Comments on: The Must-Have Stock Pick for 2008: Visa IPO http://www.zoomstart.com/must-have-stock-for-2008-visa/ Start Something Thu, 28 Aug 2008 12:38:09 +0000 http://wordpress.org/?v=2.3.2 By: Shane http://www.zoomstart.com/must-have-stock-for-2008-visa/#comment-6804 Shane Fri, 15 Aug 2008 05:59:50 +0000 http://www.zoomstart.com/must-have-stock-for-2008-visa/#comment-6804 Hey Investor, Visa had a great quarter but there's still a lot of concern about the economy so I figure we'll see lots of ups and downs for the foreseeable future (which I'm having a little fun with). And I'm glad people like Jim Cramer have finally seen the light on Mastercard. That AXP settlement really hurt them, and there's still the DFS lawsuit around the corner. I have nothing against MA - it's an incredibly strong company with great branding and innovative marketing. I just think their profit pace is going to slow down in light of Visa going public ... and of course, as we saw they never had the lawsuit provisions in place that Visa did ... wiping out an entire YEAR of MA's net income. Nasty. As for Visa ... 90,000 ATMs at the Beijing Olympics ... not too shabby. We're going to see some nice growth in that market and overall it should be a strong earner through 2009-2010. Hey Investor,

Visa had a great quarter but there’s still a lot of concern about the economy so I figure we’ll see lots of ups and downs for the foreseeable future (which I’m having a little fun with).

And I’m glad people like Jim Cramer have finally seen the light on Mastercard. That AXP settlement really hurt them, and there’s still the DFS lawsuit around the corner. I have nothing against MA - it’s an incredibly strong company with great branding and innovative marketing. I just think their profit pace is going to slow down in light of Visa going public … and of course, as we saw they never had the lawsuit provisions in place that Visa did … wiping out an entire YEAR of MA’s net income. Nasty.

As for Visa … 90,000 ATMs at the Beijing Olympics … not too shabby. We’re going to see some nice growth in that market and overall it should be a strong earner through 2009-2010.

]]> By: Investor http://www.zoomstart.com/must-have-stock-for-2008-visa/#comment-6803 Investor Fri, 15 Aug 2008 05:18:48 +0000 http://www.zoomstart.com/must-have-stock-for-2008-visa/#comment-6803 Hooray for Visa, it's been doing alright lately. It's been a long time in the making, but it looks like we might have arrived at the first stop in destination money. Hooray for Visa, it’s been doing alright lately. It’s been a long time in the making, but it looks like we might have arrived at the first stop in destination money.

]]> By: GREG http://www.zoomstart.com/must-have-stock-for-2008-visa/#comment-6355 GREG Wed, 16 Jul 2008 17:12:47 +0000 http://www.zoomstart.com/must-have-stock-for-2008-visa/#comment-6355 OH LETS NOT FORGET ABOUT THE OYMPICS THEY SHOULD GET A BOOST FROM BEING THE OFFICIAL SPONSOR. OH LETS NOT FORGET ABOUT THE OYMPICS THEY SHOULD GET A BOOST FROM BEING THE OFFICIAL SPONSOR.

]]> By: GREG http://www.zoomstart.com/must-have-stock-for-2008-visa/#comment-6354 GREG Wed, 16 Jul 2008 17:10:23 +0000 http://www.zoomstart.com/must-have-stock-for-2008-visa/#comment-6354 please note that visa is a long term investment with with massive potential. for those who watch ma pass them by, visa is very similar. with more market share then all competitor combined, visa to me will most likely do very well. be patient and don't worry about the minor up and down swings. you have to remember, the bigger investors sell and buy millions of shares with put call and options which ultimately makes the share fluctuate. july 31 when the visa reports, people will be in for a surprise. the world moving away from cash and checks, so buy visa on dips and hold and be patient this is an investment not a trade!!!! 183 shares dollar cost averaged at 78.50.. will recomment after the earnings report. please note that visa is a long term investment with with massive potential. for those who watch ma pass them by, visa is very similar. with more market share then all competitor combined, visa to me will most likely do very well. be patient and don’t worry about the minor up and down swings. you have to remember, the bigger investors sell and buy millions of shares with put call and options which ultimately makes the share fluctuate. july 31 when the visa reports, people will be in for a surprise. the world moving away from cash and checks, so buy visa on dips and hold and be patient this is an investment not a trade!!!!

183 shares dollar cost averaged at 78.50.. will recomment after the earnings report.

]]> By: Investor http://www.zoomstart.com/must-have-stock-for-2008-visa/#comment-6344 Investor Wed, 16 Jul 2008 04:17:24 +0000 http://www.zoomstart.com/must-have-stock-for-2008-visa/#comment-6344 Phew...hopefully they do meet and exceed their expectations. I tell ya, I never like to rush time, because I truly enjoy living each day to its fullest, but I am looking forward to July 30th...and a bit nervously at that. Phew…hopefully they do meet and exceed their expectations. I tell ya, I never like to rush time, because I truly enjoy living each day to its fullest, but I am looking forward to July 30th…and a bit nervously at that.

]]> By: Shane http://www.zoomstart.com/must-have-stock-for-2008-visa/#comment-6340 Shane Tue, 15 Jul 2008 21:33:56 +0000 http://www.zoomstart.com/must-have-stock-for-2008-visa/#comment-6340 Hey Investor, Not moving in the direction I'd like to see ... but all things considered, Visa is holding stronger than most in this very bearish market. And I still say this is a long term hold and in that sense I don't pay too much attention to the daily swings. If the earnings are strong on the 30th, then we'll see some confidence in the stock and a bump up. The average expectation is $0.48 share, so if they beat that then we should see some gains. Hopefully they smash it - $0.52 and up would be very good. Of course, if they fall short ... not so good. Hey Investor,

Not moving in the direction I’d like to see … but all things considered, Visa is holding stronger than most in this very bearish market. And I still say this is a long term hold and in that sense I don’t pay too much attention to the daily swings.

