Visa Inc. (V)

All Comments on V

  • commenter
    User 172125
    Apr 26 03:47 AM
    Visa and Mastercard: The Mortgage Brokers of the Credit Card Industry [view article]
    Adesai- I know this is a V post- but i've got to say that Green Capitalist is right about Potash- and even though IPI only has a 1.5% world market share, they are the only player with US production- I think that stock has a very bright future.

    I'm taking a break from China - so I'm not following any Chinese stocks.

    As far as alpha- I remember asking my father as a teenager what it would take to find a good woman- he replied; 'you have to dig through a lot of dumpsters to find a diamond'. The diamond was finding out about IPI on a Green C post- for that the frustration was worth it.

    I am excited about V - I think we should see a strong pop - even if guidance is conservative. Transactions, revenue, and global expansion will all be strong. V is starting to make some strong moves already in the gulf and in china (the fact that they have 1.2 billion from Chinese and Kuwaiti investors alone - helps). I really don't think too many people understand how brilliant they have been in putting together the investors they have. Unlike most companies raising capital from passive investors - V is already putting its investors to work. Its a seamless viral business expansion strategy- and this applies to the member banks (pre-ipo investors)- as well as the ipo investors-

    Reply
  • commenter
    Adesai
    Apr 26 01:42 AM
    Visa and Mastercard: The Mortgage Brokers of the Credit Card Industry [view article]
    You guys gotta read the article on IPI on seeking alpha that claims "potash is a bubble ready to burst".....seekin... alpha is bashing IPI just as it bashed V....

    Reply
  • commenter
    Adesai
    Apr 26 01:37 AM
    Visa and Mastercard: The Mortgage Brokers of the Credit Card Industry [view article]
    Thanks for the recommendations greencapitalist Reply
  • commenter
    Adesai
    Apr 26 01:26 AM
    Visa and Mastercard: The Mortgage Brokers of the Credit Card Industry [view article]
    Greencapitalist, V winner

    I too am in the same boat as both of you. I sold all my other stocks and own only 3: Visa, Intrepid Potash and EJ (E house china). I got in with IPI at $45 about 2200 shares and bought more at $50. I heard about that stock on friday before it went IPO on monday. Especially with POT, MOS, CF, AGU having record prices, due to projection of Potash being sold at $1,000 a ton compared to $250 a ton last year.

    I have a question for both of you... what do you think about this stock EJ. Its the largest real estate agency in china and there stock fell to $15.... its projected to be at $36...and i believe it may hit it this summer with the olympics.....

    As far as MA i will take your advice greencapitalist and buy some. I am just awaiting March 28 when the earning report come out for V.

    Its good to hear from you again Winner V....     Reply
  • commenter
    sorrentocapi
    tal
    Apr 26 01:17 AM
    Mastercard, Visa: Q1 Earnings May Be Fine, But Guidance Will Be Weak [view article]
    I'm lazy right now. Help me and others with the following (please, if you can't read an income statement, balance sheet or know what SGA is, DON'T respond.....take some time off and read some books):

    1) Visa- obviously the current price is high, relative to the PE of the S&P or anything else. However, with enough growth, high pe's can be reasonable or even cheap. Question- expound on the growth opportunities for Visa over the next 5-7 years, and why they will capture these revenue sources as opposed to MA. If you really feel that MA will experience the growth, go ahead and cover that instead.

    2) What are the future downside risks to top line and bottom line for Visa?

    3) Same question, but for MA.

    4) Basic objective comparison of MA and V?     Reply
  • commenter
    HARRY BEAVER
    Apr 25 10:30 PM
    Mastercard, Visa: Q1 Earnings May Be Fine, But Guidance Will Be Weak [view article]
    Visa is a transaction company. More and more people are using their Visa credit and debit to buy everything. Even if the economy is bad, people still need those everyday things and they will most likely use their Visa card. Reply
  • commenter
    User 172125
    Apr 25 09:51 PM
    Visa and Mastercard: The Mortgage Brokers of the Credit Card Industry [view article]
    IPI- Good tip- I am diversified but I like to trade one stock at a time - I watch V like a hawk ever day - every minute- and every hour- I know which direction this stock is moving with my eyes closed.

