NYSE:V

205.00
1.52 (0.74%)
Visa Inc. is an American multinational financial services corporation headquartered in Foster City, California, United States.
More at Wikipedia

Analysis and Opinions about V-N

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
June 25, 2019
It has successfully guided itself through a leveraged buyout of Visa Europe and it should start to feel the benefits going forward. A pullback of a decent nature would be a good entry for a larger position. Be watchful for a disruptive payment competitor that might appear in the future.
Show full opinionHide full opinion
Visa Inc. (V-N)
June 25, 2019
It has successfully guided itself through a leveraged buyout of Visa Europe and it should start to feel the benefits going forward. A pullback of a decent nature would be a good entry for a larger position. Be watchful for a disruptive payment competitor that might appear in the future.
BUY
BUY
June 21, 2019

AmEx, Visa or Mastercard? They're all great. Visa and MA are pure-play payment processors vs. AmEx which is also the issuing bank. They play on electronic payments with people buying more and more online, but V and MA reaches a wider breadth of customers/users. AmEx still focuses on richer people. V and MA will always have a higher multiple because they're viewed as tech companies. They're all great holds for 5-10 years.

Show full opinionHide full opinion
Visa Inc. (V-N)
June 21, 2019

AmEx, Visa or Mastercard? They're all great. Visa and MA are pure-play payment processors vs. AmEx which is also the issuing bank. They play on electronic payments with people buying more and more online, but V and MA reaches a wider breadth of customers/users. AmEx still focuses on richer people. V and MA will always have a higher multiple because they're viewed as tech companies. They're all great holds for 5-10 years.

John Kim

Unlock Ratings

Price
$173.440
Owned
Unknown
STRONG BUY
STRONG BUY
June 18, 2019
A must-hold for his clients. Great profits and it has enormous runway for growth in southeast Asia, eastern Europe and Africa. Visa could be three times bigger. It's partnering with everyone who needs a payment platform.
Show full opinionHide full opinion
Visa Inc. (V-N)
June 18, 2019
A must-hold for his clients. Great profits and it has enormous runway for growth in southeast Asia, eastern Europe and Africa. Visa could be three times bigger. It's partnering with everyone who needs a payment platform.
BUY WEAKNESS
BUY WEAKNESS
June 14, 2019
Making new highs. The fintech stocks hit new highs every day. Wait for a pullback. $117.53 is his model price. You can buy a little now, but buy more on a correction.
Show full opinionHide full opinion
Visa Inc. (V-N)
June 14, 2019
Making new highs. The fintech stocks hit new highs every day. Wait for a pullback. $117.53 is his model price. You can buy a little now, but buy more on a correction.
BUY
BUY
June 6, 2019

It is hard to distinguish between itself and MA-N. It is one of the two largest in the world with great tailwinds. The US is still moving to payment cards.

Show full opinionHide full opinion
Visa Inc. (V-N)
June 6, 2019

It is hard to distinguish between itself and MA-N. It is one of the two largest in the world with great tailwinds. The US is still moving to payment cards.

