NYSE:V

229.21
2.82 (1.22%)
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
Chart
BUY
BUY
February 27, 2020

V vs. MSFT Likes Visa's valuation. Likes the secular growth story of moving from cash and cheques to digital payments. MSFT is expensive, at 27x earnings with 12% growth rate. Visa is right at the 200-day moving average, 28x earnings with a 15% growth rate. Nothing wrong with MSFT, but Visa is a better name.

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Visa Inc. (V-N)
February 27, 2020

V vs. MSFT Likes Visa's valuation. Likes the secular growth story of moving from cash and cheques to digital payments. MSFT is expensive, at 27x earnings with 12% growth rate. Visa is right at the 200-day moving average, 28x earnings with a 15% growth rate. Nothing wrong with MSFT, but Visa is a better name.

Stan Wong
Price
$180.010
Owned
Yes
BUY
BUY
February 26, 2020

Mastercard vs. Visa This sector got hit hard. MA issued a guidance warning recently, due to fewer transaction from the coronavirus. He's bought more of Visa this week, though MA is also good to add during a dip. If you add, buy in tranches, not all at once. Payments are a great space to invest. Both are good.

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Visa Inc. (V-N)
February 26, 2020

Mastercard vs. Visa This sector got hit hard. MA issued a guidance warning recently, due to fewer transaction from the coronavirus. He's bought more of Visa this week, though MA is also good to add during a dip. If you add, buy in tranches, not all at once. Payments are a great space to invest. Both are good.

Chris Blumas
Price
$187.210
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
February 21, 2020

Mastercard is a great company that is very similar to Visa. The move towards digital payments is continuing. They both have a great global reach, both for credit and debit business. You can keep buying in on dips.

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Visa Inc. (V-N)
February 21, 2020

Mastercard is a great company that is very similar to Visa. The move towards digital payments is continuing. They both have a great global reach, both for credit and debit business. You can keep buying in on dips.

Ian Fung
Price
$208.150
Owned
_N/A
TOP PICK
TOP PICK
February 18, 2020

They're a tech company, not financial, and strong in tech. You can still get in now. They're fantastic at claims processing. They have a big edge over Mastercard. Visa won't be hurt by fintech. (Analysts’ price target is $226.31)

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Visa Inc. (V-N)
February 18, 2020

They're a tech company, not financial, and strong in tech. You can still get in now. They're fantastic at claims processing. They have a big edge over Mastercard. Visa won't be hurt by fintech. (Analysts’ price target is $226.31)

Michael Decter
Price
$211.200
Owned
Yes
TOP PICK
TOP PICK
February 14, 2020

A toll-road business. Any time you make a purchase, it's often with Visa or Mastercard. They just had their investor presentation and they are planning on growing their business by ten times. Still has a long runway of growth. He sees tremendous potential, especially in fintech. (Analysts’ price target is $226.31)

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Visa Inc. (V-N)
February 14, 2020

A toll-road business. Any time you make a purchase, it's often with Visa or Mastercard. They just had their investor presentation and they are planning on growing their business by ten times. Still has a long runway of growth. He sees tremendous potential, especially in fintech. (Analysts’ price target is $226.31)

Barry Schwartz
Price
$210.290
Owned
Yes
COMMENT
COMMENT
February 10, 2020

Visa vs. Mastercard Mastercard. Visa stumbled in the last quarter and has a high valuation.

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Visa Inc. (V-N)
February 10, 2020

Visa vs. Mastercard Mastercard. Visa stumbled in the last quarter and has a high valuation.

John Zechner
Price
$205.990
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
February 6, 2020
(A Top Pick Jul 02/19, Up 16%) Really likes it. Makes money on each transaction. We're moving to a cashless society. Leading edge in fintech. Good opportunity for global growth.
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Visa Inc. (V-N)
February 6, 2020
(A Top Pick Jul 02/19, Up 16%) Really likes it. Makes money on each transaction. We're moving to a cashless society. Leading edge in fintech. Good opportunity for global growth.
Paul Harris, CFA
Price
$203.040
Owned
Yes
TOP PICK
TOP PICK
February 5, 2020
They have 60% of the debit/credit card market share. A high-quality large cap holding. The valuation is a little rich, but worth it. Yield 0.60% (Analysts’ price target is $225.66)
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Visa Inc. (V-N)
February 5, 2020
They have 60% of the debit/credit card market share. A high-quality large cap holding. The valuation is a little rich, but worth it. Yield 0.60% (Analysts’ price target is $225.66)
Zachary Curry
Price
$200.740
Owned
Yes
STRONG BUY
STRONG BUY
February 4, 2020

