greencapitalist's Comments

Credit Card Breakdown: AmEx Disappoints, as Predicted

Tue, 22 Jul 2008 22:36:25 -0400

adding axp? my friend be slow to add though.

you might want to buy ma. grossly undervalued at 2009 valuation trading lower than its projected 2009 growth.

matrader.blogspot.com

Suncor, US Bancorp and MasterCard: Using a Stop Loss When Investing

Fri, 18 Jul 2008 19:42:30 -0400

gotcha market folly. if you had got in at 243, it is a great thing.

even at 280, it is trading at 25 times or so for 2009 valuation for a company that is growing close to 30% and expected to grow at the same rate.

the market has simply thrown the baby out of the bed.

expect the master to scroch and go to 350 after july 31 smash beat. they should definitely do a stock split as average investor is increasingly getting priced out due to the stock price.

Suncor, US Bancorp and MasterCard: Using a Stop Loss When Investing

Thu, 17 Jul 2008 14:49:17 -0400

fxtrader07,
bro, you nailed it.

if the company's story is intact and market thrashes the stock, just add it. it just does not get better than that.

mastercard 240/250/260 was a gift not a trendline broken stuff.

Suncor, US Bancorp and MasterCard: Using a Stop Loss When Investing

Thu, 17 Jul 2008 14:02:33 -0400

trend for mastercard?

how short sighted the author is. from a technical point it is okay to see chart. but from long term perspective mastercard was a strong buy at 240/250/260. it is one of the cheapest stock trading at the same rate as its growth.

check at matrader.blogspot.com

Why American Express Should Be Ignored

Tue, 15 Jul 2008 15:19:53 -0400

good call ian.

but remember even with v at 70, ma is dead cheap. so cheap it is trading at par with its growth for trailing and forward valuation. if market gives v, ma's valuation, v should be 60 to 64. this is hard to believe but in this bear market valuation compression will happen as it is happening for ma.

at 80 for v, it is really insane valuation. this means a 20% eps growth company like v, is being valued double that. no wonder it was sold off.

v has breached 70 support is super heavy volume. i wont touch v here. i will wait to see if 68 or 65 support holds.

as always ma is a strong buy here. <<<<matrader.blogspot.com&...;>>>

remember discover beat by 13%. v will smash by 25% and ma by 40%. why ma more beat. simple hyper europe story and strong global play. visa less of a beat because of strong america play where credit card market is to the full level.

Gaps in Mastercard and Fluor Are Being Filled

Tue, 08 Jul 2008 21:48:57 -0400

voww 220 might be a overkill. even 240 is an overkill for a 25% eps growth company and at 220, its 2009 valuation plunges to 18 or so. this is cheap than cheap.

at 220 and visa at 80 means visa is doubly expensive (at 40 times current earnings and 33 times 2009 one's). i dont think market will allow it to go 220.

today it rocketed up on heavy volume. i think 240 is a huge base and it will base around 260 to 280 or worst 250 to 270 and then rocket 75 points from there after a monster 35 to 40% beat (2.75 versus 2.03 expected).

matrader.blogspot.com

Pair Trade Visa and Capital One

Thu, 03 Jul 2008 16:16:13 -0400

friends, take a look at mastercard. it has been thrashed almost close to 25% and it trades like 13 to 15 times in valuation discount to visa.

even rimm has not been this bad as mastercard. infact mastercard beat 59 cents huge and double guided.

if i tell somebody to look at mastercard stock, they see as though i am recommending a company that has missed last earnings by a dollar or so :-)!!!!

catch on my blog at http:matrader.blogspot...

Everything Financial Rolls Over: Is a Bounce Likely?

Sat, 28 Jun 2008 12:42:28 -0400

mastercard has been pummeled 15% for no reason. check out mastercard blog at matrader.blogspot.com

My Investment Philosophy and Visa

Mon, 23 Jun 2008 14:18:59 -0400

due bob,
if you ever buy ma, you will get instant heart attack due to its swing.

and that swing gives amazing trading opportunities. sitting in home with 100k in cash you can play ma and make 2k everyday. of course if you buy and it goes less, then wait it out for a couple of days and ma will always bounce back.

same with visa. market loves aapl and v like nothing else. so in v also you can go long/short like ma and make a killing.

note that for long position, both of these are huge buy and hold. 5%, 8%, 10% cut loss kind of thing is just not going to help you in long term at all.

check my blog matrader.blogspot.com if you want to play ma.

you want to know how much i spent on my visa and mastercard this weekend just for essential purchases. see the list.
sams club - 120 dollars
brake pad change - 240
groceries in safeway/kroger - 82
gas - 74

note all the above were basic purchases. and i did not pay even a single dime in cash. i alternated between my visa debit and mastercard credit.

cash is dead, plastics are not.

