greencapitalist

Visa Estimates Upped Through 2010

>>>With the buying of Veurope and conversion of class C to B. I think the projected price of V is well above the $100 that suntrust placed. I believe the price should hit $130-145 within 1-2 years. There is no reason to believe it will not reach that target.

hello adesai, with respectful disagreement, i think the price you are quoting is astronomical.

the basic thing is that one should not buy a stock saying the company will buy back the stock.

ma has been buying back stock for a long time. but that will not be a reason for me to buy. ma can announce a split on 29th or buy back even more. but that should not be my guiding decision.

since we are in america, where v is the undisputed leader, we think v rules the world. without v europe, v is as equal to ma.

eu due to stringent anti competitive rules, will not allow v europe just like that to be merged with v. of course, if they merge, then v will shoot up. but that should not be my guiding decision. we look at fundamentals and not hypothetical scenario's.

it is like telling goog will buy rimm because their android is full of bugs and hence rimm will go 300 bucks!!!

that's my 2 cents.

Visa Estimates Upped Through 2010

>>>PE ratios are not the only factor to consider when buying stocks

good point. that's why i am telling there are many points and ma is beating them to pulp. some of them are,
* ramping up margins
* chewing up earnings qtr after qtr (not 5 cents kind of beat but moster beats like 20 to 59 cents)
* a proven management and not wamu management
* moving towards new plastic market like europe big time (ma has nearly 50% europe market)
* catching new markets like dubai, middle east, singapore, india.
* ramping up on china
* increasing guidance and not giving conservative guidance (watch for ma 29th call)
* p/e ratio that looks attractive all the time and not in bubble territory like 40 or 45.
* new technologies like pay wave, mobile payments - www.newswire.ca/en/rel...

look guys, i own v too. but not chasing it. as an investor we need to e neutral and not pump stocks just because we own them.

all i am telling is that if market is not valuing ma at v levels, then v has no business to be pumped up or valued in bubble.

i repeat again, at this v level of close to 40 p/e, either ma is DEAD CHEAP or v is in BUBBLE.

Visa Estimates Upped Through 2010

>>.Frankmeister

ha ha...are you the alias of the guy who has been pumping v relentlessly and now threatening people....

adesai, can you post the link or post the relevant portion. i dont think v can buy v europe. the basic condition in which eu approved v going public because was to spin off v.

well ma has several analysts coming lately and telling it is from 340 and above - www.newratings.com/en/...

and many analysts have rimm beyond 160 and even 180 and 200...

no way ma and rimm trading at these levels..

and by the way a.h has no meaning, with 1000 shares i can thrash ma down 10 points or pump v by 5 points.

you should not go by day to day trade and tell that today v is up. so it is better.

Big Lots Poised for Big Growth

was in big lots sunday. it was real dirty, congested and narrow.

but prices were cheap to say the truth. i think they beat even walmart.

employees were chirping happily. in this -ve environment, looks like big lots, costco, walmart are the go to retails.

Visa Estimates Upped Through 2010

can somebody clarify this. i have been wondering why such a huge disconnect between v and ma valuation.

ma is having europe close to 50% and expected to grow to 60% of market share. v is out of europe and just gets royalties.

v's earnings is 1.45 billion this qtr and 1.2 billion was ma's.

if v is leader in america, then ma in europe. so this kind of balances out and so only we have almost equal earnings.

in international space, the fight is still on. there is no need to assume v will take international (especially china, india, brazil, south africa) since ma is proving tough and in fact specializing in international territory.

if v is being valued at 100 now by suntrust, it is almost a whopping 50 times valuation currently and 36 times for 2009 and greater than 30 times for 2010. very very pricey valuation.

at the same range, then ma also should be valued at these levels. but it is not. it is trading at many multiples lower than above number.

if you think v is at a good price now at 76 then ma is dead cheap.

i think in valuation terms it is better chasing the cheaper ma rather than v.

i think v has support at 75 and i have averaged in. but my next average down will be 72 or 70 because even then i guess ma is cheaper than v.

U.S. Credit Card Industry Moving into Uncharted Territory

apologies for the repeat post. i was not able to login while posting but my post went through. apologies again.

U.S. Credit Card Industry Moving into Uncharted Territory

hey v winner, for once you are mildly abusive. that's an improvement :-)

in this crazy world of man eat man, being autistic is definitely much benign than 'normal' :-)

ok. let's step back. let's see what market does to both ma and v.

remember fslr has record short interest right from the day it crossed 50 bucks. that stock has repeatedly eaten and chewed up shorts. ma having shorts is not a big deal so does many tech stocks. a stock value is not determined by shorts but by the company's performance.

i still stand by my statement. when you value a stock, it should not come from emotion. but from valuation. even v at 77, ma either DEAD CHEAP or v a BUBBLE.

remember ma has 45% europe (that is entire europe). this figure is projected to grow big into 60% as ma moves aggressively. with v europe a seperate entity, v is cut out from a very rapidly expanding market. as per the information i see, v is gasping to catch up with ma in the biggest growing market (europe) in money/transaction terms.

ma is pushing big time in india/dubai/china and to imagine that v is a leader in these area is just that. an imagination. ma and v are running neck to neck in several emerging markets.

that's why you have ma at 1.2 billion and v (without europe) at 1.45 billion in this qtr revenue. v is america leader but with this market fully saturated, v stock already priced in.

so it all depends on how v and ma perform outside america.

watch out for ma conf call on may 29. they are going to raise guidance and their europe, india, chian, dubai, etc kind of stories is on the upswing (that's why you saw a 59 cents beat this qtr).

i will be buying v more but it has to come to 70 closer to ma's valuation. or else i will be happy averaging ma as market has to give ma v's valuation very soon.

till conference call of ma, amen.

