In this article I look at Mastercard Incorporated's (MA) current valuation based on guidance provided with the release of Q2 and YTD 2019 results on July 30, 2019. Summary Mastercard is an extremely high quality business with a superior business model that results in significant profits and Free Cash Flow. MA’s growth will come from [...]
In this Mastercard Incorporated (MA) article I provide an example where, through the use of options, it is possible to come out ahead even if your original call is wrong. In my February 4, 2019 article I provided details on covered call transactions I had initiated; I generated $2.43/share on the MA options. Mastercard Incorporated’s [...]
Mastercard (NYSE: MA) released its Q3 2018 results October 30, 2018. Mastercard and VISA have recently agreed to pay $5.54B - $6.24B to a class of more than 12 million merchants who accept the payment networks’ cards in the largest-ever class-action settlement of a U.S. antitrust case. This brings to an end one litigation matter [...]
If you're struggling to find decent companies in which to invest look no further than these two companies. They might be a bit rich at the moment but put them on your radar so you can take action if they pullback. I am often astounded to learn of some of the companies in which people [...]
Summary MasterCard released its Q4 and FY2017 results February 1, 2018. Shareholders have been richly rewarded since MasterCard became a publicly listed entity in 2006. MA is one of my highest conviction stocks but I am of the opinion its price has risen beyond levels that are deemed reasonable. [...]
Summary This MasterCard stock analysis is based on Q3 2017 results released October 31, 2017 and the September 7, 2017 Investor Day presentation. MA and V are the two highest convictions stocks amongst the ~50 companies in which my wife/I own shares. MA likely gets overlooked by many investors because of its sub 1% dividend [...]
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 [...]
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 [...]
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 [...]
