Visa Inc.

V-N

NYSE:V

192.55
0.34 (0.18%)
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
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.
DON'T BUY
DON'T BUY
June 17, 2010
Big drop from the $90's. PE is close to 20X so it is well above market. Long-term annual growth is still very strong at around 19%. Trading at a premium to its peers American Express (AXP-N) at 14X, MasterCard (MA-N) at 15-16X and Capital One (COF-N) at 11X’s. As US banks consolidate, they may have more power to ask for more concessions.
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Visa Inc. (V-N)
June 17, 2010
Big drop from the $90's. PE is close to 20X so it is well above market. Long-term annual growth is still very strong at around 19%. Trading at a premium to its peers American Express (AXP-N) at 14X, MasterCard (MA-N) at 15-16X and Capital One (COF-N) at 11X’s. As US banks consolidate, they may have more power to ask for more concessions.
BUY
BUY
June 16, 2010
No credit risks. Has fallen off its highs due to recent market correction and the new US financial regulation bill, which could possibly lead to a lower use credit/debit cards. Think the reaction from the street has been a little strong. Likes this but prefers MasterCard (MA-N) more. Trades at about 16X next year's earnings.
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Visa Inc. (V-N)
June 16, 2010
No credit risks. Has fallen off its highs due to recent market correction and the new US financial regulation bill, which could possibly lead to a lower use credit/debit cards. Think the reaction from the street has been a little strong. Likes this but prefers MasterCard (MA-N) more. Trades at about 16X next year's earnings.
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.
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.
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