If the earnings are strong on the 30th, then we’ll see some confidence in the stock and a bump up. The average expectation is $0.48 share, so if they beat that then we should see some gains. Hopefully they smash it - $0.52 and up would be very good. Of course, if they fall short … not so good.

]]> By: Investor http://www.zoomstart.com/must-have-stock-for-2008-visa/#comment-6333 Investor Tue, 15 Jul 2008 16:09:48 +0000 http://www.zoomstart.com/must-have-stock-for-2008-visa/#comment-6333 Uh oh, Shane...things are looking very, VERY scary. $68.65 a share is a huge loss. I've always been cautious, but now I'm starting to get really worried. Do you still think that things can change enough for the good come July 30th? Uh oh, Shane…things are looking very, VERY scary. $68.65 a share is a huge loss. I’ve always been cautious, but now I’m starting to get really worried. Do you still think that things can change enough for the good come July 30th?

]]> By: Investor http://www.zoomstart.com/must-have-stock-for-2008-visa/#comment-6208 Investor Fri, 11 Jul 2008 14:58:30 +0000 http://www.zoomstart.com/must-have-stock-for-2008-visa/#comment-6208 You're right, Shane. I should go for a 10...why settle for just a 9? :) I too am looking forward to the Summer Games in China, and think that Visa's sales have the potential to rise, but I guess we'll have to wait and see. I think that for now, the most likely date to see something positive happen to it, is that last Wednesday of July (the 30th). Here's hoping that before then, it can sit comfortably in the mid 80's, so that if it spikes up, it goes up considerably higher than it did before. And to Russell, wow, 10,100 shares is a lot of Visa. Good for you! You’re right, Shane. I should go for a 10…why settle for just a 9? :) I too am looking forward to the Summer Games in China, and think that Visa’s sales have the potential to rise, but I guess we’ll have to wait and see. I think that for now, the most likely date to see something positive happen to it, is that last Wednesday of July (the 30th). Here’s hoping that before then, it can sit comfortably in the mid 80’s, so that if it spikes up, it goes up considerably higher than it did before.

And to Russell, wow, 10,100 shares is a lot of Visa. Good for you!

]]> By: Shane http://www.zoomstart.com/must-have-stock-for-2008-visa/#comment-6202 Shane Fri, 11 Jul 2008 09:54:49 +0000 http://www.zoomstart.com/must-have-stock-for-2008-visa/#comment-6202 Investor, You gotta dream bigger ... turn that 9 into a 10 :D Hey Russell, The games will be great exposure for Visa in Asia. And hopefully there isn't a dip so low as to force you into a margin call. Improbable, but certainly not impossible. The Discover situation is a little weird ... they seem hell-bent on taking this to court which is foolish. DFS shareholders should be taking this issue to the board ... Court is 50/50. Always. If Discover wins, they could get a huge payday, but if they lose, they get nothing except a massive legal bill and personally I think if DFS lost that would be the beginning of the end of their business. And that's not good business, that's just gambling ... Regardless, Visa is in a better position than Mastercard with this case because they have money set aside from the IPO. Visa also has a cap (the amount set aside) with a committment from certain banks to pay the rest if the settlement goes over the cap. So Visa's exposure is limited while Mastercard doesn't have anything like this in place. I think Visa can perform in this bearish market, but who knows - I guess we'll see how things look on July 30. Investor,

You gotta dream bigger … turn that 9 into a 10 :D

Hey Russell,

The games will be great exposure for Visa in Asia. And hopefully there isn’t a dip so low as to force you into a margin call. Improbable, but certainly not impossible.

The Discover situation is a little weird … they seem hell-bent on taking this to court which is foolish. DFS shareholders should be taking this issue to the board …

Court is 50/50. Always. If Discover wins, they could get a huge payday, but if they lose, they get nothing except a massive legal bill and personally I think if DFS lost that would be the beginning of the end of their business. And that’s not good business, that’s just gambling …

Regardless, Visa is in a better position than Mastercard with this case because they have money set aside from the IPO. Visa also has a cap (the amount set aside) with a committment from certain banks to pay the rest if the settlement goes over the cap. So Visa’s exposure is limited while Mastercard doesn’t have anything like this in place.

I think Visa can perform in this bearish market, but who knows - I guess we’ll see how things look on July 30.

]]> By: Russell Rodrigues http://www.zoomstart.com/must-have-stock-for-2008-visa/#comment-6200 Russell Rodrigues Fri, 11 Jul 2008 04:09:01 +0000 http://www.zoomstart.com/must-have-stock-for-2008-visa/#comment-6200 Shane, How do you think the Summer games in China will affect Visa's. stock value? Being the sole credit card accepted at the games should help. Also do you think Mastercard and Visa will settle with Discover prior the trial in Sept.? If not, how long do you feel that trial will last? I bought 10,100 shares of Visa at an average price of 69.20 a share. 4500 shares cash, 5600 margin. I hope I can hold out for a year or so. Shane, How do you think the Summer games in China will affect Visa’s. stock value? Being the sole credit card accepted at the games should help. Also do you think Mastercard and Visa will settle with Discover prior the trial in Sept.? If not, how long do you feel that trial will last? I bought 10,100 shares of Visa at an average price of 69.20 a share. 4500 shares cash, 5600 margin. I hope I can hold out for a year or so.

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