U.S. Credit Card Industry Moving into Uncharted Territory

hey v winner, for once you are mildly abusive. that's an improvement :-)

in this crazy world of man eat man, being autistic is definitely much benign than 'normal' :-)

ok. let's step back. let's see what market does to both ma and v.

remember fslr has record short interest right from the day it crossed 50 bucks. that stock has repeatedly eaten and chewed up shorts. ma having shorts is not a big deal so does many tech stocks. a stock value is not determined by shorts but by the company's performance.

i still stand by my statement. when you value a stock, it should not come from emotion. but from valuation. even v at 77, ma either DEAD CHEAP or v a BUBBLE.

remember ma has 45% europe (that is entire europe). this figure is projected to grow big into 60% as ma moves aggressively. with v europe a seperate entity, v is cut out from a very rapidly expanding market. as per the information i see, v is gasping to catch up with ma in the biggest growing market (europe) in money/transaction terms.

ma is pushing big time in india/dubai/china and to imagine that v is a leader in these area is just that. an imagination. ma and v are running neck to neck in several emerging markets.

that's why you have ma at 1.2 billion and v (without europe) at 1.45 billion in this qtr revenue. v is america leader but with this market fully saturated, v stock already priced in.

so it all depends on how v and ma perform outside america.

watch out for ma conf call on may 29. they are going to raise guidance and their europe, india, chian, dubai, etc kind of stories is on the upswing (that's why you saw a 59 cents beat this qtr).

i will be buying v more but it has to come to 70 closer to ma's valuation. or else i will be happy averaging ma as market has to give ma v's valuation very soon.

till conference call of ma, amen.

U.S. Credit Card Industry Moving into Uncharted Territory

hey v winner, for once you are mildly abusive. that's an improvement :-)

in this crazy world of man eat man, being autistic is definitely much benign than 'normal' :-)

ok. let's step back. let's see what market does to both ma and v.

remember fslr has record short interest right from the day it crossed 50 bucks. that stock has repeatedly eaten and chewed up shorts. ma having shorts is not a big deal so does many tech stocks. a stock value is not determined by shorts but by the company's performance.

i still stand by my statement. when you value a stock, it should not come from emotion. but from valuation. even v at 77, ma either DEAD CHEAP or v a BUBBLE.

remember ma has 45% europe (that is entire europe). this figure is projected to grow big into 60% as ma moves aggressively. with v europe a seperate entity, v is cut out from a very rapidly expanding market. as per the information i see, v is gasping to catch up with ma in the biggest growing market (europe) in money/transaction terms.

ma is pushing big time in india/dubai/china and to imagine that v is a leader in these area is just that. an imagination. ma and v are running neck to neck in several emerging markets.

that's why you have ma at 1.2 billion and v (without europe) at 1.45 billion in this qtr revenue. v is america leader but with this market fully saturated, v stock already priced in.

so it all depends on how v and ma perform outside america.

watch out for ma conf call on may 29. they are going to raise guidance and their europe, india, chian, dubai, etc kind of stories is on the upswing (that's why you saw a 59 cents beat this qtr).

i will be buying v more but it has to come to 70 closer to ma's valuation. or else i will be happy averaging ma as market has to give ma v's valuation very soon.

till conference call of ma, amen.

U.S. Credit Card Industry Moving into Uncharted Territory

hey v winner, for once you are mildly abusive. that's an improvement :-)

in this crazy world of man eat man, being autistic is definitely much benign than 'normal' :-)

ok. let's step back. let's see what market does to both ma and v.

remember fslr has record short interest right from the day it crossed 50 bucks. that stock has repeatedly eaten and chewed up shorts. ma having shorts is not a big deal so does many tech stocks. a stock value is not determined by shorts but by the company's performance.

i still stand by my statement. when you value a stock, it should not come from emotion. but from valuation. even v at 77, ma either DEAD CHEAP or v a BUBBLE.

remember ma has 45% europe (that is entire europe). this figure is projected to grow big into 60% as ma moves aggressively. with v europe a seperate entity, v is cut out from a very rapidly expanding market. as per the information i see, v is gasping to catch up with ma in the biggest growing market (europe) in money/transaction terms.

ma is pushing big time in india/dubai/china and to imagine that v is a leader in these area is just that. an imagination. ma and v are running neck to neck in several emerging markets.

that's why you have ma at 1.2 billion and v (without europe) at 1.45 billion in this qtr revenue. v is america leader but with this market fully saturated, v stock already priced in.

so it all depends on how v and ma perform outside america.

watch out for ma conf call on may 29. they are going to raise guidance and their europe, india, chian, dubai, etc kind of stories is on the upswing (that's why you saw a 59 cents beat this qtr).

i will be buying v more but it has to come to 70 closer to ma's valuation. or else i will be happy averaging ma as market has to give ma v's valuation very soon.

till conference call of ma, amen.

