale. Visa puts through 65,000 transactions per second. (Analysts’ price target is $181.18)
HOLD
HOLD
June 26, 2019
A very steady operator and does not take on a lot of credit risk. The more transactions they put through the more money they make. Last year they accounted for $1.3 trillion in transactions. It is not inexpensive, but you have to pay up for quality.
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Visa Inc. (V-N)
June 26, 2019
A very steady operator and does not take on a lot of credit risk. The more transactions they put through the more money they make. Last year they accounted for $1.3 trillion in transactions. It is not inexpensive, but you have to pay up for quality.
DON'T BUY
DON'T BUY
June 26, 2019

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.

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Visa Inc. (V-N)
June 26, 2019

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.

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