Comments on Sean Miller's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/sean-miller/articles http://seekingalpha.com/article/72087-visa-and-mastercard-the-mortgage-brokers-of-the-credit-card-industry?source=feed#comment-292012 292012 Mon, 27 Oct 2008 21:11:02 -0400 http://seekingalpha.com/article/71813-mastercard-visa-q1-earnings-may-be-fine-but-guidance-will-be-weak?source=feed#comment-177159 177159 Sat, 31 May 2008 02:52:19 -0400 I have been trading online since 1998 and I enjoy doing so.

Visa particular struck me as one of the safest investment because I work in a call center for Directv, and I kid you not when I say 6 out of every 10 transaction I process involves a VISA card. Enough said.

V winner...I have read most of the entries on this page, but your picks (besides VISA) struck a chord. I already own Petrobras (pbr) and I am positioning to buy EWZ.
Seems like we are on the same wave length. I'm gonna bookmark this page just to pick your brain once in a while. That is, If you don't mind.

]]> http://seekingalpha.com/article/72087-visa-and-mastercard-the-mortgage-brokers-of-the-credit-card-industry?source=feed#comment-165099 165099 Fri, 09 May 2008 16:15:15 -0400 http://seekingalpha.com/article/72087-visa-and-mastercard-the-mortgage-brokers-of-the-credit-card-industry?source=feed#comment-164920 164920 Fri, 09 May 2008 12:28:33 -0400 http://seekingalpha.com/article/72087-visa-and-mastercard-the-mortgage-brokers-of-the-credit-card-industry?source=feed#comment-164914 164914 Fri, 09 May 2008 12:26:25 -0400 http://seekingalpha.com/article/72087-visa-and-mastercard-the-mortgage-brokers-of-the-credit-card-industry?source=feed#comment-164795 164795 Fri, 09 May 2008 10:31:45 -0400
Not sure if you guys are playing in cnbc's million dollar portfolio challange or not but it starts on the 12th...figure its a long shot winning one of the weeks but its worth a try...good luck]]> http://seekingalpha.com/article/72087-visa-and-mastercard-the-mortgage-brokers-of-the-credit-card-industry?source=feed#comment-164442 164442 Thu, 08 May 2008 18:07:54 -0400
one thing to remember is that great companies and great management always deliver.

fslr, ma, v, pcln, rimm - 200% winners

valuation wise ma and rimm STILLL CHEAPPPPPP]]> http://seekingalpha.com/article/72087-visa-and-mastercard-the-mortgage-brokers-of-the-credit-card-industry?source=feed#comment-164287 164287 Thu, 08 May 2008 13:54:47 -0400
Gree i like your correlation between V and MA ...probably going to start playing MA now that i've dumped my take2...i trade what i know and pcln isn't something that's even on the radar so i'm going to say thanks but no thanks....

other current big personal holdings are apple,google,fxi jan09 calls....things on radar MA--love the volumes, ttwo june 30 calls---EA has pushed back their bid for take2 three times already (its now the 16th of may--we'll see if they push back or raise offer or walk away) i figure once may options expire they raise offer and the deal gets done...Ea raises bid to 28-29 a share...currently trading in low 26's its worth a look, also like the brazillian and russian trades both are great places to have exposure to...

global trades took a hit recently (fcx's pot's mos's etc...longer term players can get in at these levels no doubt)

I expect these federal retrun checks to boost economy and we possibly have a pull back end of the yr once credit markets start to widen again...ultimatley they will widen again i feel its only matter of time(when is the most difficult time to predict)....the plan is to be in and out before that happens...also investing in real estate (residential in North Carolina)...considering oversea's real estate also as markets have been getting beat up elsewhere as well...


i'm saving the link will check back w/ u guys later.....]]> http://seekingalpha.com/article/72087-visa-and-mastercard-the-mortgage-brokers-of-the-credit-card-industry?source=feed#comment-163676 163676 Wed, 07 May 2008 17:03:35 -0400
damnn.. dow down -200 and v only +ve. they hit ma also. i sold at 300 and got in again at 292 for half. 300 is a resistance for sure and for no reason.

with v trading close to 45 times earnings this year and close to 40 for next year, ma should be like 350 for sure.

we will see...

i am not buying ma calls because of 300 resistance and once it breaks through i will look at 350 calls one or 2 months expiry from now.

hey, tomorrow is pclan. i am loading up on calls at 145/150 price. expedia showed huge international growth and pcln is international leader with aggressive moves into china.]]> http://seekingalpha.com/article/72087-visa-and-mastercard-the-mortgage-brokers-of-the-credit-card-industry?source=feed#comment-163142 163142 Wed, 07 May 2008 02:00:47 -0400 http://seekingalpha.com/article/72087-visa-and-mastercard-the-mortgage-brokers-of-the-credit-card-industry?source=feed#comment-162320 162320 Mon, 05 May 2008 20:05:03 -0400 http://seekingalpha.com/article/72087-visa-and-mastercard-the-mortgage-brokers-of-the-credit-card-industry?source=feed#comment-162065 162065 Mon, 05 May 2008 11:38:48 -0400
ma still has to catch up with v on valuation and that is 330 to 350 range.....

expect guidance increase in may end/june 1st week analyst meeting...

call citibank and ordered by 2nd ma card today. ofcourse got 1 ma and 1 v already.....]]> http://seekingalpha.com/article/72087-visa-and-mastercard-the-mortgage-brokers-of-the-credit-card-industry?source=feed#comment-161454 161454 Sun, 04 May 2008 10:33:37 -0400
and I'll check out PCLN-

I have to say that although the multiples are insane for V it seems that there are no shortage of buyers...