    I do, however, agree with you on the Potash stocks- and here's why:

    China has virtually no domestic potash production. If you look at why nickel, and copper have seen the big run ups it is because China consumes 25% of the world's supply of both metals yet produces less than 5%. Same thing with Potash. The only way to solve the world's food crisis is with Potash. There will be 9.5 billion people by the year 2009 (up from 6.7billion now)- and the developing world has simply maxed out current food stocks (trust me- its not farmer bob making ethanol doing this- its the developing world eating more combined with an increase in population)- and Potash is the magic ingredient in farming. I agree 100% that these companies are CASH COWS.

    Now- back to V- that is what I love about V- it is also a cash cow (and I will conceed that Mastercard has excellent fundamentals and plenty of room for growth)- but, unlike a miner or manufacturer- there are very few employees, very little cost in doing business, and a whole lot of profit.......

    I have a new sense of optimism about seeking alpha after hearing about IPI from Green Capitalist- Good stuff!     Reply
  • commenter
    User 172125
    Apr 25 09:28 PM
    Visa, MasterCard: A Chance to Profit as Markets Go Mad [view article]
    Vdiddy- Here's the deal on V- There are some potential future problems- and Wez- you want balance here it is (and this is from someone that loves this stock almost as much as my wife).

    But- before I start let me address the fact that I have been called a 'boiler room promoter'- (see other V posts) so I will lend you me experience:

    1. 22 years in the securities business
    2. I have owned one retail brokerage
    3. 3 registrations with Finra (formerly NASD)
    4. I own a precious and base metals investment firm
    5. No securities violations (knock on wood) in 22 years
    6. I have taken one company I started public
    7. I started one of the first online brokerage firms
    8. I work on Wall Street (literally)
    9. I have structured over 25 private placements
    10. I have personally raised over 100,000,000$ in private capital

    Having said that- I can't understand why someone would be so offended at someone that needs to counter all of the false and misleading information being disseminated on Seeking Alpha- (other than jealousy or anger at the fact they didn't get involved in owning V)

    Now, for the problems:

    Problem 1. There are many, many pending lawsuits against V- some may drag out for years- others may cost a fortune.

    Solution1. V has stated in its prospectus it may do a follow-on offering. In other words, should they need more money- they will go back to the till.

    Problem 2. Increased regulation.

    Solution 2. Yes, V may have to deal with a new set of regulatory issues BUT- so have banks, brokerages, and even Microsoft. Bottom line- is that even if they are impacted exponential global growth will cushion the blow.

    Problem 3. Lock-up expiration.

    Solution 3. Yes, the pre-ipo shareholders (mostly member banks) will eventually be able to sell their shares. BUT- this will be in 3 years, unlike a normal lock-up which is only 6 months AND these types of transactions will be pre-arranged 'block' sales IF the major shareholders even sell.

    What so many are missing when they pick this apart and whine about how many shares are outstanding is the brilliance of the viral expansion plan V has developed. Not only are Vs major shareholders some of the biggest banks in the developed and developing world, but so are some of the pre-ipo investors. China Life and the Chinese wealth fund- have 400,000,000. invested - the Kuwait wealth fund has 800,000,000. invested. The biggest banks from Australia to America to Latin America to Asia and the Middle East are all existing shareholders. Whose card do you think they will offer- Discover? Get real. Now that China and Kuwait are players whose card do you think will get preferential treatment in the gulf and in China?

    I have been all over the developing world and credit and debit cards are brand spanking new in most of these markets. Even if V gets 10% of the market of Brazil, China, India, and the rest of the developing world's market- it will triple or quadruple its user base within a decade. Conservative estimates are 10- 12% growth over the next decade year-over-year! All this with less than 5,000. employees, and minimal costs ,other than computers, terminals ,and the cost of plastic to make the card :-)

    Bottom Line:

    Once they get past the litigation this company is a cash cow in the true sense of the word. Look at how much money Microsoft has made over the years because of the profit involved in reselling software. Unlike Microsoft, however, V does not have to update its product ever year, hire thousands of programmers, or deal with the whole planet trying to hack it to death.

