Summer Sale

50% off Premium Yearly

00days
00hrs
00mins
00secs

NYSE:MA

Mastercard Inc. (MA)

490.94
+1.15 (0.23%)
as of Jun 18, 2026, 11:04:55 pm Market Open.
149 watching
0
BUY
Would buy over Visa (V-N) although both are good companies. Both came down in price because of the Financial Regulation bill that is now in front of Congress that creates questions on interchange fees. Thinks this has been over done.
BUY
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 over Visa (V-N). A hair less growth but better valuation by 2 points.
BUY
Trades at about 14X next year's earnings. New US financial regulation bill could possibly lead to lower use of credit/debit cards. Street reaction has been a little strong. Has less exposure to the debit card than Visa (V-N).
TOP PICK
Stock dropped because of concerns on proposed changes on debit card fees. This was more perception than reality because they don't participate in the debit card fee itself.
COMMENT
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.
PAST TOP PICK
(A Top Pick March 11/09. Up 69.1% excluding dividends.) Competes very well against Visa (V-N), its major competitor.
PAST TOP PICK
(Top Pick Mar 11/09, Up 52.87%) Not as cheap as it was, but still good value.
BUY
Very good moneymaking machine. Riding along the 50-day moving average and not falling below it. You could also look at Capital One Financial (COF-N) or American Express (AXP-N).
PAST TOP PICK
(A Top Pick Dec 19/08. Up 58.2% excluding dividends.) Multiple has gone up to 18 X earnings so it's approaching a level where he is starting to get cautious.
DON'T BUY
A little bit overvalued. Not a compelling opportunity.
DON'T BUY
Trading at 18X forward earnings and 40X price to cash flow. He would prefer about 12X forward earnings.
DON'T BUY
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.
BUY
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.
TOP PICK
The key thing is there is no credit risk. Really a processor of transactions. As we move from a cash society this will get more and more business.
COMMENT
Stock has held up well and has started to build a base. There is a thought that this type of credit is starting to be used a bit more. Short term moving average was around $148. When it starts to improve, it should get above the short term moving average and then above the long-term.
Showing 241 to 255 of 268 entries