greencapitalist

Pair Trade Visa and Capital One

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?

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

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

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.

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....