Visa Stock Ownership Has Its Privileges

Wed, 18 Jun 2008 16:42:25 -0400

friends, no fighting please.

if you had got visa at 56, 60, 65, 70, 75, 78 - DO NOT SELL. have this as a core position and trade around and buy/sell around the core position that visa is trading which is 80 to 88.

if you had got ma at 150, 190, 220, 270, 280 - DO NOT SELL. have this as core and trade around ma which is ranging from 280 to 300.

both are superstars and for BIG TIME buy/hold.

check my blog on ma at matrader.blogspot.com

Visa: Why I Sold All of My Shares

Fri, 13 Jun 2008 22:04:50 -0400

rob, did you notice one thing. dow has plunged from 13200 to 12200, a 1000 point loss. ma has gone from 240 to 290 and still underpriced in valuation compared to v and compared to its growth.

analyse the fundamentals, buy/hold the stock. you can make money. you should have seen the scron on ma when it was 150. you can hear it again when it is 290, you will hear it again at 400 after oct 2008 qtr.

checkout my blog at matrader.blogspot.com

Visa Stock Ownership Has Its Privileges

Fri, 13 Jun 2008 21:59:53 -0400

ed, good article.

but i would suggest not to recommend option trading as lot of seekingalpha readers might be novices.

always going long on stock and trading around it is a better option.

you can catch up on mastercard which is expected july 28 to 31. last qtr was smash 59 cents, this qtr after double guidance on their conf call, it should be 40 to 70 cents for sure.

have you seen a stock that if beats by 15 cents is considered a miss!!!!. it is our super ma. catch up on mastercard at my blog matrader.blogspot.com

Visa: Why I Sold All of My Shares

Thu, 12 Jun 2008 16:53:01 -0400

rob, i am sorry to say this. but you are not a good investor.

see my mastercard blog at matrader.blogspot.com/

plastic story has not stopped and no need to panic for small market movements. if you had got mastercard at 150 when everybody was so skeptical or visa at 60 when everybody hated to touch it, you could have tens of thousands.

see the fundamentals of the company and don't sell it based on day to day stock movement.

the plastic story is just starting in many of the world regions and mastercard (and visa) will only continue to grow.

U.S. Credit Card Performance: More Deterioration in April

Wed, 11 Jun 2008 18:02:42 -0400

friends, checkout at matrader.blogspot.com

if you missed ma after smash earnings, after smash guidance, now is a great chance.

and hey don't worry about those who complain on plastic. mastercard story is global and in global world plastics is a new thing and also they have much more discipline to pay money regularly in europe, asia pac, india, brazil, russia, etc.

Expecting Upside in MasterCard as SunTrust Jacks Target to $390

Sat, 07 Jun 2008 16:17:24 -0400

please check my blog at matrader.blogspot.com/

i have started it just now and hope to beef up and give bash free news. both +ve and -ve news will be there. but not bashing...

"cash in wallet: $20; cash in car deck: $12; cash in wife's wallet: $40; cash with my little son: $0; having mastercard with me always: priceless".

matrader.blogspot.com/

Which Solar Stocks Will Continue To Shine?

Sat, 07 Jun 2008 14:30:39 -0400

jack, well written.

>>>>FSLR did go up pretty substantially (49%), but far, far less than my favorite, CSIQ. Indeed, I believe FSLR is living on its previous laurels and momentum generated by all of its boosters in the investment community. I expect these high-PE stocks to continue to underperform their low-PE brethren going forward.
i was fslr bull, but 3 things has made me jump out of stock.

1. massive selling (although prearranged) by ceo. he sold off 50% of his stocks!!!!

2. eu seems to be having second thoughts on the toxic cadmium. this is in rumour stages though.

3. certain analysts concerned about te material.

unless these 3 are clarified openly by company, it is advisable not to go long on fslr. of course you can daytrade and/or short it as you feel fit.

Solar Again Under Attack

Mon, 02 Jun 2008 19:28:07 -0400

this is shocking. i also read bloomberg story on this.

a ceo selling 50% of stock is shocking. add to that cd/te issue of toxicity. and add to that potential eu ban due to toxicity and add to that cd/te is rare to find....

WHERE IS MARK ANTHONY????? he was telling the above points non stop....

if all above are true, fslr will trade at other solar stock valuations which means stock price of 100 or less.