Not cheap, but it's one of only two stocks in the world. This and Mastercard have incredible runways for growth, especially Asia. No doubt in 5-10 years, there will be millions of new owns of credit cards and e-payments. Yes, you should pay up for Visa. He's still buying it.

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Visa Inc. (V-N)
February 4, 2020

Not cheap, but it's one of only two stocks in the world. This and Mastercard have incredible runways for growth, especially Asia. No doubt in 5-10 years, there will be millions of new owns of credit cards and e-payments. Yes, you should pay up for Visa. He's still buying it.

David Baskin
Price
$203.560
Owned
Yes
DON'T BUY
DON'T BUY
January 29, 2020
He did very well with it for 10 years. Sure, the chart is amazing, but the stock's fundamentals don't match a fair multiple. Today, Visa trades at a 60% premium, though Visa continues to execute very well. He saw too much risk vs. reward.
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Visa Inc. (V-N)
January 29, 2020
He did very well with it for 10 years. Sure, the chart is amazing, but the stock's fundamentals don't match a fair multiple. Today, Visa trades at a 60% premium, though Visa continues to execute very well. He saw too much risk vs. reward.
Gordon Reid
Price
$204.860
Owned
No
BUY WEAKNESS
BUY WEAKNESS
January 27, 2020
Sold at $208, but buyback at $190-195? That was a good sale price. At the start of January, Visa started to outperform the S&P. There's support at $196 and $187, so look at re-entering at $185-6.
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Visa Inc. (V-N)
January 27, 2020
Sold at $208, but buyback at $190-195? That was a good sale price. At the start of January, Visa started to outperform the S&P. There's support at $196 and $187, so look at re-entering at $185-6.
BUY
BUY
January 22, 2020
For growth The chart is on fire with lots of runway in and outside North America. They're also getting into cloud operations with the Plaid acquisition recently. Visa boasts earnings stability, too.
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Visa Inc. (V-N)
January 22, 2020
For growth The chart is on fire with lots of runway in and outside North America. They're also getting into cloud operations with the Plaid acquisition recently. Visa boasts earnings stability, too.
James Telfser
Price
$207.900
Owned
Yes
BUY
BUY
January 21, 2020

Definitely, he'd buy it today, along with Mastercard and AmEx. The chart is superb and has nowhere to go but up.

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Visa Inc. (V-N)
January 21, 2020

Definitely, he'd buy it today, along with Mastercard and AmEx. The chart is superb and has nowhere to go but up.

Elliott Fishman
Price
$207.290
Owned
Unknown
COMMENT
COMMENT
January 20, 2020

WeChat is expanding their payment system outside of China. He has no idea how this will affect V-N. He owns MA-N and not V-N. It would take a lot of capital to compete with either of these. There are a lot of countries where cash is primarily used to settle transactions. MA-N and V-N can use technology to complete with BABA-N's payment system.

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Visa Inc. (V-N)
January 20, 2020

WeChat is expanding their payment system outside of China. He has no idea how this will affect V-N. He owns MA-N and not V-N. It would take a lot of capital to compete with either of these. There are a lot of countries where cash is primarily used to settle transactions. MA-N and V-N can use technology to complete with BABA-N's payment system.

TOP PICK
TOP PICK
January 20, 2020
People are using credit cards more and cash less. Credit card applications and applications continue to soar. Visa just bought Plaid that'll accelerate their fintech division and lead to peer-to-peer transactions like VMO. (Analysts’ price target is $212.86)
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Visa Inc. (V-N)
January 20, 2020
People are using credit cards more and cash less. Credit card applications and applications continue to soar. Visa just bought Plaid that'll accelerate their fintech division and lead to peer-to-peer transactions like VMO. (Analysts’ price target is $212.86)
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