By the way- I talked about the brazilian play a week ago (before the big run-up). This is not a short term trade...there is a long way to go. Brazil is the only major market in the world to record over that has continued to prosper from the fourth quarter of last year and into this year. I am in many,many brazilian stocks- and have 100% confidence in that market. Having been there,and having a brazilian wife, and having done extensive research- further cemented my belief in the future of brazilian stocks over the next 5-10 years.

For a list of brazilian adrs- go to stocksabroad.com and hit the 'brazil adrs' link..

I'll check out pcln - keep the tips coming... ]]> http://seekingalpha.com/article/72087-visa-and-mastercard-the-mortgage-brokers-of-the-credit-card-industry?source=feed#comment-161283 161283 Sat, 03 May 2008 20:52:22 -0400
this week is the mean machine pcln coming out. earnings is on thrusday after bell.

expected is 50 to 60 cents a share. they will beat by 20 cents easily.

buy after market open on friday and this baby is going 150 for sure.]]> http://seekingalpha.com/article/72087-visa-and-mastercard-the-mortgage-brokers-of-the-credit-card-industry?source=feed#comment-161171 161171 Sat, 03 May 2008 13:06:20 -0400
ma especially was hit like 15 points. i got in again at 283. i think it may touch 275 in worst case, but highly unlikely.

analysts are increasing ma's eps for 2008 like crazy. in 2009 and 2010, the numbers are even shooting higher www.zacks.com/rank/zco...

zacks has been behind ma as strong buy since 150 and they are still touting this. a solid company with solid fundamentals and a growing market share. ma is still cheap trading at early 30's for this year p/e and in low 20's for next years. very very cheap for a growth company like this.]]> http://seekingalpha.com/article/72087-visa-and-mastercard-the-mortgage-brokers-of-the-credit-card-industry?source=feed#comment-160922 160922 Fri, 02 May 2008 16:59:53 -0400
The ONLY difference I have with you is that I think the order is reversed. You are looking more from a fundamentals standpoint- and from that tact- MA is a more solid company. BUT- the new money is going to hit V- and V will take a bigger market share of the global transaction business. Either way- I agree to disagree. I also like the majority of your opinions. ]]> http://seekingalpha.com/article/72087-visa-and-mastercard-the-mortgage-brokers-of-the-credit-card-industry?source=feed#comment-160448 160448 Thu, 01 May 2008 22:43:07 -0400
i think v will run with ma's move, but v increasingly getting pricey whereas ma reaching correct valuation at 340.

also they are hitting flsr for no reason. i would allow fslr to come back to below 250 and watch its management on new solar plants annoucement before jumping in. also spwr has been thrashed to dust. it is a good story and guided higher this year. my 2 picks on solar side are these.]]> http://seekingalpha.com/article/72087-visa-and-mastercard-the-mortgage-brokers-of-the-credit-card-industry?source=feed#comment-160446 160446 Thu, 01 May 2008 22:39:26 -0400
one thing to note is that ma is moving value chain to challenging our dawg axp. their ameriprise deal is an indicator. also watch for ma's move on luxury segment more.

v can definitely crush ma again by aggressive moves and making ma growth in a reduced rate. but having watched ma's management, it looks increasingly v will be under pressure.

also my pick for next week. the one and only pcln. a mean, lean, hungy couple of hundred employee machine, they crush earnings left, right and center. may 8 is the earnings. expect pcln to go 150 GURANTEEEDDD...

to wrap up. inspite of ma's 60 buck move in 2 days. it is STILLL CHEAPPPPPPP

once it reaches 340 before earnings we need to book little profits and run the rest further....]]> http://seekingalpha.com/article/72087-visa-and-mastercard-the-mortgage-brokers-of-the-credit-card-industry?source=feed#comment-160422 160422 Thu, 01 May 2008 20:47:18 -0400
Instead of arguing which is better- as I know your opinion is for V - can we just say that both of these companies have bright futures. ]]> http://seekingalpha.com/article/72087-visa-and-mastercard-the-mortgage-brokers-of-the-credit-card-industry?source=feed#comment-160410 160410 Thu, 01 May 2008 20:06:37 -0400
i think ma is reaching 350 BEFORE next earnings. this is in next 3 months. with super asia, europe and middle east growth they will beat estimates minimum 20 to 40 cents every qtr.

as world economy improves, plastic will surge more and ma with lean and management might post very tough fight in america and easily overtake v outside america.

this does not mean v growth will be low, but ma growth will be super.

ma for end of 2008 will be inching to 400 and with 12 bucks per share in 2010, it will be close to 500 in middle of next year. of course if they split it, the share will adjust appropriately.]]> http://seekingalpha.com/article/72087-visa-and-mastercard-the-mortgage-brokers-of-the-credit-card-industry?source=feed#comment-160318 160318 Thu, 01 May 2008 16:58:26 -0400
I'm laughing all the way to the bank.........

