NYSE:V

151.85
5.54 (3.52%)
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
PAST TOP PICK
PAST TOP PICK
August 12, 2011
(A Top Pick June 16/11. Up 13.47%.)
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Visa Inc. (V-N)
August 12, 2011
(A Top Pick June 16/11. Up 13.47%.)
BUY WEAKNESS
BUY WEAKNESS
August 11, 2011
Likes this company but the valuation is too high for him. Keeps reporting record earnings. Does well in international markets as well. Would buying in the $50-$60 level.
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Visa Inc. (V-N)
August 11, 2011
Likes this company but the valuation is too high for him. Keeps reporting record earnings. Does well in international markets as well. Would buying in the $50-$60 level.
BUY
BUY
August 5, 2011
Transaction business so all credit risks are taken by the banks. Up 17% over last year. About 0.9% yield. PE is reasonable at about 15 times.
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Visa Inc. (V-N)
August 5, 2011
Transaction business so all credit risks are taken by the banks. Up 17% over last year. About 0.9% yield. PE is reasonable at about 15 times.
BUY
BUY
July 28, 2011
Transaction company. A lot of people think they take credit risks, but they don't. Likes this company. A global play.
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Visa Inc. (V-N)
July 28, 2011
Transaction company. A lot of people think they take credit risks, but they don't. Likes this company. A global play.
TOP PICK
TOP PICK
June 16, 2011
(A Top Pick March 25/11. Up 4%.) Debit card fees have put all the credit card companies in the limelight, which has put some short-term pressure on this stock. Thinks their growth prospects are outside of this debit card issue. Their growth prospects are in emerging markets, particularly in new technologies in emerging markets. Moving to build out it mobile technology capability.
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Visa Inc. (V-N)
June 16, 2011
(A Top Pick March 25/11. Up 4%.) Debit card fees have put all the credit card companies in the limelight, which has put some short-term pressure on this stock. Thinks their growth prospects are outside of this debit card issue. Their growth prospects are in emerging markets, particularly in new technologies in emerging markets. Moving to build out it mobile technology capability.
TOP PICK
TOP PICK
May 18, 2011
Now trading at same multiple as MasterCard now so he switched to this one. Growth prospect is where you can swipe your phone as in Asia.
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Visa Inc. (V-N)
May 18, 2011
Now trading at same multiple as MasterCard now so he switched to this one. Growth prospect is where you can swipe your phone as in Asia.
BUY WEAKNESS
BUY WEAKNESS
May 11, 2011
Started buying in the low to mid-$70 range. Doing all the things that he likes from a shareholder perspective. Hit recently with potential regulatory changes but quite an insignificant portion of their earnings.
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Visa Inc. (V-N)
May 11, 2011
Started buying in the low to mid-$70 range. Doing all the things that he likes from a shareholder perspective. Hit recently with potential regulatory changes but quite an insignificant portion of their earnings.
BUY
BUY
April 11, 2011
US is watering down the legislation that would have affected them. First time in a long time there is beginning to be an increase in consumer debt so people are feeling more confidant and employment is improving. The negative is that they are spending more on gasoline.
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Visa Inc. (V-N)
April 11, 2011
US is watering down the legislation that would have affected them. First time in a long time there is beginning to be an increase in consumer debt so people are feeling more confidant and employment is improving. The negative is that they are spending more on gasoline.
TOP PICK
TOP PICK
March 28, 2011
Clamp down on fees gives an opportunity. Language on the proposed bill is a little softer. Likes the technological advances they’re making.
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Visa Inc. (V-N)
March 28, 2011
Clamp down on fees gives an opportunity. Language on the proposed bill is a little softer. Likes the technological advances they’re making.
HOLD
HOLD
March 16, 2011
Fallen with the other credit card business over regulatory changes involving fee caps. Thinks it’s good value. Thinks there will be some mitigation to the legislation.
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Visa Inc. (V-N)
March 16, 2011
Fallen with the other credit card business over regulatory changes involving fee caps. Thinks it’s good value. Thinks there will be some mitigation to the legislation.
TOP PICK
TOP PICK
February 2, 2011
On a financial bill in the US, there was the Durbin amendment that addressed debit card fees that could be charged by sponsoring banks. Visa has a bigger debit card business than MasterCard (MC-N) and people have discounted Visa to the point where multiples are at about the same now. Expects the bill will be mitigated.
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Visa Inc. (V-N)
February 2, 2011
On a financial bill in the US, there was the Durbin amendment that addressed debit card fees that could be charged by sponsoring banks. Visa has a bigger debit card business than MasterCard (MC-N) and people have discounted Visa to the point where multiples are at about the same now. Expects the bill will be mitigated.
DON'T BUY
DON'T BUY
January 25, 2011
Because of the new regulations in the US on limiting transaction fees, he doesn’t recommend the credit card companies.
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Visa Inc. (V-N)
January 25, 2011
Because of the new regulations in the US on limiting transaction fees, he doesn’t recommend the credit card companies.
PARTIAL BUY
PARTIAL BUY
December 23, 2010
Facing some regulatory issues, which have to be sorted out. Really a tollbooth where they don’t take any risks. You can probably buy it cheaper, but not much cheaper. In the long run, an interesting business to own.
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Visa Inc. (V-N)
December 23, 2010
Facing some regulatory issues, which have to be sorted out. Really a tollbooth where they don’t take any risks. You can probably buy it cheaper, but not much cheaper. In the long run, an interesting business to own.
TOP PICK
TOP PICK
November 3, 2010
There is a lot of negative sentiment right now: The talk about regulating interchange rates, talk about exclusivity with merchants being removed. But the prospects for Visa have not changed. They are growing their earnings about 15-20% per annum. 17-18 multiple, which is very, very strong. Good global footprint. They are dominant.
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Visa Inc. (V-N)
November 3, 2010
There is a lot of negative sentiment right now: The talk about regulating interchange rates, talk about exclusivity with merchants being removed. But the prospects for Visa have not changed. They are growing their earnings about 15-20% per annum. 17-18 multiple, which is very, very strong. Good global footprint. They are dominant.
DON'T BUY
DON'T BUY
October 18, 2010
We are now seeing a gradual loosening up of credit terms, which is more positive to credit card companies. But this stock will not trade at the multiple it did a few years ago. At these levels it is probably fully values.
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Visa Inc. (V-N)
October 18, 2010
We are now seeing a gradual loosening up of credit terms, which is more positive to credit card companies. But this stock will not trade at the multiple it did a few years ago. At these levels it is probably fully values.
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