NYSE:V

180.01
7.20 (3.85%)
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
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.
COMMENT
COMMENT
June 16, 2009
Had a multiple of 35 PE, dropped to 30 and is now in the low 20's. Starting to get very interesting. Because it is a growth stock he can't own it. Still too big a multiple to him, but getting close.
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Visa Inc. (V-N)
June 16, 2009
Had a multiple of 35 PE, dropped to 30 and is now in the low 20's. Starting to get very interesting. Because it is a growth stock he can't own it. Still too big a multiple to him, but getting close.
DON'T BUY
DON'T BUY
June 15, 2009
Has no exposure to credit card companies. There is a case to be made for global growth with either Visa (V-N) or American Express (AXP-N) but with savings rates rising, there could be a bit of a challenge from an earnings standpoint. Would prefer asset managers that could participate from a fee standpoint, or a custodian such as State Street (STT-N).
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Visa Inc. (V-N)
June 15, 2009
Has no exposure to credit card companies. There is a case to be made for global growth with either Visa (V-N) or American Express (AXP-N) but with savings rates rising, there could be a bit of a challenge from an earnings standpoint. Would prefer asset managers that could participate from a fee standpoint, or a custodian such as State Street (STT-N).
DON'T BUY
DON'T BUY
June 8, 2009
Visa (V-N) and MasterCard (MA-N) make money on fees they charge merchants. (Also have debit cards in Europe and US but not in Canada.) Transaction oriented companies, so if you think retail sales are going to pick up then you will want to own but if the consumer is tapped out and trying to get out of debt (which he thinks) then you don't want to be there right now. His preference would be towards Visa because of its stronger international name.
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Visa Inc. (V-N)
June 8, 2009
Visa (V-N) and MasterCard (MA-N) make money on fees they charge merchants. (Also have debit cards in Europe and US but not in Canada.) Transaction oriented companies, so if you think retail sales are going to pick up then you will want to own but if the consumer is tapped out and trying to get out of debt (which he thinks) then you don't want to be there right now. His preference would be towards Visa because of its stronger international name.
COMMENT
COMMENT
June 5, 2009
Between Visa (V-N) and MasterCard (MA-N), MasterCard is the cheaper of the stocks from a valuation standpoint. Both of these companies are in the right spot. There will be a huge increase in the use of debit cards and both companies have a huge position in this area.
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Visa Inc. (V-N)
June 5, 2009
Between Visa (V-N) and MasterCard (MA-N), MasterCard is the cheaper of the stocks from a valuation standpoint. Both of these companies are in the right spot. There will be a huge increase in the use of debit cards and both companies have a huge position in this area.
BUY
BUY
May 15, 2009
There is global upside in transaction values. If someone does not make good on their credit card, it is not this company that gets hit, but the bank.
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Visa Inc. (V-N)
May 15, 2009
There is global upside in transaction values. If someone does not make good on their credit card, it is not this company that gets hit, but the bank.
COMMENT
COMMENT
May 11, 2009
Doesn't have a firm opinion on this one but companies exposed to small and mid-ticket items will fare better than large ticket items.
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Visa Inc. (V-N)
May 11, 2009
Doesn't have a firm opinion on this one but companies exposed to small and mid-ticket items will fare better than large ticket items.
BUY
BUY
April 24, 2009
Is a credit card company but don’t make loans – they are a network system. Visa and MC are great companies. Visa is more attractive.
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Visa Inc. (V-N)
April 24, 2009
Is a credit card company but don’t make loans – they are a network system. Visa and MC are great companies. Visa is more attractive.
HOLD
HOLD
April 23, 2009
(Market Call Minute) Shares are priced about right.
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Visa Inc. (V-N)
April 23, 2009
(Market Call Minute) Shares are priced about right.
COMMENT
COMMENT
March 20, 2009
Prefers MasterCard (MC-N), which is less expensive valuation wise. If it where 10%-15% cheaper he would be more interested. The entire space has great opportunity.
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Visa Inc. (V-N)
March 20, 2009
Prefers MasterCard (MC-N), which is less expensive valuation wise. If it where 10%-15% cheaper he would be more interested. The entire space has great opportunity.
HOLD
HOLD
March 18, 2009
(Market Call Minute.) Wouldn't be looking at this one right now. Don't think you'll be seeing $80-$90 any time soon.
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Visa Inc. (V-N)
March 18, 2009
(Market Call Minute.) Wouldn't be looking at this one right now. Don't think you'll be seeing $80-$90 any time soon.
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