Ian Fung

Unlock Ratings

Price
$166.920
Owned
Unknown
PARTIAL BUY
PARTIAL BUY
May 27, 2019
Great stock, but not the best time to buy. Makes sense to take a half position right now. Barron's says that MVP (Mastercard, Visa, and PayPal) have done better than the FANGs over the last 3 years. Visa is the best bet. Asset light. Free cash flow is quite high and gives you flexibility.
Show full opinionHide full opinion
Visa Inc. (V-N)
May 27, 2019
Great stock, but not the best time to buy. Makes sense to take a half position right now. Barron's says that MVP (Mastercard, Visa, and PayPal) have done better than the FANGs over the last 3 years. Visa is the best bet. Asset light. Free cash flow is quite high and gives you flexibility.
BUY
BUY
May 23, 2019
The stock has been a rocket ship. He owns Mastercard Inc (MA-N) which is basically the same. 3-5 years out is going to be OK.
Show full opinionHide full opinion
Visa Inc. (V-N)
May 23, 2019
The stock has been a rocket ship. He owns Mastercard Inc (MA-N) which is basically the same. 3-5 years out is going to be OK.
BUY
BUY
May 22, 2019
He likes this long term. They took profits. He also likes Mastercard. There is a long runway for these names, Visa, Mastercard and PayPal, but prefers Visa or Mastercard. American Express is another name that can be looked at.
Show full opinionHide full opinion
Visa Inc. (V-N)
May 22, 2019
He likes this long term. They took profits. He also likes Mastercard. There is a long runway for these names, Visa, Mastercard and PayPal, but prefers Visa or Mastercard. American Express is another name that can be looked at.
BUY
BUY
May 21, 2019
Owns it and thinks it's a great company. Very good organic growth, has lots more growth to happen globally. Bought out VISA Europe in 2017 thinks it's going to be fully integrated later part of this year and will add a lot to VISA. Has little or no debt. Tons of free cash flow. You can own it here, or if you get a chance wait when it falls to buy it.
Show full opinionHide full opinion
Visa Inc. (V-N)
May 21, 2019
Owns it and thinks it's a great company. Very good organic growth, has lots more growth to happen globally. Bought out VISA Europe in 2017 thinks it's going to be fully integrated later part of this year and will add a lot to VISA. Has little or no debt. Tons of free cash flow. You can own it here, or if you get a chance wait when it falls to buy it.
BUY
BUY
May 17, 2019
Visa and Mastercard or Amazon They are two of the world's best companies, and you can own either. Amazon's growth is phenomenal AND their gross margins is increasing. He's about to buy it. There's tremendous growth for 3-5 years coming.
Show full opinionHide full opinion
Visa Inc. (V-N)
May 17, 2019
Visa and Mastercard or Amazon They are two of the world's best companies, and you can own either. Amazon's growth is phenomenal AND their gross margins is increasing. He's about to buy it. There's tremendous growth for 3-5 years coming.
BUY
BUY
May 14, 2019
Lots of room for secular growth in e-payments. Globally, many payments are still in cash and cheque, so more people will move to debit and credit. As e-commerce starts to grow, Visa will benefit. A fine long-term hold. Visa bought Visa Europe a few years ago to expand their geographic reach.
Show full opinionHide full opinion
Visa Inc. (V-N)
May 14, 2019
Lots of room for secular growth in e-payments. Globally, many payments are still in cash and cheque, so more people will move to debit and credit. As e-commerce starts to grow, Visa will benefit. A fine long-term hold. Visa bought Visa Europe a few years ago to expand their geographic reach.
HOLD
HOLD
May 8, 2019

The financial space is a great area -- he prefers the IPAY-N ETF instead. Visa has spent a lot on cyber-security, giving it an advantage. Cash still represents 32% of transactions, 50% in the OECD countries, so there is still more runway to go. Volumes continue to grow. Value may be a little rich here, based on the PE ratio, but considering its growth it is still decent value.

Show full opinionHide full opinion
Visa Inc. (V-N)
May 8, 2019

The financial space is a great area -- he prefers the IPAY-N ETF instead. Visa has spent a lot on cyber-security, giving it an advantage. Cash still represents 32% of transactions, 50% in the OECD countries, so there is still more runway to go. Volumes continue to grow. Value may be a little rich here, based on the PE ratio, but considering its growth it is still decent value.

COMMENT
COMMENT
May 7, 2019
A grand slam, though they are facing more competition. He wishes he had bought this. China doesn't use credit cards and rather they use online payments--this is a longterm headwind. But Visa's free cash flow is great. Apple Pay is also coming.
Show full opinionHide full opinion
Visa Inc. (V-N)
May 7, 2019
A grand slam, though they are facing more competition. He wishes he had bought this. China doesn't use credit cards and rather they use online payments--this is a longterm headwind. But Visa's free cash flow is great. Apple Pay is also coming.
COMMENT
COMMENT
May 6, 2019
In China they don't use credit cards – they use phones. On a longer term basis, is that the way North America will do it, or will it be some other way.
Show full opinionHide full opinion
Visa Inc. (V-N)
May 6, 2019
In China they don't use credit cards – they use phones. On a longer term basis, is that the way North America will do it, or will it be some other way.
HOLD
HOLD
April 24, 2019
It survived the Q4. He hasn't seen today's numbers yet. He is not too worry.
Show full opinionHide full opinion
Visa Inc. (V-N)
April 24, 2019
It survived the Q4. He hasn't seen today's numbers yet. He is not too worry.
Showing 46 to 60 of 598 entries