greencapitalist

Credit Card Breakdown: AmEx Disappoints, as Predicted

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

Why American Express Should Be Ignored

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.

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

My Investment Philosophy and Visa

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

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

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

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

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

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.

Visa Estimates Upped Through 2010

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

>>>>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

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

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

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