MasterCard Stock Analysis – This and VISA are 2 Stocks I Will Never Sell

Summary

  • This MasterCard stock analysis is based on Q2 2017 results released July 27, 2017.
  • MA’s projected EPS for FY 2017 and FY 2018 from multiple analysts have been revised upward subsequent to my February 1, 2017 post.
  • MA recently received a favorable ruling from the Competition Appeal Tribunal (CAT) and no longer faces the $18B British Class Action Suit filed against it.
  • While MA’s dividend yield is currently sub 1% I expect dividend income and capital gains will yield a high single digit or a low double digit return over the long-term.
  • MA and VISA are two stocks I will never sell.

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MasterCard Stock Analysis – Expensive But Worth The Price

Summary

  • This MasterCard (NYSE: MA) stock analysis is based on Q4 and FY 2016 results reported January 31, 2017.
  • MA continues to perform well but lofty expectations resulted in a small pullback in the stock price.
  • While MA’s PE is just shy of 30, I am willing to pay up for high growth and will acquire additional shares.
  • Should MA’s stock price experience a significant correction at a later date (not due to the deterioration of the business), I would buy more shares to lower my average cost.

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VISA and the potential impact of Bitcoin and Blockchain technologies

In response to my January 12, 2017 Visa – I Will Never Sell This Holding post, some readers commented that Bitcoin or Blockchain technologies would likely disrupt the financial industry to the extent where VISA could likely see an erosion of its business model. The purpose of this brief post is to give my opinion on VISA and the potential impact of bitcoin and blockchain technologies.

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