• Profiting from the Swipe

    By Callum Turcan - August 16, 2013 | Tickers: AXP, MA, V

    85% of all retail transactions are made with cash or check, but is that about to change? It looks to be that way as consumers start to leave their cash in the bank and take it out using their credit and debit cards.

    In 2010 48% of all retail transactions were done with cards in the US and by 2013 that was up to 50%. A report done by the more »

  • Hidden Gem: Discover Financial Services

    By Nick Okon - August 16, 2013 | Tickers: DFS, MA, V

    If you are scratching your head at the title of this article, wondering for a second if I just like oxymoron's, I take that as a good sign because it means I won't be wasting the next few minutes of your time as you are reading this.This pick may seem a bit questionable at first glance; it is only the fourth largest bank-card operator in the United more »

  • Swipe Profits With This Industry Giant

    By Joseph Solitro - August 16, 2013 | Tickers: AXP, MA, V

    Over the last several years, the world has begun its switch from paper money to plastic cards. This trend has fueled incredible growth for credit card companies, and made Visa (NYSE: V) a goldmine for investors. After pulling back about 11.5% in less than a month, Visa could be a great value play at this level. 

    The company and its quarter

    Visa is the world's largest retail electronic more »

  • Visa Selloff Has Eager Investors Eyeing Fresh Entry Points

    By Boniface Murigu - August 15, 2013 | Tickers: AXP, MA, V

    Visa (NYSE: V) shares were recently dealt a severe blow following the historic Federal Court ruling regarding debit interchange rates.

    A US District Court passed the landmark ruling on July 31, 2013, that in effect invalidated an earlier ruling regarding debit card fees levied by card companies. The Wednesday ruling overturned an earlier ruling passed in 2010 and placed into operations in October 2011, that allowed the Federal Reserve to more »

  • Three Heavily Sold off Companies That Could Offer Chance for Profit

    By Rupert Hargreaves - August 15, 2013 | Tickers: PHM, STX, V

    Always on the lookout for the best deals in the market, I like to start with the month's biggest decliners to see if the market has overreacted in any way, selling off a company that does not deserve it.

    There are always some interesting opportunities but last month presented some very interesting contrarian plays.

    What's on offer?

    First up, down 5.3% during the past month is Visa more »

  • Visa Selloff Has Eager Investors Eyeing Fresh Entry Points

    By Boniface Murigu - August 12, 2013 | Tickers: AXP, MA, V

    Visa (NYSE: V) shares were recently dealt a severe blow following the historic Federal Court ruling regarding debit interchange rates. A US District Court passed the landmark ruling on July 31 that, in effect, invalidated an earlier ruling regarding debit card fees levied by card companies.

    The Wednesday ruling overturned an earlier ruling passed in 2010 and operationalized in October 2011 that allowed the Federal Reserve to place an unprecedented more »

  • Capital Gains Today, Dividend Growth Tomorrow

    By Justin Pope - August 9, 2013 | Tickers: AAPL, CELG, V

    One of the traits an investor should have is an ability to display forward-thinking. It is always better to see whats next instead of what has already happened. There are plenty of stocks that are wonderful additions to a dividend growth portfolio. But can we find some companies that will be in this category five-to-10 years from now?

    Let's focus on companies that have some characteristics that point them more »

  • The Debit Card Kingdom May Be Crumbling

    By Ryan Guenette - August 8, 2013 | Tickers: AXP, MA, V

    This article has been amended to better reflect the ramifications of the debit card ruling.

    A landmark ruling in a federal case regarding debit card fees could potentially cost the kings of plastic billions. When and if the hype materializes, which companies are standing to weather this financial storm, and come out the other side stronger? 

    The Judge Has Spoken

    On July 31, a U.S. district court invalidated a more »

  • Why Fleetcor Will Continue to Grow

    By Dusan Jovanic - August 6, 2013 | Tickers: FLT, MA, RDS-A, V

    Fleetcor Technologies (NYSE: FLT)  continues to grow, and is benefiting from the global shift away from paying cash. The company made its shareholders happy again, delivering earnings and revenue above analyst expectations last week. Fleetcor provides payment services including fleet cards and other specialized payment services for businesses around the world. New deals and geographic expansion are translating into robust earnings and revenue growth. 

    Earnings highlights

    Fleetcor reported second-quarter earnings more »

  • Can this old dog learn new tricks?

    By Jordan Wathen - August 6, 2013 | Tickers: MA, V, WU, XOOM

    Aging businesses tend to get complacent, especially when they have legacy monopoly power. Think airlines, phonebook publishers, and local newspapers. Before deregulation, the internet, and the rise of blogging, these three industries were some of the best in the world when it came to profitability.