Expecting Upside in MasterCard as SunTrust Jacks Target to $390

Mon, 02 Jun 2008 18:09:20 -0400

>>>>But that's ok, because it gave me an opportunity to "be late, be aggressive." This stock will see $350 within 6 months, with or without upgrades or silly Seeking Alpha articles.

at 350 will still be cheap compared to v and on top of that a much compelling global story than the home state v hero.

Expecting Upside in MasterCard as SunTrust Jacks Target to $390

Mon, 02 Jun 2008 10:56:29 -0400

...and you know what, ma will beat, chew, spit and smash even the 12.17 eps of 2009. with average of beat of 35 to 50 cents, i think eps has much more upside towards 13.5 bucks for 2009. stock way undervalued here....

Visa Estimates Upped Through 2010

Thu, 29 May 2008 19:43:42 -0400

sohcammer - you nailed it. and that is what i am crying hoarse. v is a great company but is running beyond valuations due to big guys playing. so play with it. dont buy in 80's and especially dont buy after it crossed 85.

beyond 80, it is already priced in for next earnings unless v gives a ma like master beat of 40 cents or more.

Visa Estimates Upped Through 2010

Thu, 29 May 2008 15:43:08 -0400

>>>>Green Cap, you avoided my main question. Why do you keep coming to a Visa (articles) and posting mainly MA?

i am not posting in v articles. in most of articles ma is there.

also i am erring on the caution side in v. so only i am telling don't chase it since ma being undervalued, market might correct v valuation.

it is better to have saner voices i guess amidst relentless pumping...

remember i too have v but have not chased it even once beyond 80 and i have been right so far. i am waiting to sell my trading position once v goes irrationally to 88/89 again. i already jumped out of the positions i got in at 75 just now.

Visa Estimates Upped Through 2010

Thu, 29 May 2008 14:11:13 -0400

barrons article

blogs.barrons.com/stoc...

Mastercard, which processes about one out of every three transactions, boosted its long-term net growth rate to a range of 20% to 30%, versus its prior forecast of 15% to 20%. Revenues could grow by nearly double the rate the company previously estimated.

Visa Estimates Upped Through 2010

Thu, 29 May 2008 13:26:42 -0400

today solar is down. the reason is this www.forbes.com/feeds/a...

this was unexpected news and looks like rumour. if rumour then fslr is at a discount so is spwr with f p/e of 25 for a 90% growth company. we will see how this news develops. i would suggest to stay off solar to see how this news comes. if it is just a rumour, then we can jump in on several stocks which have been sold off.

>>>>I know you own V and MA but why do you keep trying to say that MA is much better than V?
i own v but hold more ma. since i have been buying ma since 150. ma is not much better than v. ma is cheaper than v. for a company that is almost as equal as v, there is huge valuation difference.

see at library.corporate-ir.n...

slide 62 is what you have to catch. this means that ma is going to beat each and every qtr 40 cents or so. analysts are looking for 15% growth but ma is project almost double that.

stock is very undervalued compared to v. so only i keep telling ma is cheaper and a better buy.

but one thing that keeps v going up is that investors (especially small one's who buy in 100 or 200) thinks v is cheap as v is just 85 bucks whereas ma is 300 bucks!!!!

Visa Estimates Upped Through 2010

Thu, 29 May 2008 10:42:06 -0400

i am your hero baby...
i can kiss away the pain...
ma is cheap even now....

it rocked and blasted 300 and now at 312. STILL CHEAP. STILL CHEAP. STILL CHEAP.

a true american business with super STRONG global story with 50% sales coming international and the hyper growth europe leader.

if market has to give V valuations to MA, then ma should be 360 to 380. either v has to come down (does not look likely as market loves v). so ma has to catch up.

catch up on their hyper growth story at library.corporate-ir.n...

i would have loved a split so many folks can get into the stock. looks that wont happen

Visa Estimates Upped Through 2010

Wed, 28 May 2008 23:57:32 -0400

and to add rimm with 100% growth each and every qtr is CHEAP with forward valuation of 25 or so.

is V giving 100% growth each and every qtr to have such huge valuations??

and your language is offensive. if you want decent comments post here. or else go start your own blog :-)

Visa Estimates Upped Through 2010

Wed, 28 May 2008 23:55:38 -0400

>>>RIMM's PE is 61, AAPL's is 38, and your solar play FSLR is over 100. Each one of the stocks you mention has a PE ratio higher than Visa's. Yet you post here hourly that MA is far superior to Visa even though it's PE ratio may be only 5 points lower. You repeatedly characterize Visa as "in bubble status when it hits the 80's". Since you seem to only apply your investment strategy of a low PE ratio to Visa and not your other investments, I'd like to ask you a question. What are you smoking? Your posts make no sense, are contradictory and lead me to believe you are only here in a lame amateur attempt to manipulate the stock, which is laughable. Only a handful of people read these blogs. Do you blog on the FSLR board that everyone should sell immediately due to the 101 PE ratio?

