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NYSE:V

Visa Inc. (V)

328.63
+1.39 (0.42%)
as of Jun 18, 2026, 11:56:59 pm Market Open.
318 watching
0
HOLD
As soon as the doors break open, shares will start to pick up. Benefitting from e-commerce, but no catalyst for earnings growth until people start travelling again. Nothing wrong with the company. Likes the global exposure. An alternative to owning a US bank. Has market share and pricing power.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly V is definitely a company that has benefited from the e-commerce transaction rise. Recently reported EPS of $1.42 beat expectations of $1.28. The company announced an $8 billion stock buyback plan. It pays a smallish dividend (which has increased for 11 straight years), backed by a 20% payout ratio. We would buy this with a stop-loss at $170, looking to achieve $240 -- upside of 19%. Yield 0.59% (Analysts’ price target is $237.97)
BUY

Owns Visa. If you look back to when it first became public, it has been a solid upward movement, bar the financial crisis. Effectively, it is the mechanism to fund purchases during Covid. Move away from cash will continue and it should be a structural grower. Prefers Visa, especially with Visa Europe that was incorporated into it. The two present the same risks.

HOLD
Hurt by travel slowdown, but this was offset by consumers using plastic instead of cash. Travel and restaurant use will pick up in 2021. A toll booth with every transaction. Generates lots of free cash. Investing in fintech. Great story, will continue to do well.
TOP PICK
Very well placed for online and in-person shopping. Long runway ahead. Yield is 0.61%. (Analysts’ price target is $226.78)
BUY
Based on analyst Larry Williams' true seasonal index It tends to rally hard in the few few months of a new year, starting right before Christmas (the shopping season). Visa follows seasonal patterns in the past 11 years. So, buy this the day before the Xmas holiday then hold for at least two months.
BUY

MA-N and V-N are fairly interchangeable. He holds MA-N. He does not have a strong opinion one over the other. He does not have AMEX.

BUY
The company hopes to increase the value by 10 fold in 20 years. On an annualized basis, it is a 12% return on investment. It is attainable for electronic payment companies. The industry only surpassed cash a couple years ago. Still a lot of growth. Currently trading at 39x earnings which is hefty.
TOP PICK
Benefits from secular trend to plastic. Revenues and earnings were down, when typically these grow. Transaction volume was down, but this will return when the economy recovers. (Analysts’ price target is $221.09)
PAST TOP PICK
(A Top Pick Oct 25/19, Up 12%) A company that will benefit from structural lockdown due to covid. There is more upside. Looking at revenue growth, net income growth and share buyback, it will grow. Moving forward, this company still has legs.
TOP PICK
Fundamentally, the transition to digital payments from cash will continue. Covid has accelerated this transition. People are spending money online. It will be worth more next year. (Analysts’ price target is $220.68)
TOP PICK
It is a toll booth, making 15 basis points on every transaction. They could grow their B2B business as well as growing internationally. It is a great story about going to less cash. They are reinvesting in their businesses.
BUY
As long as you have the ability to take market share and you're not too exposed to Covid, markets have rewarded. Haven't seen that with Visa. Cross-border shopping is down. But outstanding growth runway. Will move much higher. Core holding.
SELL
Expensive, close to 40x earnings. Somewhat impacted by Covid. First year in history that revenue has fallen. Transactions have dropped, but this is an unusual time. Still, you're not getting a discount. He sold, and moved into a better risk/reward.
SELL

Has done extremely well on both organic growth and on the market's re-rating. Will be beneficiaries as we move more to plastic in the post-pandemic world. Trading at a high 30s multiple, a bit extreme. Fewer opportunities and more risk in the face of Square, PayPal, and the like.

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