• Give More Credit to This Credit Card Company!

    By Mihir Mehta - July 29, 2013 | Tickers: DFS, MA, V

    The economic recovery in the United States and consistent growth in emerging economies like China have resulted in higher consumer spending across the globe. This has proved to be a blessing for industries like retail, housing and automobile.

    Apart from these, one other industry that has benefited from greater consumer spending is the credit card business. One of the leading companies in global payments technology, Visa (NYSE: V) reported robust more »

  • Is There Still Time to Get in on the Payment Processing Boom?

    By Matthew Frankel - July 29, 2013 | Tickers: DFS, MA, V

    MasterCard (NYSE: MA) is one of the leaders in payment solutions, providing services related to credit, debit, and other payment methods for about 22,000 financial institutions. Shareholders of the company have done very well lately, with shares up more than 11% in the past three months alone. In fact, since first going public in 2006 at $39.00, shares are up an astounding 1,440%! With the company set more »

  • Tailwinds Set to Benefit Credit Companies

    By Nathaniel Matherson - July 26, 2013 | Tickers: DFS, EBAY, V

    Are you one of the many shoppers finding yourself using plastic more often?

    In some of my recent articles, I've highlighted the financial sector as a beneficiary of rising interest rates with some mention of credit card companies. However, in this article, I would like to focus on the numerous tailwinds set to help some of the largest credit services including Visa (NYSE: V), Discover Financial Services (NYSE: DFSmore »)

  • Playing an Industry Trend

    By Dan Moskowitz - July 22, 2013 | Tickers: AXP, MA, V

    American Express (NYSE: AXP) has rewarded investors over the past four years. However, based on the broader market’s significant rally, this should be expected. It should also be noted that American Express has underperformed MasterCard (NYSE: MA) and Visa (NYSE: V) over the same time frame. Then again, investing is about looking ahead, not forward.

    American Express is different

    MasterCard and Visa rely solely on processed transactions. American Express more »

  • A Review of the electronic payments industry

    By Vanina Egea - July 14, 2013 | Tickers: AXP, MA, V

    The transaction volumes for credit and debit cards and other payment methods depend on consumer spending. Unexpectedly in recent April the US economy has been hit by government spending cuts and for the first time in almost a year household purchases dropped. Nonetheless, consumer spending in May saw its biggest annual increase in two years and this was great news for companies that are linked to the electronic payments industry more »

  • Credit cards: a sector that never looses?

    By patricio kehoe - July 11, 2013 | Tickers: AXP, MA, V

    The transaction volumes for credit and debit cards and other payment methods depend on consumer spending. Unexpectedly, last April the US economy was hit by government spending cuts and for the first time in almost a year household purchases dropped. Nonetheless, consumer spending in May saw its biggest annual increase in two years and this was great news for companies that are linked to the electronic payments industry.

    The big more »

  • Is It Time to Sell These 2 Wall Street Favorites?

    By Brian Nichols - July 11, 2013 | Tickers: MA, V

    Two stocks that seemingly have no limit to their upside are Visa (NYSE: V) and MasterCard (NYSE: MA). Every time you think a point of resistance has been reached, these two stocks blow through and trade even higher. But are these two stocks still a buy?

    A Look At The Business

    In the last three years MasterCard valuation has increased 180% and Visa by nearly 160%. These large gains have more »

  • How Much Longer Will You Carry Cash?

    By AnnaLisa Kraft - July 10, 2013 | Tickers: AXP, MA, V

    Doomsday preppers  may keep cash and gold around, but how much cash will you carry around in say...two to five years? The cashless society has proven so dire for Kenyan pickpockets they held a press conference begging legislators to do something to protect their profession.

    Not an Onion news report, these were real pickpockets. The solution according to pickpockets is for the government to train them to skim ATM more »

  • American Express Is Still Cheap

    By Syed Shah - July 10, 2013 | Tickers: AXP, MA, V

    At a time when the U.S. economy continues to pick steam and the stock market rebounds after the scary swoon in June, the expanding wealth of Americans, brought about by the uptick in housing market and expanding stock markets, benefits American Express (NYSE: AXP). American Express is a diversified financial services company with a focus on credit card network and proprietary charge and credit cards and the company’s more »

  • Is There Any Upside Left in Credit Cards?

    By Rupert Hargreaves - July 4, 2013 | Tickers: AXP, MA, V

    The three credit services providers, Visa (NYSE: V), MasterCard (NYSE: MA) and American Express (NYSE: AXP) have all been on a good run during the last few months. However, one has outperformed the others.

    Over the last year, Visa has gained 47%, outperforming the S&P 500 (by around 30%) and its closest peers American Express and MasterCard, which have gained 28% and 34% respectively. 