    Technology is changing more than print media and business class flights. Entrenched money transfer services face new tech-savvy competitors who want a slice of a more »

  • A 2013 IPO That's Cashing In on Russia's Cash-Based Economy

    By BA McKenna - August 6, 2013 | Tickers: EBAY, QIWI, V, YNDX

    Where there's a consumer need, the market will usually fill it. That's true in Russia today, too. Qiwi (NASDAQ: QIWI), a provider of electronic payment services, is meeting a strong need among Russian consumers, which is why it might not be surprising the stock has soared 76% since its May IPO.

    A cash is king society

    These stats provide an idea of how cash-based Russia's economy is more »

  • A Global Card Issuer for Long-Term Shareholders

    By Anh HOANG - August 5, 2013 | Tickers: AXP, MA, V

    MasterCard's (NYSE: MA) long-term investors must be quite happy. The stock has experienced a decent gain since its IPO, from around $47 per share in 2006 to more than $610.60 per share at the time of writing. Including the dividend payment, the cumulative return for shareholders has reached more than 1,260%. Is MasterCard still a good long-term buy for investors? Let’s take a closer look.

    Growing more »

  • Big Long-Term Potential for This Global Powerhouse

    By Andrés Cardenal - August 2, 2013 | Tickers: AXP, DFS, MA, V

    MasterCard (NYSE: MA) is firing on all cylinders lately, the stock is trading at all-time highs after delivering a blowout earnings report for the last quarter. Valuation may be getting a little frothy but, make no mistake; this global payments powerhouse still has plenty of upside potential for years to come.

    Business Model

    There are basically two kinds of card companies with very different business models, players like American Express more »

  • What Makes This Credit Services Company a Good Bet?

    By Lalit Kumar - August 1, 2013 | Tickers: AXP, MA, V

    Revenue and macroeconomic conditions have a very strong positive co-relation for credit services companies. Any improvement in the macroeconomic conditions gets reflected in the revenue of credit services companies. Recent reports from various agencies have indicated that the macroeconomic conditions in the developed countries have shown signs of improvement, which augurs well for this industry. This will help the major players in the industry like MasterCard and Visa improve their more »

  • Credit Card Companies Log an Excellent Quarter

    By Jordan Wathen - July 30, 2013 | Tickers: DFS, V

    When times are good, banking and financial services stocks are great investments.

    Two leading card companies just reported earnings and investors are impressed. Double-digit improvements in net income should keep these financial stocks headed higher.

    Discovering bigger profits

    Discover (NYSE: DFS) is a leading credit card company and closed-loop network operator. On Wednesday, it reported second-quarter earnings of $1.20 per share, beating a consensus estimate of $1.16, and more »

  • Tiger Global Management’s Long Term Stock Picks

    By Meena Krishnamsetty - July 30, 2013 | Tickers: BIDU, PCLN, V

    In May, Tiger Cub hedge fund Tiger Global Management (Tiger Cub funds are those founded by former employees of billionaire Julian Robertson’s Tiger Management) filed its 13F for the first quarter of 2013. At Insider Monkey, we track these filings as part of our work researching investment strategies (for example, we have found that the most popular small cap stocks among hedge funds generate an average excess return of more »

  • Can a Near $600 Stock Be Cheap?

    By Chad Henage - July 30, 2013 | Tickers: AXP, DFS, MA, V

    When I see a stock trading for nearly $600 a share, I have the same reaction many investors probably have. It’s frustrating that the company chooses to keep the share price so high, as smaller investors like myself would have trouble accumulating a decent number of shares. While I know intellectually this higher price is the same value as 10 shares worth $60 each, there something gratifying about owning more »

  • Three Companies that You Should Buy Following Earnings

    By Jayson Derrick - July 30, 2013 | Tickers: FB, F, V

    Quarterly earnings reports are a great opportunity for a company to release their "report cards" so that investors can evaluate all aspects of the company. This lets investors gain better insight into whether a company is a suitable investment candidate for their hard-earned dollars. These three companies have shown that they deserve your cash and should offer a respectful return over time.

    Mobile ad growth drives strong quarter

    Facebook (NASDAQ: FBmore »)

  • A Stellar Quarter if You Ignore the Missing $1 Billion

    By Chad Henage - July 30, 2013 | Tickers: AXP, DFS, MA, V

    I hate it when $1 billion goes missing don’t you? Much to my surprise, in Visa’s (NYSE: V) most recent earnings, the company reported stellar growth by nearly every metric investors could ask for. Between strong growth, and a new multibillion-dollar stock repurchase program, the market reacted positively to the company’s earnings. However, the company’s outlook leaves a rather large question unanswered, and if I were more »

  • Should American Express Be in Your Portfolio?

    By Justin Pope - July 29, 2013 | Tickers: AXP, COF, DFS, V

    Consumer spending took a hit when the recession took hold in 2007-2008. Since then, however, consumer spending in the United States has been making a slow but steady recovery:

    <img alt="" src="" />

    source: St Louis Fed  

    At the same time, the estimated usage of cash is expected to decline.

    What does this mean? It means we - the consumer - are swiping our cards again, and more often as time goes on! I suppose you more »

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