NYSE:V

210.99
0.70 (0.33%)
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
COMMENT
COMMENT
May 12, 2010
A wonderful brand and have no credit risks. A move away from cash and towards credit/debit has been rampant. A little expensive at 23X earnings whereas MasterCard (MA-N) trades at about 17.
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Visa Inc. (V-N)
May 12, 2010
A wonderful brand and have no credit risks. A move away from cash and towards credit/debit has been rampant. A little expensive at 23X earnings whereas MasterCard (MA-N) trades at about 17.
BUY
BUY
May 10, 2010
A play on global growth and a place for investors to invest within financials that is not banking related. Has pulled back and is not a bad entry point.
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Visa Inc. (V-N)
May 10, 2010
A play on global growth and a place for investors to invest within financials that is not banking related. Has pulled back and is not a bad entry point.
COMMENT
COMMENT
May 3, 2010
MasterCard (MC-N) or Visa (V-N)? Both companies are well run. The risk would be the credit situation in the US and it might spill over with the new European crisis. When the stocks hit their lows in 2008-2009 that was a great buying opportunity. They have both been on a fantastic run and not sure you'll make much money buying at its current level.
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Visa Inc. (V-N)
May 3, 2010
MasterCard (MC-N) or Visa (V-N)? Both companies are well run. The risk would be the credit situation in the US and it might spill over with the new European crisis. When the stocks hit their lows in 2008-2009 that was a great buying opportunity. They have both been on a fantastic run and not sure you'll make much money buying at its current level.
DON'T BUY
DON'T BUY
March 16, 2010
(Market Call Minute) Not going to see strong retail sales in US until 2012 so stock has over performed.
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Visa Inc. (V-N)
March 16, 2010
(Market Call Minute) Not going to see strong retail sales in US until 2012 so stock has over performed.
DON'T BUY
DON'T BUY
December 17, 2009
Relatively expensive valuation at 26 X earnings. Very strong growth and high margins. If global banks think they are making too much money and talk about starting to squeeze them, this would affect the stock and would be a time to buy.
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Visa Inc. (V-N)
December 17, 2009
Relatively expensive valuation at 26 X earnings. Very strong growth and high margins. If global banks think they are making too much money and talk about starting to squeeze them, this would affect the stock and would be a time to buy.
HOLD
HOLD
December 17, 2009
Very profitable company with a lot of great margin. Good business model. Trading at 24X forward earnings, which look a little rich. As banks consolidate, expect they will start looking for concessions and squeeze them on the margins. If you own, hang on until it breaks down through the 50-day moving average.
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Visa Inc. (V-N)
December 17, 2009
Very profitable company with a lot of great margin. Good business model. Trading at 24X forward earnings, which look a little rich. As banks consolidate, expect they will start looking for concessions and squeeze them on the margins. If you own, hang on until it breaks down through the 50-day moving average.
Stan Wong

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Price
$87.030
Owned
Unknown
DON'T BUY
DON'T BUY
December 10, 2009
Great company with no credit risks. Trades at about 22X next year's earnings so too rich for him.
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Visa Inc. (V-N)
December 10, 2009
Great company with no credit risks. Trades at about 22X next year's earnings so too rich for him.
COMMENT
COMMENT
November 11, 2009
Prefers MasterCard (MA-N) that has the same qualities but is a little bit cheaper.
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Visa Inc. (V-N)
November 11, 2009
Prefers MasterCard (MA-N) that has the same qualities but is a little bit cheaper.
BUY
BUY
September 29, 2009
(Market Call Minute) Default rates declining. Excess spreads coming back into the play.
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Visa Inc. (V-N)
September 29, 2009
(Market Call Minute) Default rates declining. Excess spreads coming back into the play.
BUY
BUY
September 23, 2009
For a five-year hold it is not a bad choice. One of the concerns he had when going into the recession was that the number of transactions would go down and people would be losing their credit cards.
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Visa Inc. (V-N)
September 23, 2009
For a five-year hold it is not a bad choice. One of the concerns he had when going into the recession was that the number of transactions would go down and people would be losing their credit cards.
DON'T BUY
DON'T BUY
September 9, 2009
Don’t have any credit risk. They are processors of transactions. Good company, a little too expensive. Prefers Mastercard. Multiple should come down into the teens to be a buy.
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Visa Inc. (V-N)
September 9, 2009
Don’t have any credit risk. They are processors of transactions. Good company, a little too expensive. Prefers Mastercard. Multiple should come down into the teens to be a buy.
DON'T BUY
DON'T BUY
August 19, 2009
A little bit overvalued. Not a compelling opportunity.
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Visa Inc. (V-N)
August 19, 2009
A little bit overvalued. Not a compelling opportunity.
SELL
SELL
August 12, 2009
Every time he goes to approach this company or MasterCard (MA-N), defines the valuations are too high. Trades roughly at 23X forward earnings and 50X price to cash flow. It is a tollbooth so has no credit exposure. Great business and balance sheet is fantastic. With US consumer in saving mode, the growth of the transactions will be slowed.
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Visa Inc. (V-N)
August 12, 2009
Every time he goes to approach this company or MasterCard (MA-N), defines the valuations are too high. Trades roughly at 23X forward earnings and 50X price to cash flow. It is a tollbooth so has no credit exposure. Great business and balance sheet is fantastic. With US consumer in saving mode, the growth of the transactions will be slowed.
BUY
BUY
July 27, 2009
Very good industry. Limited competition. There is no credit risk as it is transaction oriented. As long as there is an improvement in consumption, which he expects, this company will benefit. There are also opportunities to grow in developing markets. Expanding into other things such as debit cards. On his watch list.
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Visa Inc. (V-N)
July 27, 2009
Very good industry. Limited competition. There is no credit risk as it is transaction oriented. As long as there is an improvement in consumption, which he expects, this company will benefit. There are also opportunities to grow in developing markets. Expanding into other things such as debit cards. On his watch list.
COMMENT
COMMENT
July 8, 2009
Has consistently beaten all its earnings since it has gone public. Great company. Doesn't take on any credit risks, as it is transaction driven. Has a tail wind as people are giving up cash for plastic globally. Trades at about 21X earnings. Prefers MasterCard (MA-N) which is cheaper at about 15X 09 earnings.
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Visa Inc. (V-N)
July 8, 2009
Has consistently beaten all its earnings since it has gone public. Great company. Doesn't take on any credit risks, as it is transaction driven. Has a tail wind as people are giving up cash for plastic globally. Trades at about 21X earnings. Prefers MasterCard (MA-N) which is cheaper at about 15X 09 earnings.
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