Seeking Alpha

Discover best value in credit cards says Susquehanna

  • Following Discover's (DFS +5.4%) Q4 results, Susquehanna sees rising NIM and industry-leading receivables growth this year as further distancing the company from its rivals.
  • Previous earnings coverage on Discover
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Comments (4)
  • phylspilot
    , contributor
    Comments (11) | Send Message
     
    DFS has one very big minus when compared to MA and V….they have exposure to the debt
    of the cardholder. MA and V are NOT the direct lenders, and therefore have far less exposure to
    bad debt/defaults.
    24 Jan 2014, 10:39 AM Reply Like
  • Workhorse Investor
    , contributor
    Comments (114) | Send Message
     
    DFS is more like AXP than MA or V...
    24 Jan 2014, 11:40 AM Reply Like
  • James_B
    , contributor
    Comments (177) | Send Message
     
    MA and V are card processors, COF, DFS and AXP are essentially banks, with little (if any) brick and mortar establishments. DFS and AXP are the only credit card companies to also have a card processor. MA and V are not comparable.
    24 Jan 2014, 02:17 PM Reply Like
  • dutch1934
    , contributor
    Comments (3) | Send Message
     
    How long have MA and V been major players in the credit market compared to DFS?
    26 Jan 2014, 08:51 AM Reply Like
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