Seeking Alpha
  • Philip Saglimbeni
    Some $V money looks to be headed to $MA on the news of yesterday, good for my large MasterCard long position, bad for my Visa calls . . .
    8/1/13
    Reply (11)
    • JeanPhilippe: True. Right now $MA overpriced, $V underpriced. Where are Visa Bull today?
      8/1/13
    • Philip Saglimbeni: true, a quick change considering it was the opposite for quite a while
      8/1/13
    • Philip Saglimbeni: hard to go wrong with either one of these companies in the long-term, I see $V closing green today
      8/1/13
    • Bret Kenwell: Own both :-) problem solved.
      8/1/13
    • Philip Saglimbeni: exactly Bret!
      8/1/13
    • JeanPhilippe: It make no sense that $MA gain 5% and Visa sink by 10%... Yes $V have more part in Debit but only like twice more then $MA.
      8/1/13
    • Philip Saglimbeni: Visa has been outperforming MasterCard all year, almost for two years, this may be just a reset for the two, $V will catch up at some point
      8/1/13
    • Philip Saglimbeni: Considering the revenue/EPS growth is projected to be very similar in 2013/2014 for both companies
      8/1/13
    • Philip Saglimbeni: $V in the green now . . .
      8/1/13
    • JeanPhilippe: If you think about it a 10% drop in 1h for a stocks with 115 Billions Market cap is pretty sick. Some bots need to recode the algo lol
      8/1/13
    • Bret Kenwell: $V flipped the switch..... Beast Mode: [ON] OFF
      8/1/13