U.S. Credit Card Industry Moving into Uncharted Territory

>>>I like your common sense approach to buying V but it didn't take Mastercard "several years" to go from 39 to 275 as you stated.

my apologies. it should read several quarters.

watch out on may 29. they are sure to raise guidance. they are ramping up big time on margins, they are ramping up on paywave technology, they are going big time on prepaid cards, they are focussing less on america and more on international growth markets, management team is superb.

with 12 bucks per share and a valuation of 40 times (assuming stock market becomes normal again) it should trade close to 500 bucks in 2010. even if stock market is rockey, they should cross 400 in 2010 in worst of worst cases.

last earnings it was 190 and went to 240 and then now 275. last july earnings was a huge beat. close to 60 to 80 cents beat due to summer spending. this qtr they should do the same. stock is very undervalued. if they beat anything more than 40 cents per share, it should trade close to 350. i am loading more at 270's.

v also all the above except that they have to prove it. 7 cents, 5 cents of beat means the stock is fully valued at present levels and also the stock float is big. a stock repurchase can help, but seeing v having several things to tackle (legal, margins, new management, etc) stock repurchase will be the last thing they will be doing.

we will see. may 29 might be very interesting to listen to ma management. don't know whether v has lined up anything like this.

U.S. Credit Card Industry Moving into Uncharted Territory

hey v winner,
your blog is very one sided. nothing wrong in that since you are v passion guy.

i too hold v and averaged in again at 76.2 today. i think it can fall further as it adjusts to its correct valuation.

v is a strong buy. but as i have been telling (check my other ma/v threads in the places we used to post) that at 85/89 (and 100 as per you by summer!!!!), v is getting bubbly.

i still stand by this statement i made 2 weeks back. either ma is DEAD CHEAP or v is a BUBBLE.

ma did not fly from 39 to 275 in 2 months. it took several years, multiple beatings, severe plunges, test/retesting of several lows, etc.

v has to do that. i think if dow goes down more v will come to present ma valuation which is closer to 70.

ma investor conference is on may 29 - sev.prnewswire.com/ban...

they should be raising guidance. look for numbers they are giving especially international (europe, china, middleeast is 3 specific areas) and if they are giving higher numbers, i think that is a good +ve for v.

v's next qtr is very important as markets wont accept 5 cents kind of beat. it needs smashing beat. you know what, if ma beats by 15 cents it is considered a miss!!!

i would again urge caution on v as it rocketed from 71 to 89 for no reason. now it is coming again down. it is testing 75 and it will be interesting to see how it goes.

as for your blog, a nice smart sexy lady. that's all. it has no brains i am afraid, since the other view (cautious view) is totally blocked out.

and hey please don't abuse me for posting the truth :-)

U.S. Credit Card Industry Moving into Uncharted Territory

did you get in at v at 76. that was a nice entry again.

i think v's range might be 76 to 78 for a while. or little bit onto 79. the new 76 to 78 is the old 82 to 84.

ma's investor conference is on may 29. they will be raising guidance based on their strong europe/asia/middle-eas... growth.

ma is DIRT CHEAP even at this level. buy now. dont end up chasing it at 300's.

lot of stocks have come back nicely. some of them are IPI, RIMM, AAPL, GOOG, MA, V(little bit), etc.

don't wait. average down. these are great companies with super management (of course V is still unproven though with new wamu guys!!!!).

don't end up chasing the market. when market gives a gift take it.

U.S. Credit Card Industry Moving into Uncharted Territory

v is at 78, closer to last time when i sold a bunch. i got in today at 78 again a little bit.

if the pull back continues (and it is a 'if' depending on dow), it can go 75 and even at 75 v is EXPENSIVE compared to ma.

note that ma has the hyper europe under its belt but v is fully hinged to america market.

but v is a superstar player no doubt. average in at 78. wait for pull back to 75 and average in again. i dont think it is ever going below 75.

as far as ma, it is STILL CHEAP compared to v at 75 to 78.

U.S. Credit Card Industry Moving into Uncharted Territory

yeah right...

just got my 2nd ma card. already have 1 ma card + 1 v card.

making money shorting/longing both ma and v.

yeah right.. the world is going to end..let's short ma and v.

oh no...they are awesome companies..let's buy ma and v.

ma a solid international play with 1.2 billion in revenues this qtr. v a solid homestate player with 1.45 billion in revenues.

both of these billon guys is going to dust...oh oh...let's short them....

ps: the presence of dollar and the stupid coins make my blood boil. how ever can i use dollar/coins to buy things....