Green Cap- I agree 100%- about MA - Mastcard has 25% in it by the end of the year- thats fo sho ]]> http://seekingalpha.com/article/72087-visa-and-mastercard-the-mortgage-brokers-of-the-credit-card-industry?source=feed#comment-160183 160183 Thu, 01 May 2008 13:24:53 -0400
i will crash 300 pretty easy...

and STILLL CHEEAPPPPP at 30 times or so earnings it is easily 50 to 80 points below v's valuation.

if market give v 100, then MA should definitely be like 400's range...

]]> http://seekingalpha.com/article/71813-mastercard-visa-q1-earnings-may-be-fine-but-guidance-will-be-weak?source=feed#comment-159769 159769 Wed, 30 Apr 2008 19:10:02 -0400
S and P upgraded Brazil to Investment Grade- which will open up the institutional money spigot.........the Bovespa was up 6% today......an all-time high, but there is still time to get on the B train....

Take a look at what the Brazilian stocks did today.....

www.stocksabroad.com/m...

An easy play is EWZ (An etf of all the major players)

I still think there is a lot of room to move.........UP

As far as V- I see 100$ within a quarter or two (most likely one)- but things are going to slow down a bit.....still a great buy and I own a big position - i am going to back off for a couple of days... ]]> http://seekingalpha.com/article/72087-visa-and-mastercard-the-mortgage-brokers-of-the-credit-card-industry?source=feed#comment-159764 159764 Wed, 30 Apr 2008 19:05:41 -0400
www.stocksabroad.com/m...

Check out what happened to the Brazilian Adrs today!!! INSANE

Bovespa hit an all-time high today- up 6%....

WHY?? SandP upgraded Brazil's credit to 'investment grade'- which paves the way for a big chunk of change to go into Brazil. Even though Bovespa is the largest stock exchange- just a few billion will impact that market big time.

My wife is Brazilian and I've spent a lot of time down there- and the economy is ON FIRE........

The two best performing stock markets this year::

1. US
2. Brazil

An easy way to play is the Brazil Etf (EWZ)- but there are a lot of great companies there........I have been playing Brazil for a couple of years but what happened today was very big- and I think Brazil is a VERY STRONG play right now.......

V- I don't know man- we are living in bizarro world-------- I still love V and own it but i'm going to take a break on v for a couple of days and chill out......... My take that we are going to see 100$ within 3 months but the way things are going it could happen sooner......... ]]> http://seekingalpha.com/article/72087-visa-and-mastercard-the-mortgage-brokers-of-the-credit-card-industry?source=feed#comment-159743 159743 Wed, 30 Apr 2008 18:45:33 -0400 www.fool.com/investing...

when ma blasted and teared the way up by massive beat, they are sheepish - www.fool.com/investing...

fool.com, articles like this in seekingalpha are good pointers that YOU do YOUR own research and not rely on useless websites.

btw, i covered at 82.2. this v baby is insane in valuation and looks like will reach 100 pretty easily. valuation? what the hell is that :-)]]> http://seekingalpha.com/article/71813-mastercard-visa-q1-earnings-may-be-fine-but-guidance-will-be-weak?source=feed#comment-159574 159574 Wed, 30 Apr 2008 15:04:56 -0400 http://seekingalpha.com/article/72087-visa-and-mastercard-the-mortgage-brokers-of-the-credit-card-industry?source=feed#comment-159572 159572 Wed, 30 Apr 2008 15:02:58 -0400
v way overvalued for sure. but as you told this market is manipulated one by big guys and hedge funds and has no brain on its own.

i understand traders do this. but this kind of voltality cannot be induced by few traders. those big guys at trading desks manipulate the stocks to whichever direction they want...

pretty crazy...]]> http://seekingalpha.com/article/72087-visa-and-mastercard-the-mortgage-brokers-of-the-credit-card-industry?source=feed#comment-159557 159557 Wed, 30 Apr 2008 14:42:49 -0400
This reminds me of 1999!

Good luck man- i'm lookin at 83.90.......(242PM)]]> http://seekingalpha.com/article/72087-visa-and-mastercard-the-mortgage-brokers-of-the-credit-card-industry?source=feed#comment-159458 159458 Wed, 30 Apr 2008 12:32:41 -0400
if it comes back to 84.5 i will cover for no profit no loss. it went close to 85 in very low volume of like 1.5 million share or so.

i think it is trading at 45 times earning, a valuation which is unprecedented considering v's growth projection and v's america expsoure.

we will see how my short is going to do.]]> http://seekingalpha.com/article/71813-mastercard-visa-q1-earnings-may-be-fine-but-guidance-will-be-weak?source=feed#comment-159406 159406 Wed, 30 Apr 2008 11:34:17 -0400
I see a hundy........]]>