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tom g

tom g
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  • Visa: Execution Near-Flawless And Brilliant Capital Allocation [View article]
    If the lawsuits are settled, or decided in the favor of the merchants and the interchange rate were to be reduced to something more palatable to the merchants, there is a good chance that the fees actully received by V and MA from the issuing banks would not be substantialy cut. Certainly the banks would be required to take a cut since they then would be able to raise the price of the card to the consumer. At that point in the consumer would be hit with a double whammy, unless anyone believes that the merchants wouldn't keep any of the savings for themselves!
    Jul 31 05:11 PM | Likes Like |Link to Comment
  • Visa, Master Card lose bid to dismiss suit over opt-out swipe fees [View news story]
    No way they would dismiss the suit, still a long road to get a better deal than the prior settlement Long on both v and MA
    Jul 18 10:19 PM | 3 Likes Like |Link to Comment
  • Visa Easily Wins This Head-To-Head Battle [View article]
    The true comparison shuld be V vs MA
    Jul 16 03:18 PM | 6 Likes Like |Link to Comment
  • Recent Buy: Visa [View article]
    DM, I am long on both Visa and Mastercard, can you explain what the potential risks are that would cause Visa to have to indemnify the card issuers or acquirers?
    Jul 14 08:14 AM | Likes Like |Link to Comment
  • Starbucks: International Sales To Fuel Growth [View article]
    Very nice article, to the point. I also expect Teavana to add to the international growth rate. Long on SBUX
    Jul 3 09:13 AM | Likes Like |Link to Comment
  • Report: Price hikes on tap at Starbucks [View news story]
    Dunkin Donuts, cheaper price, better flavor
    Jun 21 09:28 AM | Likes Like |Link to Comment
  • eBay discloses cyberattack on its system [View news story]
    time for apple and others to manufacture computers that have the ability towipe EMV chip enabled cards. It would be a windfall to the first brand to hte market.
    May 23 01:21 PM | Likes Like |Link to Comment
  • The Cheesecake Factory Is Padding Profits With New International Licensing Deals [View article]
    with the aggressive expansions that YUM is taking in China, I can't get too excited about 14 openings over the next 10 years by CAKE.
    May 22 10:59 AM | Likes Like |Link to Comment
  • Tricky decision for Visa and MasterCard in Russia [View news story]
    Russia, bad precedent and ploy for Russia to fund the major costs associated with their own payments network.
    May 21 09:36 AM | Likes Like |Link to Comment
  • Visa Inc: A Buy Or A Sell? [View article]
    pete, Chuck, the author is referring to articles in Forbes and China Daily reported this morning regarding the "possible opening up by China to the V's and MA's citing rules to be issued in July by China re non China card processors
    May 14 10:21 AM | 1 Like Like |Link to Comment
  • The Contenders To Visa's Payment Crown [View article]
    with the coming of the imbeded chip in credit cards issued by Ma and V, security issues will be providing greater security than what the "others" are offering.
    May 1 01:10 PM | 2 Likes Like |Link to Comment
  • MasterCard Inc.: Read The Fine Print [View article]
    The competion to cards is not an easy point of entry, as large sums are required for such entry, also, the company is not "large", just extremely efficient. Less than 10,000 employees and no debt. If the banks issuing cards get hammered on interchange fees, due to worldwide regulaory pressures, the chances of the issuers trying to reduce the low processing fees paid to the likes of MA and V seem small when the banks have the ability to raise interest rates and/or yearly fees for credit card holders..In addition double digit growth rates as well as the enormous growth of on line and wireless purchases creates substantial opportunity for the card processors, since cash and checks have 0 market penetration...........go long on both MA and V.
    Apr 30 11:05 AM | Likes Like |Link to Comment
  • American Airlines Group: As The Integration Continues, Solid Upside Ahead [View article]
    What's a chairman of USAir doing riding American?
    Apr 29 12:05 PM | 1 Like Like |Link to Comment
  • Our Bank Of America Crashes [View article]
    Multi007................. dream!
    Apr 29 08:37 AM | Likes Like |Link to Comment
  • Visa's Q2 Earnings Recap And Analysis [View article]
    Ganggas, Can you tell me which companies are included as "peers" in your analysis?
    Apr 25 08:49 AM | Likes Like |Link to Comment