dude, this shows how ameteur you are. fslr a monster with 700% or so income growth, rimm each and every qtr around 100 to 120% monster growth. these companies chew, eat and crush earnings leaving analysts gasping.

ma is doing that. let v do that. if they beat by 5 cents and next qtr by say 8 cents, then do you keep giving such huge valuations.

i will buy fslr more even now. it has got close to 2gigawatts in trial in so.cal and canadian utilities. its growth is monstrous and will be so for next several years since they are coming close to per wattage costs in line with the cheap dirty coal.

rimm with its super berry and upcoming thunder and bold will rock. they can post even 150% growth.

will v do that. if so why just 5 cents beat. why conservative guidance? there is no europe market either.

so comparing v to fslr and rimm is foolishness to say the least.

Visa Estimates Upped Through 2010

Wed, 28 May 2008 20:33:26 -0400

i guess v stock owners are much more emotional than say other momo stocks like fslr or rimm or aapl. fundamentals means squat i guess :-)

i just want to highlight last middle of year 2007 earnings of ma. ma just did not beat, but they chewed, bitted, spitted, crushed, smashed the earnings. you can check those below.

earnings during july qtr of last year when subprime crisis started happening and stock market went into tizzy:
www.bloggingstocks.com.../

last oct 2007 earnings:
www.inmoneytoday.com/2.../

i repeat again. ma if it beats like 15 or 20 cents, it is considered like 'so what'.

look again for repeat beat this qtr as summer season europe is in full swing on vacation and also cross border traffic out of europe is huge.

look for valuations, fundamentals, etc when you value v. you have ma to compare. if ma is not there then v is a stand alone star. now you have ma to compare.

keep your cash safe and wait for pull backs. have a core position and when pulled back, get in and get out when v reaches bubble status. usually when v enters 80's it is entering bubble.

i repeat again. either ma is DEAD CHEAP or v in BUBBLE.

and finally, i would love to see, v crushing earnings like ma. we will wait till next qtr i guess.

Visa Estimates Upped Through 2010

Wed, 28 May 2008 12:39:08 -0400

here ma goes again - www.businesswire.com/p...

probably the first ever credit card focussed on environment conscious consumers.

that's ma management led by the veteran credit card guy robert salendar. and that's why even a 15 cents beat is almost considered a miss!!!!

Visa Estimates Upped Through 2010

Wed, 28 May 2008 12:20:32 -0400

>>>In fact even in the short run i have made about 30-40% return on this investment in today's bleak economy...which is something i dont think anybody will complain about.

well said adesai. i too have made money. but here's where we have to watch out. i dont think v is going to fall 70 or 72. it has huge support at 75 just like ma has at 270 (even v at 75, ma at 270 - ma hugely unpderpriced)

but assuming it pulls back again to 75 and worst case to 72, we need cash to buy in. if you are already fully invested in v, dont push further cash.

i am staying in cash except for rimm, few solar plays, ma and v.

let v show what it is capable in next earnings. meanwhile dont forget ma's conf call tomorrow.

Visa Estimates Upped Through 2010

Tue, 27 May 2008 23:14:49 -0400

>>A big component of investing is buying on dips and corrections. Green Cap- I'll say it again- that was a good call.

peace, amen, calm....

one very important thing in this screwed up market is preservation of cash. why preserve cash? because this market gives lot of opportunity to buy good stocks at premium.

i could not believe ma was at 190 forgetting 2 earnings couple of months back. so i bought more. i am still buying ma more because it is very clear (at least to me) that market is giving v a very rich valuation. so very soon it has to either take ma to that valuation or bring v down. it is as simple as that.

so isn't v worth 80? it is worth 80 or even 100. BUT let the management show the beat ma is showing. let management improve earnings from mid 20's to mid 40's like ma. let them run away with china. let them beat maestro to the pulp in emerging markets and many other things like that.

v is fully valued. so dont get excited if you have already invested. enjoy your investment grow. but don't plug in more because if v comes down and tests 75 (and worst case 72 and 70) you should have cash.

one last parting shot: irrrespective of whether it is v or ma, their customer service sucks. axp and discover are way way up in the sky in terms of customer service. if v or ma wants to hit the other to the pulp, customer service is super important. hope somebody from v or ma is reading this para!!!!