NYSE:V

208.81
2.64 (1.25%)
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
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.
HOLD
HOLD
September 14, 2010
Had a tough time lately, mostly as a result of Financial Regulation in the US, which limits domestic action of credit card/debit card companies, etc. Feels MasterCard (MA-N) has better valuation and less exposure to interchange fees.
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Visa Inc. (V-N)
September 14, 2010
Had a tough time lately, mostly as a result of Financial Regulation in the US, which limits domestic action of credit card/debit card companies, etc. Feels MasterCard (MA-N) has better valuation and less exposure to interchange fees.
BUY
BUY
August 18, 2010
Fallen on the back of the new FinReg financial regulation in the US that affects debit cards and their fees. Would prefer MasterCard (MA-N) that has less exposure to debit cards in the US but this would be a good choice since the price has come down.
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Visa Inc. (V-N)
August 18, 2010
Fallen on the back of the new FinReg financial regulation in the US that affects debit cards and their fees. Would prefer MasterCard (MA-N) that has less exposure to debit cards in the US but this would be a good choice since the price has come down.
DON'T BUY
DON'T BUY
August 17, 2010
This is a company that should make a lot of money. Perfect company to buy during the pull back of 2009. It didn’t pull back all that far. Doesn’t like companies over $25. Not his kind of play, but this sector is tremendous.
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Visa Inc. (V-N)
August 17, 2010
This is a company that should make a lot of money. Perfect company to buy during the pull back of 2009. It didn’t pull back all that far. Doesn’t like companies over $25. Not his kind of play, but this sector is tremendous.
COMMENT
COMMENT
July 5, 2010
Been under pressure recently because of possible Congress regulations on interest charges, which could affect growth. Put up some good quarters, so probably a fairly good, long-term Buy but you get exposure to the US financial sector and US consumer.
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Visa Inc. (V-N)
July 5, 2010
Been under pressure recently because of possible Congress regulations on interest charges, which could affect growth. Put up some good quarters, so probably a fairly good, long-term Buy but you get exposure to the US financial sector and US consumer.
TOP PICK
TOP PICK
June 30, 2010
Has had a big selloff on the back of the US legislation on exchange fees. Growing at 20% per annum. Good emerging marketplace. Fantastic brand name.
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Visa Inc. (V-N)
June 30, 2010
Has had a big selloff on the back of the US legislation on exchange fees. Growing at 20% per annum. Good emerging marketplace. Fantastic brand name.
BUY
BUY
June 23, 2010
Came down pretty hard in the last month or so on rumours of changes to interchange fees that are charged. Regulations have since been softened up. Trades at a very reasonable multiple. Prefers MasterCard (MA-N) that has a hair less growth but better valuation by 2 points.
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Visa Inc. (V-N)
June 23, 2010
Came down pretty hard in the last month or so on rumours of changes to interchange fees that are charged. Regulations have since been softened up. Trades at a very reasonable multiple. Prefers MasterCard (MA-N) that has a hair less growth but better valuation by 2 points.
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