    Enough said?     Reply
  • commenter
    Wez
    Apr 25 08:02 PM
    Visa, MasterCard: A Chance to Profit as Markets Go Mad [view article]
    Listen to Wez? I've never said to buy or sell V. I could care less what anyone does or says he/she does here, unlike the boiler room promoters commenting here. Heaven forbid someone give one balanced discussion on this stock. "Here is why I bought it" and "Here is what you might think about before buying it"........now that would be a refreshing post. Reply
  • commenter
    greencapital
    ist
    Apr 25 07:17 PM
    Visa and Mastercard: The Mortgage Brokers of the Credit Card Industry [view article]
    i think if you want to make 10 grand in next 3 months invest 100 shares in pot. also ipi is a hold and buy. don't get scared if they hit these. momo stocks get hit but pulls back aggressively.

    seekingalpha.com/artic...

    with above estimates alone pot can carry north of 250.

    ma - the most abused stock because nobody sells and a low float and can be taken for a ride. +10/-10 points for ma in a day is nothing. but it is UNDER PRICED by a huge margin.

    i am listening to all their conf calls. i have listened to all last 3 years. it is a beautiful company with solid management guys. MA is a buy here. I am loading for 100k shares before earnings with 210 puts for protection (just in case the stupid market decides to do a potash on ma).

    you might want to load up on spwr. a 90% growth company deserves much more than 85 bucks at forward p/e of 35 or so. like barrons said this baby going 130 in this year.

    i think goog is trading cheap at these levels. aapl is a buy and with 3g it should take out 190 easy.

    for quick trading also all these stocks also can be bought and sold.

    next week it is vmafslr week!!!!

    let's get rolling and yeah let me finish with a -ve. the world is in bad recession, the sun is setting down due to global warming and v is going to 20 and ma going bankruptcy and fslr is folding due to lack of sun....LOL!!!!!!!!!!!     Reply
  • commenter
    VDiddy
    Apr 25 06:50 PM
    Visa, MasterCard: A Chance to Profit as Markets Go Mad [view article]
    V Winner,

    I'm glad that I didn't listen to Seeking Alpha or to WEZ and Buyforeclosures. I'm just your average retail investor and having stumbled upon your posts and doing my DD I have a winner in Visa. I remember owning GOOG near its IPO price but sold early before the run because I got scared by negative posts and reviews and now I regret every moment of it.
    Thank you again for giving me confidence to buy stocks again. Also, I want to ask you a question. You mentioned that Visa could possibly hit $500 after a few years, but will it ever catch or overtake Master Card?
    You mentioned that V is dominant internationally, will be buying back shares, have exposure to the BRIC countries, and Visa Europe will come back under Visa down the road. Will all this add to their bottom line and what do you see this stock in 10 years?

    Thanks
    Reply
  • commenter
    User 172125
    Apr 25 05:20 PM
    Is Visa Really Priceless? [view article]
    JC- thanks- but we are just getting started- even if V says the economy is slowing transact volume next week- the global growth factor should kick the stock into high gear. Thats what happened to Amex- and they carry debt....and V doesn't .....

    Next stop on the V express- $100. by the time the Olympic games have their closing ceremony.....     Reply
  • commenter
    User 172125
    Apr 25 05:16 PM
    Visa and Mastercard: The Mortgage Brokers of the Credit Card Industry [view article]
    Keep it rolling Green Capitalist- I heard you loud and clear on IPI (Intrepid Potash)- made a killing- and you are right- these are the last companies that should be sold right now.

    As far as V- I think we will hit 100$ very soon as long as earnings are strong- and guidance is semi-positive we should hit it by the Olympics.

    As far as MA- people are just looking at the price of the share- and not the fundamentals. It also had a great run up - but still has a long way to go. They report next week as well and should throw some solid numbers on the board.

    Amex did well and they carry debt and have a much smaller footprint- why? GLOBAL GROWTH MADE UP FOR THE US SLOWDOWN. Imagine what V and MA are going to do without the debt- Next week should be huge for us....     Reply
  • commenter
    User 172125
    Apr 25 05:09 PM
    Visa, MasterCard: A Chance to Profit as Markets Go Mad [view article]
    Rumaz- I hear what you are saying- but I am talking about the people that write these articles- I am simply posting a comment. It is not me that has to prove my credibility - I'm not the one writing an article.

    Reply
  • commenter
    Rumaz
    Apr 25 04:13 PM
    Visa, MasterCard: A Chance to Profit as Markets Go Mad [view article]
    v winner

    To quote you "Just remember, when a writer doesn't use their own name (see the 'sean miller' post), or they can't read a prospectus (see the joanne rosen post), or they do not disclose whether or not they have a position (see ALL the V posts) ,it eliminates ALL credibility."

    I'm not taking anyone's side here, but you too have not revealed your original name/credentials, which is a contradiction to your above statement. How then, does this make you, or what you're saying, credible?     Reply
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