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

    But is this too much more »

  • The Best Way to Play the Rise of the "Middle Class" in Emerging Markets

    By Justin Pope - July 3, 2013 | Tickers: KO, NSRGY, V

    America has one of the top economies in the world. Much of that is thanks to what we refer to as the "middle class." The middle class, sometimes referred to as "the consumer," has been driving American economic growth for the last few decades as illustrated in the chart below:                     

    <img alt="" height="239" src="" width="667" />

    Source: Epoch Investment Partners

    This trend has allowed various companies to build immense brand power as consumer staples to the more »

  • This Company Is the Best Hedge Against Inflation

    By Shmulik Karpf - July 3, 2013 | Tickers: AXP, MS, V

    There's a heated discussion going on whether the massive money printing by the Fed will cause interest rates to rise, or whether now is a good time to buy treasuries after their prices crashed in the past two weeks. But there's one aspect where there's a general consensus in the markets. If the Fed continues with his purchase of $85 billion worth of treasury notes for much more »

  • Potential Elephants for Warren Buffett

    By Federico Zaldua - July 3, 2013 | Tickers: ADP, BRK-A, V

    As many of us know, Berkshire Hathaway (NYSE: BRK-A) is generating an increasing amount of cash. As the company does not pay a dividend and very unusually buys its own shares (in 2012 Berkshire did a $1.3 billion share re-purchase), it must re-invest those proceedings somewhere.

    The good news for shareholders is that the man in charge of investing Berkshire's money is the best asset allocator in modern more »

  • Giving Charity? Check it- The Thieves Do Not Have Honor

    By Joy Mali - July 3, 2013 | Tickers: V

    President Teddy Roosevelt once said, “There is not a man of us who does not at times need a helping hand to be stretched out to him, and then shame upon him who will not stretch out the helping hand to his brother.” If he was still alive today, he’d probably heap even more shame on those who prey on the charitable nature of others to steal from them more »

  • BlackBerry: Worst Stock of the Year

    By Alexander Cho - June 30, 2013 | Tickers: BBRY, GOOG, V

    BlackBerry (NASDAQ: BBRY) basically came out and reported an awful quarter. The company under-performed to expectations, and as a result the share price fell by 27.8%. The under-performance is likely to continue going forward.

    Earnings summary

    The company’s total sales for the quarter grew by 15% year-over-year. The growth in sales was driven by improvements brought upon by its product refresh.

    The BlackBerry Z10 and BlackBerry Q10 over more »

  • Revisiting Predictions Made at the Start of the Year

    By Rupert Hargreaves - June 28, 2013 | Tickers: MO, CAT, V

    Back in January, when the economy seemed to be recovering, China was not a significant concern and the Fed looked like it was going to continue easing for an indefinite period, I picked three stocks that I believed were solid buy and hold investments for 2013.

    However, since then the global economy and outlook have changed, so how has the portfolio performed and is there still a thesis for investment more »

  • What Does Billionaire Ken Griffin’s Citadel See in This Credit Card Company?

    By Meena Krishnamsetty - June 28, 2013 | Tickers: AXP, MA, V

    We track quarterly 13F filings from hundreds of hedge funds, including billionaire Ken Griffin’s Citadel Investment Group (see Griffin's stock picks). Even with the inherent delay in 13Fs (the most recent batch reports long equity positions as of the end of March), we think that there are still a couple ways to make use of the information. We’ve found that the most popular small cap stocks among more »

  • You Can Cash in on this Disappointment

    By Naomi Warmate-Igwe - June 28, 2013 | Tickers: GPN, VNTV, V

    Global Payments Inc. (NYSE: GPN) is a consumer money transfer and electronic payment processing company based inAtlanta. The firm has an extensive branch network consisting 883 retail branches in the US Canada, Europe andLatin America. It processes payment transactions for independent sales organizations, merchants, government agencies, financial institutions and multi-national corporations. Global Payments’ comprehensive line of payment processing solutions include debit and credit cards, electronic check conversion, check verification and more »

  • Who Is the Leader in the Credit Card Industry?

    By Damian Illia - June 27, 2013 | Tickers: AXP, MA, V

    You might no longer have to decide between cash or credit, since the leading credit card companies in the world also offer compelling growth prospects and promise to deliver plenty of cash to stockholders over the years. Visa (NYSE: V), American Express (NYSE: AXP), and MasterCard (NYSE: MA) are the leading companies in the industry and, most certainly, the most famous credit card brand names throughout the world. Below, I more »

  • An Industry in Which All Companies Make Huge Profits

    By Ted Cooper - June 25, 2013 | Tickers: DFS, MA, V

    In a world regulatory framework designed to maximize competition among firms, it is a wonder that any company earns outsized profits. However, some industries are suited to allow a handful of companies to dominate without fear of new entrants breaking up the party.

    Global card payment processing companies, like Visa (NYSE: V), Mastercard (NYSE: MA), and Discover Financial Services (NYSE: DFS), are one group that enjoys this advantage.

    Barriers to more »

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